Joshua NelsonSeven Figure Agency · Mentor / Coach at Seven Figure Agency

How to Stop Wasting Time on Custom Proposals (and Scale Your Agency)

Name: How to Stop Wasting Time on Custom Proposals (and Scale Your Agency)
Uploaded: 2026-03-17T17:02:18+00:00
Duration: 37 s
Channel: Joshua Nelson
Description: In this concise monologue, the speaker warns agency owners that spending hours crafting bespoke proposals in response to RFPs is a fast track to burnout…

17 Mar 2026 · 1 min

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In this concise monologue, the speaker warns agency owners that spending hours crafting bespoke proposals in response to RFPs is a fast track to burnout. He advocates replacing that approach with a tight, pre‑designed sales process: define qualification questions, map the client’s current state to their desired outcome, present a clear, pre‑priced service offering, and enable the client to decide during the call or receive a ready‑made document afterward. The core message is to eliminate the habit of customizing proposals for each prospect, instead preparing standard materials and pricing up‑front, thereby saving time, reducing stress, and allowing the agency to scale more efficiently.

Chapters

The fastest way to burn out is to be sending custom proposals, right? You know, taking RFPs or talking with the client and then going and, and spending hours creating a proposal. Much better is to have a nice tight sales process where you think in advance, like, what are the questions I need to ask them? How do I bridge the gap between where they are and where they're looking to go? And be able to demonstrate, here's what we do, here's how much it costs, and let them be able to make a decision on that call and/or just have a, a preset document that explains what it is and what you do. So I wouldn't spend a lot of time customizing proposals. Have it thought through in advance. Have a document you can send afterwards if they need it. But that is just a recipe for wasted time.