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A collection of ideas to help you take control of your sales and grow your business! Practical guides, easy advice, and smart tips for closing more deals.

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    Sales prospecting is an essential part of the sales process. It helps you make sure that every lead you spend time and effort on is a good fit for your products or services.In this article, we'll explain the importance of sales prospecting and give you a guide on how to use it in your company. Only by understanding the specifics of prospecting, will you be able to see amazing results.What is sales prospecting?Sales prospecting is the process of finding the best possible customers to win more deals and conquer new markets. It is used to expand your existing customer base by reaching out to leads and building relationships with the goal of turning them into customers. This process is mostly done through email marketing, social media, networking events and more.Prospecting helps you better understand your customers and what their customer journey looks like. The process of deciding which leads are prospects will look different from company to company. Some even outsource this process to a lead gen agency. But don't worry, our guide can be used for many different industries.The importance of sales prospectingSales prospecting is essential for any sales team wanting to grow its business. It helps you identify customers that have a real need for your solution. Since they are already aware of their pain points and issues, targeting them can speed up your sales cycle.Focusing on people that are already searching for a solution similar to yours is far more effective than trying to convert people who aren't even aware of their problems. If your sales strategy is only focused on the top of the funnel people, you'll lose out on a lot of conversion opportunities.Research shows that 82% of buyers accept meetings when a salesperson reaches out first. A big reason for this is that people who are looking for a specific product or service will be more willing to jump on a sales call than the ones that are still cold leads.Quality over quantityHowever, if you want to take advantage of these numbers, you need to improve the quality of your sales meetings. If you waste people's time by talking about your company, instead of focusing on personalized benefits and features they will love, you won't increase your conversion rate. That's why it's important to prepare for your sales meetings. You need to research your prospects and find out how to customize your pitch to them. We'll focus more on this in a later chapter.The difference between leads and prospectsA lead is a person who may become a client after a lot of effort and time. On the other hand, a prospect is a person you've qualified as one that is more likely to purchase from your business.Understanding leadsWhile leads expressed some type of interest in your company, products or services, they still need to be engaged and informed. This is because they fall into the early stages of your sales pipeline. They are usually engaged with helpful and informative blogs, how-to videos, case studies and more.Understanding prospectsProspects are leads you've decided are more worth spending time and effort trying to convert. That is because they showed a higher level of interest, and possibly reached out to you to find out more about your products and services. They don't need a lot of convincing, since they are very likely to buy. Simply answer their questions and deal with any objections.Automate your sales prospectingIf you want to speed up your sales process, you will need to automate parts of it. While we believe that people buy from people and would never tell you to completely automate your sales process, there are parts you can speed up with reliable software.Wonit, an AI platform that builds personalized proposals in minutes using conversational AI. Instead of spending hours with complicated proposal software, you'll be able to create stunning web-based proposals that you can track and get signed.Save time with AIYou'll be able to design your proposal with dead-simple drag and drop blocks or by having a natural conversation with AI. Simply describe your project and get professional proposals in minutes, not hours. Since we're so focused on the proposal process, it's easy to see why you would let us take care of your proposal structure and other elements. This leaves you with more time to focus on shaping your offer and closing deals.Quick signatures and paymentsAll of our proposals come with a built-in e-signature option which speeds up your approval process. No one has to print out or scan documents. The only thing your client needs to do is sign digitally and it will become legally binding. Another great feature you'll love is the payment integration. It allows your clients to pay directly through Stripe payment links in the proposal itself. After they e-sign, they can click "Pay now" and complete the transaction immediately.The importance of the follow-up processSince prospects are already interested in your solution and are likely to buy, you don't want to ruin your chances by not following up. When using Wonit, you can do this very easily through our advanced analytics. They show you when your proposal was opened, viewed, and signed. You also get block-by-block analytics that show how much time the reader spent on each section.Know when to reach outThis will inform your follow-up process because you'll know exactly when to reach out and what your approach should be. There is no need to message them with specifics on your offer if they still haven't opened your document.Knowing that they've read your proposal, got to the pricing section and haven't responded yet, you can craft a great email. Outline how you helped previous clients reach their goals. Send a short case study that shows how quickly you helped your client reach ROI. That will help convince your new clients to agree to your proposal.Learn how to prioritize your prospectsTo be successful in your sales prospecting, you need to learn how to prioritize your prospects. That way, you can make sure that you're focusing on the right clients.Create a grading systemThe process of prioritizing your prospects can be quite easy. If you already have an amazing understanding of your target audience and previous clients, you'll know exactly who to focus on. Create a map of your leads and grade each one on how likely they are to convert. Once you have a list of potential clients who are more likely to buy from you, share your findings with the team. They can give you input and together you can come to a final list of prospects.Key factors to considerThe factors you should focus on while grading leads should be:The size of the companyPrevious communicationMarket changesTimingBudget availabilityThere will always be surprises along the way, so make sure to update your list regularly and include new data.The importance of a personalized approachIf you approach your prospects with a universal message, without any type of personalization, you won't reach your full potential.Do your researchYou need to set time aside to research your prospects and customize your approach to their needs and wants. Don't be afraid to do some social media research. Find out what the company's values are and how to win them over.Are they focused on the environment? Do they work with non-profits? Do they offer scholarships? Find an angle to quickly stand out and show the prospect that you've done your research.Make sure to research their competitors as well. Understanding your prospects' standing in the market will help you shape your sales pitch. You will know which benefits to focus on and how to present your solution.Use your connectionsIt's not a bad idea to look for mutual connections and ask for a referral. That way, your potential clients will have more confidence in their choice to meet you. Personalizing your approach will help you relate to your clients. 80% of consumers say that they would rather buy from a company that provides a personalized buying experience. This shows why investing in such an approach is worthwhile.Let AI do the heavy liftingThis is where Wonit truly shines. If you've imported your CRM data into Wonit, you can create highly personalized proposals in seconds. Simply tell the AI "create a proposal for @hubspot:DealName" and it will fetch all important info and interactions from your CRM to build a fully customized proposal for that specific prospect.You can also import your company documents, website links, and other details to create a knowledge base. Then when creating a new proposal, provide specific information about the prospect like an RFP or study you did on them. Let AI create a beautiful and fully personalized web proposal that closes leads faster.Craft the perfect pitchNow that we covered the importance of personalization, let's explain how to craft your sales pitch. If we could give you one piece of advice on how to create a great sales pitch, it would be to focus on benefits. Don't put too much focus on the features of your products and services.Benefits over featuresTo put it simply, your potential customers won't care about features. They want to understand how your solution can help them specifically. We're not saying that you should completely avoid talking about your features. You can overcome objections by comparing your solution to your competitors. If you offer specific features at all price points or have unique features, make sure to mention that. However, the main points of your sales pitch should be the benefits.Give real examplesFor example, if you're selling website development, you should focus your pitch on how much visibility your client will get from a new website and how they can increase sales and quickly see ROI.Talk about yourself lastAnother tip we would like to share with you is to carefully consider when you'll talk about yourself and your company. Put yourself in your client's shoes. Would you want to sit through a presentation of a company's history, values, previous work and more? Probably not.Your clients will expect your presentation to be focused on them. People are still making their potential clients listen to a presentation about why they're the perfect company for the job, without focusing on the client and the issue at hand. If you really want to mention your company in the sales pitch, make sure it's not at the start of it. Otherwise, you'll lose the attention of your listeners right away.Key takeawaysSales prospecting can help you sell more and increase your revenue, as long as you know how to do it correctly.Remember, it all starts with understanding your audience and who would be more likely to buy from your company. If you don't have deep knowledge of your audience, you won't be able to successfully qualify your prospects.Once you do all the groundwork, you will see that qualifying your prospect will come easy to you. Just make sure everyone in your team is on board with your decisions.Speed up your prospecting with WonitIf you're looking for a way to speed up your sales prospecting, join the waitlist for early access to Wonit. Create stunning, personalized proposals in minutes instead of hours with AI-powered proposal generation, advanced analytics, and built-in e-signatures.With Wonit's conversational AI, you can create professional proposals as easily as having a conversation. Track engagement, get real-time notifications when prospects view your proposals, and close deals faster than ever before. Join our waitlist today and be among the first to experience the future of proposal creation.

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    Follow-up calls are a key part of the sales process. They help you move customers down the sales funnel and build a stronger professional relationship with the people you want to sell to. Of course, whether you're selling order management systems, online training programs, or something else, it's easy to mess up a follow-up call - or at least do it in a way that's not ideal.This guide will help you structure your follow-up calls better and get the sales you need for your business.1. Get a commitment to a follow-up callImage SourceStart by setting a specific time for a follow-up after your first contact with a customer. Try to be flexible, and be ready to speak at a different time if needed. If you've ever wondered why people use voice over internet protocols, also known as cloud phone systems, sales calls are a great example. They let you make calls from any internet-enabled device, giving salespeople maximum flexibility.It's a good idea to follow your customer's lead and also ask them to save your number. Once you've made plans with them, make sure you call at the agreed time. A customer's time is as important as anyone else's. Wasting it is an easy way to lose a sale or any future contact with them.2. Plan what you're going to discussOnce you've picked a time to talk, send the customer an email shortly before your conversation. This helps remind them and reduces the chance of missed appointments. This reminder email should briefly mention what you're going to discuss. The exact format of the meeting can change based on what your customer wants.Above all, make it clear this is a no-pressure conversation. During follow-up calls, many customers worry they'll have to make a commitment before they're ready. While getting that commitment is the end goal, trying to push a customer too soon can lose the sale. Be positive but don't pressure them.Another good strategy is to include something valuable but related. An online article or resource often works well. This can relate to the product or service you've discussed or it can be more personal to the customer. You can use the same article with different customers as long as it's relevant to each one.3. Think about what you're going to sayImage SourceBefore you start a follow-up call, think about what you'll say. Make sure you always mention who you are and get the name of the person you're calling right. This saves time and starts the conversation on the right foot. You should also quickly explain why you're calling.Some customers may need multiple calls. In this case, your follow-up talks will be based on past conversations. It's a good idea to make notes during these, especially since our memory isn't as good as we think it is. Your notes can also give you clues about what customers expect, such as ways to solve certain problems.4. Avoid a boring openingEven if you build goodwill with an email, the first moments of a follow-up call can ruin your efforts. Bad openings include asking if they got your emails, if they have any questions, or if they've made any decisions about what you discussed before. These questions are boring and repetitive. Sometimes, they can put customers on the spot and lead to awkward conversations.A better approach is to clearly set the agenda for the conversation instead of asking uncomfortable questions. You can make this even better by mentioning any problems your customer has talked about, like a high bounce rate or exit rate on their website. You can remind them of the frustrations they're facing and then explain you'll be sharing the features of what you're selling, which will fix the problem.Another strategy is to frame features by the benefits they offer. For instance, you could talk about how sending a web-based proposal instead of a PDF makes it easier to track engagement and see exactly what sections prospects are spending time on.5. Work to build a rapportImage SourceAdding a personal touch to sales conversations is a good strategy. However, it's also a fine line to walk. Going too far can make you seem intrusive and lead to discomfort during discussions.The key to success here is to use a light touch multiple times during sales conversations. A potential customer might mention something going on in their life during your first sales call. If so, make a note of this, and be sure to follow up on it when you next speak. This helps you build rapport with your customer and can make closing a sale more likely.Another way you can build rapport is to show you really listen to customers when they share concerns. Respond to concerns in their work life as much as in their personal one. A good rapport-building effort will make customers look forward to later calls instead of dreading them.6. Leave a voicemailImage SourceLeaving a voicemail can be debated among salespeople. You may wonder if doing so is right or useful. However, generally speaking, leaving a voicemail is a good idea.A good voicemail message is friendly, encourages questions, invites future contact and includes the personal touch we discussed earlier. It's not just a way of staying in touch but a way to stand out from other salespeople. That said, try not to let getting sent to voicemail over and over get to you and don't take out your frustration on the customer.7. Be persistent (but not too persistent)Being persistent is an important part of any sale, but it's a fine line to walk. If a customer isn't responding to your calls, make sure you don't come across as pushy in voicemails.Gently make it clear you're ready at the appointment time and accommodate your customer. Make it clear you understand life sometimes gets in the way. Give them time to get back in touch with you and remind them of their earlier concerns again. It's a good idea to treat a failure to connect as an unfortunate event rather than a mistake on the customer's part.But if a customer keeps failing to communicate with you, despite your persistence, don't be afraid to let them go. Nobody wins every time, and you aren't necessarily a bad salesperson because someone won't hear what you have to say.ConclusionMaking a follow-up call can be nerve-wracking. However, with some preparation, it will go much more smoothly. The key is to respond to the specific concerns each customer raises and move beyond it being just a sales call. Try to add personal touches and offer value beyond what you're selling. Always keep your cool, and don't let your failures reflect badly on your abilities. By following these tips, your follow-up calls will be as strong as they can be.Get early access at wonit.ai and turn your proposal writing from a multi-hour headache into a five-minute conversation.

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    Any SaaS business wanting to grow needs to track the right performance metrics (KPIs). Keeping an eye on the right SaaS metrics helps you understand how healthy your business is and lets you fix problems quickly when they come up.However, if you're not sure which metrics matter most for getting and keeping customers, all that data won't help much. So, let's look at the six most important metrics you should be tracking to grow your SaaS business.SaaS metric 1: Monthly recurring revenue (MRR)Monthly recurring revenue (MRR) is the steady, predictable money your company makes each month. It's the total amount you can expect from your current customers, assuming you don't lose or add any new ones. Tracking MRR helps SaaS businesses understand their money coming in and spot any changes or patterns over time. By looking at MRR, you can see if your pricing, marketing, and customer keeping strategies are working well.How to calculate your monthly recurring revenue?To calculate your MRR, take the number of all your active customers and multiply it by what they pay you each month. This gives you a clear picture of how much steady money you're making monthly.For example, a company with a $10,000 MRR in January and a $11,500 MRR in February has a monthly growth rate of 15%. This helps you track if you're moving in the right direction.SaaS metric 2: Customer churn rateCustomer churn rate measures the percentage of customers who stop using your product within a certain time. Since keeping customers directly affects your business growth and success, you can't ignore customer churn. As you know, getting new customers costs more than keeping the ones you have. By understanding why customers are leaving, you can fix their problems and make their experience with your product better.How to calculate your customer churn rate?To calculate your churn rate, divide the number of customers you lost during a specific time by the total number of customers you had at the start of that period. This gives you a percentage that shows how many customers you're losing on average.For example, let's say you had 1,000 customers in January. By the end of February, you had 980 customers. This means your churn rate over those two months is 2%.Why you should track customer churn rate?Tracking customer churn rate helps you understand why customers stop using your product. It shows patterns in user behavior and helps you see which groups are more likely to leave. With Wonit’s analytics, you can see which parts of your proposals clients viewed and for how long. This helps you identify deals that might be losing interest, so you can follow up in time. Keeping existing customers happy builds loyalty and encourages positive word of mouth, which supports long-term growth for SaaS businesses.SaaS metric 3: Monthly active users (MAU)Monthly active users (MAU) shows the number of unique customers who actively use the software within a month. It gives you valuable insights into how well your SaaS product is keeping and attracting customers. By watching MAU, you can spot trends in user behavior and usage patterns. Are certain features driving more engagement? Are there any problems keeping users away from your platform? These insights help you make smart decisions to improve user experience.Why you should track monthly active users?Tracking monthly active users (MAU) helps you see how well your business is performing. It shows the effect of your marketing, new features, or pricing updates. If your MAU is increasing, your strategy is working. If it drops or stays the same, it’s a sign to improve. With Wonit’s CRM integrations, you can pull client details from HubSpot or Salesforce to create personalized proposals. This makes every interaction feel tailored and helps keep users engaged and returning.SaaS metric 4: Customer acquisition cost (CAC)Customer acquisition cost (CAC) measures how much money you need to spend to get one new customer. CAC helps you understand if your marketing and sales strategies are working well and if your growth plan can last long term.How to calculate your customer acquisition cost?To calculate your CAC, add up all the costs of getting customers, like marketing campaigns, ads, salespeople salaries, and other related costs. Then, divide this total by the number of new customers you got during that time.For example, let's say you spent $10,000 last month on sales and marketing. You got 10 new customers. This means you spent $1,000 to get one new customer.Why you should track customer acquisition cost?By tracking your CAC, you can see if your customer acquisition efforts are worth the money. Since CAC shows the cost of getting one new customer, lowering it means higher profits and faster growth. Tools like Wonit can help lower your CAC by speeding up proposal creation from weeks to minutes, letting your sales team respond to more leads faster. Plus, with live engagement tracking and follow up reminders, you'll never miss the perfect time to close a deal.SaaS metric 5: Customer lifetime value (LTV)Customer lifetime value (LTV) measures the total revenue you can expect from a customer during their entire relationship with your company. By understanding LTV, you can make smart decisions about how much to invest in getting and keeping customers.How to calculate your customer lifetime value?Usually, you'd calculate customer lifetime value by multiplying your average revenue per customer per month by the average customer lifespan in months. For example, if your SaaS business makes $50 per customer per month and customers stay for 12 months on average, your customer LTV is $600.Why you should track customer lifetime value?By calculating LTV, you can figure out how much you should spend on getting and keeping customers. If your LTV is high, it means each customer brings a lot of value to your business, making it worth spending more on marketing. A good rule is keeping your CAC lower than your LTV. If you're spending $1,000 to get a customer but only making $600 from them, you need to either lower your acquisition costs or increase customer lifetime value.SaaS metric 6: Net promoter score (NPS)Net Promoter Score (NPS) measures customer loyalty and satisfaction. It gives you valuable insights into how likely customers are to recommend your product or service to others.How to calculate your net promoter score?To calculate your NPS, ask your customers one simple question: "On a scale of 0 to 10, how likely are you to recommend our product/service to a friend or colleague?". Based on their answers, customers fall into three groups:Promoters (score 9 to 10) Passives (score 7 to 8) Detractors (score 0 to 6)The formula for calculating NPS is subtracting the percentage of detractors from the percentage of promoters. A positive score means you have more promoters than detractors, while a negative score means the opposite.Why you should track net promoter score?Understanding your NPS shows whether your customers are satisfied with your product. It also lets you compare yourself against competitors and track changes in customer feelings over time. By regularly checking your NPS, you can fix any issues that detractors mention and work on turning passives into promoters.ConclusionBy regularly tracking these six metrics, SaaS businesses can understand their growth better, find areas to improve, and make smarter decisions. While these metrics give you important data, remember to also look at industry benchmarks specific to your niche so you can better understand your customers and run your business more effectively.Get early access at wonit.ai and start tracking proposal engagement like never before with real time analytics that show exactly when and how your prospects interact with every section of your proposals.

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    Have you ever been to a restaurant with a menu as thick as a book? Overwhelming, right? The same goes for selling your products or services. Clients don't want every option at once. They want the option that's right for them.So, how do you figure out what that is? Simple: stop talking and start listening.Ask before you pitchThink of selling like being a detective. Your job? Find out exactly what your client needs. A discovery call is your best friend here. Clients often come in thinking they need one thing, but you find out later that the real problem is something else. By asking the right questions from the start, you can offer the solution that actually helps.As a result:You learn the real story and find deeper problems they didn't even know they had.You build trust by making clients feel heard.You don't waste time talking about things they don't need.You get better results because clients say yes to solutions that fit perfectly.Keep it simpleThe biggest challenge after a good discovery call? Stopping yourself from showing the client everything you can do. But you have to resist. Giving too many options makes it harder for them to decide.Here's the rule: never make your client figure out what they need from you. Instead, narrow it down. This is where Wonit helps you. Instead of sending a huge generic proposal, use Wonit AI to create a focused, personal proposal that talks directly to their needs. Pull their info from your CRM, and let the AI build a proposal that solves their exact problems, nothing more, nothing less.Share only what fits their situation and explain why it works. Keep the focus on their problem, not your full list of services. That's how selling should feel: simple, clear, and personal.The smarter way to sellA good salesperson has many products. A great one knows which product is right for each client. Next time you talk to a potential client, be curious. Ask questions. Really listen. Then, create a proposal that fits perfectly. Wonit can help you build it in minutes, not hours. By focusing on discovery, you're not just selling. You're solving problems and building relationships. And that's what leads to long-term success in any business.Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.

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    Being in the marketing industry, you already know the importance of branding and promotion. Unfortunately, you don't always have time to invest in your own marketing, seeing how you're spending so much time focusing on your clients.That's how you slowly start to lose relevancy and get fewer and fewer potential clients reaching out. In order to avoid this, you need to continually work on your agency's marketing strategy.In this article, we'll explain how to do it effectively so that you gain more qualified leads, scale your business and increase your revenue.How to promote a marketing agencyThe first thing you need to do is think of yourself as one of your clients. Do exactly what you would do for a client:Create goalsUnderstand your target audienceThink about which social channels you'll usePrepare a content planThink about paid adsCreate a plan for offline marketing effortsIf you've been running a digital marketing agency for a while, you've probably already done something similar to this in the beginning. However, it's essential to keep optimizing your marketing efforts with the help of digital marketing tools.Stay on top of marketing trendsA great way to optimize your strategy is by making a new SWOT analysis every few years. You need to be on top of the marketing trends, as well as your place in the local or global market.If newer marketing agencies are focusing on newer technologies like TikTok, virtual reality and such from the start, and you don't have the time to learn about them and include them in your existing process, you'll soon be seen as an old-school agency.We know how hard it can be to implement changes once you have multiple clients and a company blog and networking events. However, you need to change with the times and create new types of content.Define your position clearlyIf you specifically decide not to use new technologies, you need to use that as a positive in your branding. You should explain why you're the best pick even if you're not engaging in specific industry practices.It could be because you're a small family business, focusing on small local businesses or that you're focusing on PR and want to make sure that you're not hopping on every trend before you had enough time to research the references and make sure that they don't come back to bite your client.1. Choose the right social media platformsIf you're using every social media possible to share content aimed at attracting potential clients, you're wasting time and money.We suggest starting by taking a good look at your existing clients and the way they reached out to you. Once you know that, create a different plan for every social media platform.Platform-specific strategiesFor example, Instagram could be used to showcase company culture as well as previous work and any interesting content that could help you attract new employees.On the other hand, your LinkedIn page could be specifically focused on attracting new clients by showcasing your brand as the authority in the industry. It's a great place to share free advice and tips, industry awards, previous successes, personal recommendations and more.Your marketing agency is your own business and you should present it in the best way possible. Since your social platforms have different goals, you can segment your audience and personalize your content. It's important to have a social media presence, but it needs to be done with a plan, otherwise, you're just creating empty content that doesn't bring in any results.2. Start a podcastStarting a podcast can be a valuable addition to your marketing strategy for your agency if you do it correctly.You should have a clear and unique perspective or voice, have the resources to produce high-quality content consistently, and have the plan to promote and distribute the podcast effectively.Assess your resources firstHowever, before starting a podcast, it's important to assess whether you have enough time, energy and topics to cover.Starting a podcast is a great way to connect with industry experts and present yourself as an authority on the topics of social media marketing, influencer marketing, attracting clients and more. You can invite guests in the form of CEOs from other agencies and create valuable content that showcases you as a great pick for any potential clients.Consider the time investmentWith a podcast, you can engage your audience for a longer time and create loyal relationships. Of course, there are downsides to creating a podcast in order to promote your digital marketing agency. The first one is how much time and effort it takes to produce one on a regular basis.While it lets you effectively promote your services, it will take some time to build your audience and gain momentum.3. Develop case studies about your clientsOne of the best ways to promote your marketing agency and attract clients is by creating case studies that show your previous successes.A recent survey suggests that nearly 63% of respondents believe that case studies serve as a powerful tool to generate new leads.Tell stories, not just numbersWhen talking about social proof, it's important to present it with a storytelling aspect. If you just create an infographic with numbers, without any explanations, you're not providing enough information for anyone to further engage with your brand.Write about your process, but also include quotes from clients and high-quality images that tie the story together.Personalize your case studiesCase studies are a great way for potential clients to build trust in your brand because they see that your expertise helped someone in a similar situation achieve their goals. Our advice is to create case studies focusing on different aspects of your services.Show how your marketing agency helped a small business grow, a larger business owner have more free time, a new business develop a brand identity and more. The more personal information you include in these client success stories, the more your audience will relate.4. Turn case studies into winning proposalsOnce you've developed these powerful case studies, the next step is turning them into proposals that actually close deals. This is where most agencies struggle. You spend hours formatting documents, choosing templates, and making sure everything looks professional.Turn case studies into winning proposalsOnce you've developed these powerful case studies, the next step is turning them into proposals that actually close deals. This is where most agencies struggle. You spend hours formatting documents, choosing templates, and making sure everything looks professional.With Wonit, you can skip all that complexity:Create proposals in minutes: Tell the AI about your project in plain English and it creates a complete proposal in seconds with pricing tables, project phases, and professional designImport your knowledge base: Add case studies and CRM data so AI creates personalized proposals by fetching info from HubSpot or other CRMs24/7 AI client support: Prospects get an AI chat widget that answers questions about your services instantly without you being onlineTrack everything: See who viewed your proposal, which sections they spent time on, and when they engaged for perfect follow-up timingWeb-based and mobile-ready: Share with a simple link, clients can review, comment, and e-sign from their phone5 minutes vs 2-3 hours: Create proposals from scratch in minutes while traditional tools take hours to customize and format5. Guest bloggingAny SEO agency will tell you it's good to build relationships with other companies interested in blog or link exchanges. Offer to create a blog focusing on how to write a good case study and include examples from your own content. Provide valuable insight and link to your landing page.That way, your guest blog isn't too salesy, while still providing you with increased brand awareness. Make sure to also include these case studies in your social media campaigns to reach new audiences.6. Focus on in-person networkingCEOs are often the face of their company. That's why it's important to get out there and network with other peers and potential clients.The goal is to create a sense that your digital agency is omnipresent. Not only should you be present on all relevant online platforms, but also at offline events.Attend industry eventsMake sure your digital agency is present at any relevant marketing events where you could meet other industry leaders, learn more about your local market and share your views on marketing trends.Organize your own eventsYou can also organize your own events and make people come to you. Find a smaller venue to begin with and leverage an event management system for registering, ticketing, reserved seating, and a ticket scanning app for fast ticket redemption.In order to spread the word about your company in the marketing world, try organizing a few networking events a year. They don't have to be over the top, just make sure that the guest list is packed with people that you would like to partner with.They could be owners of digital agencies as well as owners of other types of companies that could become potential new customers. That way, you could partner with other businesses and cross-promote each other or delegate work with a set referral fee.Build one-on-one relationshipsAlongside official networking events, make sure you're also keeping up with your industry-related peers in individual check-ins. It could be a business dinner or lunch which lets you dive deep and build loyal relationships.Even if they aren't interested at the time, they'll keep you in mind if some work comes up.7. Position yourself as a leader in the industryPeople that aren't in your industry don't have a specific way of knowing which digital agencies are the best. That's until you tell them.The pricing strategyA great example of this is the old Chivas effect story. As the tale goes, the company behind Chivas was struggling to reach new markets so they decided to double their price. They didn't change anything else about the whisky, nor did they change the branding or promotional messaging.The results? Their sales doubled. The buyers saw the increase in price as a reflection of the brand's quality.In the same vein, colleges in America decided to raise their tuition fees, which resulted in an increase in enrollment. That's because parents saw the high tuition costs as an indicator of a better standard of education.Other ways to establish authorityWhile you could raise your prices to present your business as the best option, we also have some other ways to position yourself as a leader in the industry:Share valuable input, not just top-of-the-funnel contentPut a paywall in front of your ebooks and other types of contentFocus on a nicheStart by publishing content that is truly valuable and isn't easy to find on search engines. It's a great way to prove how much expertise and experience you have. However, after a certain amount of time, you should move that content behind a paywall or sign-up form. There's no reason to keep giving away valuable tips without gaining something in return.Best practices to get clients for a marketing agencyNow that we've covered how to promote marketing agencies, it's time to give actionable advice on the best ways to get new clients.Lead magnetsWe've already mentioned the importance of putting your valuable content behind a sign-up form. That way you're getting your audience's emails and other information in return for your white papers, reports, ebooks and more.Once you have that information, you should further engage them to try and convert them into clients. Segment your leads and create a sequence of emails that showcase the benefits of choosing your marketing agency.ReferralsA happy client is the best client, but you can take that a step further by offering them an incentive to refer your company to their peers. By agreeing on a referral fee, you're encouraging them to bring in new clients and help you grow your business.Make sure to explain to them that having more clients doesn't mean that you'll spend less time or effort on existing projects.Engage in online communitiesInstead of engaging in cold calling, find online communities where the leads are hot. Online directories, Facebook groups and Slack channels are great places to present your company and offer up your services.If you decide to go this route, you will need to be consistent and post engaging and valuable content that will get people hooked. Help others when they have questions and offer help when needed. Make sure you're professional in every way and have patience for people with different degrees of technical knowledge.ConclusionMarketing your marketing agency requires the same strategic thinking you apply to your clients' campaigns. Focus on the channels that matter, create valuable content that positions you as an industry leader, and most importantly, make sure your sales process is as efficient as possible. When it comes to closing deals, speed and professionalism matter, which is why tools like Wonit help you create stunning proposals in minutes instead of hours, so you can focus on what you do best: delivering exceptional marketing results for your clients.Get early access at wonit.ai and transform your proposal process from hours of formatting into minutes of simple conversation with AI.