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Why Most Agency Sales Plans Fail (and What to Do Instead)

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Manage episode 499988162 series 2817744
Content provided by Sales Schema. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sales Schema or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, I sat down with the Happy Clients Podcast to talk about what’s working in agency sales right now, without the cringe, without the outdated playbooks, and without turning you into a full-time cold caller.

Most agencies can sell for their clients all day, but when it comes to their growth, things can get messy.

I’ve spent the better part of a decade helping agencies stop relying on “hope and referrals” and start building sales systems that work.

⏱ Timestamps

00:00 – The “spare-time sales” trap

00:29 – Why this matters for client-facing pros

01:19 – My path into agency sales

02:20 – The scaling pain you don’t see coming

04:41 – When referrals run dry

06:10 – Inbound vs outbound today

07:04 – The trust-first approach

09:23 – Making referrals predictable

11:48 – Why cold outreach is harder now

14:13 – Accountability in sales

16:32 – Quick wins with clarity and focus

18:53 – Opportunities hiding in plain sight

20:10 – Where to find me + my book

Key Points

  • Why loading sales onto busy account managers fails.
  • How to turn your network into a steady pipeline.
  • The simple way to make introductions effortless.
  • Why agencies should own sales instead of outsourcing it.
  • How clarity on your ideal client changes everything.

🔗 Book a strategy call with Dan: Relationship Sales at Scale™

Checked the podcast on @dotandcompany

  continue reading

272 episodes

Artwork
iconShare
 
Manage episode 499988162 series 2817744
Content provided by Sales Schema. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sales Schema or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, I sat down with the Happy Clients Podcast to talk about what’s working in agency sales right now, without the cringe, without the outdated playbooks, and without turning you into a full-time cold caller.

Most agencies can sell for their clients all day, but when it comes to their growth, things can get messy.

I’ve spent the better part of a decade helping agencies stop relying on “hope and referrals” and start building sales systems that work.

⏱ Timestamps

00:00 – The “spare-time sales” trap

00:29 – Why this matters for client-facing pros

01:19 – My path into agency sales

02:20 – The scaling pain you don’t see coming

04:41 – When referrals run dry

06:10 – Inbound vs outbound today

07:04 – The trust-first approach

09:23 – Making referrals predictable

11:48 – Why cold outreach is harder now

14:13 – Accountability in sales

16:32 – Quick wins with clarity and focus

18:53 – Opportunities hiding in plain sight

20:10 – Where to find me + my book

Key Points

  • Why loading sales onto busy account managers fails.
  • How to turn your network into a steady pipeline.
  • The simple way to make introductions effortless.
  • Why agencies should own sales instead of outsourcing it.
  • How clarity on your ideal client changes everything.

🔗 Book a strategy call with Dan: Relationship Sales at Scale™

Checked the podcast on @dotandcompany

  continue reading

272 episodes

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