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Email Marketing Proposal Template

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Email Marketing Proposal Template
FROM
Sender's Name
Sender's Address
Sender's Company
TO
Client's Name
Client's Address
Client's Company

Hello,

Thanks for giving me the opportunity to present this proposal to you. It was great to speak with you yesterday and I look forward to helping you grow your email list, the your company brand, in the United States.

As I mentioned yesterday, I come from a marketing background so I have a good understanding of how to advance your brand. Your Company's brand is already fantastic, it's my goal to use design to increase brand awareness and get more people to subscribe to your email list.

The rest of this proposal details how I hope to achieve this and outlines my creative process. If you have any questions or thoughts about how this could better fit your needs, please reach out and we can set up a phone call. I'm happy to make adjustments.

My work enables companies like yours to maximize their profits by boosting their conversion rates. I’ve been assisting companies with conversion rate optimization for more than five years.

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Email Marketing Proposal Template FAQ

What is an email marketing proposal template?

Both small and large businesses have adopted emails all over the world. Apart from being one of the cheapest ways to do online marketing, emails have become an essential tool in gathering and nurturing leads, communicating with customers and clients, and relaying important information to coworkers. As more and more people switch from the physical to transacting online, it has become challenging for businesses to get by unless they can market themselves properly to their target audience. One of the best methods of achieving this is through the use of emails. With the ever-rising need of businesses to facilitate fast communication with their customers, email marketing proposals need to be well structured and optimized to stand out from the crowd.

Email marketing proposal template is an introduction to potential clients. It's your chance to recommend a solution that solves their most frustrating business problems. The best proposal templates include these details while offering compelling reasons to hire you. To do this, you have to incorporate a blend of information and persuasion in your email marketing proposal to keep people wanting more. The goal of every business is to build credibility, authority, and customer loyalty. With the use of email marketing proposal templates to present your pitch, as a freelancer, there are high chances of being chosen as the lucky candidate.  As more and more businesses opt for this new normal, you don't want to be left behind. This is where an email marketing proposal template comes in.

An email marketing proposal template is a structure in which you can fill out your thoughts and marketing proposal ideas to create a strategic email marketing plan to help you secure more clients. An email marketing proposal template is a document that communicates how you intend to provide email marketing services through a campaign plan to prospective clients. When constructing an email marketing proposal template, you must structure your ideas clearly, and constructively offer value. 

Businesses have different email marketing needs. And some marketing plan projects are much more complicated than others, but they all share key elements every client is looking for. You have to understand this, identify their problems, and develop out-of-the-box solutions in your email marketing proposal that thoroughly explains your work process. A clear and influential email marketing proposal template will increase the likelihood of your potential clients favoring your proposal and moving forward with it.

How to write an Email Marketing Proposal Template?

Email marketing is a way of promoting one's products or services by sending emails to customers. To get your services across to potential clients, you need to outline the advertising plan you intend to achieve spectacular results. This marketing plan is known as an email marketing proposal template. Your proposal document must be highly effective and appealing to get potential clients to read your email marketing proposal templates. Without this, the chances of converting potential clients to loyal customers are very slim, especially as a freelancer.

A thorough and appealing email marketing proposal allows prospective clients and partners to be interested in investing with you. More so, having a comprehensive and detailed marketing proposal template can strengthen your relationship with entities in the industry whose nature of operations, processes, and activities are similar to yours.

Knowing how to write a project can help you develop an effective marketing proposal to get you closer to your business goals.  Email marketing proposal templates are essential because they are usually the first impression a potential client has of you and your business. Here are some ways on how you can write a killer email marketing proposal that can surely persuade your clients to put their trust in you:

  1. Have comprehensive knowledge of the business you are looking to work with: no matter what kind of proposal document you want to create, take some time to understand the client's needs before writing the proposal. Carry out adequate research and ensure that all data and information used in your proposal have been verified to be genuinely correct. Without proper research, the probability of not getting the results you desire is very high. You could include information such as the complete name of the business and contact details.
  2. Give them concrete reasons why you are the best for them. We often do not get the job because we do not package or put ourselves there. Your potential clients have to be well convinced beyond doubt that you are a good fit for the job—every stage in writing an email marketing proposal matters. Skipping a step is not an option.
  3. A detailed project outline: for every email marketing proposal template sent out, you must give a detailed account of the objectives, timelines, and deadlines. This would show your potential customer that you are ready to work with them.
  4. Why do you want to work with them? Give a confident reason why you want to work with them. If the answer doesn't pop right off your head, do some further research. It won't hurt, and make sure to write something spectacular.
  5. Make use of professional and formal language: when writing an email marketing proposal template, make sure to keep it professional. You are trying to win a potential client, and you don't want to start being too personal at the early stage. Yes, you can personalize your proposal. But don't get too familiar at the beginning. Stick with professionalism. If provided, follow the format and guidelines given by your potential client and find a way to stand out despite the challenges you may encounter.
  6. Keep it brief and concise: unnecessary words need to go. Don't fill up your email marketing proposal with empty words, all in a bid to present something bulky. A simple, short, and precise email marketing proposal is enough to seal the deal.

What should be in an email marketing proposal template?

An email marketing proposal template should include certain key elements in your proposal to help you establish a solid foundation you can build on to win over all kinds of clients. An example is a persuasive proposal structure that allows you to tap into the key drivers that get clients' attention, keep them reading, and assure them you're the best choice to help. When you understand the way your clients think, putting what they need and like in front of them is no longer an issue. 

You have to make sure you are solving a significant need for them.

A persuasive email marketing proposal has three parts:

Problem statement: the problem statement is probably the most critical element of any proposal. Failing to include one (or not including one at the beginning of your proposal) is a recipe for invisibility among the best clients. Most people won't hire you unless they're convinced you fully understand their needs. That's why pinpointing the underlying reasons driving email marketing projects is so important.

Assume you have an email marketing client who wants to increase his awareness online. A mediocre problem statement might look like this:

"XYZ Company is looking to expand their global reach by 40% over the next six months via an email marketing campaign. The campaign should feature SEO initiatives and should include monthly research and analytics reports."

A persuasive copy, on the other hand, will go this way:

"As more of XYZ Company's target customers take their shopping online, annual revenue at XYZ Company's brick and mortar stores have decreased this year by 15%.

XYZ Company needs to focus its efforts on eCommerce to reclaim lost market share and align with changing consumer tastes. They can do this by launching a digital marketing campaign featuring SEO initiatives, along with monthly research and analytics reports.

This campaign will increase XYZ Company's website traffic by 30% over the next 9-month period."

Did you note the difference? The first one regurgitates the client's project requirements and fails to address the client's pain point, which is why the client needs more online presence in the first place.

On the other hand, the second one conveys an understanding of the deeper issues that led the client to seek the surface level result (increased online traffic).

Many clients won't even know their deeper frustrations, much less be able to articulate them. All they know is their marketing "isn't working," and something needs to change. That means it is up to you to do some digging. By researching your client's business, competitors, and the market – and sharing those insights in your proposal – you send a clear message that you understand the client better than anyone else.

Proposed solution: once you've identified a client's core problems, the next step is to propose a marketing solution tailored to solve those problems effectively. Then you take it further by recommending a specific set of services to achieve the desired outcome.

Pricing information: make it easy for clients to read and understand your pricing information, and you'll stand out from 99% of your competitors.

If you consider the above steps when writing your email marketing proposal, there will be a positive change in how potential clients see you. Take an effort today to optimize your email marketing proposal to attain the results you are looking for, or skip half the work with our customizable and free-to-use proposal templates. If there’s none that matches your needs exactly, you can edit and customize the one that is the closest and get that contract signed and sealed.

Email Marketing Proposal Template
FROM
Sender's Name
Sender's Address
Sender's Company
TO
Client's Name
Client's Address
Client's Company

Introduction

Say hello to your potential client. This is a great space to mention how you engaged with the client, what you understand about their plans, and any other information you know about this project. The main goal of your proposal is to make a connection with the client about your design services.

Hello {CLIENT NAME},

Thanks for giving me the opportunity to present this proposal to you. It was great to speak with you yesterday and I look forward to helping you grow your email list, the {CLIENT COMPANY NAME} brand, in the United States.

As I mentioned yesterday, I come from a marketing background so I have a good understanding of how to advance your brand. {CLIENT COMPANY NAME}'s brand is already fantastic, it's my goal to use design to increase brand awareness and get more people to subscribe to your email list.

The rest of this proposal details how I hope to achieve this and outlines my creative process. If you have any questions or thoughts about how this could better fit your needs, please reach out and we can set up a phone call. I'm happy to make adjustments.

Best,

{YOUR NAME}

Why {YOUR NAME} for business services?

Every business needs to show off sometimes. Use this space in your proposal to talk about your past work and competitive advantages. You could include pictures, links, and customer quotes to build up some proof about your skills.

My work enables companies like yours to maximize their profits by boosting their conversion rates. I’ve been assisting companies with conversion rate optimization for more than five years.

Here are some testimonials from previous clients:

  • {YOUR NAME} was great to work with. They quickly identified the poorly performing emails, made adjustments, and we saw a 2.6% growth. We'll definitely use their services again. -Jill, CEO of ecommerce business
  • {YOUR NAME} is a brilliant professional. They set up our contract, started the work, delivered on time, and amazed us with the results. Our email list jumped up by 3.2% in eight weeks. -Tim, Sales Director of ecommerce business

My clients value my professionalism, commitment to deadlines, and the results I give them.

Project description

You introduced yourself to the client. Now, it’s time to show them you understand what they need and can deliver it for them. Write a paragraph or two in your proposal about the business services they need and how you can deliver them.

Based on your information, {CLIENT NAME} needs to increase your revenue by 3% in the next 180 days. You want to achieve this by optimizing your website’s sales to boost your conversion rates to 5% on average for your 120 product sales. {CLIENT NAME} offers super products at reasonable prices, so the conversion rates are probably being affected by the email content rather than the products on offer. {YOUR NAME} will review each email and make changes as necessary to meet the conversion rate targets.

Conversion rate optimization is one of the services {YOs clients have seen increases between 2% - 4% during our projects. 

Objectives

In this section, you can be even more specific about your business services. Your proposal can include specific targets to be met, software and equipment to be used, and reporting structure can be included. Cost and deadlines will be covered later.

Here is the plan for how my business services will meet your goals. Let me break down the specific targets and how they will be met.

  • Each email will be reviewed with Conversion Rate Optimization (CRO) software. An audit and action plan for each email will be prepared for your review.
  • Each email will be improved based on the approved action plan.
  • Results will be monitored over a period of six weeks using Google Analytics and Data Studio.
  • Weekly reports will be sent to {CLIENT NAME} to highlight progress and flag up any issues that should be addressed.

Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at {YOUR EMAIL}.

Deadline and deliverables

You should commit yourself to reasonable deadlines. Be sure to allow plenty of time for the business work to be completed. Specific delivery formats can be highlighted in the proposal if this is relevant to the project.

I am committed to meeting your deadlines and delivering quality business work on schedule. Here are the milestones for this project:

  • Each email will be audited with an action plan within the first two weeks of starting the project. 
  • Audits and action plans will be delivered as PDF files. Each one will be set up with a file sign-off system to track the progress of the documentation.
  • The approved action plans will all be completed within six weeks of launching the project. All work will happen within the CMS of {CLIENT NAME}.
  • Weekly reports will be produced for a period of six months from the start of the project. These will be sent as PDF files to {CLIENT EMAIL ADDRESS}.

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 {CLIENT NAME}.

Payment terms

Structuring your payments is important for your cash flow and the client’s clarity. List specific payments and dates in your proposal to avoid any confusion. You should also include details about any extra work or extra charges for your business services.

Projects such as this one run for several months before they finish. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:

  • 25% initial payment due upon signing the contract and before any work begins. 
  • A further 25% of the total will be invoiced once the final audit and action plan has been approved.
  • The next 25% of the total will be due once the final email has been optimized.
  • Payment of the remaining 25% will be due once the final weekly report is made to signal the end of the contract.

All the email should be optimized once during the process. If further optimization is required during the monitoring phase, any extra work will be billed monthly at a rate of $65 per hour.

Electronic invoice 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.

Agreement

Once you agree to this proposal, I will prepare a simple contract for this email marketing 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 {CLIENT NAME}.


Signed _____________________________________________________________

{CLIENT NAME}

Date: ______/______/____________

The Independent Worker

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