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01 · Cover Page1 / 8
Page 1 of 8: Cover Page
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HubSpot Proposal

Hubspot Services

Created by:

Daniel Reyes

Acme Climate Co.

Prepared for:

Sarah

02 · Executive Summary2 / 8
Page 2 of 8: Executive Summary

Executive Summary

Mitchell & Co. has seen tremendous success as a company, but now you are aiming to grow. At this point, your company has participated in several marketing efforts, but you feel like there hasn’t been a great degree of focus. Since you need a holistic approach to your marketing, you are considering an inbound marketing partner to join forces with you to reach your customer goals.


The Goal

You have a goal to improve your digital presence and to be able to cater to more customers by [number] in one year. At your current close rate, you’ll need to generate more high-quality leads per month, lead them to reach the bottom of the funnel, and become a sales-qualified lead. If a “guesstimated” number of your leads move through the buyer funnel, you’ll need to generate top or middle of the funnel leads. Your current visitor to lead rate is [number], but your goal is [percent] rate. To do so, you’ll need to increase your traffic from your current number of visits/mo to [number] of visits/mo.

Best regards,

03 · Scope of services3 / 8
Page 3 of 8: Scope of services

Scope of Services

We’ll provide a marketing plan based on your current position, and then lays out the specific strategies and activities that we’ll do to help your company reach your lead generation goals within one year.

Month 1

Create Buyer Personas and Buyer Questions

Knowing your potential buyers is very important for inbound marketing to be effective. We’ll explore your existing data, and bring some new insights, then combine them into several buyer personas.

Web Design

Your web design must be built for success with inbound marketing. We’ll make sure that your website design will be aligned with your marketing goals.

Editorial Calendar

We will develop a collaborative editorial calendar that will keep all content creators on the same page to ensure that the content will run smoothly.

Months 2-12

Weekly Consulting & Monthly Reporting

We’ll provide ongoing strategy and monthly reporting of our progress so you can feel confident that things are moving forward. We’ll provide this counsel through a weekly 1-hour phone call/web meeting. We’ll also spend time helping you analyze your existing results, and strategizing each step.

Hubspot Management + Training & Support

[Insert description]

Weekly Keyword Analysis

[Insert description]

Publish Blog Posts Per Week

[Insert description]

Promote Content

[Insert description]

Email Marketing

[Insert description]

Create One New Offer Per Month

[Insert description]

04 · Scope of services4 / 8
Page 4 of 8: Scope of services

Create The Entire Lead Generation Sequence

[Insert description]

Develop Automated Workflows and List Segmentation

[Insert description]

On-Page SEO Monitoring

[Insert description]

Sales CRM Guidance & Integration

[Insert description]

Performance Metrics

At the close of one year of working together, we’ll generate [number] quality leads per month. With your unified online marketing your business

You’ll have confidence that your online marketing is unified and working together to generate new business for Mitchell & Co.

05 · So What's It Going To Cost5 / 8
Page 5 of 8: So What's It Going To Cost

So what's it going to cost?

Service
Quantity
Price
Cost
Tax
Total
Price Item 1
1
$1.00
$1.00
$0.10
$1.10
Price Item 2
1
$1.00
$1.00
$0.10
$1.10
Price Item 3
1
$1.00
$1.00
$0.10
$1.10
Total$3.30
06 · Term and Conditions6 / 8
Page 6 of 8: Term and Conditions

Terms and Conditions and Acceptance

Investment

Full Inbound Marketing Service at $4,950.00 .

Timeframe

Upon acceptance we will start the project rolling! We plan to begin by [insert date].

Terms and Conditions

Scope of Services
We will perform the HubSpot setup and related services as outlined in the “Scope of Services” section. Any additional work must be agreed in writing and may incur extra fees.

Fees and Payment
All fees are detailed in the proposal. A 50% deposit is due upon signing; the balance is payable within 30 days of project completion.
Late payments (over 30 days) incur 1.5% monthly interest on the outstanding balance.

Confidentiality
Both parties agree to keep all proprietary information and data shared during this engagement strictly confidential, except as required by law.

Limitation of Liability
Our liability for any claim arising from these services is limited to the total fees paid. We are not responsible for indirect or consequential damages.

Termination
Either party may terminate with 14 days’ written notice. Upon termination, the client will pay for all work completed and expenses incurred up to the termination date.

Governing Law
This agreement is governed by the laws of the jurisdiction where our company is headquartered.

07 · Acceptance7 / 8
Page 7 of 8: Acceptance

Acceptance

Signed by:

Sarah Mitchell

[Designation]

Mitchell & Co.

0423 456 789

sarah@mitchellco.com.au

Signed by:

Daniel Reyes

Sales Manager

Acme Climate Co.

07 3123 4568

daniel@acmeclimate.com.au

08 · About us8 / 8
Page 8 of 8: About us

About Us

Acme Climate Co. is a 10-man A-Team that is a combination of creative, tech, and marketing departments with expertise and experience in digital marketing for all kinds of industries. The personnel referenced below are representatives from each department that will be involved in this project.

[Name]
[
Designation]

[Name]
[
Designation]

[Name]
[
Designation]

[Name]
[
Designation]

Experience

Our extensive experience working with various industries demonstrates our capabilities.

Logo of Company

Logo of Company

Logo of Company

Logo of Company

Logo of Company

Industry

Industry

Industry

Industry

Industry

You may also check our customer testimonials, case studies and full list of companies we've worked with through this link [Your website].

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WOW your clients with this free HubSpot services proposal template. Make the template your own by showcasing your previous work and customisable with your branding and images. The 8 pages cover Cover Page, Executive Summary, Scope of services, Scope of services, So What's It Going To Cost, Term and Conditions, Acceptance and About us. Start from this document, add your logo, prices and terms, then send it as a live link your client signs online.

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