• How and When to Talk about Money in the Sales Process to Attract & Close Better Clients

  • Oct 22 2024
  • Length: 57 mins
  • Podcast

How and When to Talk about Money in the Sales Process to Attract & Close Better Clients

  • Summary

  • In this episode of Agency Office Hours, co-hosts Melissa Lohrer and Meredith Fennessy Witts dive into one of the most challenging topics for agency owners: money. Join them as they share strategies on how to confidently discuss rates with clients, set clear pricing, and remove the emotional barriers that often come with financial conversations.

    Melissa and Meredith explore why pricing transparency is crucial for building trust with potential clients and how to structure your sales process to avoid losing opportunities. They also talk about setting financial goals that align with your agency’s growth, and how to confidently stand by your rates, even during tough times.

    Key takeaways include:

    • The psychology of money and how to reframe your perspective
    • Why pricing transparency can increase conversion rates by 20-30%
    • How to create a tiered pricing structure that scales with your clients
    • Tips for qualifying leads to save time and avoid unproductive sales calls
    • Real-world examples of how to avoid scope creep and stay profitable

    Show Quotes We Love:

    “A dream is just a dream. A goal is a dream with a plan and a deadline.”

    Thanks to our sponsor Copper, for making this podcast possible. Copper is a CRM that helps agencies attract more clients, streamline communication and deliver projects effortlessly. Exclusive to the listeners of this podcast, Copper is offering 15% off annual plans with promo code AGENCYOFFICEHOURS, all one word. Visit this link to try Copper CRM today.

    This episode is sponsored by our partners at Sked Social. Sked's Social Media Management tools are designed to streamline your workflow, enhance team collaboration, and deliver exceptional results for your clients. Sked is offering a free trial and custom demo to the listeners of this podcast, visit this link to learn more and use code OFFICE HOURS at checkout for 10% off annual plans -http://skedsocial.com/officehours

    Connect with Us:

    Follow us for more insights on agency growth strategies. You can find us on Instagram and LinkedIn. Join our Agency Office Hours Advice Column here.

    For all inquiries, contact us at hello@joinagencyofficehours.com

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    About Your Hosts:

    Melissa Lohrer is the Founder of Waverly Ave Consulting, a Growth Consultancy for indie agencies. She partners with agency owners to create seven-figure growth through strategic repositioning, modern revenue models, and relationship-based sales. Connect with her on LinkedIn and Instagram.

    Meredith Fennessy Witts is the Founder of Le Chéile, the go-to finance and strategy consultancy for creative agencies scaling beyond seven figures. She helps creative founders clarify their cash flow, restructure niche offers and pricing, and ensure they’re running a profitable business...in a mindful way. Connect with her on LinkedIn and

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