Pick Me: How to Stand Out in the Competitive RFP Process with Lauren Minors

In this episode, Jody and Joey are joined by Lauren Minors, the Director of Partnerships and Marketing at Reason One, a full-service digital agency. They discuss the challenges and strategies involved in the RFP (request for proposal) process. Lauren emphasizes the importance of understanding the client's needs and delivering value beyond just the requested services. She shares her experience of working on numerous RFPs and highlights common mistakes made in the process. The conversation also touches on bidding against incumbent agencies, maintaining long-term relationships with clients, and the significance of understanding why clients choose an agency for their project.

Om Podcasten

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.