Sales for digital marketing services

Template

In our Sales for Digital Marketing Template, you have the full sales process flow for digital marketing services. On a single pipe, manage your client’s needs, involve the creative team in a brainstorming in order to prepare a strong commercial proposal. Follow up the approval/negotiation and prepare the kick off for the other teams to start the job the best way possible.

Use template now

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Name

  • 2. Company

  • 3. Role

    • CEO
    • Director
    • Manager
    • Analyst
    • Student
    • Other
  • 4. Email

  • 5. Phone

  • 6. Business areas

    • Agribusiness
    • Food and drinks
    • Construction
    • Consulting
    • Education
    • Financial
    • Government
    • Industries and metallurgy
    • Digital marketing
    • Mining and energy
    • Leisure and events business
    • NGO (non governmental organization)
    • Safety
    • Information technology
    • Telecommunications
    • Textile
    • Transport
    • Retail
    • Others
  • 7. Website

  • 8. What are your main goals?

    • Strategic planning
    • Increase traffic
    • Digital campaigns
    • Convert more qualified leads
    • Increase inbound sales
    • Digital marketing analysis
  • 9. Comments

New request

  • 1. Sales representative

  • 2. First contact

  • 3. Checklist

    • Does the company have a history of digital marketing actions?
    • What is the general goal?
    • What are the specific goals?
    • What is the available budget?
    • Marketing considerations
    • Communication considerations
  • 4. Client's needs

  • 5. Additional notes

Proposal

  • 1. Team

  • 2. Brainstorming

  • 3. Creative references

  • 4. Images

  • 5. Solution

    • Email marketing
    • Chatbot
    • Google ads
    • Facebook ads
    • Youtube ads
    • Virtual reality
    • Social media: stories, GIFs, canvas, motion graphics and videos
    • Web experience: site, landing page, one page, app, user experience, user interface
    • Other
  • 6. If other, please specify.

  • 7. Please attach the commercial proposal.

Approval

  • 1. Sales representative

  • 2. Expected closing date

  • 3. Follow-up date

  • 4. Comments

  • 5. Was the proposal accepted?

    • Yes
    • No

Negotiation

  • 1. Sales representative

  • 2. Why was the first proposal not accepted?

  • 3. Attach new proposal.

  • 4. New expected closing date

  • 5. New follow-up date

  • 6. Was the new proposal accepted?

    • Yes
    • No

Kickoff meeting

  • 1. Team

  • 2. Kickoff meeting date

  • 3. Will the client be able to attend the kickoff meeting?

    • Yes
    • No
  • 4. Company's details

  • 5. Goals

  • 6. Challenges

  • 7. Visual identity

  • 8. Job type

    • Advertising campaign
    • Project
  • 9. Delivery deadline

Done

Archived

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: