How to Build a Sales Process for a Marketing Agency

Learn a systematic approach to selling, from prospecting to deal closure, in a comprehensive module focused on effective techniques and strategies.
11h

OVERVIEW

Master the art of creating winning marketing proposals: understand client needs, showcase value, outline strategies, present action plans, and excel in visual presentation and follow-up for successful client acquisition.

KEY TOPICS OFFERED

The importance of a well-defined sales process for agency founders is emphasized a lot in this lesson. Moving beyond transactional sales and focusing on customer objectives is key. The process talked about in this lesson includes stages like Intro Call, Strat Call, Proposal, and SOW, aiming to qualify prospects and provide tailored solutions. Having a collaborative SOW review replaces contract sending, boosting clarity and negotiations. Overall, the process cultivates trust, aligns goals, and improves close rates for scaling businesses.

Learn the secret to a successful sales process from Garrett, a seasoned expert in the field. Discover how to uncover clients needs, build trust, and close deals effectively. With proven strategies and real-life examples, this lesson will elevate your sales game and boost your revenue. Don’t miss out on the opportunity to master the art of sales and transform your business.

How to Build a Sales Process for a Marketing Agency
Introduction Transcript

All right, I am excited to chat with you today about sales process. It’s a very overlooked thing because many of us don’t have enough pipeline to really need one. In other words, we maybe do five to 15 calls a week, and a lot of times we still do it ourselves where we’ve got one or two AEs, they’ll have a conversation, they’ll talk price and they’ll send a quote. I’m coaching a lot of agency founders right now that that’s their actual sales process. Now, the problem with a sales process like that and what we’re going to discuss today is you have no real control over your average order value and thus the lifetime value of a customer and thus how much you can spend to acquire one. In other words, it’s hard to grow your business if you can’t expand the purchase size of someone’s appetite when they come to you. If someone comes to me and they say like, ” Hey, we have a 20K a month for paid media and we just want to spend.” And they want me to manage it. Well that’s a very small account that is very hard to grow and probably isn’t very profitable.

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Sales

LESSONS

Explore all of the lessons in this module below.

How to Build a Sales Process for a Marketing Agency

Learn a systematic approach to selling, from prospecting to deal closure, in a comprehensive module focused on effective techniques and strategies.

How to Set Quotas and Compensation Plans for AE’s at a Marketing Agency

Gain insights into setting sales targets and structuring compensation plans to motivate your team effectively.

How to Price Your Marketing Agency’s Services

Understand the art of pricing products or services for maximum profitability while considering market dynamics.

How to Build a Sales Team for a Marketing Agency

Discover strategies for assembling a skilled sales team, including recruitment, training, and nurturing talent.

How to Write Contracts for Your Marketing Agency

Navigate the intricacies of sales contracts, mastering their negotiation and execution to ensure favorable outcomes.

How to Build Proposals, Pitch, and Win Business for a Marketing Agency

Develop persuasive pitch strategies to captivate potential customers and enhance your chances of successful sales.

How to do Positioning for Your Marketing Agency

Discover the art of strategic positioning to differentiate your agency in the market and attract clients who align with your unique strengths.

The Power of Branding For Your Marketing Agency

Harness the full potential of branding to create a cohesive and compelling narrative that communicates your agency’s essence and values.

The Best Channels to Market and Advertise Your Agency On

Navigate the diverse landscape of marketing channels and advertising platforms to effectively engage your target audience and drive conversions.

How to Set a Marketing Budget for Your Ad Agency

Develop a clear and comprehensive strategy for setting a marketing budget that aligns with your agency’s goals and paves the way for sustainable growth.

How to Build the Finance Department at Your Marketing Agency

Construct a dynamic finance department tailored to your agency’s needs, understanding the roles and responsibilities that enhance financial management at every stage.

How to Design and Read a Marketing Agency Profit & Loss Statement

Demystify the profit and loss statement, empowering you to extract meaningful insights, make informed decisions, and optimize your agency’s financial performance.

The Definitive Guide to Month End Close for Your Marketing Agency

Navigate the essential month-end closing process with finesse, ensuring accuracy, transparency, and compliance in your agency’s financial operations.

Financial KPIs to Track + Benchmark for Your Marketing Agency

Discover key financial performance indicators (KPIs) that provide a clear snapshot of your agency’s health and benchmarks to gauge your progress.

How to Build a Financial Model for Your Marketing Agency

Learn how to create a comprehensive financial model that serves as a strategic roadmap, guiding your agency’s financial decisions and growth initiatives.

How to Set Expectations for Reporting from Your Finance Department

Define clear and effective reporting expectations for your finance team, ensuring transparency, accuracy, and alignment with your agency’s goals.

The Power of “Just In Time Labor” for Capacity Planning

Dive into the innovative strategy of “just in time labor” to optimize capacity planning, ensuring your agency has the right talent at the right time.

How to Take Your Marketing Agency Global

Master the intricacies of global expansion, from cultural nuances to operational challenges, to lead your agency towards an international footprint.

Why You Need A Singular Person Who Signs Off on New Talent Before Getting Accounts

Discover the significance of a centralized talent approval role, balancing excellence with client satisfaction through meticulous talent selection.

Marketing Agency KPI’s To Benchmark Operations

Identify and track key performance indicators (KPIs) that offer insights into your agency’s operational health and growth trajectory.

How to Do Client Reporting and Communication at Your Marketing Agency

Learn effective strategies for transparent client communication and reporting that build trust and nurture long-lasting partnerships.

How to Get Referrals For Your Marketing Agency

Harness the power of referrals to amplify your agency’s reputation, and seamlessly integrate a referral-driven culture into your operations.

How to Build a Hiring Process for a Marketing Agency

Crafting a hiring process tailored to your agency’s unique needs ensures you select candidates who align perfectly with your vision and goals.

How to Write Job Descriptions for a Marketing Agency

Master the art of crafting job descriptions that not only attract top-tier talent but also clearly communicate the role’s importance in your agency’s journey.

How to Onboard New Hires at Your Marketing Agency

Smoothly integrate new team members into your agency’s culture, equipping them with the tools and insights they need to hit the ground running.

How to Run 1-on-1s at Your Marketing Agency

Foster meaningful connections and individual growth through effective one-on-one interactions that build trust and drive excellence.

How to Have Difficult Conversations at Your Ad Agency

Navigate challenging discussions with finesse, maintaining professionalism while documenting performance to drive continuous improvement.

How to Choose Benefits That Move the Needle for a Marketing Agency

Select benefits that not only attract talent but also enhance team satisfaction and overall agency performance.

How to Create an Annual Bonus Program for Your Marketing Agency

Develop a rewarding bonus program that motivates your team to achieve exceptional results year after year.

The Importance of an All-Hands Meeting at Your Marketing Agency

Unite your agency with the power of collective vision through impactful all-hands meetings that foster alignment and enthusiasm.

How to Run In-Person Company Retreats in a Fully Remote Marketing Agency

Bridge the gap between remote work and team cohesion by orchestrating in-person retreats that strengthen bonds and enhance collaboration.

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CONTACT

I run an agency in the low-mid seven figures. But I work with Garrett in order to get to eight-figures. When you work with people who have done exactly what you want to do, you will get there faster.

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