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Proposal For Automating Marketing Activities PowerPoint Presentation Slides
1. Proposal for Automating
Marketing Activities
Client: Client Name
Submitted By: User Assigned
Delivered On: Submission Date
Project Proposal: Proposal Name
2. Cover Letter for Automating Marketing Activities Services
2
Dear (client_name),
Thank you for reaching out to us for the marketing automation needs of your company. We understand that in
today’s highly competitive environment it has become vital to design and develop more accurate campaigns that
can generate leads. Through automation of marketing campaigns we will ensure that the right message is
delivered to the right customers at the right time, resulting in increased customer conversion.
We can assure that with our proven experience, your company will be able to accomplish the
following goals –
o Providing centralized platform to integrate multiple marketing activities
o Designing and creating captivating landing pages to increase the volume and quality of leads
o Developing automated funnels by integrating email messages, opt-in forms, etc.
o Lead nurturing and scoring by repurposing existing content
o Add text here
We will prepare the initial design phase of the project to give you the appropriate look and feel
of marketing automation services.
Feel free to contact us for more information.
Sincerely,
(company_name)
3. Table of Contents
3
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
4. Table of Contents
4
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
5. Project Context and Objectives for Automating Marketing Activities Services
5
Project Context
We have identified that your company (client_name) is facing lead generation challenges due to which conversion rate is being
severely impacted.
Your company is also interested in streamlining its marketing related activities to engage with prospective buyers more
consistently and regularly.
Project Objectives
Platform for better campaign management – We will provide automation software to plan, execute and monitor marketing campaigns
Repository of dynamic content – We will develop fresh relevant content (emails, SMS, landing pages, forms, etc.) with images, videos,
and infographics to grab prospective customer attention
24/7 communication with target audience – We will keep the target audience engaged 24/7 with personalized product offerings
Add Text Here
Add Text Here
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6. Table of Contents
6
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
7. Plan of Action for Automating Marketing Activities Services (1/2)
7
Kickoff Meeting (1-2 weeks)
o Understanding client’s product offerings
o Add text here
Research and Analysis (2-3 weeks)
o Analyzing the previous campaign’s data for identifying weakness
o Add text here
Strategy Development (3-4 weeks)
o Formulating strategies for content creation (landing pages, sign up forms, etc.)
o Add text here
Design and Development (5-9 weeks)
o Creating compelling landing pages, forms etc.
o Add text here
Campaign set up (10-11 weeks)
o Finalizing timelines for email and social media campaigns
o Add text here
Go live (12-13 weeks)
o Executing marketing campaigns with automation software
o Add text here
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8. Plan of Action for Automating Marketing Activities Services (2/2)
8
Kickoff Meeting
(1-2 weeks)
o Understanding client’s
product offerings
o Add text here
Strategy
Development
(3-4 weeks)
o Formulating strategies for
content creation (landing
pages, sign up forms, etc.)
o Add text here
Campaign
set up (10-11
weeks)
o Finalizing timelines for email
and social media campaigns
o Add text here
Research and
Analysis (2-3
weeks)
o Analyzing the previous
campaign’s data for
identifying weakness
o Add text here
Design and
Development
(5-9 weeks)
o Creating compelling landing
pages, forms etc.
o Add text here
Go live
(12-13 weeks)
o Executing marketing campaigns
with automation software
o Add text here
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9. 9
Research
o Analyze previous
campaign data to identify
gap areas for formulating
improved campaign
strategies
o Add Text Here
o Add Text Here
Content
Creation
o Develop engaging
content such as images,
videos, whitepapers,
blogs relevant to product
and services of the
company
o Add Text Here
o Add Text Here
Landing
Page Design
o Design and develop
landing pages with
interactive content
o Perform A/B Testing of
landing pages
o Add Text Here
o Add Text Here
Email and Social
Media Marketing
o Identify the target
audience
o Creating email list
segments
o Finalizing email and
social media post
schedule
o Add Text Here
Direct
Traffic
o Launch campaigns with
automation software
o Begin directing traffic
towards the landing
pages
o Add Text Here
o Add Text Here
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Scope for
Automating Marketing Activities Services
10. Timeframe for Automating Marketing Activities Services
10
Research
1 week
Content Creation
2-4 weeks
Landing Page
Design
5-7 weeks
Email and Social
Media Marketing
8-10 weeks
Direct Traffic
11-13 weeks
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11. Additional Service Offerings for Automating Marketing Activities Proposal
11
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Advanced Analytics
o Analyses of marketing data to formulate demand generation strategies
o Add Text Here
Cloud Storage
o Cloud storage facility for easy access of campaigns reports
o Add Text Here
Copywriting
o Non plagiarized persuasive sales content
o Add Text Here
Chat Box
o Set up a chat window to connect with customers in real-time.
o Add text here
12. Table of Contents
12
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
13. Your Investment for Automating Marketing Activities Services (1/3)
13
Stages Price (In USD)
Research 700
Content Creation 1,500
Landing Page Design 2,500
Email and Social Media Marketing 5,000
Direct Traffic 1,000
Total (Before Tax) 10,700
Taxation Rate, 5% 535
Total 11,235
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14. Your Investment for Automating Marketing Activities Services (2/3)
14
Stages Activities
Duration
(In week)
Estimated Cost
(In USD)
Research
o Analyze previous campaign data to identify gap areas for formulating improved campaign
strategies
o Add text here
1 700
Content Creation
o Develop engaging content such as images, videos, whitepapers, blogs relevant to product
and services of the company
o Add text here
2 - 4 1,500
Landing Page Design
o Design and develop landing pages with interactive content
o Perform A/B Testing of landing pages
o Add text here
5 – 7 2,500
Email and Social
Media Marketing
o Identify the target audience
o Creating email list segments
o Finalizing email and social media post schedule
o Add text here
8 – 10 5,000
Direct Traffic
o Launch campaigns with automation software
o Begin directing traffic towards the landing pages
o Add text here
11 – 13 1,000
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Following activities will be performed in different phases –
15. Your Investment for Automating Marketing Activities Services (3/3)
15
Additional Services Price
(In USD)
Advanced Analytics 2,500
Cloud Storage 1,500
Copywriting 250
Chat Box 1000
Total 5,250
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16. Multiple Package Services for Automating Marketing Activities Services
16
Feature Basic Intermediate Advanced
Prospect Tracking No No Yes
Fresh Landing Pages 10 25 50
Custom Lead Scoring No Yes Yes
Cloud File Hosting 150 MB 600 MB 1 GB
Base Price (In USD) 500 (For three months) 1,000 (For three months) 1,500 (For three months)
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Package Type
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17. Table of Contents
17
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
18. Why Us for Automating Marketing Activities Services
18
We can save your time by enabling you to plan campaigns with a single click on automation software
We can automate a repeatable marketing processes to increase lead conversion
We can engage your target customers with attention grabbing forms, landing pages, emails, SMS etc.
We can assure continuous communication with your customers with personalised product offers
Add Text Here
Strengths that will add to your company
We assure to deliver centralized and easy to use platform for running your online marketing
campaigns smoothly.
We offer an ecosystem to integrate multiple marketing tools (landing pages, emails, forms etc.) at
one place to plan and execute marketing activities for building stronger customer relationships.
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19. About Us for Automating Marketing Activities Services
19
Who We Are
Founded in 2006, we are a company with a single focus on helping organizations grow their business by
providing them automation platform to plan and execute marketing activities.
Vision
To be the market leader for industrial automation systems design, delivery and deployment.
Mission
To consistently deliver disruptive, measurable marketing strategies to our clients.
Core Values
o Technology committed to the needs of our clients
o Trusted partner
o Add text here
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20. Marquis Salazar
Chief Technology Officer
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Jodie Sandra
Chief Marketing Officer
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Emma Jane
Manager - Landing Page Design
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Our Team for Automating Marketing Activities Services (1/2)
20
21. Our Team for Automating Marketing Activities Services (2/2)
21
Darren Boyd
Director - Marketing Operations
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Kirby Howell
Lead Systems Administrator
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22. Table of Contents
22
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
23. Lewis Spencer
Key Qualification
(Company Name)
Rowan Hooper
Designation
(Company Name)
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Client Testimonials for Automating Marketing Activities Services (1/2)
23
24. Client Testimonials for Automating Marketing Activities Services (2/2)
24
Dexter Turner
Company Name
Ben Watts
Company Name
Isabella Owen
Company Name
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25. Case Study for Automating Marketing Activities Services
25
Our churn rate is reduced by 4% with the successful deployment of automated email marketing.
(company name)’s commitment towards goal achievement with adherence to deadlines is commendable.
– James Steve
(Marketing Manager - ABC Solutions)
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Problem:
ABC Solutions was facing the challenge of
low customer engagement due to poor
planning of marketing emails as a result of
which their customer base was impacted.
Solution:
We designed attention grabbing landing pages
& developed automated email marketing
campaigns for client to convert prospective
customers into legit sales lead.
Results:
o 17 % of total revenue was generated by engaging new customers
o Companies churn rate also reduced to 9 % from 13 %
o Add text here
26. Table of Contents
26
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
27. Statement of Work and Contract for Automating Marketing Activities Services
27
Date: (date_submitted)
Between "us", (company_name), and "you",
(client_name)
You (client_name), located at (client_address} are
hiring {company_name} located at (address) to
provide marketing automation services for the
estimated total cost of $XXXX.
Contract
Services Rendered
o 3-week opportunity to review our work and provide feedback
o Not liable to the company and third party for damages
Cooperation
o We agree to put our best efforts in return we expect your cooperation in providing the
required information related to company products and services
Terms of Payment
o Fifty percent of initial fees at the point of contract signing and it will act as a deposit
o Remaining 50% must be submitted after project completion
Plans Cancellation
o Right modify, reject, cancel or stop at any point processes but are imbibed to
reimburse us all costs and expenses
Confidentiality
o All efforts to preserve the confidentiality of information
Terms and Termination
o This agreement should commence from (date) and shall continue till termination by
either party by not less than 60 days notice given in writing.
28. Table of Contents
28
Project Context and Objectives
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Investment
o Your Investment
o Multiple Package Services
Next Steps
29. Next Steps for Automating Marketing Activities Services
29
It is requested to read the contract to get an understanding of the details involved in working with us. Everything should be fair, transparent and easily
understandable at the beginning to lay a solid foundation for better work relationships.
We firmly believe in clarifying things and sorting out the issues to find the most
suitable way to work together.
Discuss the desired changes
Accept the proposal
Sign and finalize the proposal
Submit an initial payment of 50% of the total fee of project
Once we get the notification of your proposal acceptance, we will send you the separate copy of the
signed contract for your record
Add text here
Signature
Proposal Lead
(User_assigned), (User_title)
Signature
Default Contact
Client_Contact_first),
(Client_contact_last) (Client_name)
30. 30
Contact Us
for Automating Marketing Activities Services
Address
# Street number, City, State
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
33. 33
About Us
for Automating Marketing Activities Proposal
Preferred by many
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Values Client
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Target Audiences
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34. 34
Vision and Mission
for Automating Marketing Activities Proposal
Vision
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Mission
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capture your audience's attention.
Goal
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35. 30 60 90 Days Plan for Automating Marketing Activities Proposal
35
30
DAYS
• Add Text Here
• Add Text Here
• Add Text Here
60
DAYS
• Add Text Here
• Add Text Here
• Add Text Here
90
DAYS
• Add Text Here
• Add Text Here
• Add Text Here
36. Timeline for Automating Marketing Activities Proposal
36
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2016 2018 2020
2017 20192015
37. Roadmap for Automating Marketing Activities Proposal
37
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2016
2017
2019
2018
2020
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