Proposal Presentation - Marketing Agency Template

Meeting Prep Checklist

Review client's business and project requirements
Prepare and finalize the proposal presentation
Understand key players in client's organization
Preemptively address potential objections
Test all technology needed for presentation

Meeting Agenda Template

  • Greetings and introductions
  • Brief recap of previous discussions
  • Presentation of marketing proposal
    • Project summary
    • Tactics and strategies
    • Timelines
    • Budget
  • Open discussion
    • Client's feedback
    • Client's concerns
  • Next steps and potential commitment
  • Conclusion and wrap up

Meeting Notes Template

  • Attendee list
  • Recap points
  • Proposal overview
    • Summary
    • Strategies
    • Timelines
    • Budget
  • Client's feedback
  • Client's concerns
  • Agreements & next steps
  • Action items

Meeting Follow-up Checklist

Finalize and send meeting notes promptly
Log meeting notes and outcomes in CRM
Update contacts and opportunities based on discussions
Send a follow-up email summarizing the meeting and outlining next steps
Share meeting summary with colleagues and obtain input for proposal revisions
Arrange for next meeting or touchpoint