An agency without many other things is just chaotic and stressful, but an agency without sales will cease to exist.

So it's vital for the board to regularly review the health of the agency's approach to sales.

Objectives

In this session the board will explore how the agency does sales and how well that is working, in order to highlight and advise on improvements that can be made.

The intent is not just to increase sales, but to increase the quality of the process that delivers the sales and the quality of the clients and projects that are secured.

Increasing efficiency, increasing quality and increasing sales.

Pre-reading

When an agency starts out, sales is generally an ad hoc practice that relies a lot on the founder.

This isn't reliable or sustainable.

In order to develop into a healthy agency, it needs to continually design and implement an ever more structured and effective approach to each part of the sales process.