Joe Ardeeser on The Secrets to Faster, Smarter, and More Profitable Proposals

The Digital Agency Growth Podcast

The proposal process can be one of the biggest bottlenecks for agencies, leading to lost deals, scope creep, and unnecessary stress. Joe Ardeeser, founder of Smart Pricing Table, joins us to share how agencies can streamline proposals, close deals faster, and maximize profitability.

Joe covers how agencies can eliminate inefficiencies, standardize their pricing, and leverage upsells to maximize every opportunity. This week, episode 248 of The Digital Agency Growth Podcast is all about optimizing your proposal process and closing deals faster!

Watch our latest video training, How to Take Charge of Your Agency’s Future Revenue. During this training, you’ll learn how we get qualified appointments every week using tasteful and highly targeted email outreach.

In this episode of The Digital Agency Growth Podcast, Joe Ardeeser shares insights on how agencies can improve their proposal workflows, reduce wasted time, and increase conversions by creating structured, client-friendly proposals that sell.

Joe Ardeeser is a former agency owner with over 12 years of experience working with brands like Bluetooth, Scantron, and T-Mobile. Now, as the founder of Smart Pricing Table, he’s helping agencies revolutionize their sales process with interactive proposal software designed for efficiency and profitability.

In this episode, Dan and Joe discuss the following:

• The biggest mistakes agencies make with proposals—and how to fix them
• How to create a sales catalog to speed up and standardize your pricing
• The power of upsells and add-ons to increase deal size effortlessly
• Why proposal review meetings can significantly boost your close rate

Thank you for listening! If you enjoyed this episode, please take a moment to follow, rate, and review the podcast. Let us know your key takeaways!

Learn more about The Digitial Agency Growth Podcast at https://www.salesschema.com/podcast/ and our Video training at http://salesschema.com/takecharge

CONNECT WITH JOE ARDEER:

LinkedIn

Smart Pricing Table website

Free Guide

CONNECT WITH DAN ENGLANDER:

LinkedIn

Sales Schema

Stop relying on unpredictable referrals and take control of your agency's future growth. Go to salesschema.com/takecharge to access the free training now.

Stop relying on unpredictable referrals and take control of your agency's future growth. Go to salesschema.com/takecharge to access the free training now.

פרקים

1. Introduction: Welcome back Joe Ardeeser! (00:00:00)

2. The Chaos of Proposal Writing: The common frustrations agencies face (00:01:42)

3. Why Agencies Struggle with Proposals: The biggest inefficiencies in the process (00:04:12)

4. The Power of Systems & Structure: How agencies can eliminate wasted time (00:06:32)

5. Creating a Sales Catalog: The key to faster, smarter, and more accurate proposals (00:09:02)

6. How to Increase Revenue with Upsells: A simple strategy to boost deal size (00:15:02)

7. The Role of Video in Proposals: How to build trust and close more deals (00:18:32)

8. Why You Should Stop Sending Proposals Cold: The importance of review meetings (00:21:42)

9. Real-World Success Stories: How agencies have unlocked new revenue streams (00:25:12)

10. Who Should Handle Proposals: The ideal process for agencies at different stages (00:28:47)

11. Leveraging Proposal Insights: How data can optimize your close rates (00:31:17)

12. AI & The Future of Proposals: Where automation fits into the process (00:34:02)

13. Final Takeaways: The #1 tip for improving your proposal process (00:38:42)