Winning Proposals & SOWs

New Business Intake Guide

Agency Lead Tracker

Winning Proposals & SOWs

New Business Intake Guide

Agency Lead Tracker

The Business Development Collection

Real, winning proposals and SOWs from Barrel Holdings agencies along with our New Biz Intake Guide and Agency Lead Tracker. Also includes the Agency Growth Engine Playbook.

The Business Development Collection includes:

New Biz Intake Guide

Field-tested questions to get the right context and info from your initial sales calls.

Agency Lead Tracker

Our best practices for categorizing lead sources to track where opportunities come from.

Winning Proposals & SOWs

Real proposals for websites, branding, CRO, and more taken from our Barrel Holdings agencies.

Agency Growth Engine Playbook

Our timeless framework for developing a durable agency business model.

Highlights

01

New Biz Intake Guide

The initial call with a prospective client is critical in any new business situation.

Drawing from thousands of initial calls with various prospects over the years, we've compiled nearly 50 questions you can draw from to conduct a thorough discovery conversation.

The initial call with a prospective client is critical in any new business situation.

Drawing from thousands of initial calls with various prospects over the years, we've compiled nearly 50 questions you can draw from to conduct a thorough discovery conversation.

02

Agency Lead Tracker

By knowing where your best leads come from, you can make smarter bets with your sales and marketing efforts.

We built a simple lead tracker that our agencies use to directly record leads or as a basis to customize their respective CRMs to reflect how we categorize and detail lead sources.

By knowing where your best leads come from, you can make smarter bets with your sales and marketing efforts.

We built a simple lead tracker that our agencies use to directly record leads or as a basis to customize their respective CRMs to reflect how we categorize and detail lead sources.

03

Winning Proposals & SOWs

We've curated 3 winning proposals (only the client names have been obscured) and 6 signed SOWs from our Barrel Holdings agencies.

Get an inside look at how we frame our offering and present our case studies. You may already be doing many of the same things, but it's always useful to confirm what's working for someone else.

We've curated 3 winning proposals (only the client names have been obscured) and 6 signed SOWs from our Barrel Holdings agencies.

Get an inside look at how we frame our offering and present our case studies. You may already be doing many of the same things, but it's always useful to confirm what's working for someone else.

04

Agency Growth Engine Playbook

A complete operating model for agency growth built on five linked systems—Foundation, Expertise, Relationship Development, Pipeline, and Delivery—with practical frameworks, definition-of-done checklists, and weekly/monthly/quarterly rhythms you can run without a consultant.

FAQ

What kinds of proposals and SOWs are included?

6-Figure Shopify Website Proposal and SOW, Brand Design & Marketing Website Project Proposal & SOW, Webflow Website Proposal and SOW, Ecomm CRO SOW, Ecomm SEO & Email Support Retainer

Do you offer refunds?

Will this collection help me win more client work?

Who are you guys again and why should I care?

Do you offer coaching or consulting services around agency business development?

What format are the files in this collection?

Can I customize/use the content of these documents for my agency's needs?

How often do you update the collection? Will I get access to future updates?

Join 1,500+ other agency operators and get behind-the-scenes content every week.

Bonus: Download the Agency Positioning 1-pager that we share with our agency leaders at Barrel Holdings.

Join 1,500+ other agency operators and get behind-the-scenes content every week.

Bonus: Download the Agency Positioning 1-pager that we share with our agency leaders at Barrel Holdings.

Join 1,500+ other agency operators and get behind-the-scenes content every week.

Bonus: Download the Agency Positioning 1-pager that we share with our agency leaders at Barrel Holdings.