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Electronic signature digital marketing proposal template

hello guys welcome back to another video where I'm going to tell you guys how to create a digital marketing proposal now digital marketing proposal is something that almost every prospect in the industry asked for because you know everyone wants to understand your strategy your you know roadmap before they are willing to invest money in here and that is by marking proposal is one of the most important aspects of closing a site and since a lot of people have started getting interest in this in this digital marketing and are trying to become a freelancer day to democra mainly they all need to understand how to create a proper marketing proposal now I'm not saying that my proposal strategy is the best out there but maybe it might help you because it helps me in closing clients and I'm not really a fan of creating huge or like large proposals like if I look at this proposal this is like hardly 16 slides if I remove this title slide so I don't really believe in creating lengthy proposals I only believe in creating simple and short proposals which are to the point where the client can understand or the prospect can understand what is your game what is your role now what is your strategy so let's dive into my proposal and see or what have I created for this particular client now this this is a elearning client and he wants to wanted to sell his course online using his website now so I created a I created a PPC ad strategy for this client because he wanted paid advertisement mainly so let's go through the proposal and see what I did there so the first important part of the proposal my face has gone there I'm back alright so the first part of the proposal issues you need to have a title slide which should clearly mention not digital marketing proposal something but actual the objective of the client in this case the objective is online sales generation this way this gives an idea to the client or to the prospect that you know you understand what actually you're looking for you know when we talk about digital marketing digital marketing is a huge concept and the client is not only it's not looking for the entire digital marketing ad once it but it is but he or she is only looking for you know some specific things in digital marketing which can help in achieve his or her object so it is very important so instead of writing a digital marketing proposal you should mention like what exactly the client requires suppose in this case online sales generation so I put the title as that online sales generation and then your agency name or logo whatever you prefer let's move on to the second slide which is this one so in the second slide mainly what I do is I usually write the marketing objective of the client right now this is basically to convey to the client that you know I understand his or her requirements what exactly the person is looking for so I write very brief like three points or more than that so let's look at this clients you know objective to attract the target audience to our e-learning platform and convince them to off for our courses right simple we want to attract the target audience to you know offer our courses from our website now this will be accomplished by finding the right marketing channels through which we can attract quality traffic now understand we don't know which is the right marketing channel right now we can say we can on Google Ads you can on Facebook as we can XYZ but they actually don't know from which channel we're gonna get the best and the quality lead in the most you know economical cost so we need to make sure that we mentioned that this can be accomplished by finding the right marketing channels you don't have to mention either we just gonna use Google Ads or Facebook Ads we need to mention right marketing channels through which we can attract quality traffic right now the third is the goal will help in getting massive traction and accelerate roll so basically this goal will what eventually the score will do to the client just to give him a growth story that okay you know if you're going to use the right marketing channels and we achieve our objectives and we want we're gonna get traction we're gonna get growth right so it is really important to mention the marketing objective in the second slide as for me because you know it helps the prospect to understand or the client to understand that yes you understand his or her requirements and and he's and he thinks that okay this proposal is relevant for me right now let's go to the fourth slide now in the fourth slide what is happening is I have given a very simple lead nurturing parameter so this is something not new everyone knows marketing funnels marketing pyramid so something I just created something out of my one of the principles that I follow in my proposal is that I like to be transparent with everything I want to show a twosie journey to decline in a general way not in a very specific way I want to be very transparent and a friend to the client you know so that you know I'm not hiding anything from him or her or you know he he he doesn't get this concept of any hidden cause in the entire proposal right so let's look at this this lead nurturing Pramod so the reason I have called this lead nurturing parameters because we want to generate online sales we want to generate online lis it's basically people who want to offer our courses right so I have divided this pyramid into three things now these are against nothing new these are very familiar marketing terms the code channels the secondary channels and the retention channels so what is basically Kodama so code channels is basically like our primary channels you know from which we are gonna attract the cold audience right ablative a little bit about the three types of audiences if for the people doesn't know what they are so there are three audiences as per digital marketing or marketing general the cold audience the warm audience and the hot audience so the cold audience is basically those audience who doesn't know or have no idea about our product or service and they are hearing it for the first time warm audiences who have visited our page or have heard about us and the whole audience is that they are almost like they have tried our product once and now we won't have to try it once again right so basically the purpose of cold channels is to attract the cold audience so then you know they get a get to know about a product and experience what we are offering the secondly channels are then the purpose of nurturing the Walmart and so basically the mom audience people who have visit to the website but have not opted for a product or opted for a service so we're gonna use secondary channels which basically consists of remarketing to get these people back to our you know product or service and convince them to offer it and the retention channels is that for the hot audience people who have already tried our product or service now sometimes you know once you have tried a product and you're launching another product or another service you want the hot audience to know about it so that is what we're the retention channels comes in right so now this is a basic picture now have to all the my my client or my prospective that hey I'm gonna let any of the person go away from your marketing funnel they're all gonna be in the same picture from cold to hot I'm gonna take care of all of them with the help of this lead nurturing primary now am gonna now have divided his lead nursing panel in the marketing channels is kind of going to come to the next slide here is the next slide right now I have laid out a roadmap of how I'm gonna target each marketing channel in the different pyramid steps so for example in the core channel I have defined my primary channel CB Google Ads tik-tok or snob garage and Facebook Hodge Instagram right in my second new channels which is basically for my remarketing I've decided to go for Google and YouTube remarketing and facebook Messenger remarketing and in third term which is retention channel I have decided to go to email marketing social media marketing and YouTube now even though this is a PPC ads proposal I have did mentioned social media marketing and email marketing in here you know because these are for retention channel this is something which comes after a very at the end of the marketing funnel so we don't have to focus on that in the beginning but I have given a road map to the client you know to create a picture in his mind that ok this guy has figured things out in his mind he knows what he's doing he has given me a stepwise process at okay we're gonna target D we're gonna start with the co channels person if you wanna talk we're gonna go with the secondary channels first and we gonna go with the retention channels so there's a systematic approach here and when there is a systematic approach when a person can understand in his or her mind that okay I know what is step one I know what is step two I know what is step T and I can understand it is easy then he will or she will have more trust on you you know they will think that okay yeah this person has a has a good idea of or you know generating things and he can really help me out in meeting my objectives so as I have also mentioned here that layout or roadmap of channels you will be using to achieve the objectives so basically you need to tell the person how are you going to achieve the objectives everyone knows that yeah I can use Google Alerts I can do Facebook Ads I can use you know XYZ platform or social media marketing on SEO but in how in which way are you going to use it so instead of giving up in a very in-depth picture of the client and so revealing my entire strategy I just give up general approach to the person I just told him that you know hey I'm going to divide my and I strategy into three channels the core channels I'm going to use this is this and second each other one use this is this and I'm at attention I'm going to business this this is this is the purpose is to make sure you know that that I'm gonna have the target audience tuned into the funnel and don't let any finale kit is happening right now let's move to the second and next slide where I'm going to tell why I'm going to use this thing like you know it is also important to tell you know you have told the client at how I'm going to achieve the objectives but the client will have in mind that why why are you using this you know particular roadmap so let's go to the next slide and see what is going to happen so here we go so the objective of the Perriman the purpose of dividing our efforts into three segments to make sure that there are audiences and Dollard audience doesn't leave a marketing funnel and if they leave then getting them back will become costly for us it is a fact you know once a warm audience comes in you know closing them becomes much more easier than then a cool audience you know and if we are letting our warm audience go away from us we are letting a warden supergate about us then it's gonna be costly once again because I have to pay I'm gonna have to pay double the cost to actually get them back so this is the why I've told the client in this particular you know proposal and it's a very simple proposal so that even he can understand that okay yeah if I'm going to I'm not gonna keep the people in my marketing funnel they're gonna leave and getting them back will be costly and this is a this is a this is a fact in the digital marketing as well that a particular audience which I've already heard about us and we don't remind remind that particular person about us within one or two weeks and he's gonna forget about us because he's indulging or she isn't lodging with so interacting with so many brands on a daily basis so we need to make sure that we are always on top of his aha model and that can only happen through secondary channels or new marketing channels so as I get as you can see I've also come into here that you have told the client how you will achieve the objective and now it is time to tell why you're using this pattern so I've told the client in the proposal in the first in the previous slides that how I'm going to go in to achieve the objectives that he has defined for me and why I'm going to use this particular roadmap to the Cheetos or adductors objectives alright so as you can see this far I haven't created any you know in-depth thing I haven't created any what do you call it like layout any in-depth things like I have gone into like what campus I'm gonna use in Google Ads what campus I'm going to use a facebook ads but I am have just given the person a general overview because no one wants you you know need to understand the details until and unless he or she knows about Google Ads or Facebook Ads or any other XYZ social media platform or online platform but a person who doesn't have any idea about the platform just is not really interested in knowing the in-depth details but he's more interested in you know knowing a general overview he's more interested in how you as a digital marketer as a PPC ad specialist specialist is going to help him or her achieve his objectives right so so this is a basic view in this proposal in this short proposal like in within five slides I have told I have defined the marketing objectives to make sure the client understands that I underst - make sure to convey to the client sorry that I understand his marketing objectives then I have to I've told the client that how I'm going to achieve those marketing objectives and why I believe this particular roadmap is is a good picture or is a good idea in achieving those objectives right now let's move on to the next slide and see what I have there now this is a very important aspect in digital marketing that you the purpose of pay-per-click ad because this is a this is a proposal for a pay-per-click client so it is really important that before I start any campaign or before you start any campaign your digital assets are are what do you call it your digital assets are properly optimized let's just say there so for example in this case because this is an online course platform so our digital assets as course pages website speed and user experience now very direct the traffic from my pay-per-click ad to the course page and it takes more than five seconds for the page to load and mobile via text review then my gonna have a huge bounce rate and people are not gonna load the page because you know they want things to go instant Ivan of course why not in this in this era of high speed internet everyone wants to load things faster and if my page is taking more than five seconds people will get frustrated and they will leave right then the second is of course the third point is the course sorry the second point is the course page that is basically that it should be mobile-friendly like now majority of people are gonna use mobile phones to you know check out my website or check out my digital assets and if my mobile experience is not really good which is basically my user experience is not really good then they're gonna get frustrated and leave once again hey your client it's not your it's not your brother or sister your I mean your audience is not your brother sister or friend they're just a random person and if they are not getting a good experience they're gonna just me understand back and the code first impression is the last impression Matt is the Lord and digital marketing right so you need to tell the client the problems so the purpose of this entire side is to tell the client that okay hey my job is to make sure that I get you the results but before I can get the results I need to make sure that your digital assets are in place so I'm telling the client that you have like you know we have to work as a team here to make sure that we attain the marketing objectives and now I'm stating the problems that the client already has that is okay whether his course page is right or not whether his website speed is right or not whether his user experience is right or not I'm gonna do the entire audit I'm going to tell you that okay we need to improve this is this and then only we can start with the campaign's right now let's move on to the next slide now in this next slide I have defined the key performance indicators commonly known as KPIs in the digital marketing world now it is really important to you know define the kpi's from the beginning to make sure both the client and you understand that what we have to measure and what is the what is the basis of analyzing our performance or my performance as a digital marketer or a PPC art specialist right now here I like to define one major like the primary KPI and then i define sub sub capias to make the performance analysis easy for me and also to make sure that I understand which channel is working better and which channel is not right so here if you look at it the number one key of course we need to measure is number of sales how many sales are we getting have you been getting any sales or not because sales is the ultimate objective of the client right that is his concern that he only wants to get sales right now the rest of the you know secondly capias is for me to make sure I get the best results to the client now quality traffic cost per acquisition but I'm not going to get quality traffic then you know no one's going to off for my sales now the second challenge is that if I'm getting quality traffic and my cost is really high then what's the point of you can sell in the course I need to get that thing low and then the third KPI is our channels and placement from which channel and the particular placement I'm getting the best quality traffic and gospel acquisition now channel here refers to means Google Ads Facebook ads these are my channels and placement means for example Google search campaign Google Display campaign YouTube ads or Facebook newsfeed Instagram user except so these are the placements so I have bent here very you know in-depth to make sure that I understand in these secondary objectives from which channel and placement I'm getting quality traffic at the most economical cost possible so that I can generate the best results for the client so that at the end of the day I can also get paid and you also also remains happy right so guys it is really important to define your marketing or KPIs before you launch any campaign so that the client knows on what basis he or she has to what do you call it analyze your performance and on you on which basis you need to analyze your performance as well right having a common ground is really important and a common understanding between you and the client is really important when it comes to service based industries no matter whether it is digital market or any other services your mindset and clients mind should should be on the same level so that you know there's no confusion and both the parties remain happy right now let's move on to the next slide now here I have given a general picture of the marketing flow but this is my process of how I as a PPC ad specialist decide to run a campaign or or how I exude a campaign in the first month of an ANBU decline so I start with the creation of a customer persona then I start working on development of ad copy and I launch the campaigns and then I do data and Gateway analysis either in the first figure in the last week of the first month depending upon campaign to campaign or depending upon client to client how how much time does it actually take to get the sufficient data to you know perform an analysis right because if you don't have sufficient data then our conclusions our analysis will not be right so it is really important to get important sufficient data to actually get better analysis so here in this slide I have tell my approach to the client that hey I have told you that okay this is these are this is the roadmap and but how I'm going to execute that roadmap is going to be in this marketing flow so now can I have a more better picture at okay I know the roadmap I now also know that how this particular person is going to execute the roadmap right so again this helps in building building trust in the mindset of the client for me right now let's move on to the next slide here this is a sub sensi slide that I've added you can either you know added or you can eat or you can you know remove it that is up to you so this slide doesn't really have a very what do I call it has a very important significance in the proposal I have just you know tell creation of custom persona given a general view that okay how I create a customer persona so what is the age what is the goal area of concern our marketing message is just to make sure that you know our marketing message our ad copies is consistent throughout the multiple channels that I use so this is something you can add or you cannot add I'm gonna discuss this in much further right then again this is another of fancy slide that I've added which is development of add content if you want to remove it you can if you don't want to remove it I mean if you want to add it you can if you want to remove it then it is totally up to you like this these two slides don't really have a major significance in the proposal this is just with the perspective to you know make when you're presenting the proposal is to give you some extra content there do you know help the client understand that okay how you gonna develop the ad content and how you wanna create a customer persona now in case where the client isn't we don't have to present a proposal physically to the client like you know you coming on a zoom call and discussing with it then you don't have to add these sort of a slide you know you can skip these slides now the third one is the campaign launch of course I have defined in a stepwise format here that okay the first week is going to be a test run and I'm going to analyze the performance optimize the campaign and I'm going to do a be testing I want to data analysis so this is to make sure to understand your client doesn't you know make a picture from the first week I'm gonna get the best results from the campaign this is to give a transparent picture to the client that hey you don't want to get the best results in the first week it's gonna take me one month it's gonna take me two weeks who's gonna take me three weeks to actually start getting you some good results so you need to be transparent with the client from the first go you cannot promise him that hey you know I'm just going to start the campaign you're gonna get tons of leads within one day or two day you need to be realistic and it to be very very transparent to make sure there is no unexpected or hidden expectations from the clients and as well no client things that oh I have my campaign is just launched and now I'm gonna get results you have to be on his fan no one gets it all so quickly it's a one in a million moon way when you you know get you start getting results from the first day or first two days you need to understand this that I have seen a lot of digital marketers or growth hackers you know making promises that they cannot fulfill like they're like hey yeah I'm gonna get you the best results in first week I'm going to get you the best results and within three days and that is not possible one one person one person actually one freelancer told one of my friends that he can get the landing page experience to a score of 8 out of 10 or on an average or above average score within 3 days and it took me for like more than one month to actually get average scored on a landing page experience in Google Ads I'm talking about this so you know there's no benefit in lying to the client you have to be transparent you have to be very very authentic you don't want to lose the client you want to build a relationship with him or her and when you build a relationship the person is not going to leave you easily you know when you tell the client honestly that hey this is the reality picture this is a practical picture and this is how we're gonna achieve it of course we're gonna fail because every marketing campaign fail and success success and failure is part of marketing campaigns and you know we just need to keep on testing things out you know we need to keep on testing things out and see which is going to work which is not gonna work so you have to have faith in me and this faith can only be developed when you build a relationship with a client and you know instead of just hope for getting your payments cleared you know focus on client retention then you know just having the client for one month and then say Tata bye-bye that doesn't make sense guys you know when you create a relationship with a client you create a network with him and therefore you you can you can you know create a referral net for yourself when and when you create a referral network it is easy to get more and more clients and you don't even have to create proposals all the time then once your existing clients are referring you to other plants so understand the long-term game go and play it in a short term right so before I move forward I wanted a mind you guys wanna get once again that hey be authentic to the client build a relationship then you know thinking of how much I'm gonna charge this client you build a relationship it becomes a long-term game the client will have trust on you and he's gonna be there for you with a long long time right well let's move on to the next slide now this next thing is basically for those people you know who have case studies with them right sometimes it is important to include case studies in the proposal as well now especially in those proposals where you have to present it to the prospect or to the client over a zoom or Google made call or physically right now because everyone's gonna ask that hair okay this is the roadmap that you have defined for me but how do you try this roadmap on any other client and what type of results you get of course you know as a person who's who's thinking to give his money to me he or she is gonna have this particular portion in mind that hey have you ever tried this road map have you ever tried this strategy on someone else and how it worked so this is the case study comes in there some people just put him case study and show like hey yeah okay I've got this particular you know type of result and blah blah blah and the case study doesn't really make sense in the proposal but here you have to be very systematic even with the case study and you have to tell that hey I use the same road map to this XYZ client and what can I say okay I'm forgetting the word sorry yeah okay let's forget about it I don't know what I was thinking so coming back to the point so basically the case study has to be you know relevant to these roadmap that you have lifted for example in this case this case studies of Irish concertina lessons now this is basically a website where you can offer Irish Constantina which is an instrument and a musical instrument and and this particular client was selling her video courses or on on the website so see this particular case study is relevant to the e-learning case a learning proposal and I am creating for the client right so this is a very relevant case study or a very relevant example of the roadmap that I have mentioned in the previous slides so this is what I was saying where I got confused basically I'm sorry for that that you know your case study has to be relevant your case study should reflect the road map or the strategy or the general view that you have explained in the previous slides in this proposal right so let's see so the case study basically I define the challenge similar to the marketing objectives that I define in the second second slide in the proposal so the client wanted to improve the sales of her online starter course she was already running Google Ads but was not able to scale the campaigns the serial number were declining on monthly from from the past three months were declining on monthly basis from past three months right so this was the challenge and be this particular client was facing that okay she was what he call it you know she already took it she was already running Google Ads Facebook Ads so she was facing a particular decline in the sales from past three months and the champions were not working properly so let's see what I did here right so i defined i defined the road map that i that i mentioned in the previous slides in a three box is like if i define the lead nurturing pyramid i define the secondary intention channels and i executed content strategy now the reason in the second box i have only said defined second intention channels because she was already running paid campaigns should track the primary channels so her problem was actually not to attract the cold audience because they were already coming from the campus but to actually convert the audience which have already visited the website and i'm not opting for the course or people who have already opted for the voice is not opting for the advanced course or whatever XYZ course she was offering other than the basic course right so that's why i mentioned here defined secondary intentions and then executed the content strategy now this is what this is this is the result that I got for her and I mentioned and analytics Google Analytics screen shown here that to look more authentic that Hey yeah see look from Google organic we did SEO and we got 67 Li it's from Google CPC we got 20 or 21 courses in the past one month and from yeah that's it so we were using SEO and we were using Google CPC to as my is our retention and secondary channels to generate courses or boost the courses for this particular client from first month now this is a very long ago case study honestly and I don't remember much the client is no longer with me because she decided to stop her courses for some time so yeah so here and then in the last chapter I - I gave I gave numbers right guys numbers are really important numbers help people understand sorry numbers help people understand that what what sort of results you actually got for the client you know you can say that you know I get this much leads but at what cost possible like people want to know that okay you got sales for that person but what was the cost of acquisition because cost of acquisition matters a lot in digital marketing if you're being a huge cost of acquisition just to just to get a particularly door or a sales then what is the point of even running ROI so you have to show this picture as well that hey you know my market spent over one thousand euros an hour and I generated a venue of 8,000 and my cost of acquisition was only three euros so see that's a good deal for me isn't it right perfect and this is the end of the proposal guys I think so this is the end of rosal I did not yep I did not miss anything perfect so this is the end of the proposal as you can see this was a very very short proposal and I honestly don't like to create huge proposals because you know a it is a waste of my time and B I know that the client is not going to go through the entire proposal he's it's gonna be she's just gonna skip slides he's just gonna glance at them and I was gonna like okay at the end of the day proposal is an important aspect but but you know it is your own capability your own communication skills which is going to help you to close the client so proposal is system is just a medium to let the client know about your mindset that hey this is how this is what I'm thinking in my mind to get you the results and a lot of people create very Lendl any proposals I've seen quite YouTube videos where they're creating proposals which are like 20 plus or 30 Plus which is okay which one which is for like you know entire digital marketing and and even though having a 30 page proposal still doesn't make sense to me even if it is well entire digital marketing if you even if it is an entire digital marketer which consists of SEO PPC social media marketing I don't really believe in that I believe in creating short proposals so that I can save my time and I can also save my clients time and and start getting things rolling as fast as quickly now I just want to give you another you know what do you call it note I can say or announce me that I do I no longer create proposals for my client anymore I simply closed them with communication like I go I go with them on a call I go with them on a second corner and on the third call I you know tell them a road map verbally that hey this is this is what we're gonna do because you know honestly I'm early aware I was creating proposals I was if I send proposals to ten clients I was only closing like two or three but then the moment that I that I that I stopped you know sending proposal and I said hey I can't make proposal but you know I can tell you I can show you live examples of the road nod or what to follow for you that have already fallen for my previous clients and you know it helped me close more clients like I was caught if I was in touch with ten and ten prospects I was able to close four or five prospects out of that but I showed real life accounts and of course I only show real life accounts when I have the permission from the the particular account owner that hey can I show this in my proposal I can I showed it under client as a demo tape so guys proposal even though it is a very trending topic around digital marketing but honestly showing life accounts has much more beneficial in closing is much more advantageous and closing the client and some proposal where you can make changes or sometimes you can you know make change to the data so I hope you guys understood the basic structure of my mindset how I create a proposal once again I would like to say I am NOT a fan of creating lengthy proposals I try to make the proposals not more than twenty slides like twenty or fifty in the best case and and I also try to make sure that I physically present the proposal to the client instead of just asking him to sending just just sending him over the email I try to make sure I keep this proposal to myself and call the person over his oom call or you know I'm gonna Google hangout meet and try to discuss with him one on one on one so that whatever questions he has or she has I can answer them at the same time so thank you guys if you have any questions related to how to create a digital marketing proposal or digital marketing in general let me know in the comment section and also I'm also adding a tellingly link where you can book a session with me for a 15 minutes totally free at the moment - you know and your answers directly coach answer get your questions directly answered by me over a zoom or a hangout called so thank you so much guys for watching this video and I hope you learned something from it and if you have any questions feel free to let me know Cheers