Whether you offer to brand, social media management, search engine optimization, video, and content, or other types of marketing, you need to propose to your future clients your business. Pitch to customers in a clear, organized format, so they will know what they can expect when they order your business.
Use this proposal to include all of the relevant information about your company, and allow clients to pick and choose from your services in a nice packaged format. They can even sign at the end to formally accept the offer as a binding contract and officially become your newest clients.
You’ll need to do all of the proper research and homework first, but this template will give you a head-start and a good framework. You should always consult a lawyer though before finalizing any contracts.
You might have the first introduction or conducted a verbal pitch or first meeting with the stakeholders for a new project. Now, it’s time for you to send your proposal, along with a pitch deck for them to look over and make a decision. You want to include all of the information for them to be able to make that critical decision, of whether or not to become your newest client. You’ll need to get them familiar with your company, introduce yourself, and showcase your products and services. Show your packages-- what services your company can do and what services your company doesn’t do and explain pricing and any elements that are unique to your packages or your business.
Include enough information for your prospective clients to decide on the service. They should know the differences between your services, the types of sub-services included, and how much each service might cost, in both time and financial terms. You can inform clients about the services, such as what might be different about your company and how you handle different types of service, but you shouldn’t teach about things that are industry standards. If it’s a straightforward component, like video production, you shouldn’t explain what video production is, but rather tell your clients what you include and how you’re different.
All of the previous elements you include in your proposal are sections for your client to decide: what components do they want to have as part of the overall package. Next, you should describe to the clients what they will receive in any case. What services do you offer to your clients regardless of what package they chose, and what kind of experience should your clients expect?
Your marketing proposal should be branded with your content and your branding, and include elements of your marketing company’s style. You can include portfolio sections, or include elements that point to the style of your company. In some cases, a proposal will involve a lot of pre-work by the marketing firm. Depending on your market and the level of competition, you might be required to do a large amount of work, even without being paid, in order to show your capabilities and win the approval of your future prospective clients.
The last page of any marketing proposal is the acceptance section. The Marketing Proposal is a commercial offer or a formal quote for your services. If the client accepts your quote, then they agree to pay for your services in exchange for the particular packages asked. In this section, you should include itemized lists of the services and packages that your client has requested. If the client has not requested services yet, then you must have that conversation with them first, then you can make them an offer.
These types of services are important, and time is of the essence. When your client expresses interest, you respond quickly. So, it makes sense for your contract to respond quickly too. At the very end, you have the option to create active signature fields, and send them to your clients for e signature signing. This allows them to agree to your contract terms as quickly as possible, and for you to get started on the work, without any delay. E-signatures are secure and legally binding, and you can use them right from within PDF Reader, using Dottedsign’s class-leading signature components.
In order for your marketing package and signature of the client to be legally binding, you need to include some specific sections. Any legal contract needs to have a clear and specific description of the work to be done by your company and the amount to be paid by the client. You also need to include the limitations- such as the timing of the contract, also known as the term. At the beginning and the end, there are locations in include the “Parties”, which are the people or companies (legal entities) that might be participating in the contract.
As long as you fill out all of these sections, you should basically have a legal contract ready to go. Sign and get to work, with the peace of mind that everything is legal and enforceable by law. The law, however, is another component that you must keep in mind. In each area and jurisdiction, different laws might apply to you and your service business. Offering digital marketing as a service is generally considered to require a business license, and may even require other documents, depending on your country, state, province, city, or county laws. Remember that your contract is built on top of the law, and doesn’t replace it. If there aren’t laws that support your services, your contract might not be valid.
Of course, if creating a legal contract from your offer isn’t what you want to do, you don’t have to. You can omit the signature page, or include a provision that states that this is not a legally binding contract. Either way, you don’t have to engage in a contract if that’s not advantageous to your business, or if you aren’t at that stage yet with the client. This proposal is for you to decide, and we have formatted it to give you the most flexibility and ability to make changes as you desire, with a fully form-fillable system, optimized for PDF Reader.