- Joined
- Mar 30, 2025
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At some point a few years ago, I started targeting bigger companies as clients for my agency, but doing it as a small (or “boutique”, which is the same thing but less offensive) marketing agency with two people is often challenging.
We work from home, so I don’t have a fancy office (although I do have an espresso machine, if it changes anything) to show off, or a big staff - we do everything ourselves, and pretty successfully once we got the opportunity. Still, we just couldn’t get through the door.
What we did was quite simple but effective. We decided to arrive at the first meeting with a potential client (over Zoom, of course) with a presentation, something we had never bothered to do until then.
That presentation included a few snippets of the client’s current activity, what competitors do, our ideas (that do need to be good), and that’s it.
Overnight our close-rate almost doubled from 15 to 30% and our average starting retainer went from $1K to a little over $2.5K within six months (because presenting that way meant we stopped losing the bigger clients).
It changed how we saw ourselves, and it definitely changed the way clients saw us. It also made it easier to approach clients overseas and still stand out compared to swarms of cheaper agencies from all over the world and agencies that are local to the client.
Here’s a Canva template I made. It changes between presentations based on the client, but this is basically it:
www.canva.com
Enjoy, and let me know how it goes!
We work from home, so I don’t have a fancy office (although I do have an espresso machine, if it changes anything) to show off, or a big staff - we do everything ourselves, and pretty successfully once we got the opportunity. Still, we just couldn’t get through the door.
What we did was quite simple but effective. We decided to arrive at the first meeting with a potential client (over Zoom, of course) with a presentation, something we had never bothered to do until then.
That presentation included a few snippets of the client’s current activity, what competitors do, our ideas (that do need to be good), and that’s it.
Overnight our close-rate almost doubled from 15 to 30% and our average starting retainer went from $1K to a little over $2.5K within six months (because presenting that way meant we stopped losing the bigger clients).
It changed how we saw ourselves, and it definitely changed the way clients saw us. It also made it easier to approach clients overseas and still stand out compared to swarms of cheaper agencies from all over the world and agencies that are local to the client.
Here’s a Canva template I made. It changes between presentations based on the client, but this is basically it:
Amazingly Simple Graphic Design Software – Canva
Amazingly Simple Graphic Design Software – Canva
www.canva.com
Enjoy, and let me know how it goes!
