A guide to supporting marketing proposals

What is a marketing proposal and what should be included?

Shark Finesse
March 7, 2023

What are marketing proposals?

Having a good marketing proposal is key to sealing a deal! A marketing proposal can be described as a written document used by marketers to communicate a project to a client for them to consider. Marketing proposals hold great power in your chances of landing your next big client and can put you ahead of your competitors. Some things that are included in a marketing proposal are strategy ideas, estimated time frames, estimated costs as well as how to deliver your business goals. A successful marketing proposal should contain a blend of both persuasion and professionalism.

A guide to supporting marketing proposals

Making sure you can create a good marketing proposal is key to ensure you stay on track to gain clients and meet your business goals. However, if you find you’re using the same marketing proposal template for every client and not getting the results you desire, you may need to rethink your proposal. Here are some top tips to help you create a marketing proposal that ticks all the boxes:

- Make sure you outline the problem the client has and then ensure to give a solution to this problem. Outlining the problem the client has shows that you understand their business and how this problem is affecting them. After you have outlined the issue, list your services and include how they will help solve the clients problem. Or better yet, collaboratively quantify the problems with your customer! Show them how much the problems are costing them and how your solution will either save or generate more money for them.

- Ensure your pricing is clear and easy to understand. Although the pricing section of the proposal is the most intimidating section, this is the part all clients will pay the most attention to.

- Grab the client’s attention from the beginning. Having a good introduction is key when creating a marketing proposal. Although this should be short and snappy, it needs to show that you understand the client's situation and that you can help them get what they need done.

- Include a timeline to show how soon you can solve the client’s issue. This is one of the most important elements to include in a marketing proposal and this needs to be very clear to the client. It is a good idea to include key dates the client may have to show that you understand the needs of their business and the deadlines they themselves may have. Including a timeline is also a great safety net for both you and the client in case things don’t go as planned.

- Make sure that you include proof to back your company claims. This could include reviews or testimonials from your previous customers who have used your services, or information on the results you have achieved with previous clients that relate to the current proposal. This helps to add value to your marketing proposal and builds trust between you and the client.

Shark software outputs will cover most if not all of the above information, so you can easily copy and paste data, notes, as well as imagery into a corporate branded marketing proposal if that's what you decide to do.

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.