How to Drive Leads to Your Local Business

Posted by on June 24, 2021 in Business/Sales

With the rise of large companies like Amazon dominating the industry, small business owners and marketers are feeling the pressure. It can be difficult to compete with these eCommerce giants when you run a local brick-and-mortar business like HVAC companies or law firms that rely on foot traffic to make…

How to connect Gravity Forms to your CRM

Posted by on May 17, 2021 in Sales

When I started Credo back in 2013, I had a WordPress site with Gravity Forms installed. One of my coaches likes to joke about this, mostly in the context of that we’ve built a real business off of that start. As a business generating leads, whether for yourself or others,…

Why client expansion is an agency’s highest leverage

Posted by on April 22, 2021 in Pro Blog/Sales

 As an agency, your business grows when one of a few things happens: You get more leads and close more of them You retain clients for a longer period of time You trim back expenses Let’s be honest first, getting more leads and closing more of them is really…

The SEO proposals I used to close $288,000 in SEO consulting work

Posted by on April 5, 2021 in Case Studies/Sales

When I first got laid off from Trulia in 2015, I had a three month runway of finances before I needed to either be making enough to stay self-employed (and paying my half of our San Francisco expenses) or starting a new job. I was interviewing and had some great…

The best CRMs for marketing agencies

Posted by on March 22, 2021 in Sales

  Because I spend a lot of my days talking with marketing agencies who are trying to sell their services to prospective clients, I spend a lot of my days thinking about sales and how agencies can be more successful. A question I hear time and time and time again…

Why your prospects are ghosting you in the sales process

Posted by on March 10, 2021 in Sales

Are you trying to sell something to prospective clients, but keep getting ghosted in the process? If so, keep reading. Over the last 5.5 years on Credo, we’ve seen thousands of proposals go to prospects for marketing services. For a period of time these went through our systems, though now…

The five elements of a successful services proposal

Posted by on March 8, 2021 in Sales

I was once working with a marketing consultant who was offering high-end SEO audits. This person is extremely accomplished, but they were struggling to close high-ticket audits. They’d close them from time to time, but they felt like they had hit a ceiling for how much they could charge. At…

The Lead Generation Ladder for Agencies and Consultants

Posted by on July 7, 2020 in Sales

I was recently emailing with a solo consultant who contacted Credo about becoming a customer on the supply side of our business. Basically, they want to get more digital marketing leads in their door. I hear this a lot, so I went to their website to poke around. Seeing a…

Why you need business insurance

Posted by on February 18, 2020 in Business/Sales

Transcript Hey there, what’s going on everybody? John Doherty, Founder and CEO right here at Credo. So today I tweeted out something where basically I said, if you are sending proposals to clients without including a statement of work or you’re not sending a statement of work before you even…

The three types of leads you’ll encounter in your business

Posted by on January 28, 2020 in Pro Blog/Sales

If there is one thing I’ve learned over the years in business, it’s that people are always more optimistic than they think they are. Most (many?) businesses start because the founder saw something they needed and decided to build it after they couldn’t find it. We’re always looking for solutions…

How to find anyone’s email address

Posted by on March 8, 2018 in Growth/Sales

Sometimes you need to email someone but you don’t have their email address. Sure, you could go about tweeting at them, or DMing them, or messaging them on LinkedIn for it, but doesn’t that seem a bit counter-intuitive? If you have them there, then why not go ahead and ask…

Should you use live chat on your website?

Posted by on February 13, 2018 in Sales

Live chat is all the rage these days on websites. I used it on Credo for a number of months and decided to remove it completely from the site. But I think live chat is a valid solution to a valid problem for the right companies. Let me tell you…

3 Things You Need To Do To Close New Clients

Posted by on August 29, 2017 in Marketing Industry/Sales

Do you want to close more of the leads coming to you into new clients and therefore more revenue? If so, you have to follow these three rules of sales: Follow up with everyone within an hour of receiving their message. Follow up with them every couple of days for…

How To Communicate Pricing Changes to Clients

Posted by on March 16, 2017 in Sales

Sometimes, you change. I’ve spoken with a few agency owners and consultants who have realized that they either have or need to go upstream in their business to a) be more profitable and b) be happier. I’ve seen this happen many times. So how do you move upstream and change…

How To Write A Lead Response Email That Gets Responses

Posted by on November 30, 2016 in Premium/Sales

Hey Credo pro – You’re on Credo because you want to build your business and get more clients. One of the toughest parts of any sales program is getting responses from leads, and Credo is no exception. When you are responding to an Open Lead on Credo, you’re one of…

Lessons Learned Watching Digital Agencies Sell Consulting Contracts

Posted by on July 5, 2016 in Consulting Strategies/Sales

One of the most interesting things about running my business Credo has been watching the pros on the platform sell their services to businesses interested in hiring a digital marketing professional. I have experience working in sales so as I have watched agencies and consultants try to sell their services, I’ve…

How One Agency’s Consultative Sales Process Closes Better Business

Posted by on April 26, 2016 in Consulting Strategies/Sales

A note from John: this post comes to you from Everett Sizemore at Inflow, who also wrote the monster Prioritizing Your Marketing Channels post. I asked Everett to write this post because I have seen a number of Inflow’s sales cycles and am very impressed with how consultative they are…

How Sending My Leads to Credo Is Growing My Business

Posted by on February 26, 2016 in Consulting Strategies/Sales

Note from John: this guest post comes to you from Mike Arnesen of UpBuild, a Credo partner agency in Portland, Oregon. Mike contacted me about writing this post because he uses a great workflow that helps him qualify leads and send the ones that are not a good fit for…

How to structure a consulting agreement

Posted by on October 3, 2013 in Consulting Strategies/Sales

I’ve been asked many times about how to structure marketing consulting engagements. While there’s no right answer necessarily, each consulting type has its own advantages and disadvantages. If you’re a freelancer or agency, you need to consider the pros and cons of the different models so that you can effectively…

How to sell an SEO project

Posted by on September 16, 2013 in Sales

Marketers are trained to drive awareness and traffic, and hopefully leads, to their websites. This is accomplished in multiple ways: Content production/blogging Email marketing Social media Content placement Paid search Referrals from services (like Credo) While driving traffic and generating leads is all well and good (and of course necessary),…

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