How do you present to new clients?

[Massive_Cash_6557]

The best visual is no visual. Get them on the phone and talk about value and cost of inaction.

[potatodrinker]

A presentation is often a mix of words and graphs and images. Or if you’re good, a coffee meeting where you talk about all the money you’ll make them and how your fee is only one month of their annual turnover, and they say ok

[CryptedBinary]

Match the technical tone of your client. If they’re less familiar with PPC terms don’t start spouting off the top about CTR and impressions.

I found are best presentations matched the client. Often we barely ever talk about ‘PPC’ at all and just talk about their ideal demographic, target area, budget etc.

Also yeah, just a phone call and a proposal. Sometimes Zoom to show a face is nice

[TTFV]

We have a simple proposal in Word that outlines the scope of services, pricing, and includes an Appendix with our T&Cs. The introduction describes the client’s business and goals for the project. All you need is a nice cover page. 90% of our clients don’t get one of these, we just have them sign our T&Cs as part of completing our online registration form. If they ask I provide one.

When we get to this phase we’ve already won the business with our deck (first thing I send), the discovery meeting (95% focused on them and their business) and audit (if they already have an active account).

We don’t include client strategy in the proposal for a few reasons. First, although not stated, the audit largely dictates our plans for the account. Strategy tends to change a lot once you get into the project, I don’t want our proposal to say something different than what we’re doing. Lastly, this isn’t fully baked yet, why would you build a complete strategy for free on spec?