New business is how an agency grows, and every proposal has to show a prospect that we understand their goals better than anyone else pitching them. Our agency needed proposals that were fast, consistent and tailored to each client, without starting from a blank page every time.
Working side by side with our CEO, I led discovery, strategy, scope and pricing for about a dozen proposals. I researched each prospect and shaped every proposal around that client’s goals. I also designed the agency’s proposal templates from scratch, creating a repeatable structure that made each proposal faster to build without making it generic. Most proposals went out within a week of discovery, and I turned around client edits in two to four business days.
The templates I built are now the standard for every proposal the agency sends, and they’ve helped turn prospects into clients.
