Creative Agency Success Show

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


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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

  • smartpricingtable.com
  • https://www.linkedin.com/in/joeardeeser/
...more
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Creative Agency Success ShowBy Summit Virtual CFO by Anders

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