‘The Anatomy of a Winning Marketing Agency Proposal’ – HubSpot
Jami Oetting says, “Many clients think don’t seem to place a lot of importance on the proposal phase of the relationship. While you think you’re moving to the next stage in the sales process, they simply think they are being nice by agreeing to look over your suggestions.
It’s a waste of time for your team to spend their time creating proposals for clients who are not qualified. It’s also wasteful to require your team to reinvent the process every time you need a formal proposal. And while we’d like to get rid of the proposal process, in most cases, it’s just not possible. The practice is now ingrained in the courting phase between an agency and a client.
You can, however, approach the proposal phase with a repeatable process to make things easier. First, you need a way to qualify and uncover the needs of the client. Then, you need a pre-built template so you can get the proposal over to the client as quickly as possible. If your new business person did his job, the client should be excited and ready to sign on the dotted line“.
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