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

2. Cover Letter for Marketing Workflow Automation Services
2This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings
Project Context and Objectives
Our Past Experience
o Client Testimonials
o Case Study
Next Steps
Investment
o Your Investment
o Multiple Package Services
Company Overview
o Why Us
o About Us
o Our Team
Statement of Work and Contract

4. Table of Contents
4
Project Context
and Objectives

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.
Project Context –
o Platform for better campaign management – We will provide automation software
to plan, execute and monitor marketing campaigns
o 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
o 24/7 communication with target audience – We will keep the target audience
engaged 24/7 with personalized product offerings
o Add text here
Project Objectives –
Project Context and
Objectives for Marketing Workflow Automation Services
5

6. Table of Contents
6
Our Process
o Plan of Action
o Scope of Services
o Time Frame
o Additional Service Offerings

7. Plan of Action for Marketing Workflow Automation Services (1/2)
7
Go live
(12-13 weeks)
o Executing marketing
campaigns with
automation software
o Add text here
Design and Development
(5-9 weeks)
o Creating compelling landing
pages, forms etc.
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
Campaign Set up
(10-11 weeks)
o Finalizing timelines for email
and social media campaigns
o Add text here
Kickoff Meeting
(1-2 weeks)
o Understanding client’s
product offerings
o Add text here

8. Plan of Action for Marketing Workflow Automation Services (2/2)
8
Go live
(12-13 weeks)
o Executing marketing
campaigns with
automation software
o Add text here
Design and Development
(5-9 weeks)
o Creating compelling landing
pages, forms etc.
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
Campaign Set up
(10-11 weeks)
o Finalizing timelines for email
and social media campaigns
o Add text here
Kickoff Meeting
(1-2 weeks)
o Understanding client’s
product offerings
o Add text here

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

10. Timeframe for Marketing Workflow Automation Services
10
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Research
1 week
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and capture your audience's attention.
Landing Page Design
5-7 weeks
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and capture your audience's attention.
Direct Traffic
11-13 weeks
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capture your audience's attention.
Content Creation
2-4 weeks
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capture your audience's attention.
Email and Social Media Marketing
8-10 weeks
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11. Additional Service Offerings for Marketing Workflow Automation Proposal
11
o Analyses of marketing data to formulate demand generation strategies
o Add text here
Advanced Analytics
o Cloud storage facility for easy access of campaigns reports
o Add text here
Cloud Storage
o Set up a chat window to connect with customers in real-time.
o Add text here
Chat Box
o Non plagiarized persuasive sales content
o Add text here
Copywriting
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12. Table of Contents
12
Investment
o Your Investment
o Multiple Package Services

13. Your Investment for Marketing Workflow 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 Workflow Automation Services (2/3)
14
Following activities will be performed in different phases –
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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15. Your Investment for Marketing Workflow 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 Workflow Automation
16
Package Type
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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17. Table of Contents
17
Company Overview
o Why Us
o About Us
o Our Team

18. Why Us for Marketing Workflow Automation Services
18
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.
o We can save your time by enabling you to plan campaigns with a single click on automation software
o We can automate a repeatable marketing processes to increase lead conversion
o We can engage your target customers with attention grabbing forms, landing pages, emails, SMS etc.
o We can assure continuous communication with your customers with personalised product offers
o Add text here
Strengths that will add to your company –
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19. About Us for Marketing Workflow 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.
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. Emma Jane
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Manager - Landing Page Design
Jodie Sandra
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Chief Marketing Officer
Marquis Salazar
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Chief Technology Officer
Our Team for Marketing Workflow Automation Services (1/2)
20

21. Darren Boyd
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Director - Marketing Operations
Kirby Howell
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Lead Systems Administrator
Our Team for Marketing Workflow Automation Services (2/2)
21

22. Table of Contents
22
Our Past Experience
o Client Testimonials
o Case Study

23. Lewis Spencer
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Designation
Company Name
Rowan Hooper
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Designation
Company Name
Client Testimonials for Marketing Workflow Automation Services (1/2)
23

24. Dexter Turner
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Company Name
Ben Watts
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Company Name
Isabella Owen
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Company Name
Client Testimonials for Marketing Workflow Automation Services (2/2)
24

25. Case Study for Marketing Workflow Automation 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)
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.
Problem:
We designed attention grabbing landing pages & developed automated email marketing campaigns for
client to convert prospective customers into legit sales lead.
Solution:
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
Results:
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26. Table of Contents
26
Statement of Work
and Contract

27. Statement of Work and
Contract for Marketing Workflow 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
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.
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28. Table of Contents
28
Next Steps

29. Next Steps for Marketing Workflow 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.
o Discuss the desired changes
o Accept the proposal
o Sign and finalize the proposal
o Submit an initial payment of 50% of the total fee of project
o Once we get the notification of your proposal acceptance, we will send you the
separate copy of the signed contract for your record
o 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 Workflow Automation Services
30
Address
# Street number, City, State
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
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31. Icons Slide for Marketing Workflow Automation Proposal
31

32. 32
Additional Slides

33. About Us for Marketing Workflow 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 Workflow Automation
34
Mission
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Goal
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Vision
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35. 30 60 90 Days Plan for Marketing Workflow Automation Proposal
35
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30
Days
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60
Days
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90
Days

36. Timeline for Marketing Workflow Automation Proposal
36
2018
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2019
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2020
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2021
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Start End

37. Roadmap for Marketing Workflow Automation Proposal
37
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