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Inbound Marketing Proposal Template

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  • 3. Edit your proposal template

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Inbound 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 the your company brand receive inbound marketing in the United States.

As I mentioned yesterday, I come from a writing background so I have a good understanding of the marketing industry. Your Company's brand is already fantastic, it's my goal to use my marketing skills  to increase brand awareness.

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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Inbound Marketing Proposal Template FAQ

What is an inbound marketing proposal template?

If you are good at creating brand awareness for companies, you need to let prospective clients know why they should hire you with an inbound marketing proposal template. Many people believe inbound marketing is better than traditional outbound marketing. However, you need to convince the client with your inbound marketing template. Even companies that believe strongly in inbound marketing will still demand a solid proposal to convince them you are the right candidate for them. An inbound marketing proposal template is paperwork submitted by an inbound marketer to a company outlining the inbound marketing services he can render to the company and how he plans to render them. The template should contain a comprehensive scope of your inbound marketing services, your expertise and strategy, your workforce, timeframe, work condition, and pricing.

In most cases, the proposal is submitted after a meeting between the marketer and the client. Hence, it will be a follow up to an earlier discussion and one of the final steps in reviewing the marketer’s competence in handling the inbound marketing job. However, it can also precede any meeting. In that case, it will be introducing your business to your client. Whichever the case may be, you must present a proposal that will convince any CEO to let you handle his company’s discoverability.

Inbound marketing is marketing. You will introduce a company to the public without putting them under pressure to patronize it, yet the aim is patronage. Therefore, you must prove to the client that you have all it takes to play the game effectively. Your inbound marketing proposal must contain your credential as a professional and experienced inbound marketer. The client may be interested in your knowledge and skills in SEO, social media campaign, web design and optimization, content marketing, consumer engagement, and blogging. Therefore, you need to include how skilful you are in all these and other related areas in your proposal.

Another important thing is the demonstration of your knowledge of the company you are submitting the proposal to. Whether the proposal is coming after a meeting with the company’s representative or before the meeting, you must have studied the company and presented a specifically designed proposal for the company. Your proposal must be in line with the operational strategy and business policies of the company. So, how do you write an inbound marketing proposal template?

How to write an inbound marketing proposal template?

Writing an inbound marketing proposal is like the way you write any other business proposal. You must be professional in style, confident in tone, and clear. The proposal must state clearly all the services you are proposing to render to the company, how you plan to execute them, the tools you will be using and the people that will work with you. Many clients will also want to know about your qualification and competence. You may need to specify your experience in the industry, the number of similar projects you have executed and make references if they are available.

Even if you have discussed with the client before submitting the proposal, he will still use the proposal to evaluate your competence. Therefore, it is important to ensure you present a proposal that is detailed and free of errors.

The clarity of your terms is essential. While you are into marketing, your client may not. Hence you must use terms that can easily be understood. Apart from technical terms, even the language must be easy for anyone to know exactly what you are proposing. Don’t leave your client to guess. As you state, the services included in your proposal clearly include the terms and conditions. This is important to avoid future disagreements. Remember, your proposal will be the basis of awarding the contract and maybe one of the major documents for referencing throughout the project. Now let’s discuss how all these should be included in your inbound marketing proposal.

What should be in an inbound marketing proposal template?

There are many ways to write an inbound marketing proposal, but the content should be similar. Your inbound marketing proposal must contain the following:

Present an Introduction

The introduction doesn’t have to be elaborate, but it must be captivating. It should be brief and concise and let whoever is reading it understand what the document contains.

Justify the Need for the Proposal

If you have discussed it with the company before, you should state it here. Refer to what you discussed that led to the proposal.

State the Objective

Now outline all the services that you plan to render for the company. This part must contain all the services you are proposing to render. As an inbound marketer, you must include all aspects of outbound marketing. Except it has been discussed otherwise, a company will prefer to give all outbound marketing jobs to one contractor. That you can handle all also show your level of expertise in the business.

Describe Your Working Plan

There are many ways to create awareness for a company. Therefore, your clients will want to know your exact plan so they can evaluate its effectiveness. Apart from outlining your strategy, you must also state here the tools you will be using for the services. For instance, it is not enough to include Search Engine Optimization (SEO) in your proposal. You must state how you plan to carry out the optimization process.

Provide Your Turnaround

As you state each step you are going to take in your proposal, also include the timeline. Many CEOs love creating schedules for all their projects.

Pricing

The difference between your proposal and those of your competitors may be the price. Hence an inbound marketing proposal template without pricing is incomplete. If your services are cheaper than the industrial average, it might be your selling point. Also, if it is more expensive, you may have to indicate that you provide only premium services.

Inbound 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 inbound marketing 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 the {CLIENT COMPANY NAME} brand receive inbound marketing in the United States.

As I mentioned yesterday, I come from a writing background so I have a good understanding of the marketing industry. {CLIENT COMPANY NAME}'s brand is already fantastic, it's my goal to use my marketing skills  to increase brand awareness.

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 pages, made adjustments, and we saw a 2.6% uplift in our rates within days.  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 conversion rates jumped 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 marketing 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 pages to boost your conversion rates to 5% on average for your 120 product sales pages. {CLIENT NAME} offers super products at reasonable prices, so the conversion rates are probably being affected by the page content rather than the products on offer. {YOUR NAME} will review each page 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 marketing 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 marketing services will meet your goals. Let me break down the specific targets and how they will be met.

  • Each page will be reviewed with Conversion Rate Optimization (CRO) software. An audit and action plan for each page will be prepared for your review.
  • Each page 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 marketing 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 page 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 marketing 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 page 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 pages 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 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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