Get the exact PROPOSAL TEMPLATE that I used to win clients like AT&T, Legal Zoom and Hitachi #proposal #marketing. Digital Agency Advisor. Download Slides – Text “proposal” 15 MINUTES. WAS BUILDING A MASTER TEMPLATE. Do You Want to See the EXACT MARKETING PROPOSAL TEMPLATE that Won Clients Happy holidays from and our entire agency tribe.

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I was treating everybody as they wanted to get to the same end goal. Once or twice or a couple hundred times.

One of the keys that we did here is we would categorize them. I ran an agency for 12 years, but after I sold my agency I was kinda lost. If we had a number of different sections that we were doing for people, we would send certain sections to them ahead of time.

How to Write Proposals That Land Business – Jason Swenk

It was so pathetic, they basically kind of laughed at me. And then step 3, this is one of the most important steps and most people leave this off or get this wrong. So we were a full service agency, we had tons of people, so we could be the full service.

Thanks for having me back. Nice, swemk when you say agencies, what do you mean? So I state 2 obvious facts that I know the client knows is true. And then step 4 is where you get into listing your services and your deliverables. Apple does this the best.

Yeah I love that and how are you automating this process? And then step 7, this is where I put the contract in.


The Proposal Strategy Got Jason Swenk Top Corporate Clients

Sometimes as marketers and entrepreneurs, we can get caught up in the end result of our marketing campaigns. So now basically the goals have changed. So we would do it based on two tables. There was just so much information and so much to read through, I really struggled with it. I met with a very, very small company a long time ago called Berkshire Hathaway.

So maybe the first milestone is then just to reply or indicate interest that they wanted to chat with you. What would you recommend us doing? Subscribe today to receive weekly updates on new releases, upgrades, templates, split testing tips, and more. They get so many emails as it is. So go to jasonswenk.

Yeah, good to have you back. So you want to put that towards the end of the proposal, which is why I put it in 6. But the one thing I want to make sure you guys put on the proposal cover page is an expiration date.

Most people tell them right in the very beginning of the proposal who they are and their experience and why they exist and all their awards and all the people that are involved in the project. Then immediately they jump ahead of the line of everybody else and adding that scarcity in there is unbelievable. The first table is the one time charges. So let me kind of dive deeper so you guys can actually go do this. So the marketers are the marketers right?

Now, you have to awenk a lot of text on your proposal tmeplate this is going to protect you later on, but anywhere that you can add an image to break that up adds extra value to it. And it puts a sense of urgency on them. Well, you want to maybe show that off a little bit, align the picture a little to the right, or create a nice, little header, just to make it easier to read. I want to sign it right now. So then later on Tim, you can do a remarketing to wherever anybody left off.


Propoal have a cover letter and then we have a cover page. Don’t Miss Out Subscribe today to receive weekly updates on new releases, upgrades, templates, split testing tips, and more.

If you go to jasonswenk. Step 8 is never send the proposal to a client, not until you walk them through it.

This is really exciting for me. And I learned this the hard way. The goal you know, if that link takes them to landing pages, the goal of the landing page is to get —you know, to get to swenj whatever action the landing page is designed for. Have prospective clients told you that your proposals were difficult to understand, or too lengthy to navigate through? So I was treating everybody the same.

Nice, I like it.

So let me explain. And so from that moment, I knew I needed a change and I needed to look at my closing percentages and how long did I spend doing a proposal. It all started kinda how you said in the intro.