This document contains a proposal for providing marketing automation services to a client. It includes a plan of action outlining research, content creation, landing page design, email/social media marketing, and directing traffic over 13 weeks. The proposal also provides estimates for the client's investment, details the company's experience and capabilities, and includes a case study on improving customer engagement through automated email marketing.

1. Marketing Tasks
Automation
Proposal
Client – (Client_name)
Submitted By – (User_assigned)
Delivered On – (Submission_date)
Project Proposal – (Proposal_name)

2. Cover Letter for Marketing Tasks Automation 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 -
› Providing centralized platform to integrate multiple marketing activities
› Designing and creating captivating landing pages to increase the volume and quality of leads
› Developing automated funnels by integrating email messages, opt-in forms, etc.
› Lead nurturing and scoring by repurposing existing content
› 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)
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3. Table of Contents 3
Project Context and Objectives
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Investment
› Your Investment
› Multiple Package Services
Company Overview
› Why Us
› About Us
› Our Team
Our Past Experience
› Client Testimonials
› Case Study
Statement of Work and Contract
Next Steps
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4. Table of Contents 4
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Investment
› Your Investment
› Multiple Package Services
Company Overview
› Why Us
› About Us
› Our Team
Our Past Experience
› Client Testimonials
› Case Study
Statement of Work and Contract
Next Steps
Project Context and Objectives
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5. Project Context and Objectives for Marketing Tasks Automation Services 5
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.
› 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
Project Objectives
Project Context

6. Table of Contents 6
Project Context and Objectives
Investment
› Your Investment
› Multiple Package Services
Company Overview
› Why Us
› About Us
› Our Team
Our Past Experience
› Client Testimonials
› Case Study
Statement of Work and Contract
Next Steps
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
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7. Plan of Action for Marketing Tasks Automation Services (1/2) 7
Kickoff Meeting (1-2 week)
› Understanding client’s product offerings
› Add text here
Research and Analysis (2-3 week)
› Analyzing the previous campaign’s data for identifying weakness
› Add text here
Strategy Development (3-4 week)
› Formulating strategies for content creation (landing pages, sign up forms, etc.)
› Add text here
Design and Development (5-9 week)
› Creating compelling landing pages, forms etc.
› Add text here
Campaign set up (10-11 week)
› Finalizing timelines for email and social media campaigns
› Add text here
Go live (12-13 week)
› Executing marketing campaigns with automation software
› Add text here

8. Plan of Action for Marketing Tasks Automation Services (2/2) 8
Kickoff
Meeting
Research
and Analysis
› Analyzing the
previous
campaign’s data for
identifying
weakness
› Add text here
› Understanding
client’s product
offerings
› Add text here
Strategy
Development
Design and
Development
› Creating compelling
landing pages,
forms etc.
› Add text here
› Formulating
strategies for
content creation
(landing pages,
sign up forms, etc.)
› Add text here
Campaign
Set up
2-3
week
1-2
week
5-9
week
3-4
week
10-11
week
› Finalizing timelines
for email and social
media campaigns
› Add text here
Go Live
12-13
week
› Executing
marketing
campaigns with
automation
software
› Add text here

9. Scope for Marketing Tasks Automation Services 9
Research
› Analyze previous campaign data to identify gap areas for formulating improved
campaign strategies
› Add text here
Content Creation
› Develop engaging content such as images, videos, whitepapers, blogs relevant
to product and services of the company
› Add text here
Landing Page Design
› Design and develop landing pages with interactive content
› Perform A/B Testing of landing pages
› Add text here
Email and Social Media Marketing
› Identify the target audience
› Creating email list segments
› Finalizing email and social media post schedule
› Add text here
Direct Traffic
› Launch campaigns with automation software
› Begin directing traffic towards the landing pages
› Add text here

10. Timeframe for Marketing Tasks Automation Services 10
Research
Content
Creation
Landing
Page Design
2-4
week
1
week
5-7
week
8-10
week
Direct Traffic
11-13
week
Email and Social
Media Marketing
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11. Additional Service Offerings for Marketing Tasks Automation Proposal 11
Advanced Analytics
› Analyses of marketing data to formulate demand generation strategies
› Add text here
Cloud Storage
› Cloud storage facility for easy access of campaigns reports
› Add text here
Copywriting
› Non plagiarized persuasive sales content
› Add text here
Chat Box
› Set up a chat window to connect with customers in real-time.
› Add text here
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12. Table of Contents 12
Project Context and Objectives
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Company Overview
› Why Us
› About Us
› Our Team
Our Past Experience
› Client Testimonials
› Case Study
Statement of Work and Contract
Next Steps
Investment
› Your Investment
› Multiple Package Services
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13. Your Investment for Marketing Tasks Automation 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

14. Your Investment for Marketing Tasks Automation Services (2/3) 14
Research
› Analyze previous campaign data to identify gap areas for formulating improved
campaign strategies
› Add text here
1 700
Content Creation
› Develop engaging content such as images, videos, whitepapers, blogs relevant
to product and services of the company
› Add text here
2 - 4 1,500
Landing Page Design
› Design and develop landing pages with interactive content
› Perform A/B Testing of landing pages
› Add text here
5 – 7 2,500
Email and Social
Media Marketing
› Identify the target audience
› Creating email list segments
› Finalizing email and social media post schedule
› Add text here
8 – 10 5,000
Direct Traffic
› Launch campaigns with automation software
› Begin directing traffic towards the landing pages
› Add text here
11 – 13 1,000
Stages Activities
Duration
(In week)
Estimated Cost
(In USD)
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Following activities will be performed in different phases –

15. Your Investment for Marketing Tasks Automation 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 Marketing Tasks Automation Proposal 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
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Project Context and Objectives
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Investment
› Your Investment
› Multiple Package Services
Our Past Experience
› Client Testimonials
› Case Study
Statement of Work and Contract
Next Steps
Company Overview
› Why Us
› About Us
› Our Team

18. Why Us for Marketing Tasks Automation Services 18
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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.
› 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

19. About Us for Marketing Tasks Automation 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.
Core Values
› Technology committed to the needs of our clients
› Trusted partner
› Add text here
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.
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20. Our Team for Marketing Tasks Automation Proposal (1/2) 20
Marquis Salazar
Chief Technology Officer
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Emma Jane
Manager - Landing Page Design
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Jodie Sandra
Chief Marketing Officer
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21. Our Team for Marketing Tasks Automation Proposal (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
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Project Context and Objectives
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Investment
› Your Investment
› Multiple Package Services
Company Overview
› Why Us
› About Us
› Our Team
Statement of Work and Contract
Next Steps
Our Past Experience
› Client Testimonials
› Case Study

23. Client Testimonials for Marketing Tasks Automation Proposal (1/2) 23
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Lewis Spencer
Designation
Company Name
Rowan Hooper
Designation
Company Name
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24. Dexter Turner
Company Name
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congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus malesuada libero, sit amet commodo magna eros quis urna.
Ben Watts
Company Name
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lectus malesuada libero, sit amet commodo magna eros quis urna. Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor
congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus malesuada libero, sit amet commodo magna eros quis urna.
Isabella Owen
Company Name
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lectus malesuada libero, sit amet commodo magna eros quis urna. Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor
congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus malesuada libero, sit amet commodo magna eros quis urna.
Client Testimonials for Marketing Tasks Automation Proposal (2/2) 24
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25. Case Study for Marketing Tasks Automation Services 25
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:
• 17 % of total revenue was generated by engaging new customers
• Companies churn rate also reduced to 9 % from 13 %
• Add text here
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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26. Table of Contents 26
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Project Context and Objectives
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Investment
› Your Investment
› Multiple Package Services
Company Overview
› Why Us
› About Us
› Our Team
Statement of Work and Contract
Next Steps
Our Past Experience
› Client Testimonials
› Case Study

27. Statement of Work and Contract for Marketing Tasks Automation 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
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Services Rendered
› 3-week opportunity to review our work and provide feedback
› Not liable to the company and third party for damages
Cooperation
› 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
› Fifty percent of initial fees at the point of contract signing and it will act as a deposit
› Remaining 50% must be submitted after project completion
Plans Cancellation
› Right modify, reject, cancel or stop at any point processes but are imbibed to reimburse us all
costs and expenses
Confidentiality
› All efforts to preserve the confidentiality of information
Terms and Termination
› 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
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Project Context and Objectives
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
Investment
› Your Investment
› Multiple Package Services
Company Overview
› Why Us
› About Us
› Our Team
Our Past Experience
› Client Testimonials
› Case Study
Statement of Work and Contract
Next Steps

29. Next Steps for Marketing Tasks Automation 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)
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30. Contact Us for Marketing Tasks Automation Services 30
Address
# Street number, City, State
Contact Number
0123456789
Email Address
emailaddress123@gmail.com

31. Icons Slide for Marketing Tasks Automation Proposal 31

32. 32
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33. About Us for Marketing Tasks Automation Proposal 33
Values Client
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Preferred by many
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Target Audiences
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34. Our Mission Vision Goal for Marketing Tasks Automation Proposal 34
Mission
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Vision
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Goal
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35. 30 60 90 Days Plan for Marketing Tasks Automation Proposal 35
DAYS
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30 DAYS
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60 DAYS
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90

36. Timeline for Marketing Tasks Automation Proposal 36
2015
2016
2017
2018
2019
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Start End

37. Roadmap for
Marketing Tasks
Automation Proposal
37
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