The document is a marketing recap proposal template that includes:
1) Summaries of key metrics from the previous marketing campaign such as traffic results, lead progression statuses, and pipeline measurements.
2) Details of new marketing packages and premium services being offered.
3) Information about the company and marketing team delivering the services.
2. Cover Letter for Marketing Recap 2
Dear (Client contact first) (Client contact last),
(Company Name/Client Name) are pleased to introduce our self as a global event and experience marketing agency. We provide services to
develop a dynamic marketing campaign through event and entertainment venues. With an experience of XX years, our goal is to:
› Convert our marketing skills and services to sales conversions
› Manage vendor marketing opportunities associated with the popular event
› Provide service at better customized marketing package to super pass the last year event’s results
(Company Name/Executive Coach) looking forward to long term association in near future
Regards,
Name
User Assigned
User Title
3. Table of Content 3
Purpose of Marketing Recap Proposal01.
› Traffic result
› Progression statuses of attendees
› Pipeline measurement
› Leads by category
› Results and flashback of last event
Marketing Recap02.
› Price package of event marketing
› Details of premium package
Price Information03.
› About us
› Our event management services offered
› Our team
› Client testimonials
Company Description04.
Terms of Payment05.
Next Step06.
4. Table of Content 4
Purpose of Marketing Recap Proposal01.
› Traffic result
› Progression statuses of attendees
› Pipeline measurement
› Leads by category
› Results and flashback of last event
Marketing Recap02.
› Price package of event marketing
› Details of premium package
Price Information03.
› About us
› Our event management services offered
› Our team
› Client testimonials
Company Description04.
Terms of Payment05.
Next Step06.
5. Purpose of Marketing Recap Proposal 5
Maintain a long term association in near future through new and more experimental to augment
marketing to sales conversions service
Provide benefits of our new and more experimental to augment marketing to sales conversions service
Introduce new services with a customized marketing package
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6. Table of Content 6
Purpose of Marketing Recap Proposal01.
› Traffic result
› Progression statuses of attendees
› Pipeline measurement
› Leads by category
› Results and flashback of last event
Marketing Recap02.
› Price package of event marketing
› Details of premium package
Price Information03.
› About us
› Our event management services offered
› Our team
› Client testimonials
Company Description04.
Terms of Payment05.
Next Step06.
7. Marketing Recap – Traffic Result 7
82% 83.5%
95%
70%
80%
0%
20%
40%
60%
80%
100%
120%
Event Name
Website - 509
700
Social - 1465
1500
Email - 2501
3000
Paid - 7985
9000
Organic - 10923
11000
Achieved
Traffic Target
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
8. Marketing Recap : Progression Status of Attendees 8
ProgramEfficiency
MembersbyProgressionStatus
Total Members 1933
Acquired by 46
Success 50
Invited 1815
Registered 6
Attended 50
No Show 62
(Event Name)
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9. Marketing Recap : Pipeline Measurement 9
#Opps Pipeline #Won $Bookings Investment
Invest per
Opp
Pipe to
Spend
New Business 61 $1,779,544 12 $320,974 $130,682 $2,142 13.6
Upsell 160 $1,038,823 98 $406,907 $85,550 $522 12.4
Total 221 $2,818,367 110 $727,881 $214,232 $969 13.2
Bookings only counts if Deal Won after attend date 61%
EventName
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10. Marketing Recap : Leads by Category 10
EventName
Lead Category Total Leads True
Prospects
Inquiries True Leads True Sales
Lead
Opportunities True
Customers
Leads by Lead Category
Target 745 518 0 20 0 70 196
Super Target 368 151 0 5 6 53 199
Sub- Other 149 0 141 1 0 5 8
Other 171 0 166 0 0 2 5
Total 1,433 669 307 26 6 130 408
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11. Marketing Recap : Results and Flashback of last Event 11
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Online and virtual mediums played a significant role in last year’s marketing campaign.
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Increased the consumer outreach, engagement, and interaction with better margin
Our specialized tracking and analytic applications show that three out of five [event name] site visitors
navigated to the [client. Company] site
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12. Table of Content 12
Purpose of Marketing Recap Proposal01.
› Traffic result
› Progression statuses of attendees
› Pipeline measurement
› Leads by category
› Results and flashback of last event
Marketing Recap02.
› Price package of event marketing
› Details of premium package
Price Information03.
› About us
› Our event management services offered
› Our team
› Client testimonials
Company Description04.
Terms of Payment05.
Next Step06.
13. Price Package of Event Marketing for Marketing Recap 13
Bronze
$749.00 Monthly
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Silver
$995.00 Monthly
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Platinum
$1995.00 Monthly
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Gold
$1595.00 Monthly
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14. Details of Premium Package for Marketing Recap 14
Main features of the Premium Package, not included in last year’s package, include the following:
› Online front-page premium ad on (Event Name) site
› Newsletter design highlighting (Event Name) presence
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Other features of the Premium Package, not included in last year’s package, include the following:
› Provide one oversized and customized tent to help introduce and display (Client.Company)’s newest product line.
› Develop strategic plans to enhance (Client.Company)’s customer retention in conjunction with marketing efforts and expand its
business partnerships.
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15. Table of Content 15
Purpose of Marketing Recap Proposal01.
› Traffic result
› Progression statuses of attendees
› Pipeline measurement
› Leads by category
› Results and flashback of last event
Marketing Recap02.
› Price package of event marketing
› Details of premium package
Price Information03.
› About us
› Our event management services offered
› Our team
› Client testimonials
Company Description04.
Terms of Payment05.
Next Step06.
16. About Us for Marketing Recap 16
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Founded in: 1956
Background
› Add details on company’s history
› Previous line of services
› How it all started etc.
› Other key points
› Text here
Our Focus
We believe it's all about YOU. Our focus is
on meeting and surpassing your personal
short- and long-term financial goals,
creating and implementing processes for
regularly reviewing and evaluating how your
portfolio is doing, and maximizing your
return on investment over time
Company’s Mission
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Company’s Vision
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17. Event Marketing Service Offered for Marketing Recap 17
Our new and increased array of event and experiential marketing services includes
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Stage Management & Execution
Show Visualization
Storytelling – Design and Production
Special Event Design & Production
Broadcast Staging, Direction & Production
Live Video Streaming
Mega Event/Festival Design & Production
Stage Design
General Session Creative & Production
18. Our Team for Marketing Recap (Template 1 of 2) 18
Name
Designation
Name
Designation
› Write in brief (4-5 lines) on team member’s education background, past career experience, similar
experience in this company, achievements etc.
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› Write in brief (4-5 lines) on team member’s education background, past career experience, similar
experience in this company, achievements etc.
› Text here
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19. Our Team for Marketing Recap (Template 2 of 2) 19
Name
Designation
› Write in brief (4-5 lines) on team member’s education background, past career experience, similar
experience in this company, achievements etc.
› Text here
› Text here
Name
Designation
› Write in brief (4-5 lines) on team member’s education background, past career experience, similar
experience in this company, achievements etc.
› Text here
› Text here
Name
Designation
› Write in brief (4-5 lines) on team member’s education background, past career experience, similar
experience in this company, achievements etc.
› Text here
› Text here
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20. Client Testimonials for Marketing Recap 20
› Write key credentials and major highlights of the team member
› Text here
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Client 1
› Write key credentials and major highlights of the team member
› Text here
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Client 2
› Write key credentials and major highlights of the team member
› Text here
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Client 3
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21. Table of Content 21
Purpose of Marketing Recap Proposal01.
› Traffic result
› Progression statuses of attendees
› Pipeline measurement
› Leads by category
› Results and flashback of last event
Marketing Recap02.
› Price package of event marketing
› Details of premium package
Price Information03.
› About us
› Our event management services offered
› Our team
› Client testimonials
Company Description04.
Terms of Payment05.
Next Step06.
22. Terms of Payment for Marketing Recap 22
Terms of Sale
Payment in Advance
Recurring Invoice
Net payment is due in either 7, 10, 30, 60, or 90 days
after the invoice date
Immediate Payment
Line of Credit Pay
Invoice Factoring
Interest Invoice
Quotes & Estimates
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23. Next Step for Marketing Recap 23
Once the budget get approved, then our project team will start process them in fund management and assigned the workflow
processors for budget posting
Fund posting is created to record the change to the fund.
A project plan is finalized when it is formally accepted and approved by the project sponsor and other designated stakeholders.
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Name, Title
Company Name
Date
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24. Contact Us for Marketing Recap 24
Address
#Street number, City, State
Contact Number
0123456789
Email Address
emailaddress@gmail.com
27. Our Mission 27
Vision
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Mission
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Goal
28. Roadmap for Marketing Recap Template (3) 28
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03
29. Roadmap for Marketing Recap Template (4) 29
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0301
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30. Roadmap for Marketing Recap Template (5) 30
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31. Roadmap for Marketing Recap Template (6) 31
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32. Roadmap for Marketing Recap Template (7) 32
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33. Timeline for Marketing Recap 33
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20202017 20192016 2018
34. 30 60 90 Day Plan for Marketing Recap 34
Days Plan
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30
Days Plan
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60
Days Plan
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90