http://get.unfunnel.com/lead-generation-proposal-template This is a very “polished” new business sales template where 75% is an overview of your agile business model and 25% a teaser about the project, your approach and ballpark pricing. Many RFPs are long-shots but if you can respond quick with a low amount of effort – it could pay off. The goal here is to stay very high level, impress with integrity without having to do a lot of work. 75% overview of your agile business model 25% a teaser about the project / referral program, your approach and ballpark pricing Stay very high level, impress with integrity and avoid having to do a lot of work

1. Project Name Goes Here
PREPARED FOR: Client Name Goes Here
Unfunnel.com LLC.
November 13, 2014
Your Logo
Here

2. 2
TABLE OF CONTENTS
PROJECT APPROACH
3
! Introduction
! Meeting the Project Goals
! Data Driven Methodology
! Consumer LifeCycle Marketing
! Strategic Goal Definition
! Consumer Data Analysis
! Branding and Look & Feel
PROJECT SOLUTION
X
TIMELINE & PHASES
X
BUDGET RECOMMENDATIONS
X
CASE STUDIES
X
CONSULTING & DELIVERY TEAM
X
Team Image
Here
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3. 3
PROJECT APPROACH Introduction
The [Your Company Name] team is excited to
respond to your [The Project Name] RFP.
[Your Company Name] is (description of your
services).
Our innovative approach provides a powerful
combination of the best strategic business talent
with an agile marketing approach.
Your Logo
Here
your top client
logos here
TOP
CLIENTS
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4. 4
PROJECT APPROACH Meeting the Project Goals
Given the [client name here] need to (business problem here), [You Company Name] welcomes the
opportunity to assist you in your (project name) campaign in a way that exceeds all expectations and
positions your city in the forefront of preparedness communications.
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COORDINATION &
PARTNERSHIP
PLANNING
PLANNING
ACROSS SEVERAL
BUSINESS UNITS
A successful campaign is not one formed in a silo, but one
dependent on a collaborative and cross-functional team working
together toward one main goal.
EARNED MEDIA
TACTICS
RELEVANT, VIRAL
ENGAGEMENT
We see many earned media and inbound marketing opportunities to
grow your audience base. We would start with existing advocates
and ask them to help share through their network.
CUSTOMER
EDUCATION &
TRAINING
OPTIMIZATION
AND ANALYTICS
A maintenance plan is critical to retaining focus and a data-driven
approach to a long-term strategy and roadmap. We’ll
show you how to use the tools and build new content.

5. 5
PROJECT APPROACH Data-Driven Methodology
Our team uses a core process methodology that is data-driven and flexible to tackle any emerging
opportunities during the campaign.
DISCOVERY PLANNING EXECUTION TRAINING
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Review
historical
consumer
insights, online
segments &
behavior, top
content.
Identify
potential
partnerships.
Establish
segments,
demographics
and online
networks & sites
they use.
Determine
media mix,
tactics and
tracking plan.
Our goal is to
provide a high
quality product
at exceptional
speed and
cost. We use
phases and
partnerships
for affordable
execution.
We train you
on how to
maintain your
product or
web site using
analytic
insights for
optimization
& and goal
tracking.

6. 6
PROJECT APPROACH Consumer LifeCycle Marketing
We take a full consumer lifecycle approach. This ensures ongoing activity throughout the year and will
move individuals from being aware to being your brand advocates. Our goal is to set you up for
promotional success, build a good product and making it easy to share at every customer touch point.
INVITE TO
LINKED IN
GROUP
RETARGETED
BANNERS &
ADS
BRAND LOYALTY
AWARENESS
EMAILS
REWARDS
PROMO &
LEADERBOARD
SOCIAL
MEDIA
OPT-INS
INVITE TO
EXCLUSIVE
VIDEO
CONTENT
LEAD FORM
COMPLETED
BY FRIEND
1
person
capture
leads
engage
REWARDS
FOR VIDEO
SHARING
EMAIL OR
MOBILE
OPT-IN
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TARGETED
COMMUNITY
SHARE INCENTIVE
WITH GOAL
INFLUENCE
RECOGNITION
ON YOUR
WEBSITE
WRITE BLOG
ARTICLES &
REVIEWS FOR
YOUR BRAND
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
influence
others
JANUARY
IDENTIFY LOYAL BRAND ADVOCATES >>>>> CULTIVATE TO ACTIONABLE BRAND CONTRIBUTORS
= CONVERSION
DECEMBER
REPEAT
WEBSITE
VISIT
WEEKLY
EXCLUSIVE
CONTENT
TWEET & SHARE DOWNLOADS
THEIR CONTENT
(THANKS!)
CREATE A
REWARDS
PROGRAM
THEY SUBSCRIBE
TO UR RSS FEED &
E-NEWSLETTER
ENGAGE IN
SOCIAL PROMO
CONTEST
SHARE
CONTENT
ON THEIR
FACEBOOK
HOST A WEBINAR
OR SPONSOR
ONLINE EVENT
HOST A
CROWDSOURCED
FUNDRAISING EVENT
DO
SOCIAL MEDIA
CONTENT
CONTRIBUTOR
FIND LOYAL
BLOGGERS
LOG IN TO
YOUR SITE
WITH SOCIAL
ACCOUNT
EXAMPLE CULTIVATION TOUCH POINTS OVER 1 YEAR TIME
Source: Unfunnel.com LLC

7. 7
PROJECT APPROACH Strategic Goal Definition
As a small, agile team we have the same people working on strategy as execution. We begin every
project with a strategy sessions or workshop during the discovery and planning phase of the project. We
help navigate any road blocks, manage ideas from multiple different stakeholders and define the road
map and how we are going to measure success. We don’t put budget first, we put good ideas first.
1. Research industry
competitors
2. Analysis of other similar
campaigns or products
3. Deep dive digital analysis
of web analytics across
digital channels
4. Stakeholder meeting to
create roadmaps and goals
1. Determine campaign
phases and budget
2. Determine target
audience, personas &
segments
3. Develop a partner plan and
content generation calendar
4. Determine level of training
sessions need & technology
DISCOVERY PLANNING
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8. 8
PROJECT APPROACH Consumer Data Analysis
[Your Company Name] marketing strategies always start with reviewing historical data and current
demographic data and behavior of your online traffic. These insights drive quantifiable goals based on
business objectives. Before starting on the project, we will request access to your current web analytic
and channel data.
Screenshots of
web analytic
reports & tools
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9. 9
PROJECT APPROACH Branding & Look and Feel
In every project we take
branding seriously. We believe
in a consistent brand and
messaging experience and will
work with you to make sure
we understand your brand
standards. We believe in a
strong user experience that
requires an expertise in both
technology and marketing
communication.
Creative
Example Here
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10. 10
PROJECT SOLUTION Project Name goes here
This is where the project specific information and recommendations go.
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11. 11
PROJECT SOLUTION Project Name goes here
This is where the project specific information and recommendations go.
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12. 12
TIMELINE AND PHASES
Phase I - Planning and Roadmap
DATE RANGE HERE
! Strategic Channel and Web Analysis & Recommendations
! Execute Immediate Enhacements
! Setup and Launch Initial Promotion
Phase 2 – Execution and Testing
DATE RANGE HERE
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! User Testing
! Launch Phase I
Phase 3 – Reporting and Training
DATE RANGE HERE
! Set Up Dashboard Template
! Determine Training Dates and Level of Need

13. 13
BUDGET RECOMMENDATIONS
Total Development Costs (Phase 1, 2 & 3)
$ cost range here
! Website Enhancements
! Lead Generation Form
! Website Rebranding
! Consumer Analysis
! Mobile Friendly Website Version
! Social Page Sharing
Earned Media Promotion:
$ cost range here
! Facebook Like “Campaign” & Social Pledge Campaign
! LinkedIn Group Moderation
! Partner Sponsored Webinar and/or Live Google Hangout Event
! Photo Contest (Pinterest, Vine or Instagram)
! Email Welcome and Thank You Campaign
Paid Media Promotion:
$ cost range here
! Search Marketing
! Social Media Paid Advertising
! Display Banner Remarketing Campaign
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14. 14
CASE STUDY [Project Name Here]
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Short description here.
Creative
Example(s) Here
Key Metrics
• Results
• Results
• Results

15. 15
CASE STUDY [Project Name Here]
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Short description here.
Creative
Example(s) Here
Key Metrics
• Results
• Results
• Results

16. 16
CASE STUDY [Project Name Here]
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Short description here.
Creative
Example(s) Here
Key Metrics
• Results
• Results
• Results

17. 17
CONSULTING AND DELIVERY TEAM STRATEGY, CREATIVE & EXECUTION
NAME
Creative Strategist
BIO HERE
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NAME
Account Management
BIO HERE
NAME
Technologist
BIO HERE

18. Name
Title- email
Name
Title- email
Company Name
Address
Website
Tel: 206.240.8587
Your Logo Here