How to Create a MARKETING PROPOSAL
-
Upload
jason-swenk -
Category
Marketing
-
view
6.165 -
download
0
Transcript of How to Create a MARKETING PROPOSAL
![Page 1: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/1.jpg)
How to Reinvent your Proposals Process
![Page 2: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/2.jpg)
Your proposal is a reflection of the quality your
company will deliver.
![Page 3: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/3.jpg)
If you submit a bad proposal, you’ll have very little chance
of winning the business.
![Page 4: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/4.jpg)
What is your closing percentage of your proposals?
![Page 5: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/5.jpg)
How long does it take you to create a proposal?
![Page 6: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/6.jpg)
I closed over 80% and spent less than 15 minutes
creating proposals.
![Page 7: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/7.jpg)
Asking questions
• What do they want? • When do they want it? • Who is the decision maker? • What is their measurement of success?
![Page 8: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/8.jpg)
Don’t leave MONEY on
the Table!
BUDGET ?
![Page 9: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/9.jpg)
Current 12 Month Success
X?
The GAP
![Page 10: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/10.jpg)
What is there biggest challenge of getting there?
![Page 11: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/11.jpg)
• How many people are coming to your site now? • How are you driving traffic to the site now? • How many are buying? • How many are abandoning the cart? • Do you have any campaigns to current customers? • Do you have any campaigns to non-converted campaigns? • What does the current sales process look like?
Ask specific questions
If they wanted to sell more on their website….
![Page 12: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/12.jpg)
• Started to drive traffic through PPC? • Developed code that would give them a last minute
offer if they abandoned the site early? • Developed a campaign to your current customers? • Developed a campaign to non-converted campaigns?
What if questions
What do you think if we…
![Page 13: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/13.jpg)
Do you think that this is a good plan that would enable you to
achieve your goal?
![Page 14: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/14.jpg)
“Proposals is similar to a phone #. If you don’t have the phone # in the right order, you won’t reach anyone.”
!
Jason Swenk
![Page 15: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/15.jpg)
Step 1 - Cover Letter
• Explain you understand their problem.
• Briefly describe what kind of company you are.
• Ask for feedback. • Excited about partnership.
![Page 16: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/16.jpg)
Step 2 - Cover Page
• Design matters. • Client logo. • Date and expiration of
proposal. • List key partnerships if
applicable.
![Page 17: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/17.jpg)
Step 3 - Executive Summary
1. State two obvious facts that the client would know is true. 2. Restate what they want the most. 3. Describe why they want it. The big benefit. 4. Briefly define what they are going to get 5. Describe how it is going to work. 6. Explain to them that you have researched and you have the
experience they are looking for. 7. Address any concerns.
![Page 18: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/18.jpg)
Step 4 - Your Services & Deliverables
1. Categorize services into sections. 2. Be very descriptive in each. Methodology & process 3. Add images. 4. List out all the deliverables. ie. How many versions or pages
they will get, etc. 5. List out up-sell services and products. 6. List out what is not included.
![Page 19: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/19.jpg)
![Page 20: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/20.jpg)
Step 5 - Project Summary
![Page 21: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/21.jpg)
Step 6 - About yourself
• Tell them about your company. • The people that will be involved on the
project. • Experience. • Why you exist. • Awards.
![Page 22: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/22.jpg)
Step 7 - Contract & Signature
![Page 23: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/23.jpg)
Step 8 - Presentation
Never just lob the proposal over the fence!
![Page 24: How to Create a MARKETING PROPOSAL](https://reader033.fdocuments.in/reader033/viewer/2022052116/58edbbbd1a28abad298b46ef/html5/thumbnails/24.jpg)
http://jasonswenk.com/resources/proposal-template/
FREE Video Training @