Summer Sprint (2/6): Advance Client & Prospect Approvals Faster: Improve Ideas, Estimates & Proposals

About This Series
Revenue growth has become inconsistent. Pipelines stall, clients hesitate, scope slips, and new opportunities are harder to generate and convert.

The issue isn’t effort. It’s the lack of a clear, repeatable system to drive growth across your teams. In this six-part summer series, we’ll focus on six practical ways to generate, convert, and protect revenue. Each session tackles a specific pressure point, from getting on the radar of new prospects to accelerating approvals to retaining and expanding existing client revenue.

Note: Registering for any session will automatically enroll you in the full series.
There is a registration fee for non-subscribers, which includes unlimited seats for your agency.

• JUL 14: Build a Repeatable Growth System: Power Your Entire Team > 
• JUL 21: Advance Client & Prospect Approvals Faster: Improve Proposals, Estimates & Ideas >
• JUL 28: Break Into New Categories & Diversify Your Pipeline > 
• AUG 4: Get on the Radar of More Prospects: Leverage AI GEO > 
• AUG 11: Turn Scope Control & Creep Into Revenue Growth >
• AUG 18: Retain All Revenue: Fix Your Client Relationship & Revenue Vulnerabilities >

About the Session
Proposals, estimates, and ideas don’t generate revenue. Approved ones do.

Too often, strong recommendations get stuck. Proposals sit in review. Estimates get pushed back. New ideas lose momentum or get scaled down before they’re approved. The result is slower growth, reduced budgets, and missed revenue opportunities.

In this session, your teams will learn a more structured approach to moving proposals, estimates, and ideas through the approval process more quickly. This includes how to handle these critical “selling moments” to build urgency, strengthen perceived value, and reduce decision-making friction.

The skills your teams will learn:

• How to structure estimates and proposals to reduce pushback and delay
• How to introduce new ideas so clients and prospects are ready to act
• How to frame value in a way that supports stronger, faster approvals
• How to maintain momentum from initial idea through to final sign-off
• How to avoid common mistakes that stall decisions or reduce deal size

Training Materials

Following the session, those who attend will receive one week of recording access.

Who Should Attend

This series is designed for those at your agency who have the potential to help generate growth for your agency. Client-facing, new business, and management teams will find the learning particularly relevant.