Strategies for Managing Longer Sales Pipelines with Simon Severino

Jody and Joey welcome Simon Severino, CEO of Strategy Sprints, to discuss how agencies can create a culture of opportunity that gets every member involved. When financial times are tight, and spending is scrutinized, agencies need to ensure clients are invested starting from the first call – and for years to come. From writing a proposal, to verifying the budget and visualizing the offering, they dig deep into the psychology of client relations in Simon’s fail-safe sales process.

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.