Onboarding a new client is difficult is often requires back and forth as you are trying to suggest services but the client is also managing multiple things like change for one, budget secondly, and this is all while considering your motives to increase the price to cover more services. With everything going on the client often is under the suspicion that you are ballparking prices to cover the unique set of requirements. All of this or some of this may be true but certainly as the list of requirements adds up its not only alot to juggle in your head but then you have to recall all of this and make your proposal. This doesnt have to be the case anymore though.
From the initial consultation our specialist gathers what is needed as the end result and what is used as the inputs to get to the conclusion. Then we figure a way to implement a backup system like a spreadsheet and perhaps integrate that with a filing system for better organization, an PDF templating system to send out branded quotes, a calendar system for important dates related to the documents and/or appointments, and perhaps even a contact system to add in the highlight points of communication with said prospect or customer.
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