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Build a Better Agency Podcast

Scale and grow your agency with better clients, invested employees, and a stronger bottom line, with Drew McLellan of Agency Management Institute.
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Mar 9, 2020

The more you know about a person, the easier it is to connect with them. One of the challenges when it comes to biz dev is that we really don’t know too much about the prospect we’re trying to build a relationship with, especially in the early stages of the sales pitch. But what if there was a way for you to gain those insights even if you’ve never met them in person?

Charlie Poulson’s first job out of college was building PPT decks for one of the country’s largest agencies. That experience gave him insights on the technical side of sales. A recent discovery of a tool that adds in some psychological insights has allowed him to build a business helping others succeed at sales.

In the latest episode of Build a Better Agency, Charlie explains how agency owners can structure proposals and presentations in a way that resonates with their audience, because they know who that person is and how they tick, thanks to Crystal, a Chrome plugin that provides DISC assessment information based on their LinkedIn profile and other social channels.
Take a listen and then connect with your prospects at a whole different level.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owners | Leveraging psychology to improve agency sales with Charlie Poulson

What You Will Learn in This Episode:

  • If you decide to go with a different keyword, make sure to have the keyword listed in at least one bullet point.
  • The psychology behind agency sales communication
  • How agency owners can communicate more effectively with prospects
  • The art of presentation design for agencies
  • How Charlie creates presentations and proposals that resonate with decision-makers
  • How Charlie is using AI (Crystal the Chrome plugin) to gather data and insights about agency prospects
  • How to create different pitch decks for a variety of personality types

Ways to Contact Charlie Poulson:

Tools & Resources:

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