7 Tricks For An Effective Proposal Template
If your proposals have been falling flat, the tips below are everything you need to get the most out of your proposal.
1. Always have a telephone call with the lead before sending the proposal.
This way you will be able to include personalised goals and pricing within the proposal. This makes the chance to a yes bigger.
2. Always finish with a CTA (Call To Action).
What are the following steps? How will they proceed? Who is their point of contact?
3. You do not have to crowd a proposal with the Terms and Conditions.
This is a sales tool. Send Terms & Conditions to sign once you send the invoice.
4. Boast about your team!
Always include an about page for the team members in the proposal, as this helps give a face to your company.
5. Refer to your pricing model as an ”Investment”.
Bear in mind they are getting a return on their marketing spend. When the client realises the money they spend will get back to them, maybe even in a bigger amount, they will be less likely to hesitate.
6. Set realistic goals.
Work with the client to identify the target CPA (Clicks per Add) and the number of conversions based on their ad spend budget. It is better to have to surpass goals than miss them.
7. Set a sensible timeframe.
Bear in mind that you simply cannot launch Google Search, Display, Facebook Ads, LinkedIn Ads all overnight! Make certain the consumer has realistic expectations regarding timing and results. Make a clear plan of how much work is going to be done in a certain amount of time, so it’s clear for both you and your client. This prevents misunderstandings.
Need help?
If you require further help or enquiries regarding any of our services, don’t hesitate to contact Snob Monkey. We will be happy to answer any questions you may have.
Email: contactus@snobmonkey.com
Telephone: 0800 368 9336
Written by: Danique de Jong