Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Pre-built blocks
EVERYTHING INCLUDED IN THIS TEMPLATE
Stunning cover
As every high-level marketing expert knows, the best way to gain clients is to get their attention right away. The first thing your client sees when the proposal lands in their inbox is a visually attractive cover. That's why our carefully designed cover has everything you need to wow them the second they open an email.
You can change everything, from the text, logo, and background image to make it more appealing to your targeted market.
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Pre-written introduction section
If you're struggling to find a way to explain to your clients exactly what creating a marketing campaign takes, we've got you covered. This pre-written introduction section has everything you need to write an executive summary in just a few minutes.
Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.
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Processes and timelines
Explaining the structure of your marketing strategy and each of the tools and instruments you are going to use can be difficult. You want to give enough detail but not so much it seems overwhelming. Fortunately, we created a plan of action already sectioned to fit the perfect amount of information. You can adjust it to suit your exact process.
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Case study example
As a marketing expert, you probably know a client's story is something that has to be included in every proposal. If you want to be taken seriously, you need to show that you understood the targeted customer's wishes and you came up with a practical solution for their problem statement.
In this marketing plan template, we've set out an example for your case studies page. All you need to do is replace our example with one of yours and use the structure we've used.
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Pricing
Our automatically calculated table is already in place for your quote. Just add content marketing labor hours, additional services, and anything else needed for your promotional strategy, and we will calculate the totals for you.
There is room to write descriptions for all services, so your customer will have a complete understanding of what their money is getting them.
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Next steps with digital signing
Any business will eventually be tested in handling increased customer traffic. Lessen the strain of paperwork by choosing a digital signature over traditional mail. The 'Next steps' tab will allow you to explain your process after signing and offer a line for the customer to give their electronic consent.
Our digital signatures are 100% legal and compliant. When your client signs, you can see their digital signature certificate in your Better Proposals account.
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Pre-written contract
Whether you're just starting a company or you're a seasoned professional, Terms and Conditions will probably slip your mind when you're closing a deal on your products or services. The bottom line is, we made sure your business is protected by adding fully customizable terms and conditions at the end of this template.
That said, to ensure they are a good fit, get a legal professional to read them over.
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Take payments from your clients
Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.
Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal.
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