This proposal outlines the marketing goals, scope, deliverables, timeline, and team for developing an employer-driven inbound lead generation funnel for The Safe Investing Expert.
Generate a consistent stream of high-quality HR leads interested in your benefit packages.
Become a Thought Leader
Position The Safe Investing Expert as a thought leader in the field of employee benefits and financial security.
Expand Your Reach
Increase client acquisition through targeted, engaging content and partner collaborations.
Scope of Work
Discovery Phase
Identify target persona and ideal customer profile (ICP)
Conduct market research to understand industry trends and competition
Develop playbook for pricing strategy, messaging, and offer bundling
Partner Prospecting
Identify and reach out to potential partners that align with your target audience
Formalize partnerships via MOUs or collaboration agreements
Conversion Funnel
Design and create a landing page with registration forms, CTAs, and tracking
Set up email automations for pre-webinar, post-webinar, and lead nurturing sequences
Webinar Planning
Develop the webinar outline, agenda, and content
Handle logistics like hosting platform, guest speakers, and promotion
Slide Deck Development
Develop a professional, interactive, and visually appealing slide deck for the webinar
Execution
Host and moderate the webinar
Implement tracking metrics to gauge performance
Looking Ahead: Content & Conversion (Optional)
Analyze webinar metrics to inform a multi-channel content and conversion plan for 2024
Outline a roadmap featuring podcasts, digital downloads, social media, and YouTube
Deliverables
01.Lead Conversion Playbook
Ideal Customer Profile (ICP)
Messaging Templates
Pricing Strategy
Bundling Options
Conversion Funnel
02.Webinar Package
Partnership Resource
Landing Page: Registration, CTA, Tracking
Interactive Presentation
Scheduling and Promotion
03.Growth Channel Plan (Optional)
Multi-Channel Content Resource
Influencer Roadmap
Pricing
Our pricing model is adapted to align with your lead generation timeline. For September and October, the flat monthly fee will cover the setup, research, and partnership formation.
Starting from November, this retainer will also include a commitment to deliver up to 2 client leads per month, with a profit-sharing model for additional converted leads.
Monthly Retainer
Flat Monthly Fee for September & October: $1500, which includes:
Discovery and Market Research
Partner Prospecting and Partnership Formation
Preparation for Webinar Strategy
Flat Monthly Fee from November Onwards: $1500, which includes:
Up to 2 client leads per month
Ongoing webinar hosting and strategy
All listed deliverables
Bonus for Additional Leads (Starting November)
Profit Share: For each lead that converts beyond the initial 2 per month, Techbrig will receive a profit share calculated as follows:
Profit share per converted lead: 10% of lead value
Timeline
2
Kickoff Call and Project Onboarding
ICP Research and Development
Messaging Framework Development
Conversion funnel strategy
Landing Page Design and Development
Presentation Slide Deck Development
Partnership Outreach and Alignment
Webinar Scheduling and Promotion
Webinar Hosting
Lead Tracking and Reporting
Funnel Optimization and Analysis
Partner Prospecting for Webinar #2
Apr 2024
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May 2024
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Jun 2024
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Jul 2024
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Aug 2024
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Sep 2024
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Oct 2024
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Nov 2024
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Dec 2024
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Month
TodayFit
Team
Bilaal Ahmed
Marketing Strategist
Ishaan Das
Product Manager
Terms and Conditions
Payment will be due within 30 days of invoice. All intellectual property created will be the shared property of TechBrig and The Safe Investing Expert. This agreement can be terminated by either party with a 30-day written notice.
If you are not fully satisfied with the results and ROI from our services, simply let us know within 30 days and we will provide a prompt and full refund of any fees paid. Our commitment to your success is unconditional.
We look forward to building an efficient inbound conversion engine that positions The Safe Investing Expert as the go-to resource for employee benefits and financial security.
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