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Here’s how to use Indy’s Proposal Template to get started:
A proposal template is a flexible document you can reuse to help write proposals more quickly. When it's time to create your new one, just customize the existing template with relevant and useful information for clients.
If you're looking to take your business or career off the ground, it's crucial that potential clients are presented with a proposal they can't refuse. Sending an attractive and clear outline will help put yourself miles ahead of every competitor in this race.
A template can help you create a professional-looking proposal for your next project. It's important to include all of the necessary information, from contact info and logos (if applicable) as well as sections about past clients who gave positive feedback or other examples of work completed by this company in order to demonstrate expertise with different types of projects.
Creating a proposal template is an easy way to professionalize your documentation. Every new project will have the same level of design quality that establishes you as an industry leader and makes for compelling proposals with clients who want win-win outcomes.
Writing a great Conversion Rate Optimization proposal isn’t difficult. We will show you how to build your own template in just a few easy steps!
First, you need a few things:
Now that you have those things, you can begin writing your Conversion Rate Optimization proposal template.
In order to make a strong proposal template, you can start by looking at an existing one for guidance. If your company has previous successful proposals on hand and if they are similar enough in nature that their content will work well with yours (e.g., customer success stories), then feel free to copy all relevant information from those templates into your template.
If you don’t have a completed template, then writing a proposal template from scratch using Indy’s proposal template is easy. Simply create a new template and you are ready to start editing.
Here are the basic steps:
That’s it! Your new proposal template is finished.
As you are creating a full proposal, test the template by making note of any information that is missing. When done with your proposal, go back to add it to your template.
Conversion Rate Optimization is a competitive field that requires creativity and presentation skills. To succeed, you need to have an attractive business plan with your potential clients' best interests at heart.
Here are the elements we think you should include in every Conversion Rate Optimization proposal:
From here, you can wrap up the proposal template with next steps the customer can take. These can include:
You're a professional, and you want to show it off. Your proposal will make customers see that their new business partner is hardworking - just like them! There are no distractions in your proposal. Everything has been carefully crafted with one goal: convince them you are the best choice.
The secret to winning more clients as a freelancer is to build your client’s confidence in your abilities. Proposal templates helps you do this in a few ways:
Those are three ways your proposal template can help you land more jobs. Get started with one as soon as possible to begin reaping the benefits.
Thank you for contacting me. I put this proposal together based on our conversations.
Here are a few quick observations:
As you continue through this proposal, you will see how my CRO services can help you meet your goals and your deadlines.
Your business needs to get the most from every visit. I’ve been helping businesses beat the average conversion rate for over 12 years in more than seven industries. My speciality is boosting conversion rates on landing pages designed for B2B sales.
Your main audience is a B2B audience. With my skills and experience, I am certain we can see conversion rates over the 5% you set as a goal.
Here are some testimonials from previous clients:
My clients value my professionalism, commitment to deadlines, and the results I give them.
Based on your information, Lauren Ramirez has fifteen landing pages for their main products across three categories. The current conversion rates average 2.5%, with no page attaining a rate above 3.5%. The average rate for your industry is 5.2%. Thus, the main goal of this project is to increase the conversion rates above 5% to at least match the industry average for these products.
The project will proceed in roughly three phases:
The initial two phases will be finished within two weeks of launching the project. The monitoring and testing can continue for as long as Lauren Ramirez finds increasing value in these services.
Here is the plan for how my Conversion Rate Optimization services will meet your goals. Let me break down the specific targets and how they will be met.
Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at email@example.com.
I am committed to meeting your deadlines and delivering quality work on schedule. Here are the milestones for this project:
My services have a reputation for organization, follow through, and prompt delivery. I take pride in this reputation and look forward to delivering exceptional results for Lauren Ramirez.
Projects such as this one start and finish very quickly. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:
The ongoing monitoring assumes a workload of 10 hours per week. If any work is required beyond this, it will be billed at $85.00 per hour.
Electronic invoices will be sent once the contract has been signed and milestones passed. Each invoice is payable within 10 business days of receipt. Late payments may result in suspension of work and/or late fees as specified in the contract.
Once you agree to this proposal, I will prepare a simple contract for this business project. The contract will reference the terms of this proposal, including any amendments you suggest. If you agree to these terms, please sign below, and return this proposal to me.
Thank you very much. I look forward to working with Lauren Ramirez.
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