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Here’s how to use Indy’s Proposal Template to get started:
A proposal template is a document you prepare in advance with reusable blocks of information to help you write proposals faster. When you are ready to write a new proposal, simply customize the old template with relevant and useful info for your client.
Creating an attractive proposal is a great first step towards winning new jobs and taking on exciting projects. Sending a potential client a clear, attractive proposal puts you miles ahead of the competition.
You can invest time and effort into creating a template for your proposals that will make them look professional. Your proposal should include all the necessary information such as business logos, contact info, etc., along with sections to cover topics like previous clients' positive feedback or examples from other projects you've completed.
Creating a proposal template is an easy way to professionalize your documentation. Every new proposal will have the same level of design quality that establishes your brand and makes a great impression on clients you want to win.
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.
Building confidence is vital for getting clients in the competitive Marketing Automation industry. As a professional, your proposal needs to have an attractive design and clear structure.
Here are the elements we think you should include in every Marketing Automation proposal:
From here, you can wrap up the proposal template with next steps the customer can take. These can include:
Your proposal will send a message of professionalism and dedication to the work you do. From its stunning cover page, all the way down to payment options at the back it is clear that your clients can rely on you for their needs as well as have access to services beyond those listed in your proposal should they need them later.
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.
Hello Mark Sapp,
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 in sales in the United States.
As I mentioned yesterday, I come from a sales background so I have a good understanding of the marketing industry. Leath Furniture's products are already fantastic, it's my goal to use design 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,
Lamar Lehto
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:
My clients value my professionalism, commitment to deadlines, and the results I give them.
Based on your information, Mark Sapp 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. Mark Sapp offers super products at reasonable prices, so the conversion rates are probably being affected by the page content rather than the products on offer. Lamar Lehto 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.
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.
Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at lamar.lehto@gmail.com.
I am committed to meeting your deadlines and delivering quality business 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 Mark Sapp.
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:
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.
Once you agree to this proposal, I will prepare a simple contract for this campaign 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 Mark Sapp.
Signed
Mark Sapp
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