Marketing Proposal Draft

Marketing Proposal Draft

Proposal presented by: Deese Marketing Association

Delivered on: {date_submitted}  |  Submitted by: {user_assigned}, {company_name}

OVERVIEW & GOALS

Dear Ms. Jones,

Marketing is all about connections. Connecting the right message with your target audience, connecting your solution with their pain point, and connecting your business goals with the desired results.

Here at {company_name}, we’re pros at making connections (fun fact: our favourite hobby is Dot-to-Dot). We’ll help you define who your most lucrative target audience is, develop messaging that speaks to them directly, position your product or service as THE can’t-live-without solution, and make it easy for them to engage and buy.

Once we’re able to dig in a little deeper, we’ll create a customized plan of attack that makes sense for your audience, your industry, and your goals. It could be a mix of product development, market research, branding, online and offline advertising, public relations, and content marketing.

Connections are also about relationships. And our relationship with our clients is both a priority and a point of pride.

So, let’s start making connections, and watch your business grow.

Sincerely,

{user_assigned}

{user_title}{company_name}

SCOPE OF SERVICES

Step 1: Defining Your Product or Service

What’s the big idea? This is where you educate us – about your products, your services, and what makes you tick as a company. We listen carefully and work with you to define the customer experience – from first contact to maintenance and retention.

Step 2: Understanding Your Market

Where does it hurt? You have the solution – the key is to pinpoint exactly where the problem lies. It’s all about research. Our job is to work with you to identify the clients and customers who need and want what you have to offer, analyze your competitors, and find the sweet spot where long-term customer relationships grow.

Step 3: Identifying and Engaging Your Target Customers

So what? Now that we know what’s special about you, the matchmaking begins. Winning clients and customers is a courtship process, and we’ve got you covered from first date to going steady. Like any healthy relationship, it’s a two-way street. We’ll listen more than we talk, and build trust the old fashioned way through dialogue and evidence-based decisions.

Step 4: Creating Your On- and Offline Communications and Promotion Strategy

What do YOU need? There’s a lot of noise out there. We don’t sell you a canned marketing strategy full of check boxes – we draw on years of experience and a sincere belief in what you do and create a tailored and tactical approach to marketing your product or service.

{company_name} offers a full slate of integrated services:

  • advertising
  • public relations
  • reputation management
  • on- and offline content creation and management
  • events
  • digital, print, and broadcast media
  • social media
  • sponsorship advice
Once we’ve built a foundation of facts, we’ll find the perfect communication mix to reach, engage and persuade your target market.
 

Step 5: Analytics – Measuring and Assessing Results

Where’s the beef? Our work here is done when we can show you – on paper – the tangible results of your investment. Whether it’s pageviews, website visits, conversion of prospects, or the bottom line, we’re confident that Agency Co.’s marketing strategies quite literally pay off. We’ll work with you to set goals and meet them, tweaking plans and tactics along the way.

TIMEFRAME

Task Description

Timeline

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Week 1/2

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Week 3

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Week 4

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Week 5/6

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Week 7

YOUR INVESTMENT

Below is a monthly budget based on the scope of services outlined in this proposal.

Our fees are based on the time required and will be billed at the all-inclusive fixed rate of $150.00 per hour for the contract period of one year from the date of the contract. Expenses for travel, meals, lodging, printing, and report production are charged as part of the all-inclusive rate above. We are sensitive to the financial challenges facing INDUSTRY and want to minimize fees to the extent possible within the scope of the project.

DESCRIPTION

$ PER HOUR

HOURS

PRICE

Upfront discovery session and audit

$150

20

$3,000 / hour

Marketing strategy development

$150

30

$4,500 / hour

TOTAL

TOTAL

WHY US?

We live and breathe the art and science of marketing. We like facts and figures, but we also like to have fun. And we know you can have it both ways.

Our creative and disciplined team includes experts in PR, design, advertising, media, and all things digital. We build your specialized strategy on our integrated marketing philosophy of sincere, authentic relationship building and setting manageable and measurable goals. It’s simple – we mean what we say, and we deliver what we promise.

CONTRACT

[Note: This is a sample contract – we are not lawyers and recommend you have your own legal counsel review any contract prior to sending out.]

Date: {date_submitted}

Between “us”, {company_name}, and “you”, {client_name}

You {client_name}, located at {client_address} are hiring {company_name} located at {company_address_1} to perform {proposal_name} for the estimated total price of {total} as outlined in our previous correspondence.

1.0 Services Rendered

STRATEGY & DESIGN

We’ll deliver a branding strategy and design a new logo. After the strategy and design is approved we’ll deliver a branding guidelines document.

You’ll have two or more weekly opportunities to review our work and provide feedback. If, at any stage, you’re not happy with the direction our work is taking, you will pay us in full for everything we’ve produced up to that that point and then cancel this contract.

ERRORS

We can’t guarantee that our work will be error-free (we’re human!) so we can’t be liable to you or any third-party for damages, including lost profits, lost savings or other incidental, consequential or special damages, even if you’ve advised us of them.

2.0 Mutual Cooperation

We agree to use our best efforts to fulfill and exceed your expectation on the deliverables listed above. You agree to aid us in doing so by making available to us needed information pertaining to your website and to cooperate with us in expediting the work.

3.0 Charges for Services Performed

Requests above and beyond those listed in the budget may be considered out-of-scope and an amendment to the budget will be recommended. Projects that go dormant for longer than 45 days will incur fee to resume work at the discretion of {company_name}.

4.0 Terms of Payment

4.1 BILLING SCHEDULE

We’re sure you understand how important it is as a small business that you pay the invoices that we send you promptly. We’re also sure you’ll want to maintain a positive working relationship and keep the project moving forward, so you agree to stick tight to the following payment schedule.

The total budget for this project: {total}

{company_name} will invoice {client_name} for fifty per cent (50%) of the initial fees at point of this signed contract agreement which will act as the deposit. The remaining 50% will be billed monthly as the service hours are spent or when the project is launched.

{client_name} will supply {company_name} with all necessary purchase order numbers and other internal information required for invoice processing before the close of the month of work (if applicable).

4.3 CLIENT AGREEMENT TO PAY

You agree to pay our initial (1st) invoice upon receipt which will act as a deposit for the project. Every invoice after that will have 15 day payment terms. In the event payment is not made within 15 days, {company_name} will charge a late payment fee of 1% per month on any overdue and unpaid balance not in dispute, to cover the manpower, interest, and other costs {company_name} pays for carrying overdue invoices from {client_name}. In addition, {company_name} reserves the right to stop work until payment is received.

4.4 COLLECTION COSTS

In the event that we incur legal fees, costs and disbursements in an effort to collect our invoices, in addition to interest on the unpaid balance, you agree to reimburse us for these expenses.

5.0 Cancellation of Plans

You have the right to modify, reject, cancel or stop any and all plans or work in process. However, you agree to reimburse us for all costs and expenses we incurred prior to your change in instructions, and which relate to non-cancellable commitments, and to defend, indemnify and hold us harmless for any liability relating to such action. We agree to use our best efforts to minimize such costs and expenses.

6.0 Responsibilities of {company_name} and {client_name}

6.1 {COMPANY_NAME}‘S RESPONSIBILITY FOR RELEASES

We shall obtain releases, licenses, permits or other authorization to use testimonials, copyrighted materials, photographs, art work or any other property or rights belonging to third parties obtained by us for use in performing services for you (If applicable).

6.2 {CLIENT_NAME}‘S RESPONSIBILITY FOR RELEASES

You guarantee that all elements of text, images, or other artwork you provide are either owned by your good selves, or that you have permission to use them.

Then when your final payment has cleared, copyright will be automatically assigned as follows:

You’ll own the visual elements that we create for this project. We’ll give you source files and finished files and you should keep them somewhere safe as we’re not required to keep a copy. You own all elements of text, images and data you provided, unless someone else owns them.

We’ll own the unique combination of these elements that constitutes a complete design and we’ll license that to you, exclusively and in perpetuity for this project only, unless we agree otherwise. We can provide a separate estimate for that.

6.3 {CLIENT_NAME}‘S RESPONSIBILITY FOR ACCURACY

You shall be responsible for the accuracy, completeness and