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1. Marketing Advisory
Proposal Project proposal – (Proposal_Name)
Client – (Client_Name)
Delivered on – (Submission_Date)
Submitted by – (User _Assigned)
2. 2
Cover Letter for Marketing Advisory
Proposal
Dear (client_name),
Thank you for reaching out to us for the marketing consulting service needs. We understand that in
today’s highly competitive market, every business needs specific marketing strategies to survive.
With our marketing consulting services you can achieve effective results in the best possible ways.
We are confident that with our experience, your company will be able to achieve the goals stated
below–
› Increase in average spend of customers
› Revenue generation through smart and timely offers, email marketing automation and much more
› Present your brand in a unique manner to attract customers
› Add text here
We will prepare the initial phase of the project to give you the appropriate look and feel of marketing
consulting services.
Feel free to contact us for more information.
Sincerely,
(Company_Name)
3. Table of Contents
3
Project Context
and Objectives
› Plan of Action
› Scope of Services
› Time frame
› Additional Service Offerings
Our
Process-
Your
Investment
› Client Testimonials
› Case Study
Our
Past Experience
Statement
of Work & Contract
Next
Step
› Why Us
› About Us
› Our Expertise
› Awards & Recognition
› Our Team
Company
Overview
5. Project Context and Objectives for Marketing Advisory Proposal
5
We have identified that your company (client_name) is facing challenges in
customer retention & acquisition, which severely impacts the company’s revenue.
Your company is also interested in developing a strong social media
presence for lead generation.
Social Media Presence – We plan to create an effective social media
presence through guest posts, podcasts, email campaigns, etc.
Create smart & timely offers for customers – We plan to offer fewer but
bigger discounts to customers on a timely basis to get their attention.
Develop a revenue-generating solution – We intend to offer a combination
of online and offline marketing techniques to attract new customers.
Project Context
Project objectives
7. Plan of Action for Marketing Advisory Proposal
7
Implementation
3rd Month
› Landing Pages and
forms
› Marketing
automation
› Page tracking
› Add text here
Optimizing
4th Month
› Offering training to
manage services
› Developing a technical
roadmap
› Add text here
Planning &
Development
2nd Month
› Selecting the
appropriate technology
as well as
methodologies for
marketing client’s brand
› Developing customer
persona
› Add text here
Strategize
1st Month
› Mapping client’s current
marketing strategies
› Learning the
effectiveness of the
current digital marketing
program
› Add text here
8. Scope of Marketing Advisory Proposal
8
Research
› Analyze the low hanging fruits
› Understand the sales & marketing
strategies
› Analyze the loopholes in the
existing social sites
› Add text here
Social Media
Management
› Get you featured on Podcasts
› Social media content automation
with help from your guest posts
› Ensure your presence on all the
trending social media platforms
like Facebook, Twitter, LinkedIn to
get you leads
› Add text here
Sales Process
Workshop
› Simplify and automate the sales
process
› Create an effective sales workshop
campaign
› Add text here
Guest Posts & Email
Campaigns
› 8-10 guest posts every month to
influence customers
› Email automation system
› Add text here
Planning &
Development
› Leverage on the existing
marketing activities
› Ensure effective tracking systems
are in place
› Developing intelligent, timely offers
to attract customers
› Add text here
9. Timeframe for Marketing Advisory Proposal
9
Social Media
Management
Research
8 - 105 - 81 - 4 13-1611-12
Duration in Weeks
Stages
Sales Process
Workshop
Guest Posts &
Email Campaigns
Planning
10. Additional Service Offerings for Marketing Advisory Proposal
10
Content Marketing Services
› Blog content creation by experts
› E-book and white papers
› Video production
› Add text here
Website Audit Services
› Uncover site errors
› Strategic recommendation for site
› Competitor and social analysis
› Add text here
Technical SEO Services
› Additional technical support
› Information regarding highest traffic
› Add text here
Email Marketing Services
› Email writing from business experts
› Affordable plans for small business
› Add text here
12. Your Investment for Marketing Advisory Proposal (1/3)
12
Stages Price
Research $500
Planning $500
Guest Posts & Email Campaigns $1,500
Sales Process Workshop $1,500
Social Media Management $2,500
Total (before tax) $6,500
Taxation Rate: - 5% $325
Total $6,825
13. Your Investment for Marketing Advisory Proposal (2/3)
13
Stages Activities Duration in Weeks Estimated Cost
Research
› Analyze the low hanging fruits
› Understand the sales & marketing strategies
› Analyze the loopholes in the existing social
sites
› Add text here
1-4 $500
Planning
› Leverage on the existing marketing activities
› Ensure effective tracking systems are in place
› Developing intelligent, timely offers to attract
customers
› Add text here
5-8 $500
Guest Posts & Email Campaigns
› 8-10 guest posts every month to influence
customers
› Email automation system
› Add text here
8-10 $1,500
Sales Process Workshop
› Simplify and automate the sales process
› Create an effective sales workshop campaign
› Add text here
11-12 $1,500
Social Media Management
› Get you featured on Podcasts
› Social media content automation with help
from your guest posts
› Ensure your presence on all the trending
social media platforms like Facebook, Twitter,
LinkedIn to get you leads
› Add text here
13-16 $2,500
(Consultant_name) will perform different activities in different phases-
14. Your Investment for Marketing Advisory Proposal (3/3)
14
Additional Services Price
Content Marketing Services $1,500
Website Audit Services $1,100
Technical SEO Services $1,300
Email Marketing Services $1,400
Total $5,300
16. Why Us for Marketing Advisory Proposal
16
Every business requires a compelling marketing plan to get
success. To sustain for long term in the market, you need to
increase sales by getting new customers.
With our expertise in Marketing Consulting services, we promise
you to spread the word about your brand, product or service
We will add value to your brand with our customized marketing
strategies and time to time smart offers for customers
We work from scratch to build specialized marketing
strategies to never let our client down
Our company obsesses over details so we can provide
our client an edge over their competitors
Our team includes experts in PR, marketing and media
that helps our clients accomplish their targets
Add text here
Strengths that will add to your firm
17. About Us for Marketing Advisory Proposal
17
Who We Are
We are a firm which focuses on helping organizations grow their
business with our Marketing Consulting services
We deliver Marketing solutions to help our clients achieve a
competitive advantage
Founded in: 2001
Vision
Elaborate your vision statement here
Mission
Elaborate your vision statement here
Core Values
› Trusted Partners
› Quality & Excellence
› Add text here
18. Our Expertise
18
PPC
› Industry-leading strategies to get customer
engagement at low budget
› Add text here
SaaS Marketing
› Focus on the software platform’s UVP (unique value
proposition) to create digital marketing strategies
› Add text here
Paid Media
› Paid media campaigns (like laser targeting on
Facebook) to reach potential buyers
› Add text here
19. Awards & Recognition for Marketing Advisory Proposal
19
2017
America’s Best
Marketing
Consulting
Firm
2018 2019
Global Leader
in Digital
Marketing
Consulting
Best
Marketing
Consulting
Firm
20. Our Team for Marketing Advisory Proposal (1/2)
20
Joanna Roberts
Marketing Director
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Tina Davis
Senior Research Analyst
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Jane Ryan
Head Marketing Solutions
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21. Our Team for Marketing Advisory Proposal (2/2)
21
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Matt Peters
Marketing Head
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Jessica Richards
Chief Strategy Officer
23. Client Testimonials for Marketing Advisory Proposal (1/2)
23
Charles Spencer
Designation
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Sam Hooper
Designation
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Company Name
Company Name
24. Client Testimonials for Marketing Advisory Proposal (2/2)
24
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Ben Turner
Dexter Owens
Isabella Watts
25. Case Study for Marketing Advisory Proposal
25
(company_name) provided us solid marketing strategies that helped us increase our revenue by 15% in 3 months. Their commitment towards deadline is
admirable.
James Taylor (client_name)
With our expertise in Marketing Consulting services, we promise you to
spread the word about your brand, product or service
We will add value to your brand with our customized marketing strategies
and time to time smart offers for customers
Increase in revenue by 15% in 3 months
Results
Churn rate reduced by 5%
Add text here
Our Solution
Problem
“
”
27. Statement of Work and Contract for Marketing Advisory Proposal
27
Date: {date_submitted}
Between "us", {company_name}, and "you", {client_name}
You {client_name}, located at {client_address} are hiring {company_name} located at (address) for marketing consulting services for
which the estimated total cost is $XXXX.
› 2 week opportunity to review our work and provide feedback
› Not liable to the firm and third party for damages
› We agree to put our best efforts in return we expect your cooperation in
providing needed information regarding to company product & services
› Fifty percent of the initial fees at the point of contract signing and it will act as a deposit
› Remaining 50% has to be submitted after project completion
All efforts to preserve confidentiality of information
› Right to modify, reject, cancel or stop at any point processes, but are
imbibed to reimburse us all costs and expenses
This agreement should commence from (date) and shall continue till termination
by either party with not less than 90 days notice given in writing
Services Rendered
CONTRACT
Terms and Termination
Confidentiality
Plans Cancellation
Terms of payment
Mutual Cooperation
29. Next Steps for Marketing Advisory Proposal
29
It is requested to read the contract to get the understanding of the details involved in working with us. Everything should be fair, transparent and easily
understandable at the beginning in order to lay a solid foundation for a better work relationship.
We firmly believe in clarifying things and sorting out the issues in order to find the most
suitable way to work together.
› Discuss the desired changes
› Accept the proposal
› Sign and finalize the proposal
› Submit an initial payment of 60% of the total fee of the project
› Once we get the notification of your proposal accepted, we will send you
the separate copy of the signed contract for your record
› Feel free to contact
› Add text here
› Add text here
{user_contact_first}. {client_contact_last}
{client_name}
Signature
Default Contract
Signature
Proposal Lead
{user_assigned}. {user_title}
30. Contact Us for Marketing Advisory Proposal
30
Address
#Street Number, City, State
Contact Number
0123456789
Email Address
Emailaddress123@gmail.com
33. Our Mission for Marketing Advisory Proposal
33
Vision
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needs and capture your audience's attention.
Mission
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needs and capture your audience's attention.
Goal
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needs and capture your audience's attention.
34. Roadmap for Marketing Advisory Proposal
34
01
02
03
04
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your needs and
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audience's attention.
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audience's attention.
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audience's attention.
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audience's attention.
35. Timeline for Marketing
Advisory Proposal
35
2016
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needs and capture your audience's attention.
2017
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needs and capture your audience's attention.
2018
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needs and capture your audience's attention.
2019
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needs and capture your audience's attention.
2020
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needs and capture your audience's attention.
Start
Finish
36. 30 60 90 Days Plan for Marketing Advisory Proposal
36
30 Days
60 Days
90 Days