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Partner Lead Generation Proposal Template

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

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Partner Lead Generation Proposal Template

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

  2. TABLE OF CONTENTS PROJECT APPROACH 3 Introduction Meeting the Project Goals ? ? Data Driven Methodology Consumer LifeCycle Marketing ? ? Strategic Goal Definition ? Team Image Here Consumer Data Analysis Branding and Look & Feel ? ? PROJECT SOLUTION X TIMELINE & PHASES X BUDGET RECOMMENDATIONS X CASE STUDIES X CONSULTING & DELIVERY TEAM X ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 2 Your Logo Here

  3. PROJECT APPROACH Introduction The [Your Company Name] team is excited to respond to your [The Project Name] RFP. Your Logo Here [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 top client logos here TOP CLIENTS ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 3 Your Logo Here

  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. 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. COORDINATION & PARTNERSHIP PLANNING PLANNING ACROSS SEVERAL BUSINESS UNITS 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. EARNED MEDIA TACTICS RELEVANT, VIRAL ENGAGEMENT 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. CUSTOMER EDUCATION & TRAINING OPTIMIZATION AND ANALYTICS ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 4 Your Logo Here

  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 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. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 5 Your Logo Here

  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. = CONVERSION EXAMPLE CULTIVATION TOUCH POINTS OVER 1 YEAR TIME BRAND LOYALTY AWARENESS EMAILS TARGETED COMMUNITY SHARE INCENTIVE WITH GOAL FIND LOYAL BLOGGERS 1 person INVITE TO EXCLUSIVE VIDEO CONTENT REWARDS PROMO & LEADERBOARD RETARGETED BANNERS & ADS INVITE TO LINKED IN GROUP INFLUENCE RECOGNITION ON YOUR WEBSITE capture leads ENGAGE IN SOCIAL PROMO CONTEST REWARDS FOR VIDEO SHARING EMAIL OR MOBILE OPT-IN SOCIAL MEDIA OPT-INS SOCIAL MEDIA CONTENT CONTRIBUTOR engage REPEAT WEBSITE VISIT THEY SUBSCRIBE TO UR RSS FEED & E-NEWSLETTER CREATE A REWARDS PROGRAM WEEKLY EXCLUSIVE CONTENT DOWNLOADS DO WRITE BLOG ARTICLES & REVIEWS FOR YOUR BRAND TWEET & SHARE THEIR CONTENT (THANKS!) influence others LOG IN TO YOUR SITE WITH SOCIAL ACCOUNT SHARE CONTENT ON THEIR FACEBOOK HOST A WEBINAR OR SPONSOR ONLINE EVENT LEAD FORM COMPLETED BY FRIEND HOST A CROWDSOURCED FUNDRAISING EVENT CULTIVATE TO ACTIONABLE BRAND CONTRIBUTORS IDENTIFY LOYAL BRAND ADVOCATES >>>>> JANUARY DECEMBER Source: Unfunnel.com LLC ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 6 Your Logo Here

  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 1. Determine campaign phases and budget 2. Analysis of other similar campaigns or products 2. Determine target audience, personas & segments 3. Deep dive digital analysis of web analytics across digital channels 3. Develop a partner plan and content generation calendar 4. Stakeholder meeting to create roadmaps and goals 4. Determine level of training sessions need & technology DISCOVERY PLANNING ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 7 Your Logo Here

  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 ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 8 Your Logo Here

  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 ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 9 Your Logo Here

  10. PROJECT SOLUTION Project Name goes here This is where the project specific information and recommendations go. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 10 Your Logo Here

  11. PROJECT SOLUTION Project Name goes here This is where the project specific information and recommendations go. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 11 Your Logo Here

  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 ? User Testing ? Launch Phase I Phase 3 – Reporting and Training DATE RANGE HERE ? Set Up Dashboard Template ? Determine Training Dates and Level of Need ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 12 Your Logo Here

  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 ? ? ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 13 Your Logo Here

  14. CASE STUDY [Project Name Here] Short description here. Key Metrics • Results • Results • Results Creative Example(s) Here ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 14 Your Logo Here

  15. CASE STUDY [Project Name Here] Short description here. Key Metrics • Results • Results • Results Creative Example(s) Here ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 15 Your Logo Here

  16. CASE STUDY [Project Name Here] Short description here. Key Metrics • Results • Results • Results Creative Example(s) Here ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 16 Your Logo Here

  17. CONSULTING AND DELIVERY TEAM STRATEGY, CREATIVE & EXECUTION NAME Account Management NAME Creative Strategist NAME Technologist BIO HERE BIO HERE BIO HERE ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in this proposal may not be used or reproduced without the consent of {Your Company Name]. 17 Your Logo Here

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

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