Are you tired of saying yes to every project and client request that comes your way? Do you find yourself taking on projects that aren't the right fit for you or that leave you feeling exhausted? 

If so, you're not alone. Many agency owners struggle with the same problem.

But what if I tell you that there is a solution?

By developing a sales process that explains your services and offers them up like a restaurant would show their services on a menu, you can avoid taking on projects that aren't a good fit and guide your clients towards the services that are right for them.

Here's how it works:

Step 1: Give your clients a menu.

When you first speak with a potential client, don't just jump into discussing their project. Instead, provide them with a menu of your services. This can be in the form of a PDF or a webpage that outlines the services you offer, along with their pricing and any additional details.

By providing a menu upfront, you're setting expectations and helping the client understand what services you provide. This can help weed out clients who are looking for something you don't offer, or who don't have the budget for your services.

Step 2: Guide them.

Once the client has had a chance to review your menu, it's time to guide them towards the services that are right for them. Ask questions to understand their needs and goals, and use your expertise to recommend the services that will help them achieve those goals.

It's important to be transparent about why you're recommending certain services and how they will benefit the client. This helps build trust and can lead to a long-term relationship.

Step 3: Give them choices you can (and want to) deliver.

After you've recommended services to the client, it's time to present them with a proposal. This should outline the services you've recommended, along with their pricing and any additional details. Be sure to only include services that you can deliver and that you want to deliver. Don't try to take on more than you can handle.

Step 4: Rinse and repeat.

If the client accepts your proposal, great! If not, don't be discouraged. Use the feedback you've received to refine your sales process and menu of services. Over time, you'll build a sales process that works for you and helps you attract the right clients.

Saying yes to every project and client request is not the way to build a successful business. By developing a sales process that guides clients towards the services that are right for them, you can avoid taking on projects that aren't a good fit and build long-term relationships with clients who value your expertise. 

So don't be afraid to say no and give your clients a menu to choose from. It might just be the key to your success.

If you want to learn more about how to develop a sales process that works for your agency, I encourage you to apply for a call with our director of coaching. Let's explore what might be possible for you and your agency.