Explain each step in your work as “phases” and include a summary of what each phase includes. It’s not just about what they tell you they want (e.g., a new website). A persuasive marketing proposal has three parts: Include these three key elements in your proposals, and you establish a solid foundation you can build on to win over all kinds of clients. When you file away your proposals in a proposal management software, the title page is often the first thing you’ll see.Make sure the title page is descriptive, good looking and easily identifiable. - The timing and roadmap. So, there you are, getting ready to hit the send button on your proposal. Your client will thank you if you stick to a single number, like the section above. Including a regular reporting element in your services can help persuade clients to give you a chance. How to Write a Marketing Plan. For this reason, adding a few extras as optional services makes sense. In today’s world of online knowledge sharing, there is absolutely no reason to go it alone. Thanks to tools like Bonsai’s Rates Explorer, professionals can now get closer to fair market wages with their quotes, although it’s never an exact science. For maximum benefits, use words that the client has used in their own marketing materials; try to mirror some – but not all – of their language.‍. If you are working in a marketing firm and planning to write a letterproposing your marketing services, then heres a handful … For this reason, they are usually in a hurry to get started. The Contents and Structure of the Marketing Plan. To best demonstrate that you have the prospect’s best interest at heart, get right down to details in speaking their language. Now is the time to be confident in your accomplishments as a professional – as long as you can tie them directly to the outcomes of the client. Those proposals never answer the fundamental question on every client’s mind: Even armed with all the right information, marketing proposals won’t engage and persuade quality clients unless that information is packaged in a clear, logical way. In fact, because marketers offer such a wide variety of services, it can be tempting to offer everything all at once. An interior designer won’t send you three different kitchen designs, complete with sample materials in their proposal. If your proposal has a set deadline for response (as we mentioned above), you need to enforce it without impunity. The executive summary provides a clear outline of the entire project. Keep reading to see where most marketers go wrong… and how you can avoid their mistakes to write a marketing proposal that sells. We have some great tools available to help you get started. By adding in like services, such as website redesign and logo creation, you can ask for more money for services that naturally go together. Be specific, but not too specific. Let’s say a marketing client wants to increase their traffic online. See the problem here? How do a tie everything together in a way that makes sense? PandaTip: This is designed for a marketing/consulting company, referred to as [COMPANY], who is sending a proposal to a client, [CLIENT]. Download HubSpot's Free Sales Plan Template to get started. Give the client an idea of what will be achieved through this proposed marketing strategy. If you served on a board for marketers, for example, include this. Get just one of these wrong, and your proposal starts to look like every other generic proposal clogging up clients’ inboxes and cluttering their desks. - The channels to use. Marketer Kyle Chowning breaks them down into three: Some clients (especially those who haven’t hired a marketing expert before) won’t be aware of all the ways you could help them achieve their solution. Which one sounds more appealing? (The same rules can apply to any freelance contracts you send out, as well.). A marketing plan presentation template is an easy way to organize your efforts. The solution section includes three major sub-sections: Problem Statement: This is your diagnosis of the business problem you will solve. Writing and submitting proposals isn’t the most exciting part of marketing and the last thing you want to do is spend your valuable time writing proposals. Let the us walk you through with a free Bonsai trial, so you can try the proposal building tool, part of the comprehensive suite of freelance professional solutions. A well-planned proposal will ensure you get the most out of your market research activity. Writing a winning marketing proposal Starting off with the Executive Summary section packs a powerful punch with your marketing proposal. This will largely depend on your industry, audience, and target market. Your proposal is the perfect place to: 1) give clients a basic idea of your process, and 2) set expectations by letting them know which services will happen when. This basic structure is effective for every type of service provider because it taps into human psychology. One focuses on selling, while the other handles the terms and legal risks. Define Campaign Goal. 1. Use these 10 strategies to master sending cold emails for jobs. Writing a Marketing Plan & Business Strategy for a New Product. This helps you better understand the target audience and how you can get their attention. But how do you convince your client? Introduce yourself. digital marketing agency proposal template, Proposal vs quote explained: 5 must-know facts, How to write a work proposal in 6 simple steps, How to write a winning pitch in 9 easy steps, 10 cold email strategies to secure more freelance jobs, 6 steps to writing an event proposal that clients love, The why, when, and what of follow up emails after proposals, “We’ll create a memorable ad campaign with 30-second digital short.”, “Our company will refresh your online avatar with a newly-designed logo and matching website assets.”, How the client can accept the proposal as written, What to do if the client would like to see changes made, When change requests should be requested by, When a contract will go out for an accepted proposal, When both parties should accept the contract, The project deposit amount (according to the fee schedule), The deposit payment due date and delivery method. The key to winning a bid is to both explain the type of wins the client will experience by employing you and to make the goals reasonable enough that there will be no question of when you reach each benchmark. Explain what do well and how those specific and specialized skills will be the perfect match for those marketing challenges we mentioned in the first section of your SEM proposal template, for examples. Your proposal is the perfect place to spell out your involvement and clear up any confusion. Under no circumstances, however, should you reveal exactly what you will do and how you will do it. This step may take the longest to develop since it will require an intimate knowledge of their company, the products or services they offer, and even their ideal customer. Oops! Ready to make the most of your proposals and use them win over the marketing clients everyone wants to work with? If your proposal is full of buzzwords that don’t deliver facts or a reasonable explanation of what the client can expect from hiring you, they will most definitely pass you over for someone else. Learn how to write a pitch the right way and secure more gigs. Before you write a word of your proposal, you need to understand your prospect’s true desires. One thing that makes your marketing expertise so valuable is your ability to adapt to those needs and create customized solutions…. This campaign was paid but they turned it in the authentic campaign. They’re opportunities. You need an ongoing investment in trust (and money) to succeed. As mentioned above, there are many ways to write the plan. In addition to sharing tangible, measurable results from the past, don’t hesitate to use words that communicate your mission. However, if I sent them a four-page marketing letter about my marketing supply business, most of them would not read it. 2. By showing you know how their company grows, what new benchmarks they need to achieve, and how success could look in the future, you are framing your email marketing proposal template or your content marketing proposal template as a tool to winning. Does figuring out how to write a marketing proposal seem difficult? Go on to detail your proposed solutions to the problem and why you've chosen those solutions. The Blueprint outlines how to write perfect proposals to keep your projects moving forward. Rewrite your proposal as necessary to make it interesting, helpful, clear, and persuasive. So by the time you begin writing your marketing plan, you should have your target audience identified. Revenue targets — How much revenue your team aims to bring in each period. It promises specific results both parties can measure to analyze the improvement in the client’s business. Write down the exact words that they use because you will be repeating them back to the client in the proposal. For a brand-awareness ad campaign, set a goal of increasing the customer awareness by 30 percent in three months. That’s why pinpointing the underlying reasons driving marketing projects is so important. This is the key difference between your marketing agreements and proposals. Instead of using a template or generic document, each proposal should specifically address how you and your company can address and exceed the client's needs. 1. They will write a flowery four-page cover letter and expect a potential client to read it. Most of them won’t. Because proposals take time – and effort – it can be scary sending them out. If your proposal is due on Oct. 1st, for example, make the timeline for beginning work the next week. Linsey is a freelance blogger, author and public speaker with a passion for helping small businesses thrive in a connected world. Don’t do any auditioning for the role of the marketing professional. Your campaign strategy must align with your overall marketing strategy. Use the Marketing Channels section of your marketing plan to lay out which social networks you want to launch a business page on, what you'll use this social network for, and how you'll measure your success on this network. Some companies do like to spend big and may be tempted to buy all that you have to offer. Another mistake would be to submit any kind of “sample” of your work, specific to their brand. This could include buying Facebook ads, analyzes stats, producing reports, and creating milestones for improvement. For freelancers, financial stability relies on finding new clients. The following marketing proposal presents the results of extensive analysis, study of market trends, and application of specifics unique to [CLIENT BUSINESS]. Product marketing proposal template: Writing and designing a proposal is not an easy task. Define your target market. It may include: This is also a good time to let the client know that, while you are happy to consider changes to the proposal, this may result in changes to the project or service fees, as well. As far as typography goes, displaying your pricing information section in a grid can help make things nice and readable. There’s no better place to make a good impression than in your marketing proposals. It includes several proposal templates, samples, worksheets, and more. But you don’t need to start every proposal from scratch. Include a start and completion date for each phase, as well. Then, explain the problem at hand and why it needs to be solved right now. How to Use this Marketing Plan Template There are many different ways to write a marketing plan and lots and lots of online resources to help you do so. Write an overview about the purpose or reason on why you would like to propose something. Corey Pemberton is a freelance copywriter and blogger who helps small businesses and software startups get more traffic and conversions online. Many marketers make the mistakes of spelling out what they think will be their cost of doing business as a service fee. But churning out batch after batch of ineffective ones isn’t just demoralizing: it’s a huge waste of energy and time. You wouldn’t do a redesign without research, so don’t split this out as a separate service from your package. It’s important to define what your campaign … This is the one document that will establish your identity and why you are the best fit for the opportunity, and help you sign a simple marketing contract with the client. Marketing and Sales Tools; Managing Tools; Support Tools; Business Calculators; Business Terms Glossary; Write your business plan with the #1 online business planning tool. You will be revealing many sensitive details of your business, your strategy, and your pricing, so include some language that the proposal is specific to the client you are pitching, and that it is not to be shared outside of the organization. This section will be the first part seen by the client, so use this opportunity to impress. You’ve already identified your client’s problem and recommended a solution…. But it doesn’t have to be. We believe our proposal provides a complete marketing strategy which will culminate in highly successful results for your business. This helps prevent scope creep once you start working with a client. - Investment and budget. As a marketing consultant or freelance business growth professional, there is no greater tool than your original marketing pitch to a potential new client. Many proposal writers are under the delusion that people enjoy reading their long-winded proposals. If you are looking to update your marketing plan after creating your marketing proposal, we’ve got a comprehensive guide to marketing planning that you can refer to. This is the point where you recommend a specific set of services to achieve the desired outcome. You may like to add language on how your billable hours work and when to buy these for work above what the original proposal guarantees. Write a brief summary of the company's situation as you see it, and then what you'll offer, including the approach you'll take and the demographics to which your proposal is targeted. Instead, the designer would need to demonstrate industry knowledge and an … The persuasive proposal conveys an understanding of the deeper issues (changing consumer behavior and a loss of revenue at brick and mortar locations) that led the client to seek the surface level result (increased online traffic). The problem statement is probably the most critical element of any proposal. Others may not feel like they are getting good value unless they pick a more modest service package. To reach out and ask for external help can be jarring and seem unnatural. How to Write a Powerful Marketing Campaign Proposal. Any potential business relationship dies off before it really begins. 1. Starting off with the Executive Summary section packs a powerful punch with your marketing proposal. Proposals that focus exclusively on the service provider’s credentials and expertise make clients feel like they’re getting the short end of the stick. A project proposal is crucial for getting approval from your boss. If the proposal doesn’t get a reply, do a few email follow-ups, but don’t let the offer stay on the table for too long. Having someone check in regularly about the latest initiatives and progress – and covering this in your proposals – reassures the client and adds a layer of accountability. Marketing projects are more complicated than one-off projects like graphic design. What about reimbursable expenses? Before you begin pitching social media marketing proposal ideas to potential clients, it’s important to emphasize how vital social media is in today’s marketing climate.. No matter the nature of your business, having a social media presence has come to be expected from customers. Remember, the entire proposal should revolve around the client and his/her needs, so provide only relevant information and make it straight to the point. Sick of submitting proposals and hearing crickets from your dream clients? Although this mission is specific to your marketing department, it should serve your business's main mission statement. Here are some examples of language that you can use in a marketing proposal that meets both of these objectives: Both of these service offerings promise to do something that is tangible – and reasonable – along with how you will achieve that goal. The last thing you want is to have a client hire you, only to flip out a month later because your efforts didn’t meet their oversized expectations. To help keep your target audience top-of-mind when planning and executing on your marketing strategies, it can be helpful to visualize your audience personas. Marketing experts waste countless hours – hours they could be helping clients grow their businesses – wrestling with questions like: Understanding the answers to those questions will save you time and frustration. This section will be the first part seen by the client, so use this opportunity to impress. It details, among other things: - Short, medium and long term business goals. Bonsai’s freelance proposal templates, for example, come from those with decades behind their knowledge of what works – and what doesn’t -- with proposals. You should feature your potential client’s brand on the cover. Start with an audit of your current marketing efforts and how they align with your business goals, compare to your competitors market share, and reach your target customers. The client traditionally pays ads, so they will spend as you go. Here’s the pricing section from our free Content Marketing Proposal Template: Because so many marketing projects are long-term, you can use the pricing information section to connect payments to specific milestones. The tricky part of writing a proposal is that you need to persuade the client of your abilities without outlining every step. Here you will want to detail past successful projects similar to theirs to prove your value. What should I talk about in my proposals? Surprisingly, the “no’s” prepare you better to refine your craft than the “yes’s.” With each rejection you get, see if there’s feedback you can solicit to make your offers better each time. We are an innovative … To conclude your proposal, briefly summarize the key points you want readers to … But there are plenty of areas where marketing proposals require special attention. You need to dig deeper to find the motivation behind the project (e.g., a new website for them to showcase and sell their artwork more efficiently). This helps set client expectations about how the process will work (a pricing section like this is usually called the Fee Schedule).Another thing that helps with clarity is keeping your pricing information “high level.” Don’t put a price next to every service you recommend. If a prospect is willing to share comments, however, you can work to do better in the future. PandaTip: “Product marketing” can refer to: marketing of a traditional retail product/good, or a type of online marketing that focuses on product promotion and the bottom of the funnel. Proposals turn into a grind – a numbers game where “winning” means occasionally picking up a new client you didn’t really want to work with. Our digital marketing campaign will help ABC Company generate leads and sales online by increasing traffic to ABC Company’s website by 30% within the next 9-month period. Know more about PandaDoc Marketing Proposal Software or get he… Clients are hiring you … While there is really nothing to keep a future client from spreading the info around, letting them know you consider the bid confidential can go a long way in keeping your business plan under wraps. Even worse: it leaves the idea of what makes your services a failure or success open to interpretation. It’s up to the client to “connect the dots” and figure out how they’d be better off. This section of the marketing plan can also identify what Forbes magazine calls the … State your offers and goals. A mediocre problem statement might look like this: ABC Company is looking to increase their website traffic by 30% over the next 9 months via a digital marketing campaign. Maybe you work for a large corporation and have been tasked with developing next year’s marketing plan, or perhaps you are launching a new start-up and need to craft a plan from scratch. For a sales ad campaign, set a goal of increasing sales by 10 percent within six months. Your first step in writing a marketing plan is to state your mission. When doing an audit, … Here’s how a more persuasive proposed solution might handle it…. To write a proposal, start with an introduction that clearly states the purpose of your proposal. The persuasion process is always the same. That’s what most marketing experts do. Most clients won’t understand this stuff; some might have a different idea of what those terms mean.  Don’t give the client so much information that they can take what you wrote in your proposal and do the work themselves --- without paying you. If marketers can’t even convey to a client that they understand the client’s situation in their proposals, how could they possibly do it for the client’s customers? Marketing agencies and professional marketers will find our free business template a valuable guide on how to write a marketing proposal. Sample One-Page Marketing Plan: (For illustration purposes, I am basing this sample on a simple summer business trading used boats that I ran during summer vacations from college). An example of this would be to offer “online ad management” for a flat fee per month. Also, you can let the client decide between several levels of involvement. It doesn’t get to the root problem: why the client needs more online traffic in the first place. Because time is money to them, too, don’t be alarmed by a feeling of haste. We believe our proposal provides a complete marketing strategy which will culminate in highly successful results for your business.PandaTip: The executive summary should typically be completed last, as it provides an overall summary of the marketing proposal detailed below. Consequently, I believe that charming clients with a beautifully designed, efficient, strategic, and planned marketing proposal is one of the essential elements of success. Done well, proposals aren’t obligations. The clients everyone wants won’t entrust their business to someone who can’t even win them over in their proposals. At a glance, these are the things that are typically included: Map Out a Table of Contents; Write an Executive Summary (Includes Template) Write a Mission Statement; Figure Out Your Goals; Establish Content Standards of Performance; Determine Core Competencies; Conduct a Situation Analysis; Do a SWOT Analysis; Connect Your Message to Your … A digital marketing plan is a document sharing the details for all the planning for your digital marketing campaigns or actions. Your first step in writing a marketing plan is to state your mission. In this guide, we've covered how to write a campaign proposal using 7 easy steps which include handy visual techniques as well. Addressing these subtle topics (when most of your competitors won’t) can mean the difference between consistently winning bids and missing out. In order to align your product or service with the correct target audience, you’ll need to do your market research and carefully put together your … A marketing proposal should have this content as it serves as the introduction of the transaction. Likewise, research and website redesign, along with logo creation and launch development, could all be part of one, big “rebranding” package. List the campaign summary which can serve as a reference when your marketing proposal is … The first step to helping dream clients market their businesses? Mediocre ones end up discarded or ignored. Storytelling is one of the best marketing trends, which is extremely efficient. We recommend a marketing strategy utilizing paid Facebook ads to drive users to ABC Company’s website. Your proposal is the perfect place to: 1) give clients a basic idea of your process, and 2) set expectations by letting them know which services will happen when. Writing a Marketing Plan for a Non Profit Organization – Sample Template. A web designer or SEO expert could use it just like a marketer could. Offer insight, but without providing so many details that the company can pass you over and use the ideas without you in the mix, notes marketing professional Kyle Chowning . With so many tasks that can fall under the umbrella of “marketing,” it’s nearly impossible to explain just what a marketer does. Their Starter plan allows for 10 proposals a month at just $19/mo. A more persuasive proposal would go something like this…. Clarity is the most important principle to keep in mind. There’s no reason to let them wait until the contract signing to get a surprise regarding intellectual property rights. 1. Giving clients options in their proposal increases their likelihood of being accepted. Start with an audit of your current marketing efforts and how they align with your business goals, compare to your competitors market share, and reach your target customers. Next up, we have the heavy lifting. Delve into different elements of a killer proposal that a Digital Agency should use. Created from research of 25,000 proposals worth $270M, Used by top agencies to land high paying clients, Includes templates, worksheets, cover page designs, and more. Unfortunately, most marketers end up submitting proposals that make them invisible to this tier of clients. Use our marketing plan template to set realistic and measurable objectives, includes budgets and action plans, and allocate responsibilities. You can find him on, by How to Write a Winning Branding Proposal. So let’s start there. As a marketing consultant or freelance business growth professional, there is no greater tool than your original marketing pitch to a potential new client. Great marketing proposals aren’t about your company or your team; great marketing proposals put the customer—their needs, problems, and goals—at the forefront. Solution Statement: This is your plan to solve this problem and a preview of what the results will look like. In essence, the marketing plan shows the direction that the marketing mix is expected to take. If your influencer can also work for you like this then this is really good for both of you. Every marketing plan should include a detailed breakdown of the audience you wish to target; doing so gives you the ability to precisely target this group with your marketing. Marketing Plan Proposal Format. Use this time to learn what you can about the client; surprise them with the attention you’ve paid to making their business your own. Simple yet powerful, Better Proposals is a paid proposal writing software, popular for its trackable proposals with beautiful and modern consulting template design. 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