How to choose a proper template for the marketing proposal

Customizing your marketing proposal is a convenient way to show your prospect that you understand them. The more you tailor your proposal, the more it will be effective and convincing.

That’s why it is advisable to use the RIGHT template to create a sales document. The right marketing proposal template comes with many benefits, it will not only help you win more new clients it will also help you save a lot of time and most importantly it will ensure that you won’t make any proposal writing mistakes.

In this article, we are going to look at all the things that you need to tick off before you create or select a marketing proposal template and enjoy its benefits.

Let’s go!!!

#1. Look for a template that is visually appealing

You may have the best content but if you fail to present it well, you won’t be able to catch your potential client’s attention. Keep one thing in mind that you have to make your marketing proposal dynamic and memorable.

A well-designed marketing proposal will not only sell your business but also help you win more deals.

Here are the elements matters in proposal design

• Layouts: The layout of your proposal should represent a relationship between various ideas. Through headings, reflect a hierarchical relationship between your ideas – like from major ideas to minor ones.
• Visuals: As per the saying ” show, don’t tell”. To enhance your text incorporate visuals like charts, graphs, infographics, screenshots, photos in your marketing proposal.
• Font: Make sure your marketing proposal does not have those funky or non-standard fonts. What if your client won’t be able to read the proposal because he doesn’t have that font?
• Table of Contents: It is often neglected but it’s still an important part of the design. An ideal marketing proposal template always comes with a table of content.

#2. Look for a template that matches your brand color

The goal of any business proposal template is to sell something and if you want to sell something the first task you need to accomplish is to grab the attention. And of course, color plays an important role in capturing attention and setting up a path for the readers’ eye to follow.

You don’t want to be that person who lost a big client because you sent a high-energy red, orange, and yellow color proposal to a conservative client. Or a grey color proposal to a hippy, funky startup, do you?

#3. Pay attention to the look and feel

You can’t just pull up the real estate proposal template and use the same for a marketing deal.  The look and feel of the business proposal differ depending on the type of industry. Not all the templates follow the standardized structure, wedding planning is very different from construction, web design is different from cleaning services

The first thing your client is going to see is the cover image, and what if the cover image itself is misleading? He won’t even spend time looking at the rest of the proposal. It doesn’t matter how interactive your sales proposal is because no one will review it if you go wrong with the template selection.

Read more about the challenges you and your sales team faces when developing a marketing proposal.

#4. Keep your eye on the language

Business proposals must have the right tone to ensure it is effective. If the tone makes the content unclear, confusing, or even worst – offensive, the reader will not be able to soak up or react properly to the proposal.

The overall tone in a written document affects the reader just in the same way the tone of voice affects in face to face conversation.

What are the factors that help the marketing proposal template achieve the right tone?

• Confidence: Companies closes deals with people who are confident about their business. Make sure the template reflects that confidence.
• Sincerity: Sincerity can be proven by the evidence of past success. Numbers play a major role in maintaining the tone of sincerity.
• Positivity: Positive tone is more appealing. Make sure your template has phrases used in a positive manner.

#5. Choose a template that is easy is scan

Creating a marketing proposal template is challenging and is exactly similar to building a house. The way structure of the house varies according to the location, architecture, owner’s requirements, the same way marketing proposals vary based on the industry type, company size, and many other factors.

There are some important factors that are always essential in both cases.

Which are those elements that define the general structure?

• About your company: Who are you, what qualities do you have why should a potential client prefer you over the competitors?
• Problem awareness: Show that you have done the research and you know the problem and the results the potential client wants.
• Pricing and the process: Clear picture about how will you solve their problems and how much will it cost?

Now, get started with your work.

Good luck!