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Partner Lead Generation Proposal Template

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http://get.unfunnel.com/lead-generation-proposal-template
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.

Many RFPs are long-shots but if you can respond quick with a low amount of effort – it could pay off.

The goal here is to stay very high level, impress with integrity without having to do a lot of work.

» 75% overview of your agile business model
» 25% a teaser about the project / referral program, your approach and ballpark pricing
» Stay very high level, impress with integrity and avoid having to do a lot of work
http://get.unfunnel.com/lead-generation-proposal-template

Published in: Marketing
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Partner Lead Generation Proposal Template

  1. 1. Project Name Goes Here PREPARED FOR: Client Name Goes Here Unfunnel.com LLC. November 13, 2014 Your Logo Here
  2. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 18. Name Title- email Name Title- email Company Name Address Website Tel: 206.240.8587 Your Logo Here

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