Professional Documents
Culture Documents
The Power of Proposal System
The Power of Proposal System
The Power of Proposal System
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The Offline Power Proposal System – Core Manual
Introduction.............................................................................8
Proposals .................................................................................10
History ..................................................................................11
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Traditional ‘Boring Proposal’ Contents .................................29
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Formatting For Effectiveness................................................52
Deadlines... Or not?..............................................................62
Don’t Forget!.........................................................................93
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Other Stuff ...............................................................................98
Conclusion..........................................................................106
Appendix ................................................................................108
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So, you want my Power Proposal secrets? Well, be prepared for a whole heap of my strategies.
These really work for me but I am not typical. I take massive action and heck, I might even be
luckier than you. Also, you do use these techniques at your own risk. As such by reading this
report you acknowledge that you take 100% responsibility for the results.
Disclaimer:
This report is for informational and entertainment purposes only. Neither Refractive Media Ltd,
its agents or myself take any responsibility or for the use or misuse of information contained
within this report nor do they accept any liability for any consequences resulting from the direct
or indirect implementation of techniques detailed in the this report. This report contains no
income goals or expectations and my results are not typical. Your results may vary and will be
based on a variety of factors of which this report will be only one.
Apart from the” 60 Day from purchase guarantee” there no other guarantees, implied or
otherwise. To qualify for your refund you must have spent one month attempting to implement
the methods described, and contacted the support desk regarding your issues as well as
providing at least two examples of your own power proposal documents.
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By continuing to read this report you agree that you will not qualify for a refund unless you follow
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This report is (C) 2009 Refractive Media Limited – Registered In England And Wales.
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You may not distribute this report or any part of it, either freely or by sale, without the express
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Introduction
I’m not saying don’t sign them up and take the cheque straight
away – you can do that, but make sure you get them a solid
proposal within 48 hours of them paying.
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A good proposal does a lot more than sell, it gives
reassurance. Reassurance builds confidence and means that
you are a lot more likely to have a happy as well as profitable
relationship with the client.
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Proposals
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History
He wasn’t a very good mentor at all, but one of his then most
current successes was a proposal system that he sold to
travelling salesmen. You know, like Dell Griffith (Trains,
Planes and Automobiles) – travelling around selling stuff.
I’d like to say the proposals the solution generated were good,
they weren’t. I guess though, that they were better than nothing.
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like those reports many people’s bosses make them churn out
on a weekly basis.
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In other words, this is a lot like the part where Kern, Reese or
Filsaime tries to sell to you using a sales letter, sales video or
some combination of the two. This is why I am focussed on
marketing offline services, not providing brochures. The
proposal is a piece of copywriting and as such I like to employ
every trick in the book...
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Many of you might be just starting out and don’t really have a
clue what a proposal is or why / where you should use one.
Those of you familiar with traditional sales and business
proposals will be more aware so please forgive me as I go over
this information.
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1. Firstly you identify your potential clients
2. You then need to approach them – direct mail / seminar
etc
3. At this point you will either introduce yourself through a
seminar, or over the phone, or a meeting
4. At some point they will want to go ahead. At this point
you need to give them a proposal saying what you are
going to do and how much it will cost.
5. Once they agree to the proposal get their cheque and a
signed contract
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No Proposal Often = No
Recurring Business
This can work – but I feel it can be short termist for the following
reasons:
Perhaps the reverse is also true – if you are selling one off low
priced services, maybe just skip as much as possible and go
straight from introduction to cheque? Of course, I would never
recommend this as I feel you are selling yourself short in a big
way, all for some quick cash.
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Some of you may feel, that this is another of those times to just
go straight for the contract and cash. After all, unlike the fly by
night quick cash mentioned earlier – you may well have presold
them on high value monthly services.
Good for you and all but you should still have a proposal.
This doesn’t mean you should skip out on the proposal though.
Proposals lock down any presold feelings and provide a marker
in a way that a contract doesn’t.
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Probably for the same reason that you aren’t happy with a 1%
conversion rate on your products or mail outs. We all leave a
huge amount of money on the table.
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Let me just point out that we had already made a few proposal
innovations before I began work on the power system
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Ah well, live and learn etc.
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Eventually, they started doing it themselves and just
wanted tips from us. We declined.
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Dangerous Clients
Not only did we lose out on some prospects, we also got some
clients that I wouldn’t wish on anyone.
Some of you who have only been offline marketing for a bit may
not have had a difficult or problem client before. Believe me,
they do exist and at best they suck time away from other
clients. At worst they leave you stressed, upset and out of
pocket.
Sorry if that seems harsh, but I would rather be honest and let
you know some of the issues you will face. If you take on board
the Power Proposal System not only will you get more clients
(of the good variety) you will learn to spot the danger ones.
• Flyering (physical!)
• Facebook advertising
• Forum advertising
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Let’s be frank:
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The
Power
Proposal
System
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• Excitement
• Greed and status
• Goodwill
• A sense of reciprocity
Some clients will say no, because the service isn’t for them or
they are a timewaster. Power Proposal System will help you
route out such people.
However, you will also get far more signups using Power
Proposal System than traditional proposals will get you and
waay waay waay more new clients than a no proposal
approach will get you.
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The truth is – proposals are never completely read- they
function as skimming material and reassurance. 99% of your
competitors (and it isn’t a crowded market place) don’t realise
this.
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Core Principles
• The quicker we can get to the sale, the more likely they
are to say yes
• The more confidence we can build the more likely we
are to get a sale
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Psychological Stuff
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Our goal is to weed out bad guys and to get good guys to sign
up with us.
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Ok, now you know where I am coming from why don’t we run
down some of the key elements. Keep in mind the core
concepts as well. Bear in mind that this is just an overview, we
will cover each section in depth later.
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I also feel your email, which I call the Power Proposal
Workhorse because of its importance, should cover your
offer, employ urgency and have a call to action. Beyond
this, there are also some specific formatting options that I
really love as the difference they make to results are
fantastic.
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The Examples / Social Proof
The fact of the matter is, that most prospects will never
get beyond skimming through most of the materials. This
is quite normal but don’t assume this means you should
scrimp on the quality or not bother.
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project past the first few pages then they have not been
pre sold effectively and we need a second chance to sell
to them.
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Discounting Oblivion
I’m not trying to say that every prospect who sees your proposal
and asks for a discount is a threat to your consultancy. I would
say that a good proportion will be a significant drain on your
resources should you take them on at a discounted rate.
• Late payment
• Changing their mind a lot
• Never paying
• Paying under the odds (I had one client make up a
discount for themselves- how nice!)
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‘Hi prospect, I appreciate that the package you have
chosen might be too expensive for your budget. I think
we either could move you down to a lower package or
remove the following features from your chosen package
to achieve the cost savings you are looking for’
I have had one such prospect from Sheffield, UK, who owns a
few furniture stores. He would call up ever three to four weeks
and run through the enquiry, ask about the price and upon
being informed it was the same he would say he was busy and
would get back with a decision in a few weeks.
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I would love for you to triple your income overnight or whatever
but I would rather you didn’t have to go through dealing with
some of the nut jobs I’ve had to.
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referring to packages that are different, such as a our ‘seo’
package, our ‘social media’ package, our ‘blogging’ package
but rather three different variations of the package you feel that
is best for your client and they have indicated interest in.
The idea is simply to add or take away features from the basic
package they expressed interest in.
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My Preferred Approach -
Consultations And Proposals
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I am aware that this may not suit some of you, particularly those
of you who like to move fast. I tend to aim for cash rich
businesses who are willing to pay good amounts so I am
reluctant to tell you never to use prepared proposals- it’s
just not something that is for me.
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Go for it.
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Qualification / Interaction
Principle
The fact is that the more engaged we are with something, the
more likely we are to continue participating. If your prospect’s
brain isn’t engaged then it is a lot less likely that they will
be happy going ahead and paying you real money.
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My evil plan is to get them to engage the parts of their brain that
remember the excitement and adrenalin of being their own boss
(as the vast majority of offline negotiations are with THE BOSS)
and link that drive and determination to starting an offline
campaign.
Plus, the boss man will enjoy showing you his niche market –
after all it is his stomping ground and you are just a visitor.
I’m not saying that this will work with everyone, nothing will –
but there is a lot you can learn from asking your prospect a few
simple questions about their market place. Also, the chance of
getting a sale is a lot, lot higher once have linked (anchored?)
those competitive instincts and dreams of success to your
offline marketing efforts.
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Maybe you can come up with something more fancy, I’ve never
gotten round to it, partially because the reason seems to work
pretty well as it is.
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Your prospects are busy. Or at least they think they are. They
also have a short attention span – offline marketing is a small
part of their day, and an even smaller part of their business. Of
course, they are wrong, you are helping to generate leads
and new customers which is a huge deal, but in their mind it
will not be a priority for long. I hope this doesn’t offend you but it
is often true.
As someone who has been on the other side of the fence, I can
assure you that all that is on your prospect’s mind is the
‘magic’ you can deliver. They care little for how you are going
to do what you are going to do – save illustrating that you are
doing something for the money.
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If you can’t do this, then you need to sort that out ASAP.
Assuming you can write ok, then this next bit is probably the
most important thing you can learn. I spend a lot of money on
copywriting courses, plus I have my own weird style and I
passionately believe better copy can improve any part of your
business.
However, for doing offline stuff alone, I don’t believe you need
to be a super copywriter, just a half decent one – unless the
competition is insanely good or something.
I really, really wish I had some sort of catchy name for this – but
readability it is. Or formatting for effectiveness.
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‘Readability’ in the Power Proposal System is all about
removing ‘speed bumps’. Whilst it might seem odd to some, I’ve
found that almost anything that slows a reader down, reduces
your conversion rate.
Font Sizes
I’m not going to tell you what font to use be it Calibra, Times
New Roman, Tahoma, Helvetica or whatever. If you think it
looks good and readable – fine by me.
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outcome. I have tested this online time and time again and the
results always favour enhanced readability in a way that is far
bigger than you might imagine.
The human eye doesn’t like to travel for. At least that is what I
am saying, I also suspect that wider lines make it more likely
that we will begin to forget what we are reading and drift off.
Ensure that your paragraphs are not too wide. A lot less wide
than standard emails.
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I would suggest making sure that your paragraphs never
consists of more than two or three sentences, large paragraphs
are harder to read. Harder to read = more resistance. More
resistance = less likely to take immediate action.
With emails, keep your text above the fold. This limits how
much you can write –but scrolling causes resistance.
I realise that these tips may seem odd, even over the top but
combined they make a stark difference to our offline conversion
rate.
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So before dismissing this – consider have you been doing this
in the past and what have you to lose? I consider the workhorse
email one of our most powerful weapons in offline client getting.
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I’m not going to give you advice on what pricing levels you
should be aiming for. I’ve covered this elsewhere, and the focus
of this report is about the proposal. Probably, your prospect
has an idea about the sort of price you are going to charge
anyway – as you have already pitched them. You might have
varied the prices with the three option strategy (an improvement
on ‘decoy pricing’).
I’m going to assume that you have prices that you are happy
with and that they work. What I would suggest is that they have
no pence or cent amounts. If you want to be perceived as
selling a high value product then you need to get as far away
from the sort of tricks that supermarkets, big retailers and
multiples use.
Walmart may love their cent price endings but this is not
something you want to do unless you want to be ticking that
subconscious ‘commodity’ box in your prospect’s head.
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If I try and sell you something at $500 a month, you might not
view it as a commodity but you are never going to see it as
tailored specifically to you are you?
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For those of you not getting what I mean – if you are at all
successful, you will get prospects who want to spend a large
portion of money on flyring, on on trying to get the number one
Adwords spot. Unless you take control early on you may well be
forced to agree to their suggestions – personally at this stage I
would not want the business as there is every chance that
success will be minimal or non existent.
Far better to implement your best strategies for their niche but
make the package appear bespoke through pricing. For this
reason, I only give basic package ideas on my promotional
literature. I don’t list individual components and features
because that leads you down the commodity route and clients
being in charge.
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up 100% right now, I wanted you to know about
something that seems to be getting tangible results (we
got the last four proposal prospects btw).
Should things tip one way or the other in the future I will
let you know in an update!
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Deadlines... Or not?
For a proposal, I try and keep the scarcity to a limit. The reason
I do this, is space is limited and to my mind it is the proposal
email that gets the work done. A lot of clients do nothing more
than flick through the proposal document. I don’t put any
scarcity in the main proposal document.
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What do I mean? Well, some people love to SAVE. I’m not
talking about saving money in a bank, I’m talking about its
cleverly constructed partner, the ‘discount save’.
For those prospects that seem very price conscious –try the
following:
I like to make this part in red and a lot larger than the rest of the
text. This is probably the most powerful tactic in my whole
power proposal system.
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Virtually all prospects you lose will fall into one of these three
categories. When I was developing a more marketing friendly
proposal system, I decided that it must try to answer these
doubts that may exist in a prospects mind in combination with
building reciprocity and a sense of urgency.
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If you try and justify your price by listing a lot of features, you
fall back to being a commodity and a lot of the trust and value
you build will disappear in the prospects mind.
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The last possible objection is –‘what will they do for the cash’ –
which is really another way of saying ‘are they worth it’. I would
be troubled if you got a prospect to this point.
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As soon as you begin to smell a rat, pull away and don’t give
them any more. A genuine prospect would usually make the
effort to get back in touch if they didn’t hear from you.
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Incentivised Testimonials
K – I’m sure some of you didn’t feel too great reading this
section’s header. Don’t worry – I used to feel the same too.
Look – I’m not saying get crooked or fake testimonials.
Rather I am suggesting that you make it as easy for your
existing clients to provide testimonials.
Clients will naturally focus on other issues once you have been
on board for a while and this lowers both the chance of you
getting a testimonial, and the quality of it.
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Plus, a month free generates a huge amount of client good will,
meaning that they often stay on board longer and usually order
some extra stuff.
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Ok, so the headline for this section sounds a tad crazy. That is
because it is actually a little over the top but I wanted to make
you stop and think.
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Well, imagine you are emailing one of you lists about your latest
product.
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• On the sales page only 10% choose to buy
• You got 24 sales.
Think about it. Top marketers today will take you directly to an
order page rather than a sales page, usually because they have
presold you. If you have done your job correctly outside of the
proposal then your prospect is already presold.
The likelihood is that our prospect will open the email – it’s
at this point we want to seal the deal –rather than waiting for
them to wade through our actual proposal. Our intention is
to give them everything they need to make the decision
in the email, with the rest of the information providing
reassurance.
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In the email we want to include
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Subject - Hi Bob - Proposal For Elephant Electrical
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Platinum – Premier plus Forum Marketing, Pro
Advertising Campaign – 1650 PCM (with discount
1320 pcm locked in)
It was good to see you at the seminar! It was quite a rush for
us having so many people there!
Take care,
Steve
The Obligatory PS -
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PS – If you need me to add or take anything away, let me
know and I will get something across to you. I appreciate
you are pretty busy with the launch but we need to get
moving now to be ready in time.
For the sake of being able to plan our workflow for 2010
now, I can offer you a 20% discount on the following prices if
you could get back to me by tomorrow lunch time.
Formatting Issues
The main issue you will come across it trying to fit everything in,
whilst still hitting all the points. I would recommend writing the
email in plain text only, before pasting into your email
application.
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All of the important stuff is above the fold, including the package
prices and the call to action (to call me). The email is easy to
read, (possibly slightly messy) but I have let some of the lower
lines get longer to draw the eye and save space.
After styling, HTML wise – it looks like this – a little odd, but
very readable and draws the eye . To my eye it is still
professional but far more compelling.
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You can’t actually see the bit about the early bird discount in the
image here – my bad!
Let me just go over that and point where the eye is supposed to
go. I’m assuming that some part of the mind skim reads, even if
they do bother to try and read it all:
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The next few paragraphs are very ‘to the point’ , we don’t have
space to waste. I also expect the eye to follow the right edge
gradient down to the emboldened line (think of it as a slide).
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This is me saying, I don’t think you need the most expensive
option. This does one of two things:
The eye then jumps wildly around the packages section, seeing
‘what we have for them’, landing on the starred *Premier*
package – I only use the asterix(es?) once for that very reason.
Normally, I would include the price savings but the client this
email was based on was quite a low budget so I went for
focussing on a ‘locked in’ discount. The phrase is
unconventional in business, but everyone knows what I mean,
and it means I stick out in their eye.
You might also know I have missed off the currency symbols,
you can read more about that elsewhere in the report – but the
long and short of it is that I don’t want to be bringing up bad
associations – however subconsciously. For lower amounts I
wouldn’t bother, but for offline it seems a good tactic.
The bold and the red, along with the narrow edge all serve one
purpose:
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Anywho, there you go, the anatomy of a workhorse email. Most
prospects will just call up and ask for you to email across the
contract and ask who the cheque should be made out to.
I’ve never had any one comment on the style of our emails, and
the odd time I have missed out the early bird discount or red
writing, people have taken longer to get back.
----------------------------------------------------------------------------------
Hiya Bob!
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Budget –
Local Search Management And SEO
- 320 PCM (with early bird discount 256 PCM,
locked in)
*Premier* –
All the above, plus autoresponder, social
marketing and back linking
– 745 PCM (with discount 596 PCM, locked in)
Benefits
- Number 1 in Google Within Three Months
- Large upswing in trade from almost the first
day we come on board.
- Longer term, we aim to position Elephant as
the dominant force in online electrical sales
in the region.
-----------------------------------------------
What I need to get things moving is your
agreement to this and then I will pass over a
contract to you and we can get started.
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Take care,
Steve
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Or, you can get clever and use some freely available
information on the internet. Now, before we stuck in, I totally
realise that some of these tools might be completely unsuitable
for pulling up information about your potential client’s niche.
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Heck, they might not even have any useful data that you could
give to your prospect.
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We now have a graph that can be used to show yearly interest
cycles for that niche. Trust me, 99% of your clients will not even
know about this or have done it.
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This kind of information helps you put together a rough picture
of market advertising spend, competition, rising and falling
competitors.
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The ‘Project’
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At this point we need to state what we suggest doing about it
and the real benefit. Yeah, I said the real benefit, not some
reason they gave you.
If you have the chance, I would put the call to action in a little
box as well. To draw the eye!
Your third page should cover metrics. In other words, how you
will measure progress (the tools), how you will use this to build
reports and how often you will hold reviews with the new client.
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You could also add another page showing the key
achievements you want to make – a road map of sorts.
Finally, I end with a ‘What Now?’ section, where I ask for the
reader to call their ‘client manager’. Of course, these details are
the same as else where but I decided that people who read that
far probably are in need of a little extra persuasion so an
alternative approach seemed like a good idea.
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Don’t Forget!
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The ‘Examples’
The likelihood is, most will never bother to check, they will
simply sign on the bottom line. As such, you can put your
weaker examples online!
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By the way, if you ever can’t complete a section of the Power
Proposal System, try not to sweat it – simply skip it. Your
proposal may be a little weaker, but it is best to produce
something rather than procrastinate. Plus, each section in the
power proposal system is far stronger than your average
prospect or competitor can imagine!
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- Business History
- Office Photos
- Team Photos
- Award Ceremonies
- Staff member biographies
- Random ‘cool’ art
- Galleries
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Power Proposals are in the business of adding marketing magic
to your offline funnel!
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Other
Stuff
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Notes On Implementation
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These goons sell hope. Hope and badly spun articles. I’m
talking about articles that have been through the wringer and
back – barely readable – odd phrases, bad grammer. Some of
them are darn right unusable.
Anywho, you see these guys are evil – and really shouldn’t
have the kind of testimonials they do. The answer of course, is
simple – the testimonials are fake. They even provide DVD’s
with video testimonials. That. Are. Fake.
How do I know they are fake? Well, for one because I did a little
digging and for two I spoke to one of the delighted business
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owners featured on the video. Except it wasn’t him, it was an
actor. And the company wasn’t his anymore.
The goon squad seo company will do anything they can to get
hold of a clients domain name. As is life, during the business
cycle some of your clients will go out of business. The goon
squad keep the semblance of business as usual by keeping the
url and website online (turning off contact points such as phone
numbers and putting out of office on emails).
Lot of work? Sure – far more than I would ever have considered
worth it. Thing is though, it is true and I have got the proof from
Companies House (UK bureaucracy for business records).
Turns out the goons start businesses that never actually trade
giving them similar or the same names to businesses that have
recently gone bust.
I just thought I would share that with you, to let you know just
how sick some of your competitors can be and how much
harder you are going to have to work to become the real
champion of offline marketing in your area...
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I don’t want to get lost in the morning rush, or the end of the
day, so that leaves precious few hours to get things done. The
end of the week can work well, if you are convinced you have
built the prospect’s confidence in you to a very high degree, but
this is still a risky strategy.
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Sneaky Strategies
Once you have been offline marketing for a while, you will
probably find that your clients fall into just a few categories. As
time goes on, you may be able to tailor what you write to suite
the category you believe you prospect falls into.
For instance:
I would strongly urge you to always make sure your covers (for
all the documents) are personalised and mention your
prospects business names. However, I would also suggest,
once you get in the swing of Power Proposals of having a few
core groups of testimonials and examples, that you can quickly
switch in depending on the client group.
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Writer’s Block
Worst comes to the worst, put out what you have. It is better to
be halfway there and put it out, than spend hours trying to make
it perfect.
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Locking It Down
Ok, so you have read about the tactics, the strategies, the
psychological goals. You should also see the need for
proposals in offline marketing.
By now, you should have the sense there is a lot more money
you can be making from the same lead getting efforts.
1. A Workhorse email
2. A Trojan Marketing Report that shows lots of promise
3. A short Project document – illustrating the problem, your
solution and the benefits. Include pricing, but no early
bird discounts. When people see a discount, they are
used to seeing the old price as well – don’t mess with
that!
4. A short examples document – perhaps link to a web
page to show more. Include testimonials in the document
as well.
Once you have all of these, make sure that you have run
through both checklists in the appendix!
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Conclusion
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careful – don’t join them in that delusion and rob yourself of
techniques that can put easy money in your pocket.
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Appendix
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