Gini Dietrich

Scale Your Agency Without Proposals or RFPs

By: Gini Dietrich | June 19, 2018 | 

Scale Your Agency With These Two TipsThere has ben a lot of great content on how to scale your agency on Spin Sucks of late.

(I can say that because none of it has been my own…until now.)

Drew McClellan wrote last week about the need to listen in new business meetings.

While he had other great advice (and you should read it if you haven’t yet), that was the biggest takeaway.

Listening. Asking questions. Digging deep. Those are the things that will win you business.

Not the fancy slides or the international capabilities or your case studies.

Actually listening.

And then Brad Farris wrote yesterday about what to include in new business proposals if you MUST write them.

Again, it wasn’t about your capabilities or your case studies or your process or your point-of-differentiation.

It is about the prospective client. Listening in the written format.

All really great advice in how to scale your agency through proposals and competitive pitches.

But what if you didn’t have to go to new business meetings? What if you didn’t have to write proposals? If you didn’t have to respond to RFPs? If you never had to go to a competitive pitch again?

How would that life look like?

Two Ways to Scale Your Agency Beyond the Norm

About eight years ago, I had an idea that would revolutionize the PR industry.

I just knew if communicators had professional development at their fingertips, they would buy in droves.

So, in 2011, we launched Spin Sucks Pro in an effort to help all of you stay ahead of the trends and evolve the industry together.

It flopped. Majorly.

It turns out, we weren’t so great at the marketing part of it. At all. Which is completely and totally ironic, isn’t it?

And yet…we launched and when we were met with crickets, we couldn’t figure out why.

In fact, only one friend bought a membership and I ended up giving her her money back because I felt bad that she was the only one.

So we had to go back to the drawing board.

I still believed there was an opportunity there in front of us, but maybe it wasn’t with an online and guided professional development membership.

I HAD to believe because I just knew it was easier to scale “products” than people.

There were a couple of years that I spent licking my wounds.

I wrote a couple of books (Marketing in the Round and Spin Sucks), I went on the international speaking tour, and I grew our agency.

As a team, we launched a two-day strategy session that we require all clients to buy before we’ll even consider executing their communications program for them.

We were starting to “productize” our work, while also doing what we do best—providing client service.

Then, in 2015, we decided to give Spin Sucks Pro another go when we launched the Modern Blogging Masterclass.

And this time, it didn’t flop.

In fact, we had nearly 200 students for our first time out and we were well off to the races.

We had finally figured out how to scale without competitive pitches, writing proposals, or responding to RFPs.

It all came down to our required two-day strategy session and products made from our intellectual property.

Let’s take a look at both.

The Two-Day Strategy Session

Just like nearly every agency owner (there are a lucky few who’ve never had this experience), we went through a bout where we had a string of bad clients.

In some cases, it was because we overpromised and then had to overservice to get results. In others, the clients were just jerks.

We didn’t have a list of qualifications of our ideal client, nor did we have the confidence to turn anyone away.

And we paid for it. Dearly.

We decided there had a to be a way we could date before getting married AND get paid for our ideas.

No more writing proposals based on what they told us in a meeting or two, only to get in to do the work and find out only half of it was true—and the other half was embellished.

We also decided we weren’t going to spend time writing proposals and never hearing from the prospect again.

(Not to mention the “you tell me what it’s going to cost” comment and then them having sticker shock when we did exactly that.)

We had to have a process that allowed us to get out of it and still win the business.

Enter the two-day strategy session.

It has three costs (just like Brad suggests in his article about what to include in your proposal):

  • A virtual meeting (which isn’t nearly as effective, but doesn’t cost nearly as much)
  • A two-day meeting with my team
  • A two-day meeting with my team and me

And, while we don’t write a proposal for this, we do have a document that describes what it is, the agenda, and the deliverable at the end.

It takes us 15 minutes to produce that versus the days it took to write proposals—and the conversion rate is 95 percent.

As well, we’ve only ever had one client not hire us to execute the plan we created together.

That is because, when we dug into their financials together, we realized their entire marketing budget was spent on the two-day strategy session.

When we learned that, we worked with them to craft a program they could execute on their own.

The two-day strategy session (or some version of it) is one way you can scale your agency.

Create Informational Products

The other way you can scale your agency is to create informational products.

I often speak with agency owners who tell me they don’t have the expertise or knowledge to do this.


If your agency is just you or you have 300+ employees, you have the expertise and knowledge to do this.

You might lack confidence or time, but you have the expertise and knowledge.

Sit down and ask yourself the following questions:

  • What is our process? Can it be taught?
  • In our best case studies, what have been the results?
  • What do our clients tell others about the experience in working with us?
  • What is my favorite thing to do?
  • (If you have a team), what is my team really great at doing?

In the answers to these questions is an informational product you will use to scale your agency.

It might be a series of webinars or an online course or a live webinar coupled with a live Q&A or an in-person workshop.

Whichever delivery method you choose, make sure it’s scalable and can eventually become passive.

Add One Revenue Source Each Year

When you combine these two with the client service you’re already doing, you’ll do two things:

  • Find more clients without having to write another proposal again; and
  • Create an additional revenue stream that works for you while you sleep.

It has always been my goal to have seven different streams of revenue as I grow my business.

That way, when we lose a client or a product launch goes sideways or I decide I don’t want to be on a plane every week anymore, we can make up the loss in other ways.

If you take these two ideas and figure out how to add one new revenue source every year, you will scale your agency in ways you’ve never before imagined.

Some of it will be passive and some of it will be client service, but you’ll never again write a proposal or go to a competitive pitch.

Photo by Simon Hesthaven on Unsplash

About Gini Dietrich

Gini Dietrich is the founder, CEO, and author of Spin Sucks, host of the Spin Sucks podcast, and author of Spin Sucks (the book). She also has run, built, and grown an agency for the past 14 years. She is co-author of Marketing in the Round, co-host of Inside PR, and co-host of The Agency Leadership podcast.