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Proposal: SIE Employer Engagement & Leadgen

Prepared by: Techbrig – Bilaal Ahmed
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.

Overview

Project timeline: Sep 2023 - Nov 2023
Project Name: SIE Employer Engagement & Leadgen
Vendor:

Resources

Employers-SIE-pitch-deck v2.pdf
| from client
Employees-startingat-company-SIE-pitch-deck (1).pdf
| from client
Employees-leaving-company-SIE-pitch-deck.pdf
| from client

Project Goals

Build an HR Leads Machine

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
Sep 2023
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Oct 2023
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Nov 2023
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Dec 2023
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Jan 2024
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Feb 2024
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Mar 2024
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Apr 2024
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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
Month
TodayFit

Team

IMG_1036_sq.png
Bilaal Ahmed
Marketing Strategist
ishaan.jpeg
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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