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Bidsketch Proposal Template

Date: 01/01/20XX

Proposal for: Client Name


Proposal by: Your Name
{client_name}’s Needs
In today’s competitive [INDUSTRY] market, {client_name} needs to use smart strategies to
make the most of its website traffic and limited budget. The right conversion rate optimization
services will help:

● Turn more of {client_name}'s website traffic into leads and paying customers
● Make decisions to increase {client_name}’s conversions based on data and strategic
testing instead of unfounded assumptions
● Create long-term, systematic improvements to {client_name}’s conversion rate for
months and years to come

If {client_name} doesn’t invest in a conversion rate optimization solution tailored to fit its needs,
it risks losing customers and traction to savvy competitors. A low conversion rate strains
{client_name}’s limited budget because it forces {client_name} to spend unnecessary time and
money generating more traffic to make up for inefficiencies.

Delivering Results
{my_company}’s conversion rate optimization services will deliver the following results for
{client_name}:

● Increased return on investment on paid and search traffic – Taking your current
conversion rate and traffic levels into account, just a 2% increase in conversion rate will
get you an average of 70 more customers per month. That increase can also make paid
traffic campaigns profitable where they wouldn’t have been before, and it will allow you
to spend 3 times as much on ads to rapidly scale your business. You’ll continue to see
these benefits for months and years to come.
● Increased conversions across the board – Building a reliable pipeline of leads and
customers is the best way to ensure sustainable business growth. We’ll implement
strategies that get you more leads and customers at every stage in your marketing
funnel. Our plan both fills your funnel and guides people towards the bottom of it.
● Developed and implemented a conversion rate optimization plan – A lot of
businesses know they need to improve their conversion rates, but they don’t have a clue
where to start. We’ll develop a comprehensive plan for you that balances short-term
wins with long-term growth. Then we’ll execute this plan while you focus on the other
areas of your business.

Our Comprehensive Conversion Solution


To meet {client_name}’s needs, as outlined above, we recommend the following services as
part of this project:

Comprehensive Conversion Analysis

{my_company} will use analytics data to assess what {client_name} is doing well, which areas
are underperforming, and why. {my_company} will combine this data-driven approach with
qualitative research and surveys from {client_name} leads who didn’t convert into customers for
even more insight.

Development and Implementation of Conversion Rate Optimization Plan

Based on its initial conversion assessment, {my_company} will develop strategies to optimize
{client_name}’s conversion rate. {my_company} will outline these strategies in a meeting with
{client_name}’s team. Then, after answering any questions and with {client_name}’s approval,
{my_company} will execute the conversion rate optimization plan for {client_name}.

Ongoing Testing and Improvement of Conversion Rate Optimization Plan

{my_company} will design and implement a series of A/B and multivariate tests to continuously
optimize {client_name}’s conversion rate over a six-month period after the launch of the
conversion rate optimization plan. Insights from these tests will allow {client_name} to make
strategic conversion decisions based on numerical evidence instead of intuition.

Fee Schedule
Conversion Rate Optimization and Increased Profitability Solution $13,970

Comprehensive conversion rate analysis – We’ll use a combined numerical and qualitative
approach to assess your current conversion performance. This assessment will give us insight
into which aspects of your business are converting well and which can be improved.

Conversion rate optimization plan development – We'll use the insights we gather from our
initial conversion analysis to design a conversion plan personalized to suit your needs. This plan
will detail systematic actions we can take to make short-term and long-term conversion
improvements; we’ll deliver this plan to you at a strategy session with your marketing team.

Conversion rate optimization plan execution – After we have your approval on our proposed
conversion optimization plan, our team will put the plan into action for you. We’ll continue to
improve this plan for six months following implementation through a series of A/B and
multivariate tests to squeeze even more conversions out of your traffic. You will have the option
to extend plan management and optimization for additional six-month periods.
Project Total $13,970

Why Choose {my_company}?


{client_name} wants to excel in every aspect of its business, but it can’t afford to waste time and
resources chasing down leads and customers. That’s why you want a company like
{my_company} to help streamline your website into a more effective conversion platform. Our
expertise, resources, and deep commitment to our craft make us the ideal choice to meet
{client_name}’s conversion needs. We’ll bring the following strengths to the table in our work
with {client_name}:

● {my_company} improves end-to-end conversion rates – A lot of conversion rate


optimization agencies focus only on turning leads into buyers. Our team believes this is
a limited way to look at conversions. Our strategies focus on improving end-to-end
conversion rates; we help you get more leads, customers, referrals, and make your
relationship with existing customers even more profitable.
● {my_company} incorporates qualitative lead research – We use data to identify the
areas in which you’re underperforming, and we conduct qualitative research for insight
into why that’s happening. This hybrid approach helps us make better hypotheses and
tests, and allows us to improve your conversion rates faster and more effectively.
● {my_company}’s team includes designers, engineers, and CRO experts –
Conversion rate optimization is part science and part art. Our team leverages artistic and
numerical talents to deliver the perfect combination of aesthetics and effectiveness. You
get the best of both worlds: a beautiful, easy to use website focused on turning visitors
into leads and customers.

Project Timeline
Should {client_name} choose {my_company} to execute this solution as proposed, our timeline
for this project is as follows:

Phase Activities Completion


Discovery Data-driven and qualitative analysis of 07/31/XX
{client_name}’s current conversion performance and
analysis of potential areas for improvement.
Conversion Rate Development of a comprehensive conversion rate 08/31/XX
Optimization Plan optimization plan to improve {client_name}’s end-to-
Development end conversions; delivery of plan to {client_name}’s
team.
Conversion Rate Implementation of conversion rate optimization plan; 02/28/XX
Optimization Plan six months of strategic A/B and multivariate testing to
Implementation and continually improve conversions. {client_name} has
Testing the option to extend testing and optimization services
for additional six-month periods.

Next Steps
As outlined in the Investment section, our pricing is valid until [DATE]. To take advantage of this
proposal and proceed with the project as outlined, {client_name}’s next steps must be to

● Accept the proposal as-is


● Discuss desired changes with {my_company}
● Finalize and sign contract
● Submit initial payment of 50 percent of total project fee

Once completed, {my_company} will contact {client_name} to schedule a project launch meeting
to make introductions and gather information before beginning the work.

We’re happy to make changes to project scope on {client_name}’s request at any time, but may
be subject to additional billing.

Terms and Conditions


Once project fee is paid in full to {my_company}, any elements of text, graphics, photos,
contents, trademarks, or other artwork furnished to {client_name} for inclusion in website are
owned by {client_name}.

{my_company} assumes {client_name} has permission from the rightful owner to use any code,
scripts, data, and reports are provided by {client_name} for inclusion in its materials, and will
hold harmless, protect, and defend {my_company} from any claim or suit arising from the use of
such work.

{my_company} retains the right to display graphics and other web content elements as
examples of their work in their portfolio and as content features in other projects.

This agreement becomes effective only when signed by agents of {client_name} and
{my_company}. Regardless of the place of signing of this agreement, {client_name} agrees that
for purposes of venue, this contract was entered into in [STATE] and any dispute will be litigated
or arbitrated in [STATE].

The agreement contained in this contract constitutes the sole agreement between {client_name}
and the {my_company} regarding all items included in this agreement.

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