Sales
Agency New Business Pack
A short list, one real observation, a proposal with a date, then you stop.
6 prompts 4 automations
About this pack
I wrote this for agencies and consultants who are sending decks instead of a clear offer. You get the cold email, the discovery questions, the one-page proposal, and the Friday sort. It is not a 20-touch sequence.
What's included (20 items)
Cold email from a real observation
Write the first email from something you actually saw, not a persona.
Discovery call questions
Build the list you will ask before you talk about your work.
Proposal one-pager from the call
Turn call notes into the page they forward to a partner.
Scope change reply
Answer 'can you also do this' with a price or a no.
Pricing conversation
Say the number, what it includes, and what it does not.
Friday new-business readout
Turn the week's conversations into call, write, or drop.
Who you will email this week
A short list of real businesses. One observation each. No bought list of a thousand.
The discovery call
You learn the work, the deadline, and who decides. You do not pitch a deck.
Proposal with a date
The proposal names the work, the price, and the date it expires.
Friday pipeline
Every open conversation gets a next step or it leaves the list.
First cold email
Email, one business at a time
The one follow-up
Email, four or five days later
After the discovery call
Email, the same day as the call
Sending the proposal
Email, with the proposal attached or linked
Proposal bump, then stop
Email, on the date you said you would follow up
Starting the engagement
Email, the day the deposit clears
When they ask for extra work
Email, the day they ask
When you are not the right fit
Email, as soon as you know
Before the first email
If you cannot name the observation, do not send the email.
Before the proposal goes out
A proposal without a price, a scope, and an expiry date is a conversation, not an offer.
In the prompt library
This pack is for
Marketing agenciesConsultantsFreelancersB2B service providers