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Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

Released Monday, 29th January 2024
Good episode? Give it some love!
Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

Monday, 29th January 2024
Good episode? Give it some love!
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"Two or three days of delay, because it takes you so long to create a scope of work or proposal, could be the difference between a potential client engaging with one of your competitors and building a lot of rapport." – Joe Ardeeser

The finer details of this episode:

  • Importance of proposal and pricing process in agency-client interactions
  • Creating a product catalog for streamlining the proposal process
  • Strategies to avoid scope creep and maintain clear pricing conversations with clients
  • Importance of a well-structured pricing tool

Episode resources:

  • Summit Virtual CFO by Anders website: https://www.summitcpa.net/
  • Email us with questions or if you’d like to be a guest on the show: [email protected]
  • This Quiz Will Tell You What Financial Help Your Business Needs: 

https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net

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