How to Craft Proposals that Win Agency Deals
Dan Englander
How to Craft Proposals that Win Agency Deals
Dan Englander

How confident did you feel about your last proposal ? How can you make them more powerful ?  Today we’re talking all things proposals – from links, to pages you should focus on, to when to use (and avoid) automation.

Today’s guest is Kyle Racki, the CEO and co-founder of Proposify, a SaaS company that helps sales teams eliminate the frustration caused by the proposal-process and streamlining the sales workflow to help clients close more deals.

Kyle offers a glimpse into some of the behind-the-scenes actions of his most successful clients as well as some of the bigger sales and software trends that he is picking up on.  He shares insights into the key stages of human interaction in the sales process and explains why you still have to sell your proposal, no matter how good your document may look.

What you will learn:

  • What to consider if you’re thinking of transitioning from agency services to software.
  • Why specialization is the key to a high-converting proposal.
  • The right way to think about proposal automation.
  • Nitty gritty proposal tactics – length, pricing, and presentation
  • Why buyer psychology matters, even if you’re selling into big companies.

Links:

Sales Schema Video Training — How to Build An Evergreen Growth Engine for Your Boutique Agency

Proposify

Built to Sell: Creating a Business that Can Thrive Without You by John Warrillow

Full Scale Agency: How to Build a Profitable Business (Without Burning Out)

Kyle Racki

Quotes:

“It’s a fantasy to think that you can just build an app, put it out there, and then stop doing service work and focus on your SaaS.  It’s very difficult to make that work.”

“Agency owners tend to forget that you don’t just launch a product and start making money from day one.”

“You need to sell your proposal.  Don’t try to let a document sell it for you.”

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