Prospecting clients is a process within an agency that also launches a client relationship. This course will also be about creating a business proposal and marketing strategy that will translate into new clients to your agency’s managed portfolio.


What can you expect from this course?

In this course, we’ll go through the first stage of the Client Lifecycle process. Your agency’s sales team will require proposals to aid in the client acquisition process. We’ll distinguish among the different types of proposals and the key elements of each.
What can you expect from this course?

What You'll Learn

  • Determine the most fitting proposal to support a client pitch.
  • Recognize the differences between proposal types and the benefits of each.
  • Learn the basic structure that any proposal should have and why.
  • Present a successful proposal and ensure the prospect is satisfied with your value proposition.


  • Course Objectives Course Objectives
  • Basic Concepts Basic Concepts
  • The Main Proposal Types The Main Proposal Types
  • The Anatomy of a Proposal The Anatomy of a Proposal
  • Presenting Your Proposal Presenting Your Proposal
  • Course Summary Course Summary
Enroll to Prospecting


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