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1. Project proposal: Proposal Name
Client: Client Name
Delivered on: Submission Date
Submitted by: User Assigned
Proposal for Developing
Customer Persona

2. 2
Cover Letter for Developing Customer Persona Services
Dear (client_name),
Thank you for reaching out to us for the research design needs of your company. We understand that to
thrive in today’s highly competitive environment and gain edge over the competitors, (client_name) wants a
research design to get a holistic view of (industry_name) to develop innovative products.
We can assure you that with our proven expertise, your company will be able to accomplish the following
goals : -
o Conducting industry profiling to analyse current and future trends
o Scanning existing markets to identify growth opportunities
o Analyzing consumer behavior to understand their needs, wants, and preferences
o Developing market entry strategies for business expansion
o Add text here
We will prepare the initial design phase of the project to give you the appropriate look and feel of research
design services.
Feel free to contact us for more information.
Sincerely,
(company_name)

3. 7 Next Steps
6 Statement of Work and Contract
2 Our Process
o Plan of Action
o Scope of Services
o Time frame
o Additional Service Offerings
Our Past Experience
o Client Testimonials o Case Study5
Project Context and Objectives1
Your Investment3
Company Overview
o Why Us
o About Us
o Categories
o Our Team
4
3
Table of
Contents

4. 4
Project Context
and Objectives1

5. 5
Project Context and Objectives
for Developing Customer Persona Services
We will perform industry profiling to give client insight about competitors so that you can strategically develop a competitive advantage over them
We will conduct a market assessment to provide client necessary business intelligence about the size, demographics, opportunities, etc. for business growth
We will ensure clients understand the buying behavior of their target customers to develop products and services as per their needs and preferences
We will curate efficient and effective market entry strategies to overcome any potential barriers
Text Here
Project
Objectives
2
o We have identified that (client_name)’s company wants to gain a competitive advantage by
developing new products and services for which they require detailed market assessment.
o Also, to further expand business (client_name) wants to develop market entry strategies for the
upcoming product line.
Project Context1

6. 6
2 Our Process
o Plan of Action
o Scope of Services
o Time frame
o Additional Service Offerings

7. (1 Week) (2 - 3 Weeks) (4 – 5 Weeks) (6 Weeks)
o Discussion with client
to understand
prospective requirements
o Chalk out research mythology
specifying techniques via which
research will be conducted
o Text Here
Project Initiation
o Perform secondary research by
examining industry reports, trade
publications, company reports,
press releases, etc.
o Conduct primary research through
online surveys, telephonic
interviews, etc.
o Prepare and maintain a repository
of collected data through primary
and secondary research
o Text Here
Research
o Analyze collected data using
statistical methods and software to
extract relevant insights
o Prepare a detailed report to be
shared with the client
o Text Here
Analytics
o Present and share business
intelligence with the client for
formulating strategies to ensure
successful market entry
o Text Here
Presentation
Plan of Action for Developing Customer Persona Services
7

8. Scope for Developing Customer Persona Services
8
o Conduct industry profiling to
provide actionable insights
about the current trends and
future opportunities for ensured
financial growth, improved
profits, and a larger client base
o Text Here
Industry Profiling
1
o Perform market analysis to
understand the size and
potential of the target market,
multiple entry barriers, detailed
competitor landscape, etc.
o Text Here
Market Assessment
2
o Prepare target customer’s
persona to identify their
key traits
o On the bases of findings curate
customized marketing mix to
target them effectively and
efficiently
o Text Here
Customer Persona
3
o Curate optimum market entry
strategy by carefully analyzing
multiple internal (company’s
size, resources, etc.) and external
factors (government policies,
socio-cultural factors, etc.)
o Text Here
Market Entry Strategy
4

9. Timeframe for Developing Customer Persona Services
9
Stages
Duration
(In weeks)
7 – 8
Market
Entry Strategies
5 – 6
Customer Persona
3 – 4
Market Assessment
1 – 2
Industry Profiling

10. Additional Service Offerings for Developing Customer Persona Proposal
10
o Conduct opinion polls and
political survey for
multiple candidates
o Text Here
o Perform feasibility studies to
open a new hospital
o Text Here
o BTL research and media
research to check opinions
about a specific product
or service
o Text Here
o Exit and in-store shopper
surveys for retail outlets
o Text Here
21 3 4
Opinion Polls &
Political Surveys
Healthcare
Research
PR
Research
Retail
Research

11. 11
3 Your Investment

12. Your Investment for Developing Customer Persona Services (1/3)
Stages
Price
(In USD)
Industry Profiling 1,500
Market Assessment 1,700
Customer Persona 1,100
Market Entry Strategies 1,500
Total (before tax) 5,800
Taxation rate, 5% 290
Total 6,090
12

13. Your Investment for Developing Customer Persona Services (2/3)
13
Stages Activities
Duration
(In weeks)
Estimated
Cost
(In USD)
Industry Profiling
o Conduct industry profiling to provide actionable insights about the current trends and future
opportunities for ensured financial growth, improved profits, and a larger client base
o Text Here
1 – 2 1,500
Market Assessment
o Perform market analysis to understand the size and potential of the target market, multiple
entry barriers, detailed competitor
landscape, etc.
o Text Here
3 – 4 1,700
Customer Persona
o Prepare target customer’s persona to identify their key traits
o On the bases of findings curate customized marketing mix to target them effectively and
efficiently
o Text Here
5 – 6 1,100
Market Entry Strategies
o Curate optimum market entry strategy by carefully analyzing multiple internal (company’s
size, resources, etc.) and external factors (government policies, socio-cultural factors, etc.)
o Text Here
7 - 8 1,500
Following activities will be performed in different phases –

14. Your Investment for Developing Customer Persona Services (3/3)
14
Additional services
Price
(In USD)
Opinion Polls & Political Surveys 1,000
Healthcare Research 3,000
PR Research 1,700
Retail Research 2,500
Total 8,200

15. 15
4 Company Overview
o Why Us
o About Us
o Categories
o Our Team

16. (client_name) wants to get a 360-degree view of
(industry_name) in order to get detailed insight about
whether it will be feasible and sustainable to begin
business operations in unfamiliar terrain or not.
1
Our seasoned team of consultants will conduct an in-
depth analysis of (industry_name) to provide you with
market intelligence required to successfully enter the
uncharted domain.
2
Why Us for Developing
Customer Persona Services
16
Strengths that will
add to your company
Our research analysts are highly qualified and had worked on multiple research projects
We have advanced tools that can analyze the large volume of data to fetch
actionable insights
We follow a collaborative approach by ensuring client involvement at every stage of the
research project
Add text here

17. Founded in 2008
We are a research consultancy firm that
specializes in providing highly refined market
intelligence services to clients across multiple
industries. Our analysts conduct research
studies of products, services, technologies,
etc. for regional, country and global level
segmentation to provide clients with highly
relevant insights.
Who We Are
17
About Us for Developing Customer
Persona Services
Core Value
Add text here
3
Ethical practices
1
Customer service
2
Mission
To provide market intelligence to clients that drive business growth and innovation.
Vision
To be a trusted partner for comprehensive and competitive market research
services that enable clients to make evidence-based decisions.

18. Categories for Developing Customer Persona Services
18
Listed here are various categories which you can opt on basis of your requirements :
2
Healthcare
& Pharma
Information Technology
& Telecommunications
1
Semiconductor
& Electronics
3
Energy
& Power
4
Food
& Beverages
5
Packaging
6
Aerospace
& Defense
7
Automotive &
Transportation
8
Consumer Goods &
Services
9
Chemicals
& Materials
10
Business
& Finance
11
Specify
category here
12

19. Managing Director
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audience's attention.
Ruby Gibbs
Team Lead - Research
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it to your needs and capture your
audience's attention.
Ola Ewell
Vice President Consulting
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it to your needs and capture your
audience's attention.
Olivia Inglehart
Our Team for Developing Customer Persona Services (1/2)
19

20. Chief Executive Officer
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it to your needs and capture your
audience's attention.
Michael Morgan
Head – Business Development
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it to your needs and capture your
audience's attention.
Sara Bennett
20
OurTeamforDeveloping
CustomerPersonaServices(2/2)

21. 21
Our Past Experience
o Client Testimonials o Case Study5

22. 22
ClientTestimonialsfor
DevelopingCustomerPersona
Services(1/2) Edward Spencer
Designation
Company Name
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it to your needs and capture your
audience's attention.
Gloria Hooper
Designation
Company Name
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23. 23
Client
Testimonials for
Developing
Customer Persona
Services (2/2)
Dexter Turner
Company name
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your audience's attention.
Ben Watts
Company name
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your audience's attention.
Isabella Owen
Company name
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your audience's attention.

24. “ (company_name) truly
delivered what they promised.
With their in-depth findings,
we were able to successfully
launch a fashion store. I
highly recommend them for
research services.”
– Mathew Clear
(Director - ABC Company)
24
Case Study for Developing Customer
Persona Services
Solution
We conducted in-depth industry profiling for ABC company to provide them
with actionable insights. Also, we curated customized market penetration
strategies for the successful launch of the fashion store.
2
Problem
ABC company is a well-known local brand in women's beauty products. The
company wanted to venture into the women's clothing industry by launching a
high-end fashion store. Thus, they wanted to get a deeper understanding of the
target industry to ensure the successful launch of the same.
1
Result
o The company was successful in diversifying its product offerings
o In quarter 1 fashion store contributed 3.75 % towards total revenue earned
by the company
o Text Here
3

25. 25
6 Statement of Work
and Contract

26. Statement of Work and Contract for Developing Customer
Persona Services
26
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 research design 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.

27. 27
7 Next Steps

28. 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.
Next Steps for Developing
Customer Persona Services
28
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 Text Here
Signature
Proposal Lead
{user_assigned}, {user_title}
Signature
Default Contact
{client_contact_first},
{client_contact_last}, {client_name}
We firmly believe in clarifying things and sorting out the issues to find the most
suitable way to work together.

29. Contact Us for Developing Customer Persona Services
29
Address
#street number, city, state
1 2
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
3

30. 30
Additional Slides

31. Our Mission for Developing Customer Persona Proposal
31
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Mission
2
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Vision
1
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audience's attention.
Goal
3

32. About Us for Developing Customer Persona Proposal
32
1
Our Company
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2
Values Client
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3
Premium Services
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33. 33
30 60 90 Days Plan for Developing Customer
Persona Proposal
30
Days Plan
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60
Days Plan
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90
Days Plan
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34. Timeline for Developing Customer Persona Proposal
34
2016
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2017
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2018
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2019
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2020
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2021
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35. Roadmap for Developing Customer Persona Proposal
35
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