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Marketing Plan Proposal Template

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  • 1. Sign up for a free Indy account
  • 2. Launch Indy’s Proposals tool
  • 3. Edit your proposal template

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Marketing Plan 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 create a marketing plan for the your company brand in the United States.

As I mentioned yesterday, I come from a sales background so I have a good understanding of the marketing industry. Your company'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.

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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Marketing Plan Proposal Template FAQ

What is a marketing plan proposal template?

It is never enough to have products or services lying around passively, waiting for someone to come and request and buy them. That would mean minimal sales, if at all there is any, as most potential customers most of the time do not know they need something until they get to see that it exists. Marketing comes in to bridge the gap between potential customers and product awareness. They get to know what you have available, products or services that have recently been improved, and about new products or services that recently entered the market and they are not aware of.

Sending out marketing proposals to customers, combined with your marketing strategies, can go a long way towards creating awareness about the latest product or service you have in stock to offer and new ones they will be interested in purchasing. This makes a marketing plan proposal a very efficient and powerful way to promote products or services and create brand awareness. This does not just stop here; the marketing plan proposal also creates a window to keep your customers engaged until they make their next purchase again. Thus, it fosters the growth of a good relationship between you and your customers.

A marketing plan proposal template contains outlined structures to help companies, businesses, individuals, and other entities that offer sales of products or services to properly arrange and write out their marketing proposal ideas and goals for their potential clients. It clearly shows what information is required and how it should be outlined and gives an idea of what the marketing plan proposal should look like as a guide for creating your unique structured emails, social media campaign, etc. The marketing plan proposal template proves to be essential for quickly drafting out future marketing proposals that deliver all the correct information while still conforming to your format.

For all your potential customers out there with their different queries and problems who do not know how to go about seeking the solutions or do not even know what to ask, a marketing plan proposal template is what will serve as an introduction to them and also a link to the answers they need. This means that every marketing plan proposal template sent has to solve a possible problem your potential customers might have. So a marketing plan proposal template will guide you on how to spell out what you have to offer as solutions and how it can solve their problems, primarily as a freelancer.

A marketing plan proposal template is an essential tool for keeping your marketing proposals relevant despite the times you send emails to customers, run adverts, follow up, or build a funnel. Relationships with clients are built gradually from one solution provided to another through sending marketing proposals from time to time to keep them engaged. Keeping up with the number of marketing proposals you have to ship from time to time to your potential clients to keep them active and build that relationship will be difficult without a template to ensure all the required details are incorporated in the proposal every time they are sent.

How to write a marketing plan proposal template?

The first thing you should consider as a marketing planner freelancer is the clients - they are the people you are trying to convince, so it should be about getting them impressed and interested from the very start, even from the proposal cover.

Businesses can make profits by solving problems, and in crafting your marketing plan proposal template, you should not lose sight of this either. From your research about your potential clients, you should have factual information regarding their customers, the problems they solve for their customers, what they value overall success, and the challenges they have towards achieving this. Identify the issues in your proposal and how you can solve them.

So for you to get their attention from the start, your executive summary should briefly show what your proposal can provide for the client. Hit the critical points highlighting goals, budget, and timing, and even critical points from any research you might have carried out regarding solving their problems. Also, throw in a thing or two about why you are the best bet for them to partner with and why you want to work with them.

Now that you have gotten their attention with an overview of everything in the executive summary going into details is the next step. Write out their challenges and convince them with realistic target solutions why the problem is worth solving despite other challenges they might have. Emphasize the growing cost of inaction as regards the particular problem

Clearly state how you plan to achieve those target solutions, a step-by-step approach of your strategies and plans, and the timeline. Also, provide a scope of work to show what they will get when they decide to work with you. This should be a summary of the various packages you have to deliver so they can choose which best solves their problem.

Most importantly, add a budget, show a breakdown of what your services will cost them. Include a measure of success to justify this budget by providing benchmark data showing possible growths and achievement at the end of the timeline. Include proof of success to ascertain your claims; this is essential for securing deals.

Compose all the above information in a well-organized form highlighting the headings for each section of the proposal and ensuring a proper flow of data from the most important details down to the bits. Save the proposal in the required format, and you can use a template for crafting future proposals.

What should be in a marketing plan proposal template?

A marketing plan proposal template determines whether your potential client will decide to partner with you and entrust their time and resources to you to help solve their problems or decide you are not the freelancer they want to work with. So a marketing plan proposal template is significant and, as such, should contain and outline all the essential information regarding what you have to offer as a marketing freelancer to get that next client.

A section of your proposal template should contain answers to the questions already in your client's head. It should include answers to questions like: 

  • What ways are they marketing through emails? 
  • Is the existing method bringing any improvement? 
  • Are there better solutions to the problems?
  • How will the services in your proposal make this better?

A proposal is all about answering the clients' questions and selling yourself as the right freelancer for the solution. As such, a marketing plan proposal template usually has the following as key elements:

  • Executive Summary
  • Marketing Strategy and Goals
  • Implementation and Financials
  • Conditions and Acceptance

A marketing plan proposal template should contain information about what your proposed project or services can do for them as your client. They should be able to go through your submission and get detailed information on what you can do, what you propose to do for them, how you intend to do what you are proposing to do for them, and at the end of the day, what they can expect to have upon completion at the end of the timeline.

It would be best to outline talks about the company in your marketing plan proposal template, saying what they do and their goals and values. Information about current market trends should also be highlighted to show your client that you are up to speed with all the latest solutions that concern them, what their competitors are doing, and how you can do it differently.

List out how the implementation of your objectives will be from start to finish in a marketing plan proposal. The marketing strategy you will use and the goals to be achieved with each approach should be dully explained to answer the "how" regarding your proposed objectives. Your proposal should contain proof that your goals will effectively accomplish what you are proposing to offer to the client. So you should also include testimonials, reviews, and actual data to back your claims. It should also contain a budget for each objective and goal.

A timeline showing when each unit part of the proposed project will be handled – this is an essential part of a marketing plan proposal template. This will show the client what is next after completing one objective and which will come next after that, an excellent way to keep track of the project objectives when implemented.

Another significant component of a marketing proposal is the details of the agreement between you and your client. The terms and conditions demanded to provide a conducive atmosphere for the proposal to thrive when approved. Terms and conditions are usually finalized through signatures, including the date and place of agreement.

Creating a comprehensive proposal template for your new potential client can be a daunting task, especially if you are in a hurry to submit a proposal before your competition, or before the call for proposal closes. If you’re in that situation, you can always make use of our ready-to-use and free proposal templates. If there’s none that matches your specific needs, choose the one that is the closest, customize it and make it your own.

Market
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 create a marketing plan for the {CLIENT COMPANY NAME} brand in the United States.

As I mentioned yesterday, I come from a sales background so I have a good understanding of the marketing industry. {CLIENT COMPANY NAME}'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,

{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 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 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 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 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 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 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 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 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 plan. 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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