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Dear {{first_name}},

Thank you for contacting Your company name  and discussing your marketing vision with us.
We understand the challenges accounting and finances companies face when trying to build their brand image.
It is not easy running the practice and handling client issues, then having the time and expertise to write a formal marketing plan.

The good news is, we can do it for you.


As we discussed during our conversation, you would like us to develop a practical plan that will drive your firm’s efforts, maintain focus, and ensure resources are properly directed into effective marketing programs.

The strategy we had in mind would consist of the following: 

  • Establishing goals
  • Identifying targets
  • Creating a SWOT analysis
  • Creating a marketing plan and strategy
  • Setting the specific actions
  • Creating a budget
  • Progress measurement and monitoring

We understand the {{company_name}} offers expertise in all areas of accounting, bookkeeping, and financial planning. Even though your firm has a solid and loyal customer base, there has been slowing growth in recent years.  Since the firm is highly dependant on revenues from tax planning and preparation for businesses and individuals, these areas account for more than 75% of total revenues.

This presents a long-term threat to the firm due to competition and changes in the market. Your company name can help you to diversify your revenue base that will result in ongoing growth and stability in this changing industry.


In order to create the best marketing plan possible, we need to focus on the targeted audience. Your best clients value their time and resources and seek to minimize their tax obligations.

Your objective is to minimize the tax exposure of your clients while complying with all the tax laws. In the bigger picture, it means that you are providing peace of mind for your clients - making them more money and giving them a better night's sleep.

To market what you do in the best way,  gain more targeted customers, and get the best ROI on your marketing plan, we have come up with the following: 

Analyzing the market and demographics  

As we discussed, your most profitable business clients fall into the "over 50 employees" category. Many of these accounts are in the medical, dental, and lodging industries and are most likely to use the widest range of services your company offers. We will analyze the market in-depth and provide you with the best plan to influence the targeted demographics. 

Market trends

A very important thing many companies oversee when building a marketing plan is to keep an eye on market trends. In your case, the use of tax software has increased over the past few years and it continues to erode revenue from individual clients with simple returns.  Our marketing strategy will create the best ways to impact the market and focus on key clients in this everchanging environment. 

SWOT summary

The marketing plan will also include a SWOT analysis. It will help us address the strengths and weaknesses of your company and the opportunities and threats that exist in your environment. This analysis highlights areas that must improve within both, your company, the industry, and the market.

Previous strategy evaluation   

You have mentioned some of the marketing strategies your company used before, such as professional referrals and selective sponsorships, have been successful. We will evaluate those strategies and find the best way to implement them in your new marketing plan.

Analyzing competition   

Your competitors fall into three primary categories; other firms, sole practitioners, and software. We will help you identify exactly who your competitors are, what they’re doing, and how you could find yourself a place alongside them in your niche – and ideally, surpass them.

Creating a new strategy   

Finally, based on the research done above, we will create a strategy that will cover all of your critical issues, financial and marketing objectives, branding, promotion, advertising, and public relations. 

Result tracking  

To save you from any kind of frustration or questions along the way, we will introduce you to the best ways to measure and monitor the progress of your marketing plan. It will include the answers to all the questions such as: 

  • What will you track
  • How do we plan to track the results
  • How often will they be measured, etc.


After you sign this proposal, our team will schedule a follow-up call and agree on the best meeting time so we can start working on your marketing plans.

The schedule would be as follows:  

  • Step one:     - Accepting and signing this proposal
                         - Scheduling our next meeting  
                         - Preparation of documentation and objectives

  • Step two:     - Plan the mission and goals 
                         - Creating a persona and targeted audience
                         - Establish content standards of performance

  • Step three:   - Conduct a situation analysis
                          - Do a SWOT analysis
                          - Connect your message to your target market

  • Step four:     - The 4 Ps and your Go-to-Market strategy
                          - Pricing strategy
                          - Final tactics 
                          - Creating values mix

  • Step five:      - Evaluation
                         - Strategy review
                         - Developing a long term strategy 


When Adam, a Senior Marketing Advisor reached out to us and asked for our help in better utilizing social media, LinkedIn in particular, to increase brand visibility, we were delighted for the opportunity. 

The solution and the outcome

Social media was relatively new for Adam's company and they were looking for ways to improve their recruitment and marketing strategies. Your company name formed tactics and offered guidance in achieving business objectives across sales, marketing, and recruitment. The goal was to create a strategy that will start showing results in a very early stage, followed by a long term action plan. 

Both, Your company name and {{company_name}} had a very clear vision of the setup and marketing process and the result was a future-focused strategy that will keep growing and strengthening with their business.

A few words from Adam

“Working with Your company name was absolutely amazing. The work that they delivered helped us by giving us not only the tools but also the support that we needed to get the outcomes we wanted. Overall, I found the experience way above my expectations and would recommend Your company name  to any business that needs help increasing sales and defining their business to their target market.”

                                                                   - Adam |  Senior Marketing Advisor


Can you afford a marketing plan?

The real question is, can you afford NOT to have a marketing plan.

You could waste hundreds or thousands using an unclear message, on the wrong channel, or targeting the wrong buyer.

With a marketing plan, we know exactly who to target, why, and how.

Our price is based on the current plan and the starting point of your company and it includes everything we spoke about on our meeting and previous chapters of this proposal.
The price usually increases depending on how much market research you require (both primary and secondary).

marketing plan package
        Can be paid one-off or in monthly payments
One-off Total

"Your company name came up with some excellent ideas and very quickly achieved outstanding results. They really helped us to gain a macro vision of our business and establish a clear direction for how to achieve our objectives. They were very professional, always friendly, and great to work with at every stage. I would work with them again with no hesitation."           
                                                                                 - Maya | Managing director


It is no longer enough to simply do a good job and hope the word-of-mouth marketing will result in growth. 

With us, you will learn how to grow your business strategically and maximize ROI generated from your marketing.

Let's take a good, honest look at your company's marketing strategy and form a well-defined marketing plan.

Sign below

To make the following steps as simple as possible: 

1.      Simply type your name in the box below and click “Sign Proposal”.

2.      We will schedule a meeting to finalize the plans. 

We can’t wait to get started! 

I, Jane Doe, agree to the terms of this agreement and I agree that my typed name below can be used as a digital representation of my signature to that fact.
  • To accept, type your name below
  • To accept, draw and type your name below
    Type your name


USER DISCLAIMER (Please Delete): This agreement may not be suitable for your circumstances and we recommend you seek legal advice before using it. Better Proposals does not take any responsibility for any events that arise as a result of your use of this agreement.

1. Online Advertising and Marketing 

By engaging us, you agree to the Terms of Service set forth below. If you have questions, or if we may be of any service, please do not hesitate to contact us.

Your company name provides search engine marketing, optimization, and associated services on a local, national, and international basis. As such, we submit information on your behalf to search providers for whom you must agree to their terms and conditions. These providers may include, but are not limited to: Google, Yahoo, MSN/Bing, ASK, AOL, Marchex, InfoUSA, 411 Directory Assistance,,,, Yelp, Acxiom, Localeze, TrueLocal,, CitySearch, MagicYellow, Dex,, iBegin, YellowBot, Insider Pages, MojoPages, Kudzu, Merchant Circle, OnStar, Craigslist, Kijiji, local online newspapers, Facebook, YouTube, and other sites. The terms and conditions of these providers all apply. Your company name will not share your information with any business other than in the course of securing online advertising and marketing services on your behalf.

2. Advertising Material

Your company name has the right to place information pertaining to your business on any of the publisher and search provider websites such as those listed above and you authorize Your company name to develop content based on information or material provided by you or your designees and collected by Your company name including copy, form, size, text, graphics, names, addresses, phone numbers, URLs, logos, trade names, trademarks, service marks, endorsements, photographs or likenesses, and videos. Further, you represent that the material and information you provide to Your company name are truthful, not misleading and that you have the authority to represent this product and service information to Your company name. Additionally, if so contracted, you authorize Your company name to contact your customers for the sole purpose of gaining endorsements and reviews of your products and services for publication. Further, articles, press releases, and blog postings will be sent for approval before publishing. The timeliness of these pieces is critical to campaign performance. For this reason, all monthly content will be considered approved one week after the content was sent for approval unless requested edits or other communication is received from the client. Finally, you authorize Your company name ) to utilize tracking phone numbers, and even record calls on your behalf, for ‘customer service’ purposes, and upon automatic notification to all incoming callers on tracking phone numbers if/when that service is contracted. Domains purchased on your behalf will be released to you within thirty (30) days after service has been terminated.

3. Fees

You agree to pay Your company name  monthly fees to cover the cost of placing and managing your online advertising & marketing services program up to an amount not to exceed what is stated in your most recent Your company name Contract. Your company name may change the maximum monthly fees in accordance with procedures established by our search providers and publishers from time to time upon notifications. All monthly fees are due at the end of each calendar month.

All credit card payments require a 3% processing fee.  If an account becomes 45 days past due, all campaign activities will be paused until payment is made and the account is current.  At 90 days past due, the account is to be handed over to collection.

Your company name  has the right to charge incremental media markup fees on any media accounts for up to 25% to cover the additional cost of placing media.

4. Payment

The Client agrees to pay Your company name compensation for the Services agreed upon between the Client and the Company as set out in this agreement and defined in the contract as applicable. Payments shall be made on the final day of each month for services rendered by the Company in that month. New contracts that initiate service on any day other than the 1st of the month, will be billed a prorated fee for the remaining days in that month. Invoices are delivered on or about the 15th of each month. Payment by check or credit card is due by the last day of that month (Net 15). Marketing and advertising programs may be paused if payment has not been made by payment due date; re-initiation fees may apply.

5. Term

The Your company name Contract specifies the initial term for which program rates will be guaranteed, and will be for no less than twelve (12) months for custom programs. All agreements are auto-renewing at the then published service rates. After the initial agreement period, either party may cancel the program with a 30-day written notice to the other party.

6. Representations and Warranties; License and Grant of Rights

You represent and warrant that you have and will continue to have the absolute and unrestricted right to publish and use all information you have provided for your advertising programs and that the content does not infringe on the rights of any third party and that it complies with all local, state and federal laws and regulations.

7. Indemnification

Each party warrants that its respective performance of the terms of this agreement will not in any way constitute knowing, intentional infringement or violation of any copyright, trade secret, trademark, patent, invention, or any other nondisclosure rights of any third party. You indemnify and hold harmless Your company name  against all costs (including attorney fees), damages, and liabilities arising from negligent or intended acts on your part constituting the violation of any copyright, trade secret, trademark, service mark, patent, invention, the proprietary information or nondisclosure rights of any third party. To the full extent of the law, you will pay any expenses or damages to Your company name  resulting from claims made by third parties with regard to usage of material you have provided, even after termination of our Agreement.

8. No Guarantees

You acknowledge and agree that Your company name  makes no specific guarantee or warranty regarding the search providers and publishers to which it submits advertising on your behalf, including placement of paid search advertising or any specific results. Your company name  does not warrant the number of calls, clicks, impressions, or website visits or that paid search advertising will appear in response to any particular query. Your company name  does not warrant that the performance will be error-free but will immediately act to correct errors once they have been identified.

9. Disclaimer of Warranties

To the maximum extent permitted by applicable law,Your company name  and its suppliers disclaim all warranties not expressly set forth in this document, whether express or implied, including, but not limited to implied warranties of merchantability and fitness for a particular purpose, about Your company name  services.

10. Limitation of Liability and Applicable Law

The maximum aggregate liability Your company name  may have to you will be limited to the total amount of fees collected from you. Your company name  will have no liability in connection with the functionality or content of any search provider or internet publisher or website not owned by Your company name. Any claims against this agreement must be made within 6 months from the date of the subject of the claim. 

11. Force Majeure

Neither you nor Your company name  will be in breach of its obligations under these Terms and Conditions of Service (other than the obligation to pay monies due) in the event that, for cause(s) beyond reasonable control, each party is unable to perform, in whole or in part, any one or more of its obligations. Such causes will include, but not be limited to governmental regulation, fire or other causality, inability to obtain materials or services, technical failure or difficulties, problems or interruptions of the internet, or any other cause not within the reasonable control of either party.

12. Assignment

Your company name may assign, delegate, or subcontract any rights or obligations under these Terms and Conditions of Service.

13. Miscellaneous

These Terms and Conditions of Service represent the parties’ entire agreement with regard to Your company name’ provision of services. Agreement with these terms and conditions is upon signature of Your company name’s Contract, and it will be binding upon you and your successors.

14. Authority

The person signing the Contract certifies that (s)he is lawfully authorized to purchase services on behalf of your company.

15. Effective Upon Execution

Terms and Conditions are binding on both parties on the date the Statement of Work is signed and/or payment is made.


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