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

Most agencies waste hours crafting proposals that never close

Name: Most agencies waste hours crafting proposals that never close
Uploaded: 2026-03-15T17:01:06+00:00
Duration: 1 min 6 s
Channel: Joshua Nelson
Description: In this segment, the speaker urges agency owners to abandon the practice of crafting custom proposals for each prospect, labeling it a waste of time. He…

15 Mar 2026 · 1 min

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1:06

In this segment, the speaker urges agency owners to abandon the practice of crafting custom proposals for each prospect, labeling it a waste of time. He argues that a well‑designed sales process should rely on a pre‑engineered program overview that outlines services, deliverables, pricing, and partnership terms. During a live sales call, the agency walks the prospect through this standardized offering, tailoring the conversation to the prospect’s goals and securing buy‑in on the spot. By shifting the heavy lifting to the conversation rather than a bespoke document, agencies can close high‑ticket, high‑quality clients more efficiently and reduce the chase involved in proposal follow‑up.

Chapters

Stop sending custom proposals. Literally sending a custom proposal is a waste of time. If you do your sales process correctly, you should be able to meet with that prospect, have a great conversation about where they are, what their goals are, what they're looking to accomplish, and be able to articulate like, here's what we can do, here's what our program is designed in order to get you that particular outcome. And in our world, we're not custom designing that on a client-by-client basis. We've got a program overview that's like, here's what we do, here's what's included, here's how much it costs, here's how we're going to do business together. And we're not customizing and sending it out. We're literally on the sales call, getting their buy-in, getting them to say, hey, okay, like, what does this look like? And walking through that with them live on the call. Most of your clients or future clients are going to be able to say yes based on that conversation if you approach it in the right way. So don't feel like you need to create this beautiful custom proposal and spend hours on it and then send it out and cross your fingers and hope that that proposal does the selling for you. Make sure your sales process does the heavy work. Make sure that you've pre-engineered in a way that makes sense and you can really streamline the way that you convert high-ticket, high-quality agency clients without having to do nearly as much chase.