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Social media marketing invoice template for Management

in today's video we're going to get you sorted out with a pitch deck that you can use to close hundreds of thousands of dollars in revenue for your agency most importantly I'm also going to help you understand what people get wrong when they pitch clients so that you can avoid these pitfalls and get more deals done in less time with all the YouTube gurus out there these days why should you listen to us well not only did dererk and I close our first smma client less than 2 weeks into actually starting our own agency 8 years ago using this exact pitch deck that I'm going to talk about it's also minted hundreds of agency owners over the last several years of running our program the SM MMA blueprint if you want more info on this pitch deck or our three-step close methodology and everything that goes before this pitch deck make sure you check that out in the smma blueprint program so let's go ahead and jump into the pitch deck here when most people hear sales they think pitchy and used car salesmen if done correctly you shouldn't have to sell anyone anything when it comes to your agency they should be eager to work with you by the time you're done going through this pitch deck and your pitch should make logical sense to them based on what you know about their business and how you can actually help them these business owners are jumping on calls with you to hear about your agency because they're hoping that there's something waiting for them on the other end of that phone problem is that most agency owners just jump right in and start talking about how great their agency is before they've asked any questions about the business themselves this pitch deck should just simply be a solution presented to their needs with a price that makes sense based on where they're at today so before we get to this pitch deck the first thing that we want to do after somebody expresses interest in hearing about our agency and how we might be able to help them is set up what's called an introductory call during this call you want to do what's called a needs analysis instead of pitching our agency in this needs analysis call we ask questions about where their business is at today what they've tried when it comes to social media goals that they have for their business and the Gap that's in between where they're at today and where they actually want to be because that's where our opportunity is we want to understand what they've tried in the past because we wouldn't want to put together a proposal that just does the same thing in the same way that it was done before it's very very rare unless we feel like we have a one call close on our hand hands where people are really eager to do business with our agency they will talk about pricing services that we provide or really anything about our own agency in this introductory call it's really intended to be all about the business owner that we're speaking with in their needs once we have the answers to these questions we have everything that we need in order to close them as a client we call this whole process the client meeting guide and that's another asset that you can get in the SMA blueprint program every business has goals that they want to achieve and they almost always have some sort of Gap in capacity or client retention that's standing in the way of them actually realizing their full potential as a business this is the opportunity that we have to sell them as a client unless they are 100% capacity unless they need no more clients they have the potential to be an agency client for your business now if you haven't already in the description down below is a link to the pitch deck that I'm going to pull up on the screen here you can grab that completely for free and you'll be able to customize it to your business and your needs in canva completely for free okay so page one is pretty basic we've just simply got our proposal template or social media marketing proposal or maybe you have the name of the business that you're pitching on here you got your logo you've got your branding let's update the colors to match our business or the business that we're pitching even better let's make it look on brand with their business if we're pitching gyms let's maybe have this look like something that is on brand if their colors are black and white let's have it be black and white if they're bright and colorful let's have them be bright and colorful whatever it is we want to make this personalized to the people that we're pitching and that starts with this first page on the proposal template page two nothing crazy here all that we've got on this page is the table of contents helping them navigate it when they go ahead and review it on their own now one thing that I didn't mention earlier is you always want to review this proposal on a call with them you don't want to just send this over to them and have them page through it with no context because as you're going through this and as we move beyond the table of contents here we're going to start going through this in a way that we're asking questions which you'll understand in just a moment the contents is simple all it is is a navigation piece and we can go ahead and jump into the first page where things start becoming very important so I always love to establish a common ground with a quote this is something that is just very marketing agency like perception of a lot of agencies is their Challengers they're groundbreakers and I love to have a quote on here that gets them thinking so when we were working with small businesses our slogan that we'd have on our proposal is we help small business grow these days we run a very Innovative agency we've got like 25 employees all over the world so our quote today is your business is innovating shouldn't your agency be and it kind of throws rocks it's some of the traditional agencies that maybe they've worked with in the past but this is a great way to kind of establish credibility get them thinking just get in the marketing agency mindset where they feel like they're talking with somebody who's in the agency space and they're starting to get excited for what was going to be on the next couple of slides all right so page four is really where we get into the meat and potatoes of The Proposal instead of jumping in and talking about us we want to jump in and start talking about them in their business right away so this is a great way to establish Common Ground what we want to do here is maybe grab some of their own business slogans grab some of their about from their website grab some of what they told you during your needs analysis or Discovery call about their business and where they're looking to go and we want to put them in a good light here let's add some text about the client who they are what they're doing where they're going how they're innovating basically make it on brand for them and then by the end of this first slide you say hey am I talking to the right person does this sound like you and they're going to say their first yes so immediately we're starting to gain agreement right with a simple layup this is all obvious stuff this is all about them what this is doing is it's programming them sub iously to already be saying yes to you as you make your way through the proposal super super important all right so the next slide is their goals page so what we want to do on this page is we want to reestablish and gain agreement on the goals that they told us during our Discovery call Simple layup things like hey you told us you're at 500k in Revenue you want to grow to a million in the next 18 months is that correct yes right again gaining agreement they're saying yes and these are all answers to questions that they already told you told me that you'd love to have a bigger brand and more repeatable and predictable business coming through the doors is that correct and they'll go ahead and say yes right yes number three and what you're going to do is you're going to continue doing this through all of the goals that they told you during that Discovery call I mean you could have five six seven eight yeses on this one page alone as you make your way through and you gain agreement so what we're doing here is we're setting the scene that we heard them we understand their business we understand where they want to go and that this proposal is a strategy specifically mapped to those goals that they told us and nothing else even though this is a rinse and repeat process that we provide to all of our clients with the same service offering the same scalable business model on our end on their end it feels completely customized and completely unique to them and the next page is where we get into some of what we can help them with so we call this the missing pieces page so during the discovery and needs analysis you not only want to understand where they want to go and their dreams for their business want to understand what they're doing with social media or with paid advertising or any of these platforms today so with this we want to understand and begin poking holes in their current strategy so a a lot of people you're going to talk to they're going to say hey we we tried Facebook ads in the past we already did Instagram ads we did Google ads that didn't work for us and what you want to do is you want to peel back the onion on that you want to say okay when you said you did Facebook ads what exactly did you do and they're going to come and they're going to say hey we ran them ourselves we had a $5 a day budget for 4 days we spent $20 on it and we concluded that it wasn't working so this is something that you can overcome and you can help them understand that that's really not enough to be able to run a proper strategy you got a better way that's completely programmatic and customized to businesses just like your to actually drive value and you can overcome that objection but on this missing pieces page you can say Hey you told me that you ran Facebook ads in the past but you really didn't have that tip of a strategy right yeah we were doing it ourselves we didn't really know what we were doing you're going to get an answer like that and you told me that you were doing Facebook ads but you really weren't posting to Facebook you really didn't have an Instagram account things are really just sort of disorganized so there really wasn't anywhere for that traffic to go or to convert and really provide value to your business correct and then you're going to get another yes right they're going to go ahead and gain agreement on that because these are all things that they told you and as you make your way through this you're going to basically add in all these missing pieces that they told you that maybe you brought up during that Discovery call that you had discovered during an audit like there were some things wrong with their strategy there were some things wrong with their page all of which are going to tee up these missing pieces so even if they've executed a similar strategy before like they ran Facebook ads in the past they ran Google ads in the past I mean all these common objections that we hear we're already establishing credibility that we understand that they've tried something similar in the past it didn't work for them but there's a better way and we're going to get to that later in The Proposal so what we've done so far is we've established them as a company we've established their goals as a business and now we've presented missing pieces that are holding them back from achieving the goals that they have and they've gained agreement with you every single step along the way at this point we want to jump in and start establishing credibility and talking about us so in the next slide we're going to start actually talking about our agency this is a great place where you can talk about the work that you've done in similar Industries or how you're focusing even if you don't have current work to talk about specifically on their space and how you help businesses is just like theirs and basically what you want to do here is just make your agency super super similar to what you were talking about in slide four when you were talking about their business and just tailor this specifically to their industry needs that are specific to them and their business and nothing else because anything else that you add on here that talks about other businesses and other niches is really just going to confuse things and it's going to remove that bit that basically says like hey these guys just focus on businesses just like ours so when we were first getting started again we worked with small businesses just in general so our slogan in was we help small business grow and what we talked about here on this page about our agency was really just about how we help small businesses it wasn't industry specific but it was very very specific to the needs of small business owners specifically and I can't tell you how many deals we closed because people heard that and they're like oh I really loved when you talked about the fact that you work with small businesses because we're a small business and we need an agency that understands our specific needs so it just completely teed them up to start doing business with us from this slide after we talk about us and we establish credibility and how we help businesses like their the next thing that we're going to talk about are actual proposed services so now you notice I haven't talked about any of what we actually do in the discovery call in the intro any of that until we've gotten here to page eight of the proposal we're finally going to go ahead and start talking about that so what we want to do here is we want to go ahead and start talking about these services and you want to say hey I know that you mentioned that you had done Facebook ads in the past sounds like you didn't really have a strategy that really worked very well what I'm going to talk about in this proposal and the services we're providing is very different than what you did before because we're going to stack all of these on top top of each other and we're going to run these ads in a way it actually drives it to that other thing that you mentioned that you really weren't doing very well which is a well-branded page with a well executed lead capture mechanism to actually convert that traffic I also think it's really important that we have some funnels to capture that traffic we got a system that we can establish for your company it's going to help capture that traffic using a thing called funnels and it's going to go ahead and capture these email addresses so we can remarket to them through something called follow-up funnels right so what I'm doing here is I'm telling them specifically hey here's your missing pieces here's everything that didn't work well well for your business last time and then here's the things that we can do that are actually going to close that Gap in terms of missing pieces so everything that we talk about in this proposed service page should map back to their goals and should map back to those missing pieces because it's going to fill a hole of something that they're not currently doing or that they could be doing better so after we go through our proposed Services the last thing to talk about is pricing but before we do that we want to ask questions like all right so do all these Services make sense to you do these make sense in terms of why I'm proposing that we do these versus others and how they map to the missing pieces and the things that you're not doing today to grow your business and you're going to get your final yeses okay they're going to say yeah this sounds exactly what we were looking for you're exactly right there's some things that we could have done better last time and I'm really interested to give this a try it's typically the type of thing that you're going to hear because all the way through you've established the fact that this Maps directly to their business's needs so now we finally move into pricing now when we were first getting started we did something called tiered packages these days we have one single package that we provide and it's kind of a take it or leave it where it's just a simple lead gen strategy that people start doing when they work with us and we have the flexibility to you know add a couple thousand or remove a couple thousand just based on like level of effort or the client or their budget but when you're first getting started and what I recommend most people do when they're putting together their first proposals is put together a tiered pricing package so what you're going to do is for package a you're going to have some of the services package B you're going to have some additional Services added in then Package C we usually make a little bit more expensive so we want them to actually go for package B so package B isn't going to be the cheapest option it's not going to be the most expensive option but psychology is going to predispose them to say hey this is sort of middle of the road I don't want to do the cheapest I want quick results I want to see results but also it seems like there might be some things in Package C that maybe I don't need that I can save some cost and go with package B and the whole time what we really want them to do is go for package B okay so package B includes all the services that we discussed during the proposed services and then Package C includes a little bit something else just to add in some additional cost maybe it's some content creation and with a bundled in content creator for stuff that they could do themselves and you'll hear them say things like well I think that we can just shoot some videos and send that to you or send that to an editor with that work where they feel like they're saving some cost but you really didn't want them to actually buy that from you anyways and you want them to go for package B this is just like when you go to a movie theater and you got the small medium large and the smalls like $7 and then the mediums $850 and then the large is like $13 or something they want everybody to buy the middle of the road medium that's where they make their biggest profit and that's where they make the most of their sales we want to kind of replicate this for our agency and then they sort of feel like they've won when they don't have to go for the most expensive option as well again just kind of greases the wheels towards them saying yes so the big thing here as well is often times you're going to propose these services and maybe they're going to say things like this looks really great maybe it's a little bit more expensive than I thought I I need to think about it and what you want to do because if they need to think about it this means that we may be haven't completely sold them on why they should actually move forward so asking exploratory questions about that so which of these looks best to you right is there anything that's kind of standing in the way of you thinking that this is a slam dunk to grow your business and what they'll actually end up doing is either saying things like you know I really just need to think about it which you need to respect they probably are going to become a client if you just give them space to go and think or they're actually going to come through and start saying and venting some objections that they have and you're going to have that opportunity to actually overcome those objections when you have them live at the call so you don't want to leave it on I need to think about it and not ask some simple EXP exploratory questions before you go ahead and end the call with them finally if they need to think about it I'm a big fan of always trying to schedule a follow-up just to regroup and kind of revisit and hear their thoughts so I'd set this up for 2 or 3 days after the proposal if it's kind of left at that I need to think about it stage so that they can go and think about it but you have a hard deadline where you can jump on and then hear any questions that you might have if you don't schedule that live on the call you might end up email chasing them for a while or they might go cold on you if they kind of talk themselves out of doing business with your agency so by doing this you're just going to dramatically increase the chances of them becoming a client because you're going to have those chances to overcome any objections that they might have or to get that deal done on that follow-up call all right I know this is a ton of information this is only one piece of everything that we talk about in the SM MMA blueprint program so if you're looking for hundreds of other assets like this proposal go ahead and check out the smma blueprint program if you're just getting started on your agency Journey a great video to watch after this one would be this one right here where my business partner Derek talks you through how to actually get an agency started completely for free don't forget to grab the template in the description down below subscribe to the channel and we'll see you in the next video