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Building an Internal Product? 5 Steps to Avoid Certain Death
If you run an agency you’ve likely been tempted to build, or have already built, your own software product between client projects. I’ve been there myself — and that’s why Proposify exists today. Here I share how to do it right to avoid failure.
Faster Metrics, Custom Date & Price Formatting, and More!
We've been busy bees over here! Extended trials, faster metrics, custom date and currency formatting, and more!
How Agencies Can Create a Repeatable System for Generating Leads
Trapped in the endless cycle of feast or famine? Here’s my suggestion for a sales system that consistently delivers new leads without wasting time on coffees with unqualified prospects.
Section Revisions, Content Library Update, and Client Preview Settings
This weekend we’re kicking off 2016’s first big update by making improvements to how you edit sections, the content library, and client preview settings.
7 Activities Business Owners Should Do Every Day
This time of year entrepreneurs are often thinking about where to take their business in the next year. But even more important is asking yourself how exactly you’ll get there. That’s the hard part, and that’s what I’m asking myself. Here’s a look at the day-to-day tasks that I’m focusing on to make my company even stronger.
Are You Really Listening to What Your Lead is Saying?
People want to be listened to. It makes them feel important, respected and understood. Making clients feel like they’re being listened to will strengthen your relationship with them, and help you close more deals.

How To Upsell and Cross-Sell Effectively
If you’re trying to increase your agency’s revenue (and who isn’t), upselling and cross-selling to your existing clients should be a no-brainer. If done right, it can strengthen your relationship with clients, establish your credibility as a valued partner, and improve your profits. Done wrong, and you’ll be viewed as a seedy salesman in a polyester suit.

We Just Launched The Definitive Guide to Going Freelance
Becoming a freelancer is a huge step, and one that often brings huge rewards to those who have the courage to make the leap. But there are a lot of pitfalls to avoid and lessons to learn from so your experience of being a freelancer is as painless as possible.