How Agencies Get Better Data Through Their Sales Process (Hint: It's In The Proposal)

️ The Happy Clients Podcast is back with a bang!
In this episode, Taylor welcomes back Joe, the mastermind behind
Smart Pricing Table, to tackle a pain point every agency owner
knows too well—proposal anxiety. If you’re juggling client
demands, tight deadlines, and the quest for clarity in your sales
process, this one’s for you.





Joe breaks down why being the first to respond can seal the deal,
how vague proposals lead to scope creep nightmares and the
psychology behind upselling. This episode is packed with gems to
help you streamline your sales process.








[HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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checklist
here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠





[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast,
brought to you by DOT and Company-- the world's best and only
team of client account managers for digital marketing agencies.
Whether you're a virtual assistant, an agency owner, or a
client-facing account manager, we all deal with clients. Lucky
for you. client management is what we do best. On the happy
client's podcast, we won't shy away from the ups and downs of
managing clients in the agency world, but we'll be right there
alongside you to learn together and share the real juicy stuff
we'll undoubtedly face when it comes to client management. Now,
let's dig in, chat CAM life and have some fun along the way.





Cheers, to happy clients!