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Project Name Goes Here 
PREPARED FOR: Client Name Goes Here 
Unfunnel.com LLC. 
November 13, 2014 
Your Logo 
Here
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
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. 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
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 
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
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 
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
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 
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
10 
PROJECT SOLUTION Project Name goes here 
This is where the project specific information and recommendations go. 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
11 
PROJECT SOLUTION Project Name goes here 
This is where the project specific information and recommendations go. 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
! 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 
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 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
14 
CASE STUDY [Project Name Here] 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
Short description here. 
Creative 
Example(s) Here 
Key Metrics 
• Results 
• Results 
• Results
15 
CASE STUDY [Project Name Here] 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
Short description here. 
Creative 
Example(s) Here 
Key Metrics 
• Results 
• Results 
• Results
16 
CASE STUDY [Project Name Here] 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
Short description here. 
Creative 
Example(s) Here 
Key Metrics 
• Results 
• Results 
• Results
17 
CONSULTING AND DELIVERY TEAM STRATEGY, CREATIVE & EXECUTION 
NAME 
Creative Strategist 
BIO HERE 
Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 
©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 
NAME 
Account Management 
BIO HERE 
NAME 
Technologist 
BIO HERE
Name 
Title- email 
Name 
Title- email 
Company Name 
Address 
Website 
Tel: 206.240.8587 
Your Logo Here

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Referral Program Lead Generation Proposal Template

  • 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 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. Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 10. 10 PROJECT SOLUTION Project Name goes here This is where the project specific information and recommendations go. Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 11. 11 PROJECT SOLUTION Project Name goes here This is where the project specific information and recommendations go. Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in ! 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in
  • 14. 14 CASE STUDY [Project Name Here] Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in Short description here. Creative Example(s) Here Key Metrics • Results • Results • Results
  • 15. 15 CASE STUDY [Project Name Here] Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in Short description here. Creative Example(s) Here Key Metrics • Results • Results • Results
  • 16. 16 CASE STUDY [Project Name Here] Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 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 Your Logo Here this proposal may not be used or reproduced without the consent of {Your Company Name]. ©2014 {Your Company Name]. All rights and intellectual property reserved. Ideas and recommendations in 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