Customise the copywriting proposal template to match your brand styles, fonts, colors and design ethos.
Utilise interactive quoting to communicate several options, services or packages to your client. It can also be a great way to generate more revenue by adding extra services they may not have thought of.
Simple edit function, infinite possibilities
With a simple editor, you can include spreadsheets, forms, previous presentations, flowcharts and multiple other forms of information to tell your story and help meet your client's needs.
Legal sign-off is a breeze
Digital signature functionality with full audit trails, meeting e-signature laws, means you can get legal sign-off faster and with less admin hassle.
Stop chasing payments
Integrated, secure payment options in the proposal means clients can pay on the spot, using their credit card.
Cut the accounting pain
Integrating with accounting programs like Quickbooks or Xero, draft invoices can be created from accepted proposals - cutting your chance of making data entry mistakes and the amount of time spent on admin.
Prepared for Acme Corp
by Ella Castle — email@example.com
MEGA Inc. needs—
In our Complete Guide To Proposals, we discuss the importance of clearly identifying the bottom line ROI a business can expect from engaging your services. To create a winning proposals, you need to clearly contextualise your service as having a direct relationship to the bottom line. Below is a quick example.
During our meeting on 12th of October, Mega Inc's CEO John, discussed some of the major challenges facing the business. While revenue per customer and conversion-to-paid rates are both high, there are simply not enough quality leads entering at the top of the funnel. One the core business challenges that Mega Inc faces today is dramatically improving their organic traffic acquisition.
Mega are aiming to achieve 30k uniques to their site per month - if they want to hit their revenue goals for the coming year.
To generate this kind of inbound traffic requires onsite content. The problem is that Mega currently has no content creation capabilities in-house.
The team here at Company Name have identified three key content areas on which Mega can focus to generate inbound traffic :
- Blog Posts
- Landing Pages
With our expertise in web design and development, Company Name is proposing to overhaul ACME's website and relaunch it. We're confident we can deliver significantly increased conversion rates and help ACME to realise its revenue goals for the year and beyond.
"Our inbound traffic went up by 125% in the first week"
CEO, Amaze Inc.
50k Uniques For Tulip Ltd—
A Data-Driven Success Story
If you've been in business awhile, and you're good at what you do - you should have a success story under your belt. Ideally, you've got a success story from a similar kind of client to the one you're pitching.The most compelling way to tell this kind of success story, especially for an SEO company, is through data. Remember: always bring back your service offering to the bottom line of the business. Tell the story of challenge, solution and return-on-investment. (More on data-driven success stories here).
Acme are a product company. With their high quality products and low shipping costs, they have a loyal customer base. But when they came to us, there simply weren't enough customers discovering their products. They needed more visibility online. They needed people to be organically discovering them.
The problem was Acme's content. The content was not keyword focused, it was not targeted towards Acme's core audience. Nor was it being engaged with, shared or promoted by its customer base.
And that's why they called us in.
We implemented a full overhaul of Acme's content strategy, and produced a battery of high quality content to distribute on Acme's blog, website and social channels. With the following results:
- A 90% increase in article shares via Twitter and Facebook.
- A resulting 230% increase in organic traffic
This led directly to a:
310% rise in revenue
(Some nice graphics to illustrate your data-narrative are always helpful)
What to expect working with us
Clients may have no idea what to expect from working with you. Perhaps they've never worked with a web design or development agency before. Or maybe they have, but your approach is different. So it can be helpful to clearly lay out what your approach and process is. This is also an opportunity to differentiate yourself from the competition. To explain what about your approach is unique and valuable.
The Company Name takes an wholistic approach to design and development. We strive to understand your market, your audience and your core business drivers in-depth, so that we can correlate every design and engineering decision directly back to helping you achieve your business goals.
We're huge believers in the power of collaboration. The more fluid our communications, the more powerfully we can achieve your goals.
To deliver this outcome, our process has five stages:
We begin by performing a rigorous audit of your market space. Who is the core audience? What are their concerns and values?
Prototyping involves rapid and collaborative iteration on wireframe concepts, layouts and directions.
Once we've agreed on finalised prototypes the design team steps in to create high fidelity mockups of the final product.
Then we bring those mockups to life. Bring up the staging servers and code up the designs.
Launch & Measure—
Finally, we go live to the world and measure the return on investment for you, with detailed analytics.
Inclusions and Exclusions
To prevent a client relationship from going sour, one of the most important aspects of the proposal is the scoping section. Here you can include information about what is included, and perhaps more importantly what is not included, in your service offering.
We value each client relationship highly and hope to foster a long and fruitful partnership with Acme. In the spirit of honest collaboration we feel its important to point out what you can expect of us, what we are, and are not, as an agency.
- Revisions: we have made affordance for feedback during the wireframing and design phases of the project. Its important to note that revisions requested outside of these phases will be charged at an additional hourly rate.
- Quality Assurance Testing: We have strict testing and quality-assurance standards, and will have our in-house Q&A team vet all websites we deploy.
- Post-Deployment Analytics Reporting: We will provide access to Google Analytics which will provide you with detailed metrics of your site's performance.
- Video Collateral: We are not able to provide any motion graphics or video content.
- Mobile App: Although this was discussed in our meeting Oct 12th, ACME have decided not to pursue the mobile app development at this time.
"Acme really delivered in spades"
Chief Revenue Officer, Mega Inc.
If you have any questions about this quote, feel free to get in touch anytime at firstname.lastname@example.org.
Ultimately the quality of your service offering is predicated on your people. Great teams to do great work. Simple as that. And clients know it. There is also value in putting a face to your proposal, of matching the offering to the human beings who will implement it.
CEO, COMPANY NAME
Daelon, our CEO, will be leading the team. He's a designer, software engineer and marketer. He's been a speaker at global conferences on SEO, and last year was #1 Fictional Person in the Forbes Top 100 Fictional Examples.
COO, COMPANY NAME
Our COO, Marcelle McTanTan, will be marshalling the team to deliver the project on time and on budget. He is a former Googler, an expert rock climber, NSW Air Guitar champion and voted #1 Most Likely to Grow An Excellent Moustache by Harvard Business Review.
A company video, that captures your successes, approach or process, can be an excellent way to highlight your point of difference from competitor pitches.
Ready to take the next step?
Get in contact with us
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