Marketing Proposal Meeting

Are you selling marketing services to your prospects? Use this template to properly close the deal by detailing how you will execute the marketing strategy.

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Industry
Internet
Agency
Non-Profit
Saas
Startup
Consumer
Meeting Scope
Team Wide
Department
Marketing
Meeting type
Strategic Meeting
Host Role / Title
Team Lead
Tone of the meeting
Formal
Formal

Executive Summary 📲

A quick summary of the marketing proposal and its goals.


Situation Analysis 🔬

A broad overview of the company's internal and external environment.


Proposed strategy 🧩

A proposed strategy based on the company's needs and situational analysis.


Goals and Vision 🎯

What is the vision for the proposed marketing strategy.


Implementation Plan 🚀

How can we align and implement the marketing strategy throughout the company?


Terms and Costs 🧮

Highlight the costs and conditions of the proposed strategy.


Questions 🎙

Leave time for any questions they might have about the process.

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