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Marketing Proposal Checklist


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Marketing Proposal Checklist This Marketing Proposal Checklist will be helpful to everyone who seeks improvements for the current marketing strategy of a company. In this checklist you will find a list of suggested actions to derive new ideas on improvements and explore any existing opportunities for change.

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Marketing Proposal Checklist:

  • Analyze the current marketing strategy of the company and its history to get an understanding of grounds underlying the current situation and strategies which have been previously adopted;
  • Perform a market analysis to get a vision of what has changed since those days:
    • Competitors, their characteristics, strengths and weaknesses (any new ones appear?);
    • Current situation with competitors: their recent problems and successes;
    • Whether any government regulations have been changed since the current set of policies and the current marketing strategy have been employed?
    • Any new trends occur, or some changes in dynamics of the long-term trends happened since the last market review?
    • Define how the changed situation affects the company’s success and activity, and if it can be properly answered by the current strategy;
  • Analyze the target audience (ages, gender, occupations, social status, economic status, etc):
    • Whether any changes in the profile of your target customer happened?
    • Whether company needs to approach any new types of clients?
    • Find out the ways to focus on the target audience in a more accurate manner;
    • Study fluctuations of their awareness about company, brand and product over the time;
    • Study their perception (image) of the company, brand and products;
    • Figure out the underlying reasons of any changes or fluctuations;
  • Highlight problems and opportunities for improvement in the current marketing, advertising, or PR policies. Conceptualize tactics and methods to resolve these issues. Define what objectives you are going to hit with the proposed marketing project. Craft the mission statement and state everything in executive summary to be presented to the company’s management;
  • Follow up the executive summary with a definition of your tactics, tools and channels to be used for realizing your proposed ideas:
    • Direct mail or e-mail;
    • Interpersonal word of mouth;
    • Radio and television advertising;
    • Printed materials such as brochures, letters, catalogues, etc;
    • Social networking and website promotion;
    • Presentations at trade shows;
    • Anything else;
  • Define the budget and resources you have at hands (or demand) to realize the project and hence to hit the outlined objectives. Justify your demand for resources by comprehensive calculations. Request beforehand certain people whom you would like to be involved into the project;
  • Create a projection of your results:
    • When this project will gain expected profit;
    • When it will be completed to release engaged resources;
    • Explain how the performance is to be measured;
  • You may title the main sections of your marketing proposal in such a way:
    • Market Analysis;
    • Target Audience Analysis;
    • Proposed Marketing Strategies;
  • Fill the plan with some innovative..

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