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This template offers a structure and examples to help you create a clear, comprehensive proposal for any event. HubSpot Tip: Make specific updates to the template for each new event you are managing. It is important to provide each client a customized proposal that is specific to the unique requirements of their event. Our Company and Team.
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- Make a good first impression with the cover page. The cover page should simply be a visually appealing starting point for your proposal. If you're preparing the proposal for a client, you should feature their brand on the cover.
- Detail the findings of your discovery session with the executive summary. The executive summary should quickly detail findings from your initial discovery session, such goals, budget, and timing.
- Outline their goals & challenges and set the stage for your solutions. Your goal during your initial meetings or when reviewing an RFP should be to uncover the main business or marketing issues being faced.
- Expand on the strategies and tactics you plan to use to reach their goals. This would be considered either the "Deliverables" or the "Approach" section depending on the type of proposal you're creating.
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Marketing Proposal Template. Marketing Proposal Template. Whether you are pitching a branding, marketing, or advertising campaign, you need to create a proposal that explains how you will help your client promote and expand their business. You can adapt this template to suit just about any marketing project.