Proposal Request Form
Sales Representative Information
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Prospect's Business Information
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Website Information
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Copywriting & SEO
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Timeline
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Files
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Sales Representative Information
Full Name:
*
Email Address:
*
Select Your Market/Region:
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Eau Claire
La Crosse
Madison
Michigan
Rockford
South Bend
Springfield, MO
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Prospect's Business Information
Business Name:
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Prospect's Website Address (Domain Name):
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No, they don't have a website
Who is the prospect trying to reach with their products or services?
Where does the prospect offer their services or sell their products?
Which businesses does the prospect consider to be their main competitors?
What are two things the prospect does differently or better than their competitors?
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Website Information
Did the prospect specifically request a website redesign?
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Yes - they mentioned needing a redesign of their current site
No - we plan to recommend it
Not sure - the conversation is still open
Anything else we should know about this prospect or what led to this proposal request?
What specific problems or frustrations has the prospect mentioned about their current website (if any)?
What is the main goal the prospect wants to achieve with the new website?
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Are there any websites the prospect or their audience likes? What do they like about them?
What type of website does the prospect need?
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Brochure Website
Product Catalog (no online sales)
Full Online Store (eCommerce)
Is the prospect's existing website connected to any external systems (like an ERP, CRM, or inventory platform)?
Yes - the prospect requested integration with their existing system
No - they don't have anything in place right now
Not sure / not applicable
Which systems does the prospect want to integrate with the website, and how are they currently using it?
Who is the prospect selling to?
B2C (Consumers)
B2B (Dealers/Distributors)
Both - B2C & B2B
Does the prospect want to display special pricing or discounts for dealers/distributors on the website?
Yes - they want to show dealer-specific pricing
No - same pricing for all users
Not discussed yet / unsure
When is the prospect aiming to launch the website?
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Within 3 months
Within 6 months
Not sure yet
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Copywriting & SEO
Would the prospect be open to having their website content optimized for better visibility on search engines?
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Yes, that sounds great
Maybe, let me check with them
No, keep it as is
Has the prospect shared any keywords or phrases they want to rank for?
Would the prospect be open to learning how ongoing SEO can help grow their traffic and leads after the website launch?
Yes, interested
Possibly - they may need more information
Not at this time
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Timeline
By what date do you need the proposal or supporting information ready?
*
(Please give us a minimum of 3 business days to prepare the proposal. This helps us prioritize and schedule the work accordingly.)
When is the proposal meeting scheduled with the prospect?
(If a meeting date is not confirmed yet, you can enter an estimated date.)
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Files
Please upload any documents you have created to support this proposal request:
(Examples: CNA form, Discovery Brief, Time Out sheet, ROI worksheet, or any other relevant materials)
Allowed file types: JPG, PNG, PDF, DOCX. Max file size: 10MB.
+ Add more files
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