marketing presentation script

10 Killer Marketing Presentation Examples (Template-Ready)

Learn from the best marketing presentation examples how to engage your audience, persuade & reach marketing strategy goals for your business or product.

13 minute read

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Short answer

What does a marketing presentation include.

The key elements that every marketing presentation should include are:

• Introduction
• Market overview
• Product/service overview
• Marketing strategy
• Competitor analysis
• Performance metrics
• Action plan
• Projections
• Conclusion and next steps

Transform your presentation from snoozefest to showstopper.

In the high-stakes business arena, a poorly executed marketing presentation can be a fast track to losing your audience's attention.

But you lose more than just attention - you lose potential customers, sales, growth opportunities, and ultimately revenue.

The uncomfortable truth is that your chances of standing out in a sea of noise are slim to none. But don't despair!

With a strategic approach to your marketing presentation your brand will never be overlooked.

If this sounds like a complicated thing to achieve, that’s because it is.

But this post will teach you the ins and outs of what makes an effective marketing presentation. We’ll do better - we’ll show you how it’s done with captivating marketing presentation examples .

Let’s dive in!

What’s considered an effective marketing presentation

At Storydoc, we’ve analyzed more than 100,000 presentation sessions to get to the bottom of what makes the most effective decks so successful.

Let's dive into some intriguing presentation statistics that shed light on the components of a successful marketing presentation .

The first 3 slides determine whether people will bounce or read on - make them count:

• Think deeply about your hook
• Use the person's name and company logo in the title
• Prioritize the information that matters most to your audience
• Be very short and to the point

32% of people bounce from your deck in the first 15 seconds. But more importantly 80% of readers who cross the 3rd slide threshold will read the deck in full.

Imagine you were giving a speech and after 3 minutes a 3rd of the audience just stood up and left the hall. That would feel horrible, wouldn’t it? So why do this to your decks?

What you can do is write a relevant, personalized, and intriguing hook, and place it on slides 1-3 of your deck. Make the audience understand that you’re writing FOR THEM, about THEIR NEEDS, but also that you have something amazing up your sleeve.

And tell them how long reading your deck will take. Time is their currency, you wouldn’t ask a client for “money” without stating how much, would you?

You should also have a strong visual hook. Use a video, animated, or interactive cover slide. Make it so they can’t look away.

Here's an example of a great hook:

2. Personalization

Personalization is the key predictor of success:

• Get to know your audience, their needs, and the words they use (Voice of Customer)
• Use dynamic fields to inject personal details of your recipient (when prospecting at scale)
• Offer tailored solutions that address the specific needs of your audience
• Leverage automation tools to pull personalized data directly from your CRM into your presentations

Adding a personal touch to your presentations can work wonders. Our data shows that decks with personalized notes are 68% more likely to be read in full compared to general presentations.

More impressively, personalized content led to a 41% increase in average reading time , and decks customized for a specific prospect were shared internally 2.3x more often. So, sprinkle in that personal touch, and watch engagement skyrocket!

But, effectively personalizing presentations at scale is incredibly time-consuming, right?

Well, not necessarily, in Storydoc you can add dynamic variables that let you inject personal info into any number of presentations. Storydoc can even pull this info automatically from your CRM .

Now each presentation you send will feel tailor-made for the recipient while only taking a few clicks to create.

Here's a great example of a personalized presentation:

3. Interactive design

Including interactive elements in your presentation increases engagement:

• Integrate interactive features like videos, tabs, live graphs and charts , calculators, or sliders
• Use video and animations to illustrate complex ideas
• Avoid text-heavy slides
• Test user interactivity to ensure all the features work

Using interactive elements in your presentation can boost engagement significantly.

Decks with tabs to click through, live data calculators, sliders with case studies, or customer testimonials were scrolled to the bottom 41% more often, leading to a 21% longer average reading time.

If your average reading time is 5 minutes, that’s one whole minute extra to get your message across. Do you think you could use that extra minute?

The simple fact is that if you make your deck a dynamic, interactive experience, your audience will be much more likely to stick around and listen.

Static slides often fail to get and hold attention. This leads to missed opportunities.

Interactive slides will engage your audience and motivate them to explore your content in-depth.

Which one would engage you more?

Benefits of including interactive elements in your marketing presentation

More decks read in full

Longer average reading time

4. Great mobile experience

1 in 3 people read decks on mobile - make sure yours looks flawless on any device:

• Design for mobile first
• Use responsive design
• Simplify your content
• Test on multiple devices

32% of all decks are opened on mobile devices. What do you think this means for you if your presentation isn't optimized for mobile? How many opportunities are you losing?

It’s worth noting that the average reading time on mobile is 3:41 minutes, slightly less than the 4:24 minutes on desktop, but more than enough time to create a memorable impact.

Is giving a third of your a great mobile content experience on their preferred device just 'nice-to-have'? You decide.

Creating a mobile-friendly presentation sounds like a lot of work but it isn’t. You can find fully tested mobile-optimized presentation templates in our marketing presentation template gallery .

Here's a great example of a mobile-friendly deck:

5. A clear next step

Making the next step clear and easy boosts conversion:

• Include a clear call-to-action (CTA)
• Limit your CTAs to avoid choice overload
• Make multiple instances of the same CTA look the same (design and text) to avoid confusion.
• Make the CTA stand out
• Deliver value first before asking readers to take the next step
• Make your next step a small concession rather than a big commitment

A well-crafted marketing presentation isn't just about informing—it's about converting.

Decks that contained a singular, clear next step (e.g., book a demo, sign up, leave your email) saw a 27% boost in conversion rate compared to those ending with a generic "thank you."

Bottom line - make your call to action crystal clear, easy to do, and with immediate reward.

Vague or generic calls to action result in missed conversion opportunities.

The solution is smart and easy to act on CTAs, such as embedding your calendar in the presentation . You can’t do this with PowerPoint, but you can with Storydoc.

Here's what a deck with an embedded calendar looks like:

Types of marketing presentations

PRODUCT MARKETING

MARKETING STRATEGY

MARKETING PLAN

MARKET ANALYSIS

MARKETING CAMPAIGN

Product marketing presentation

This is your stage to spotlight your product or service. Dive into unique features, benefits, and the problem it solves for your customers. Remember, it's not just about what your product is, but why it matters.

Marketing strategy presentation

The beating heart of your brand's direction, this presentation outlines your game plan to reach your audience. It covers your unique selling proposition, target market, distribution channels, and more. Think of it as your strategic compass guiding you to your business goals.

Marketing plan presentation

Detailing your tactical roadmap, this presentation is where strategy meets execution. It includes your specific marketing activities, timeline, budget, and key performance indicators. Your plan is your strategy's vehicle - fasten your seatbelts and let it drive you to success!

Market analysis presentation

In this presentation, you dissect your market to unearth valuable insights. Understand your customer demographics, identify trends, and evaluate market size. It's your secret weapon to stay one step ahead of the competition.

Marketing campaign presentation

This presentation highlights your creative initiatives aimed at promoting your product or service. It showcases your campaign theme, messaging, promotional channels, and projected outcomes. It's your marketing storybook – captivate your audience with every page.

Best marketing presentation examples to inspire you

Let’s help you elevate your marketing presentations from 'good' to 'jaw-dropping'. Explore the best performing marketing presentation examples based on our data.

Each example is designed with best practices in mind and optimized to hook your audience from start to finish.

Jump ahead to each example

Company presentation

What makes this deck great:

• Incorporating information on the average reading time reduces your bounce rate by nearly 25% !
• Using tiered slides allows you to segment the various aspects of your offering. By providing clickable tabs for your audience to navigate, you can ensure that 41% more people will read your entire marketing presentation .
• The inclusion of image and video placeholders is ideal for demonstrating your product or service in action, enhancing user engagement.

Marketing proposal

• Incorporating a video into the cover slide elevates engagement by as much as 32% ! As a result, anyone who opens your marketing presentation will spend more time reading it and become more inclined to take the desired action at the end.
• The running numbers slide enables you to present crucial metrics, marketing budget, or expenditures in a visually captivating manner.
• Animated lists , as well as icon and text arrays, prove highly beneficial in guiding your audience through your marketing strategy.

Marketing one-pager

• An entirely interactive design boosts user engagement and guarantees a flawless appearance across all devices, no matter where your presentation is viewed.
• The inclusion of a smart CTA allows you to present your offering succinctly and direct your target audience to a more comprehensive deck for further information, or let them book a meeting straight from the deck.
• The user-friendly editor is intuitive and operates seamlessly. Any element you add will automatically adapt to the overall deck design, so you never have to worry about messing up the layout.

Marketing case study

• A “read more” tab allows you to include more information in your marketing case study without making it too text-heavy.
• The running numbers slide makes it easy for your target audience to instantly realize the value of your offering.
• Clickable tabs can be used to walk readers through the customer journey or segment the information for different audiences.

Product pitch deck

• The running numbers slide set against a vibrant backdrop provides an eye-catching platform to present your unique value proposition.
• Easily customizable logo placeholders serve as an ideal tool for highlighting the key integrations of your solution.
• The option to embed case studies allows you to legitimize your solution and establish trust with your audience.

Physical product one-pager

• Interactive clickable tabs provide an ideal platform to showcase the key products in your company's portfolio, complete with short descriptions and accompanying images or videos.
• Easily customizable fields allow you to create a polished marketing presentation within minutes.
• Incorporating a smart call-to-action (CTA) makes it more likely for your audience to take the desired action at the end.

Social media proposal deck

• The narrator slide serves as the perfect tool to lead your audience through the project details.
• Including a timeline slide enables you to format your marketing presentation within a captivating narrative that engages your audience.
• An array of data visualization slides is perfect for presenting key metrics or project budgets in a way that is comprehensible and easy to follow.

General business one-pager

• The ability to add dynamic variables to personalize your marketing presentation at scale.
• Versatile slides that can easily be adapted to various industries and use cases.
• AI assistant that can create relevant visuals for your marketing presentation, tweak the copy, or create it from scratch.

Agency pitch deck

• Using tiered slides and a timeline comes in handy when presenting the diverse range of services provided by your agency.
• Incorporating interactive slides enhances engagement and improves the user-friendliness of the deck, increasing the likelihood of more prospects reaching the end.
• The pricing slide can be used to provide your audience with a concise overview of the main services you offer.

Creative pitch deck

• The timeline slide is a creative solution for presenting the main problem of your industry without overloading your audience with too much text.
• A completely interactive layout designed to enhance engagement and prolong the average reading time.

The inclusion of various data visualization elements enables you to position your company in relation to key competitors and compare important metrics.

How to create an effective marketing presentation

Each presentation has its unique recipe for success. Whether it's a Strategy & plan, a Branding & product talk, or a Performance analysis, they all have little details to look out for.

Let's get cooking!

STRATEGY & PLAN

BRANDING & PRODUCT

PERFORMANCE ANALYSIS

Strategy & plan

To breathe life into your strategy and plan presentation, paint a vision of the future.

Start with a robust situational analysis, highlighting key findings about your market, competition, and audience.

Define SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) marketing objectives that directly link to your strategies.

Present clear and concise strategies, directly aligned with the objectives.

Wrap up with detailed tactics and action plans, using compelling visuals to engage your audience and simplify complex information.

Branding & product

When presenting on branding and product, you're essentially telling a story.

Showcase the personality, values, and unique selling proposition (USP) of your brand.

Introduce your product or service, making it tangible and valuable to your audience.

Utilize customer testimonials, case studies, or live demos to demonstrate the benefits and solve problems.

Make your audience fall in love with your brand and product to create strong brand ambassadors.

Performance analysis

Performance analysis presentations are all about the numbers — but don't let that intimidate you.

Begin with an overview of campaign objectives and strategies used.

Dive into the data, highlighting key metrics and KPIs to analyze performance.

Use clean and clear charts and graphs to visually present the story of the campaign.

Showcase wins and successes, but also discuss areas for improvement as valuable learning opportunities.

Conclude with key takeaways and next steps, demonstrating transparency and setting the stage for ongoing success.

Marketing presentation best practices

A winning marketing presentation can make all the difference between a yawn and a standing ovation. But, how do you actually do it?

Craft that perfect blend of content, storytelling, brand message, personalization, and relevancy.. Let’s break it down.

When it comes to content, less is more. Each slide should communicate one key idea, supported by a powerful headline and easy-to-digest visuals.

Avoid jargon and long sentences — simplicity and clarity are your allies. Remember, your slides should support your speech, not overshadow it.

You don’t want your marketing presentation to end up looking like this:

2. Storytelling

Unleash the power of storytelling. Every great marketing presentation is a story with a beginning, middle, and end.

Hook your audience with a compelling introduction, then build intrigue as you progress, and finish with a memorable conclusion. Ensure your story has a human element — this emotional connection can turn listeners into advocates.

Here’s our recommended storyline structure:

3. Brand messaging

Consistency is key in brand messaging. Your presentation should reflect your brand's voice, values, and visual identity at every turn.

This not only enhances recognition but also builds trust. Remember, a strong brand doesn't just sell a product or service, it sells an experience.

You can do this by pulling your brand colors from the brandbook:

4. Personalization

Make your audience feel special with personalization. Address them by name, incorporate their company logo, or include a heartfelt personal message. Tailor your call-to-action to resonate with them on a personal level.

5. Relevancy

Address your target audience's pain points in your value proposition and content. Show them you understand their challenges and you have the solution they've been looking for.

When your audience sees themselves in your presentation, they're more likely to see the value in what you're offering.

Marketing presentation design tips

Imagine your marketing presentation as a canvas, and your design elements as the palette. Let's discover how to blend layout, visual aids, animation, and infographics to create a masterpiece that dazzles your audience.

The layout should guide your audience's eyes effortlessly from one point to the next. Keep it clean and uncluttered.

Balance text with empty space to avoid overwhelming your audience. Remember, the Rule of Thirds isn't just for photography — it's a great guide for slide layout too!

2. Visual aids and graphics

Visual aids and graphics are your allies in storytelling. Use relevant, high-quality images, vector icons , or diagrams to support your points.

They can simplify complex information, evoke emotions, and make your presentation more memorable. But, be mindful not to overdo it — each visual should serve a purpose.

3. Animation

Animation can add a dash of dynamism to your presentation — if used wisely. Use it to guide attention, illustrate a process, or reveal information progressively.

But beware, too much animation can distract and annoy. Like a well-chosen spice, a little can go a long way.

If you want to learn more, check out our article on how to use video animations to create engaging content .

4. Infographics

Infographics are the secret weapon for presenting data in an engaging way. They can transform boring stats into compelling visuals.

Whether it's a bar chart, a pie chart , or a flowchart, pick the format that best tells your data's story. Just remember, simplicity and clarity should always guide your design choices.

Good presentation example

Use templates to make your best marketing presentation to date

Crafting a top-notch marketing presentation can feel like trying to scale Everest. It requires a blend of strategic thinking, compelling storytelling, and striking visuals.

But what if there was a Sherpa to guide you on this steep ascent? Enter the world of interactive templates.

Think of these as your base camps on the way to the summit. With a gallery of interactive marketing presentation templates at your disposal, you've got the tools to simplify your climb!

Grab a template:

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Home Blog Business The Essential Guide to Marketing Plan Presentations

The Essential Guide to Marketing Plan Presentations

“What helps people, helps business,” explains Leo Burnett. A marketing plan is a method businesses incorporate to achieve corporate objectives aligned with their mission and statement. Still, creating a successful marketing plan presentation can become a challenge for many professionals.

What to include, which metrics should be tracked, how to present data visually compellingly, and plenty of other questions can surface when creating a marketing plan presentation. In this article, we will explore in detail all those topics and more to help you create a stellar marketing plan presentation.

Table of Contents

What is a marketing plan?

Why do you need a marketing plan.

• Difference between a marketing plan and a business plan
• Types of marketing plan
• Step 1 – Defining business goals

Step 2 – KPI (Key Performance Indicators)

• Step 3 – Building a market analysis

Step 4 – Defining the target market

• Step 5 – Defining marketing objectives
• Step 6 – Building marketing strategies
• Step 7 – Selecting marketing channels

Recommended Marketing Plan Templates for Presentations

• What are marketing tactics?
• Content Marketing tactics
• Email Marketing tactics
• Social Media Marketing tactics
• Influencer Marketing tactics
• Marketing budget
• What is the difference between a marketing strategy and a marketing plan?

Marketing Strategy Outline for an effective Marketing Plan Presentation

• Why do you need a marketing strategy?
• Marketing implementation

Tips and avoiding pitfalls when preparing a Marketing Plan

• Final words

A marketing plan outlines an organization’s advertising approach for generating leads and reaching its target market. A marketing strategy outlines the outreach activities that will be implemented over time and how the organization achieves its goals according to these actions.

According to Harvard , “The marketing plan defines the opportunity, the strategy, the budget, and the expected product sales results.” The ultimate objective of the marketing plan is to generate adequate and lucrative activity. Therefore, it should include valuable and practical instructions for allocating resources correctly.

Having a marketing plan for your business is essential, as it gives direction to advertising strategy, sales strategy, customer support strategy, etc. It provides a timeframe and implementation for the marketing strategies built.

Overall, the main items a marketing plan solve are:

• Establishing measurable goals
• Actionable consistency for business strategy
• Working within a budget for clear financials and detailed expenditure
• Improves your relationship with customers
• Helps businesses to gain new investors
• It is a powerful motivator for marketing teams

Defining your marketing plan early on has numerous advantages. Setting clear goals and objectives and matching marketing techniques to reach them can put you to success.

Moreover, while establishing a firm, marketing expenditures may be restricted, so having a clear plan guarantees you don’t squander money.

Difference between a Marketing Plan and a Business Plan

A marketing plan and a business plan are both essential tools for the success of any organization, but they serve distinct purposes and focus on different aspects of the business:

Marketing Plan: The primary purpose of a marketing plan is to outline the strategies and tactics that a business will use to promote its products or services, reach its target audience, and achieve its marketing goals.

Business Plan: A business plan, on the other hand, provides a comprehensive overview of the entire business, including its mission, vision, financial projections, operations, and long-term goals. It serves as a roadmap for the entire organization.

Marketing Plan: A marketing plan is a subset of a business plan, focusing exclusively on the marketing aspects of the business. It delves into the specifics of how the business will attract and retain customers.

Business Plan: A business plan encompasses all aspects of the business, including marketing, finance, operations, and management.

Time Horizon

Marketing Plan: Marketing plans typically have shorter time horizons, often covering a year or less, and are more tactical in nature.

Business Plan: Business plans have a longer time horizon and often outline the company’s goals and strategies for the next three to five years or even longer.

Marketing Plan: The primary audience for a marketing plan includes marketing teams, sales teams, and other departments involved in implementing marketing strategies.

Business Plan: Business plans are intended for a broader audience, including potential investors, lenders, stakeholders, and company executives.

Marketing Plan: Content in a marketing plan typically includes market analysis, target audience profiles, marketing objectives, strategies, tactics, budget, and key performance indicators (KPIs).

Business Plan: A business plan includes sections on executive summary, company description, market analysis, organizational structure, financial projections, and more.

In summary, while a marketing plan focuses specifically on the marketing strategies and activities of a business, a business plan provides a comprehensive overview of the entire organization, including its marketing efforts, financial outlook, and long-term goals. Both plans are crucial for a company’s success, and they often complement each other in achieving overall business objectives.

Types of Marketing Plan

Marketing plans can take various forms depending on the specific needs and goals of the business. Some common types of marketing plans include:

• Annual Marketing Plan: This is a comprehensive marketing plan that outlines the marketing strategies and tactics for the upcoming year. It typically includes a detailed budget and specific objectives for the year ahead.
• Product Launch Marketing Plan: This type of plan is focused on the launch of a new product or service. It includes strategies for generating buzz, attracting early adopters, and achieving a successful product launch.
• Digital Marketing Plan: In today’s digital age, businesses often create specialized plans for their online marketing efforts. This plan may cover areas such as website optimization, social media marketing, email marketing, and online advertising.
• Content Marketing Plan: Content marketing plans focus on creating and distributing valuable content to attract and engage the target audience. This can include blog posts, videos, infographics, and more.
• Social Media Marketing Plan: This plan centers on strategies for building and maintaining a strong presence on social media platforms. It includes content calendars, posting schedules, and engagement strategies.
• Event Marketing Plan: For businesses that participate in or host events, this plan outlines the marketing strategies for promoting and maximizing the impact of those events.
• Branding and Rebranding Plan: Businesses looking to establish or reposition their brand in the market create branding or rebranding plans. These plans focus on building a strong brand identity and messaging.
• Crisis Management Plan: In the event of a crisis or negative publicity, this plan outlines strategies for managing the situation and mitigating damage to the brand.

The choice of marketing plan type depends on the specific goals and priorities of the business. Some businesses may also create a combination of these plans to address different aspects of their marketing efforts.

The Anatomy of an Effective Marketing Plan

Step 1 – defining business goals .

Your company’s marketing goals and objectives could be to promote the brand, name, and logo design , expand into a new market, or improve product marketing by a certain percentage. These objectives can be better tracked, measured, and duplicated if they are more defined and numerical.

Understanding high-level marketing and company objectives is the first step. These should form the basis of your strategy. The work can be grouped according to its objectives, allowing your teammates to see the plan behind your operations. Defining your business goals will also assist you in determining whether or not the programs and campaigns you launch are on schedule.

Those who write down their goals are more successful than those who do not. You can set goals using various methods, including the SMART Goals method . Your marketing team can use the SMART Goals method to explain your company’s long-term objectives, make adjustments, and develop promotional activities. SMART stands for Specific, Measurable, Achievable, Realistic, and Time-bound. These objectives give you a framework for choosing the most efficient marketing strategy.

KPI, also known as Key Performance Indicators, is a collection of quantitative measurements a firm or sector uses to assess or compare performance in accomplishing strategic and operational objectives. Measurable KPIs allow you to establish a sense of ownership and accountability for your company goals. They’re necessary for completing any company plan actions. A KPI dashboard (a collection of pre-selected and relevant KPIs) shared with a specific team can motivate by offering concrete insight into the team’s performance and improving peer efforts.

Step 3 – Building a Market analysis 

Marketing environment.

A marketing environment refers to all internal and external aspects influencing and driving your company’s promotional efforts. Your managers should know the marketing environment to sustain success and address any threats or possibilities that may affect their work.

Understanding the marketing environment is critical in recognizing what your customers desire. You would require a marketing environment because it helps to identify your target audience and their demands, particularly when it comes to how customers make purchasing decisions. Evaluating your marketing environment allows your company to create effective marketing strategies before too late.

The marketing environment is wide and varied, with controllable and uncontrollable variables. There are two types of marketing environments to consider: internal and external environments.

Internal marketing environments include your company’s strengths, limitations, distinctiveness, capabilities, capital assets and finances, and corporate policies. 

To be precise, all the elements that are under your control have an impact on your marketing operations.

All aspects outside your company’s control are included in the external marketing environment. The external marketing environment is divided into micro and macro marketing environments. 

The marketing microenvironment is inherently related to your company and directly impacts marketing procedures. Buyers, manufacturers, company associates, distributors, and opponents are included. To some point, it can be possible to control microenvironmental influences. 

All things outside your company’s control make up your macro marketing environment. External environmental forces such as competitive, economic, political, legal and regulatory, technological, and sociocultural parties are considered in the environmental analysis. A marketing strategist can be efficient only by accepting and comprehending the intricacies of the marketing environment. 

Competitor analysis

A competitive analysis is a method of identifying competitors and evaluating their strengths and weaknesses compared to your own. It assists you in determining how to deal with competition and fine-tuning your plan. It is essential to conduct a competitive analysis because it will help you to create effective competitive strategies to expand your target market. 

First of all, identify who your competitors are and what products they offer. Take note of their marketing strategies. You’ll be able to design methods to help you stay ahead of your main competitors using the information from the competitive analysis.

SWOT analysis 

A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis is an excellent method to determine how you match up against your market competitors. It is one of the most effective strategies for eliciting the most significant difficulties your company faces today and in the future. It is an integral part of any marketing strategy.

You can use a SWOT analysis to look at your company’s strengths, weaknesses, opportunities, and threats. This activity might help you determine where your company stands in the competitive marketplace. 

With SWOT analysis, you’ll have a promising approach for prioritizing the tasks you need to perform to build your business. If you want to get in and start, feel free to download our editable SWOT PowerPoint templates .

Since you’ve performed your analysis, the next step is to focus on your target market.

Once you have assessed precisely whom your company wants to cater to, it will be easier to choose which marketing strategies. Your marketing and communication channels must be tailored to your target audience. Age, gender, geographic region, likes, interests, and other demographics can be associated with audience criteria.

To help you with the process, create different customer profiles or perform market segmentation. By focusing on commitment to service and quality, you can effectively implement a niche differentiation strategy in a somewhat diverse marketplace. 

Market Size

The size of a market is one of the most important criteria for evaluating a business plan because if the market is too limited, expansion and funding are not worthwhile. As a result, determining the market size is an integral aspect of every business marketing plan.

TAM stands for “Total Addressable Market”

The TAM reflects the broadest market potential imaginable. It solves who might buy goods or services in general. The TAM is the potential profit a single firm could make in this market.

SAM stands for “Serviceable Addressable Market”

The SAM provides a solution to which TAM market share can be addressed with the particular product or service in view or which could reasonably buy it. The SAM is important since it demonstrates the moderate potential of your business plan. The target audience is outlined and accurately described at this stage.

SOM stands for “Serviceable Obtainable Market”

Lastly, the SOM depicts the SAM’s market share that can be practically obtained over a predictable timeframe. It considers the current market environment, production capabilities, promotion, and distribution channels. As a result, the SOM represents the sales potential of your business during its early stages of growth.

The above are crucial components of a company’s strategy, especially as you develop your sales and marketing plan, make appropriate revenue targets, and decide which markets are worth your time and money.

Unique Selling Proposition

Your company’s unique selling proposition or USP indicates the unique advantages that your company provides, and hence provides the basis for differentiating you from your competitors.

A strong USP helps to reach your target audience and achieve your company goals by distinguishing your goods in a significant and exclusive way. It makes your marketing content effective and attractive to potential consumers. Your USP concept should reflect throughout your products and marketing strategies.

Step 5 – Defining Marketing objectives 

Formulating marketing strategies and organizational marketing practices is based on the marketing objectives. The marketing objectives declare what you intend to achieve in the marketplace. The internal and external environmental analysis outcomes significantly impact the marketing objectives plan.

Marketing objectives are both economic and market-psychological objectives. Financial goals are responsible for higher turnover, i.e., they use desirable outcomes to affect sales quantity and price. The company’s goals and objectives must be established in concrete terms so that the concerned managers can evaluate performance and, if needed, take remedial action. Increased product awareness among targeted consumers provides information about product features, and increasing consumer willingness to acquire the product are some of the goals for a specific product.

Market-psychological goals are a variant of marketing objectives with a focus on quality. They represent intentional, purposeful changes in future client purchase behavior that correlate to financial aims driving a company’s marketing initiatives. Brand awareness , business model, buying intensity, customer service, and product are suitable for qualitative expected values.

Before moving on to the next level of planning and designing the marketing strategy, you must understand the marketing objectives.

Step 6 – Building Marketing strategies

Let us discuss various marketing strategies to Boost your Business Growth.

Marketing mix and its importance

The marketing mix is a significant component of developing and executing a successful marketing strategy. It should demonstrate how your product or service is preferable to your competitors.

The marketing mix describes the many aspects of your company’s market strategy. It is a diverse list of elements your company uses to attain its goals by effectively marketing its goods or services to a specific consumer segment.

The marketing mix, commonly known as the 4 Ps, comprises four major components: products, price, promotion, and location. The 4Ps are the most essential components to consider when developing a marketing plan. A variant of the services marketing mix is also known as 7Ps Marketing Mix, and includes the addition of people, processes, and physical evidence to the list.

Product development aims to create the best product or service for your target market. Your goods or services must meet every individual client’s demand.

The first P consists of two main elements:

Branding is the name, term, symbol, and design by which your product is known. A strong brand name can help shoppers recognize the goods they desire faster, which speeds up purchasing.

Packaging entails advertising and safeguarding the product. It can improve the use of a product or keep it from degrading or being damaged. Quality packaging makes it easy to recognize your products and promote your reputation.

When deciding on a price for your goods, analyze the competition in your target market and the whole marketing mix’s cost. Estimate how customers will react to potential product prices.

Pricing and Positioning Strategy

Pricing and positioning strategy determine how you want your customers to recognize your products and services compared to your competitive brands. Your pricing and positioning strategy must be aligned; your product’s price should be according to its position in the market. Consider your competition, target audience, and running expenditure while deciding on your positioning and pricing plan.

Here are different types of pricing strategies:

Price Skimming

This strategy is often used when you have a high-priced brand offering that too very unique in the market. Basically, it is linked with highly valued or luxury products. When your product is new, you want to generate sales, and as it grows more prominent, you wish to acquire a wide range of consumers. 

Penetration Pricing

Penetration pricing is the complete opposite of price skimming. Companies utilizing a penetration pricing approach have a low-priced product to capture as much market share as possible rather than going to market with a high price. 

Time-based Pricing

In the holiday sector, time-based pricing is employed to maximize revenues during summer, when resorts are often busiest. When an airline’s aircraft is nearing capacity, it also charges extra. If there is spare space and a short time before departure, it also offers bargains. This strategy is based on delivering a product or service faster by increasing the prices.

Value-Based Pricing

This strategy ignores the cost of production and instead focuses on using the value customers gain from the price of a product or service. This strategy can be used when your product or service is good enough not to be replaced with an alternative.  

This includes all the considerations that go into getting the correct product into the hands of your target market. Customers should expect to locate a product or service like yours where placement decisions, such as accessing the proper distribution channels, are made. The layout of your store or shop is also a part of the location decision. It should entice people into your store and simplify finding what they’re looking for.

Telling your target market about your goods or service is the goal here. It entails direct communication between potential customers and sellers.

Your marketing mix will assist you in promoting suitable goods to the right people at the right price and at the right time for your company. Therefore, your marketing mix serves as a blueprint for achieving your business goals. It provides a sense of direction while reminding you to think about your target market.

Step 7 – Selecting Marketing Channels 

Where does your target audience spend most of their time? Is it social media or reading newspapers or online periodicals? When you know what they prefer more, you can better select the channel of marketing you want to use in your strategies.

Here are different methods of marketing:

Outbound Marketing

Outbound marketing is a sort of marketing that includes pursuing clients rather than allowing them to approach you naturally. This strategy, which entails employing cold calls, Television ads, and print ads as the significant way of recruiting clients before digital marketing became a regular practice, was prevalent before digital marketing became a common practice.

Outbound marketing includes social ads, search engine marketing (SEM), native advertising, and traditional commercials, among other forms of paid advertising. It is still a popular digital marketing strategy today. For example, email blasts, which are bulk email campaigns delivered to an extensive list of subscribers, are still a popular advertising strategy.

Inbound Marketing

Inbound marketing is a general term that includes almost all forms of marketing, from social media to content. Inbound marketing tries to lure clients by leveraging various forms of content, such as blogs, videos, podcasts, social media, and newsletters. As for the podcasts, they are easy to start. Besides, people love to listen to podcasts , as they can do it anytime and anywhere. The content engages your clients, making them happy and building lifetime trust in your brand.

Content marketing is one of the most common inbound marketing strategies you can learn more about further down. 

Inbound marketing is gaining popularity because it draws them to you rather than interrupting people with intrusive advertisements. Because consumers are actively looking for your material, inbound marketing is effective. With the help of an Inbound Marketing PowerPoint template , digital marketing professionals can save hours of effort and time and prepare presentations with the conclusions of a marketing analysis campaign.

Digital Marketing

Digital marketing isn’t a specific strategy by itself; instead, it’s a direct reference to any digital technology marketing. Digital marketing has taken the marketing world by storm. Almost every sales and marketing expert widely uses it. With digital marketing, marketing has grown to reach clients in new and more intriguing ways due to advanced technologies. This marketing channel focuses on business growth, which is crucial for the growth strategy. 

As you read, you’ll know that most of the marketing types we will discuss are a form of digital marketing. Some of them are:

Content marketing

Email marketing, social media marketing, advertising.

Each type of marketing is vital to the whole, and they all work together to create a comprehensive digital marketing strategy.

While so many digital marketing platforms are available, selecting them in a way that works for the company’s goals and, especially budget, can be challenging. Paid, owned, and earned media classifies various channels into segments that make creating and enhancing effective marketing strategies easier.

Paid media is content you pay to be placed before your viewers as an advertisement, such as ads on social media, whereas owned and earned media is free. Owned media refers to the content you make and maintain, such as your website, blog posts, or Facebook page. In contrast, earned media refers to content created about you by others, such as influencers or reviews of your product.

When drawing readers to your website, content still comes out on top. Users are drawn to your website by relevant content, keywords, and offerings. A well-developed content marketing strategy can help you customize content for your client’s needs and gain genuine traffic.

With Google’s MUM algorithm update , websites with well-written content created in natural language are expected to rank higher. Create a well-thought-out strategy for delivering high-quality content regularly, allowing your company to gain genuine traffic and reduce bounce rates. Good solid content should have concise headlines, relevant data sources, and answers to any readers’ issues.

According to recent statistics, more than 85% of marketers utilize email as their primary lead-generation medium. In the case of email marketing campaigns , you must send the correct kind of message to your target demographic to remain effective. Email marketing is done correctly, establishes a relationship with your clients, and earns their confidence. Include exciting information like blog articles, user-generated content, and videos in your emails. Customize emails by including information like first names and tailoring material to the client’s interaction with your site.

Social media has made a lot of progress since its beginning, and it is now one of the most widely used marketing channels. YouTube and Facebook remain the most popular social media platforms, with Instagram and Pinterest coming in second and third, respectively.

A social media marketing strategy that emphasizes brand recognition, customer interactions, and captivating posts can help you establish a solid social media profile and attract consumers to your products and services. To enhance interaction with your target market, focus on generating effective communication strategies across all social media channels and creating video content.

There are various advertising options to consider for your company—the alternatives for advertising range from social media to television and print. One thing is sure online advertising is a practical approach to getting the attention of your target audience. It enables you to more precisely target, monitor, and assess the effectiveness of your paid marketing campaign more.

To grow in the digital advertising industry, learn how to advertise on Google. Because Google is the world’s most popular search engine, you’ll want to keep ahead of the competition by appearing for essential keywords relating to your services.

Influencer marketing

Influencer marketing is partnering with influencers (people who already have a large following) to use the potential of Instagram and other social media. These persons are considered experts in their fields, and their followers will listen to their advice. Influencer marketing can put your brand and an e-commerce business on the map. When an influencer endorses your product, it immediately earns credibility in the eyes of their followers. As a result, your brand will acquire more visibility and attract new clients. Influencer content is a marketing technique that will continue to grow in the coming years.

Because many influencers rely on paid advertising for income, they typically demand payment in exchange for endorsing your company. You’ll effectively be sponsoring one of their social media postings in this situation. Evaluate which collaborations will be most beneficial to your market and budget.

Affiliate marketing

You might wonder, what is affiliate marketing? It is similar to sponsored collaborations in which others market your business on your behalf. By establishing an affiliate marketing program, you’ll eventually partner with another affiliate who will promote your products on their social media sites, blogs, and other platforms. Their sales are recorded using special links known as affiliate links, which allow the individual to be paid for their efforts. 

This type of marketing is becoming increasingly popular, and more businesses are launching their affiliate networks. As a result of this increase, many companies now use affiliate marketing as part of their entire marketing plan.

Landing pages

A landing page is a best friend for the marketer. Conversions are the sole objective of this standalone page. Regardless of how good your various online marketing techniques are, your landing pages and website must convert at a reasonable rate to justify your efforts. A one-second delay in page loading time causes a likely decline in conversions. Landing pages should have a powerful message, optimized headers, and helpful content to be the most effective. Stay updated on landing page best practices to improve your website conversion rate. 

As we know, this process can be taxing, especially if the deadline is around the corner; please check our suggestion for marketing plan templates . These products were designed by professionals, and are intended for visual impact, clear data presentation , and reusable purposes.

1. Marketing Plan PowerPoint Template

Building a marketing plan from scratch with this slide deck is a stress-free experience. You can find a welcome message slide, followed by an introduction slide in which you can present the reasons behind a new marketing plan. The table of contents for this presentation template is shown as a horizontal timeline, so the audience can transit through each element.

Key slides such as About Us, Mission, Team, and USP are listed, with icons and placeholder text areas that are quick to edit. TAM, SAM, and SOM model are also included in one slide. If all this isn’t enough, reinforce your message with a demographic slide to introduce your ICPs and analyze competitors with the Market Competition slide arranged in a bar format.

Use This Template

2. General Marketing Plan PowerPoint Templates

Some of the slides shown in this article belong to this presentation template design. Vibrant, with a clear design for showcasing data in multiple marketing formats: TAM, SAM, and SOM; KPI Dashboard; USP; Pricing strategy; 7Ps of Marketing Model Mix; Segments; Budget; Product Life Cycle, etc.

Create a powerful marketing plan presentation by editing this professional marketing plan presentation template in just minutes.

3. Marketing Plan PowerPoint Presentation Template

This fresh marketing plan presentation template is a slide deck featuring various graphics to showcase data. The strong contrast of the tones used helps to introduce multiple topics with a clear understanding from the audience. On top of that, the template is entirely editable, so you can select a custom theme with your preferred color scheme.

Find catchy graphics to discuss Market Segmentation; Target Market; Growth Strategy; Plans & Pricing, etc. 13 slides containing everything you need for a stellar marketing plan presentation.

4. Blue Marketing Plan Template for PowerPoint

Ideal for corporate environments, this classic-styled marketing plan template brings every tool available for building a marketing plan. With blue & white tones in the main areas, you can find 2D & 3D graphics in 4 different colors that complement the palette.

Access funnel analysis diagrams, world maps for demographic representations, cycle process flow diagrams, 4P Marketing Mix, 3D cubes, roadmaps, and more.

Since we understand it can be challenging to mix and match template slides for a custom presentation layout, we created a tool intended for presenters using our years of expertise in the field for the best user experience. Try our AI Presentation Maker and create an entire marketing plan presentation slide deck in seconds.

Marketing Tactics

What are marketing tactics.

Marketing Tactics are the strategic measures that drive the advertising of your company’s products and services to achieve the defined marketing goals. Your marketing strategy and your company goals and objectives will determine the basis of marketing tactics. The purpose of some marketing tactics might be to promote your content to reach your target audience, while for others, it might be to maximize sales yet maintain a competitive product or service. As a matter of fact, you can leverage a variety of marketing tactics. Especially if you have a well rounded idea of the strategy from a  digital marketing course .

Content Marketing Tactics

Focus on content transparency and authenticity Your consumers may want to know your new product ideas, how you create your product, or even your revenue numbers. If you reveal to your audience what they want and meet their demands, you may directly connect to your audience. For this, your content must be transparent and authentic. 

Dynamic CTAs Dynamic CTAs are elements of personalization that create a unique call-to-action based on the viewer. It makes the content more personalized therefore generating more traffic to your site.

Search Engine Optimization (SEO) Create content and improve your online services to make it easier for those seeking specific information.

Use Emotional Keywords in Headlines The most effective technique to write compelling headlines is to use emotional keywords. This will give your content a boost. People will be prompted not only to read it but also to forward it on social media. Also, you can add headlines showing data. Create high-quality content to grow your search traffic and rankings.

Email Marketing Tactics

Personalization In the email subject line, you can add the name of the person you are interacting with. It gives a personal touch.

Automate Referral Campaigns Set up automated referral campaigns via email via your CRM or another technology that allows you to automate your email marketing CRM .

Set up automated referral campaigns via email via your CRM or another technology that allows you to automate your email marketing CRM. Make sure you use a quality  email finding tool . This way you will get more clients. Deployment of email authentication protocols like DMARC can have a lasting positive impact on your email deliverability rates, making your marketing campaigns more of a success by reducing spam.

Social Media Marketing Tactics

Use social media platforms to generate traffic Social media platforms like Instagram , YouTube are the most used platforms to connect and engage potential consumers.

Live streaming To engage your audience, you need to communicate with them directly. Live streaming allows you to reach more people and thus maximize your social media presence.

Customer Testimonials Testimonials directly from your customers’ words express appreciation for and faith in your service and products, providing a positive review of your company.

Influencer Marketing Tactics

Influencer-driven product launches  Influencers are considered experienced in their niches, so their followers happen to trust the products promoted to them.  

Influencer Endorsements/Sponsorships One of the most effective ways to encourage consumers to trust your products is through influencer sponsorships .

Marketing Budget 

You’ll need a comprehensive and practical marketing budget to implement a marketing strategy successfully. Your budget should be suited to your company’s unique qualities. Your business stage also determines your marketing budget. Once you decide which marketing channels you will use, you can define your marketing budget.

You must recognize the role of marketing in assisting your company. Specific methods can be defined from there. Then, to correctly and fairly measure marketing success, you must define KPIs to connect the budget with your goals. Choosing how much money to invest in marketing is a big step, but deciding when, where, and how to spend that money is far more complicated – and has a considerably more significant impact on your company’s performance.

What is the difference between a marketing strategy and a marketing plan? 

A marketing strategy is reaching out to potential customers and converting them into paying customers. A marketing strategy is different from a marketing plan in its approach. It is a larger picture of how you intend to remain ahead of your competitors.

On the other hand, the marketing plan systematically lays out the specifics of how you’ll put your strategies into action. Your marketing plan is the framework of strategic marketing actions that help you reach your marketing goals and is driven by your marketing strategy.

Your marketing strategy is an essential aspect of your overall business plan. This outline is intended to assist you in thinking through areas of your proposed business plans and the market channels you will use to reach your target market. A strong marketing plan involves everything from identifying your target clients to how you will reach them to how you will create repeat purchasers, whether you are just starting your firm or thinking about expanding your operations. 

Your marketing strategy is the roadmap you’ll follow to gain customer loyalty and boost your company’s success. Use the following slides outline to create an engaging marketing plan presentation:

• Executive Summary Slide : A brief overview of your marketing plan
• Business Goals Slide : Represent precisely what your business depicts
• A. Identify your target customer.
• B. Identify your direct and indirect competition and state how your business will differ?
• Market Objective Slide : Define the economic and market-psychological objectives of your business.
• Market Strategies Slide : Identify how you will achieve the set targets in the market.
• Marketing Channels Slide : Identify the methods via which your potential clients communicate with your competition.
• Marketing Strategies Slide : Present a clear and coherent image of how you intend to market/sell your product/service and how these techniques will result in profit.
• Marketing Budget Slide : Identify the amount of money you will require to sustain in the market.
• Marketing Implementation Slide : Set and apply realistic and tangible goals to evaluate your marketing success

Why do you need a marketing strategy? 

The marketing strategy should come prior to the marketing plan, as it is the grounds on which the marketing plan should be arranged.

The main reasons why you need a marketing strategy are:

• Defines the goals to be measured in the marketing plan
• Helps to define vision and long-term objectives
• Helps to decide which marketing channels the efforts should be focused on
• Allows companies to address where the money should be spent
• It becomes the guidance to build a marketing plan, and your reference point when questions arise

Establishing your marketing strategies beforehand has numerous advantages. You are on the path to success when you define your goals and KPIs and integrate marketing techniques to attain those goals.

Marketing Implementation 

Marketing implementation is bringing your marketing strategy into action to generate favorable results. A marketing implementation plan ensures the appropriate execution of your marketing strategy. It breaks down your marketing strategy into manageable activities, responsibilities, and objectives that are easy to grasp and follow. 

This part of the marketing plan explains how the company will conduct its marketing strategies, including how it will be structured by operations, products, areas, and target audience categories. You can take various steps to build an effective marketing implementation plan. Some of them are as follows:

Create realistic scenarios  

Firstly, in a marketing implementation plan, you should set reasonable expectations for how quickly you can meet marketing goals and objectives. When you decide on a timeline from the beginning, it assures that everyone involved is informed of and capable of meeting each deadline.

Review your marketing strategy

Re-examine your marketing strategy to ensure it is well-developed, efficient, and results-oriented. You may include any other aspects you come across when creating your implementation plan. While reviewing your marketing strategy, make sure you have focused on every essential element.

Create workflows for all of your content and tasks

You may make a simple list of tasks and promotional procedures for your members to perform. Try creating the steps in procedures as straightforwardly as possible and linking aspects that make sense. Allocate assignments to groups of people, and give each one a time limit or deadline. Before sharing the finished version, review the workflow with all parties concerned and seek input and suggestions. For maximum output, facilitate cooperation throughout the implementation plan.

Communicate with your team

After defining your marketing strategy, workflows, and KPIs (Key performance indicators) , ensure everyone is on board. Creativity, efficiency, and performance can all improve from open communication and collaborative ownership. Communicate your plan with partners and other company units to secure commitment and acceptance for the team’s actions.

To create an effective marketing plan:

• Analyze the various needs of client groups and focus on the market.
• Determine if you can sell more to your current clients or how you can improve meaningful client engagement.
• Set out necessary aims and create an efficient action plan to implement your marketing strategies.
• Set clear, realistic, and measurable targets using the SMART Marketing Goals approach (Specific, Measurable, Attainable, Realistic, and Timely).
• Apply the RACE Framework , which will help to streamline marketing objectives.

Some Pitfalls of the marketing plan can be:

• Making assumptions about a client’s needs can lead to the inefficiency of your marketing plan.
• Do not rely on a smaller number of consumers.
• Underestimating the competition can have considerable consequences on your business.

Final words 

A marketing plan’s ultimate purpose is to ensure that marketing operations are relevant and timely to meet your business’s goals. An ideal marketing plan encompasses the strategies for identifying a long-term competitive position and the resources required to attain it. Your capability to anticipate the appropriate marketing strategies distinctly and update and improve your activities regularly is essential for the growth of your business.

What is the main purpose of a marketing plan?

A marketing plan’s primary purpose is to outline the strategies and tactics a business will use to promote its products or services, reach its target audience, and achieve its marketing goals.

Why is it essential to have a marketing plan for a business?

Having a marketing plan is essential because it provides direction for advertising, sales, customer support, and other aspects of the business. It helps establish measurable goals, ensures consistency in business strategy, and provides a framework for allocating resources effectively.

How far into the future does a business plan typically project?

A business plan typically projects three to five years into the future, outlining the company’s goals and strategies for that period.

Who is the primary audience for a marketing plan?

The primary audience for a marketing plan includes marketing teams, sales teams, and other departments involved in implementing marketing strategies.

What are the KPIs in a marketing plan?

KPIs, or Key Performance Indicators, are quantitative measurements used to assess or compare performance in achieving marketing objectives. They provide a way to track progress and evaluate the effectiveness of marketing strategies.

Is a digital marketing plan different from a traditional marketing plan?

Yes, a digital marketing plan focuses on online channels, global reach, interactivity, and precise analytics, while a traditional marketing plan includes offline channels, may have a regional focus, and offers limited interactivity and measurement.

What is the best way to present a budget in a marketing plan presentation?

Present the budget visually with charts and tables, provide a detailed cost breakdown for each activity, and compare budgeted figures to actual spending for accountability.

What should I include in a marketing plan presentation?

Include sections on goals, target audience, strategies, tactics, budget, key performance indicators (KPIs), and a timeline.

How do you present a marketing presentation?

Present a marketing presentation by using engaging visuals, clear communication, storytelling, data-backed insights, and a well-structured narrative that flows from problem to solution. Practice and engage with your audience for effective communication.

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The 3 Steps to a Good Marketing Script

Whether you’re a writer or a video editor, if you’ve got some animation or video production projects coming down the pipeline, you probably already know the importance of starting with a solid marketing video script.

Having a ready-to-go script saves a client time, provides direction to the animation and production team, and overall makes the process much easier than it would be if you were told to wing it or just asked to go into it with a basic outline. 

Even if your project is just animation and accompanying text, having a good script is key to getting your client’s message across, appealing to their target audience, and making an effective final product.

If you’re ready to try your hand at scriptwriting and up your value to your client by providing their videos with much-needed direction, then this blog is going to take you through the 3 steps to follow to write an effective marketing video script.

Step 1: Before the Writing …

Before the scriptwriting can even begin, you’ll have to sit and figure out a few crucial details first to make sure the final result is set up for maximum success.

Know Your Goals

Knowing what your goals are before you start makes things so much easier. Have a talk with your client and ask them the following:

• Who is their target audience? Where are they watching from?
• What are the pain points that this video is meant to address?
• What solution is their audience looking for in their product or service?
• What is the purpose of this video? Is it brand awareness? To drive traffic to their landing page?
• Why is their audience watching?
• What is this video meant to accomplish?
• What type of video are they looking for? An education video to explain a particular service? A product demo? A live video for streaming? An introduction to their brand?

Once you know that, you’ll know how to refine your messaging to better address their clients and those clients’ pain points.

Know Your Format

Ask your client what style of video they are planning to make. 

Are there different characters? Will there be actors? A slideshow with voice-over? An animated frog? Is it a video version of a blog post? Where is it going to live? On social media? YouTube? Their website? Another video platform?

You also need to know how long it’s going to be, so you know how long to make the script. Videos for social media do best when they are short and sweet. 

So, is your video going to be 30 seconds? 60? 90? A longer video that can easily be cut to different lengths to accommodate different socials?

Figure out what you’re working with and then it’s finally time to start the writing process.

Know the Brand

Once you have all of that, you now need to know who your client’s brand is, because you definitely want this video (and all digital marketing collateral they put out!) to not just be engaging and eye-catching, but to also feel like an extension of their brand and not just another video on social media, YouTube, or wherever it is you’re posting it.

If they have a brand guide, it would be a good idea to have a look at their tone and copy guide so that you can get a feel for the brand personality and tone of voice.

(If they don’t, it would be pretty cool if you could refer them here so they can get that taken care of.)

After you’ve got a feel for the brand’s personality, have your client describe what style of video they’re looking for. Something slick and professional? Down-to-earth and personable? Something dazzling meant to grab attention and keep it? Whatever it is, iron out what your client is looking for, and then …

Step 2. Build the Framework

Now that you’ve got your video script template set up, you’re ready to start writing out an outline! No matter what kind of video your client wants, set up your script in a way that includes the following:

• A Hook: With everything else on social media, the opening of your video has got to command attention, otherwise your viewer is going to get bored and click away. Start with a question, a bold statement, something that immediately grabs attention.
• A Problem : Here’s where those pain points come in. What pain point is your client’s product or service meant to address?
• A Solution : How does your client’s brand effectively solve these pain points? Why is their method better than others out there? What makes them special and why should their customers choose them over their competitors?
• A Call to Action : What do they want their customers to do right after watching? Click a link? Visit their website? Whatever it is, make it clear and super easy to action on.

Step 3. Put it All Together

Now that you’ve got a solid foundation to work with, it’s time to expand on it.

Here’s where you can really roll up your sleeves and let the creativity flow! 

So, what does your client want their audience to know? What sets them apart? How can you hit your hook, problem, and solution in an engaging and entertaining way that resonates with your target audience and makes them want to keep watching?

Consider the format of the script when you start writing out any narration. Are you writing for multiple actors? The animated frog? Is this a text-based video? Set up your script to support whatever subjects are included in it.

And be sure to read your script out loud as you go. 

Sometimes we lose focus of how our dialogue or direction is going when we’re reading words that are written down. Hearing it out loud is a better way to make sure that all of your words are flowing smoothly and naturally and that there isn’t anything that could be unintentionally causing any confusion.

If it helps the message to have something said a certain way or to draw attention to certain information, before sure to leave clear notes in your script for the video editing or animation team!

After The Writing … ‍ ‍

Once you're done writing the script, it’s time to send it in to your client or hand it over to their video creation team.

Congratulations! You’ve written an effective and engaging marketing script that not only showcased your client in the best possible light but set up the animation and production team (or whoever else creates your video) for success!

If possible, keep track of your video as it goes through the production process so that you can catch the final result.

Keep track of any changes that may have been made to help you with your next one!

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Need an Outlet for Your Scriptwriting Genius?

Why not come try your hand at a position at Designity?

Designity is always looking for new writers to join our community and, as a content and copywriter on our team, you’ll have plenty of marketing scripts and tons of other content to put your creative skills to good use!

We offer competitive pay and, best of all, you can create all of your masterpieces from the comfort of your own home without having to fight morning traffic or fill up your tank twice a week! 

Think you’ve got what it takes?

Test out your skills in our one-of-a-kind application process and see where Designity can take you!

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Writing the Perfect Marketing Script: A Guide to Being Engaging

Building a marketing script is an important step that can be taken to improve results no matter your role in an organization. A script for marketing can be used during presentations and when speaking with prospects, or it could also influence your website and marketing collateral. The following are some principles to consider when building your marketing script .

Focus on Your Value

When developing marketing messaging and scripts, a lot of sales and marketing professionals can focus primarily on the products and services they sell. With this approach, the challenge is that talking about your products does not address the prospect’s main question, which is “What is in it for me.”

Details regarding your products are important and have a need to be shared, but what your prospect mostly cares about is how they can improve their business and how you can assist them in doing that. This will help you grab their attention, and this is where a large amount of your needs to focus.

Concentrate on the value that you and your products offer to share what’s in it for your prospect. That being how your products help and/or what your products help your prospects achieve.

Focus on the Pain You Resolve

Prospects are more interested in fixing things that aren’t working well versus spending time or money on areas where everything is great. Because of this, you can improve your marketing script by focusing the message on where the prospect may have challenges or be experiencing pain.

A way to figure out what pain to concentrate on is by looking at the value you offer and the improvements you help make. Typically, the value you offer will resolve some form of challenges or pain, and you can focus your marketing message on these areas.

In the event they’re having those challenges, this should help you grab the prospect’s attention. Now, if they’re not, then you may not grab their attention, but they might not be a good prospect anyway since they don’t have any challenges that you can help resolve.

Focus on Your Differentiation

Everyone faces competition. There are usually other companies selling what we sell, as we’re always competing against the prospect’s option of doing nothing. Make sure to focus on how you differ from the prospect’s other options when building your marketing script.

Focus on the Impact of Doing Nothing

As previously mentioned, we also compete against the prospect’s option to do nothing in terms of not making a purchase or keeping with the status quo. Keep focused on what can happen, or continue to happen, if the prospect doesn’t purchase anything to improve your marketing message.

SalesScripter provides helping marketing professionals to develop a marketing script .

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About the author: michael halper.

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Bharti Jain

Delivering presentations

In today's world, presentations are a crucial part of professional communication, whether for pitching a new idea, educating an audience, or persuading potential clients. However, the backbone of any successful presentation is its script. A well-crafted presentation script can captivate your audience and deliver your message effectively. In this blog, we’ll explore the intricacies of crafting such a presentation that not only delivers information but also engages your audience, drawing insights from the tools and strategies provided by Prezent .

What is a presentation script?

It is much more than a mere set of words to be read or spoken; it is a strategic narrative designed to communicate ideas effectively. It’s the roadmap of your presentation content, detailing every turn of your story, every fact you want to highlight, and every emotion you wish to evoke. A well-written script aligns with your visuals and delivery, creating a harmonious and impactful presentation.

Here’s an example of presentation script containing key points only:

What are the key elements of a compelling presentation script?

When we talk about crafting a presentation script that captivates and engages, it's essential to focus on the following elements.

1. Write a script with a clear objective

It's a common misconception that the sole purpose is just to relay whatever is on your mind. Every presentation has a specific goal, and it's crucial to identify this goal right from the start. Are you looking to inform, persuade, inspire, or motivate your audience?

For example, if your goal is to persuade your audience, you need an approach as if you're a lawyer making a closing argument. This means your script should be filled with strong, convincing evidence and delivered in a tone that's persuasive and compelling. On the other hand, if your aim is to inform, it should resemble a teacher's lesson plan: well-organized, clear, and educational. Here, the focus is on clarity and thoroughness.

2. Audience-centric approach

Tailoring your content to resonate with your audience's interests and level of understanding is crucial. It’s similar to a chef knowing his diners' preferences before crafting a menu.

For example, If your audience comprises young entrepreneurs, using startup success stories and Silicon Valley anecdotes can make your content more relatable and engaging.

Ignoring the audience’s background and interests is like serving a steak to a vegetarian – it just won’t connect. So you need to ensure that you get your audience to listen.

3. Need to write a strong narrative

A strong narrative structure in your script is essential – consider it the spine of your presentation. It should have a compelling introduction (like the opening scene of a gripping movie), an informative body (similar to the plot development of a novel), and a memorable conclusion (the final scene that leaves the audience thinking).

For instance, Steve Jobs’ iconic iPhone launch presentation in 2007 masterfully followed this structure in his presentation speech, captivating the audience from start to finish.

4. Emotional engagement

Creating an emotional connection with the audience can be achieved through storytelling , anecdotes, or humor.

Take, for instance, the iconic "I Have a Dream" speech by Martin Luther King Jr. His powerful storytelling and emotional appeal transformed statistical data about racial injustice into a palpable narrative that moved an entire nation.

Similarly, humor can play a significant role in keeping the audience engaged. Ellen DeGeneres' commencement speech at Tulane University in 2009 is a prime example. She skillfully blended humor with her personal life story, especially her struggles and achievements.

5. Simplicity and clarity

Conveying your ideas in a straightforward and understandable manner is vital. Think of it as the principle of KISS (Keep It Simple, Stupid). Your presentation should be like clear, concise instructions, not a complex, hard-to-decipher manual. Avoid jargon and technical terms unless absolutely necessary.

Remember, Albert Einstein once said,

If you can't explain it simply, you don't understand it well enough.

Your script should reflect clarity of thought and simplicity of expression.

How to write a presentation script that is effective?

Crafting an engaging presentation script is a multifaceted process that requires attention to detail, a deep understanding of your subject, and a keen sense of audience engagement. Here are some crucial strategies that you should know:

1. In-depth research

To lay a solid foundation for your presentation, start with comprehensive research. Dive deep into your topic to ensure every aspect of your script is well-informed and accurate. This doesn't mean just skimming through the top Google search results. Explore various sources, from scholarly articles to industry reports, to gather a rich array of information.

This depth of understanding not only boosts the credibility of your presentation but also prepares you to confidently handle any questions that might arise during or after your presentation.

2. Conversational tone

A key aspect of a good script is its tone. Aim for a conversational style – as if you're talking to a friend over coffee rather than memorising & lecturing in a formal setting. This approach makes your presentation more relatable and engaging. Avoid complex jargon and technical terms unless necessary, and instead, opt for simple language that flows smoothly. Think of it like storytelling with data.

Check this example to understand better:

Without conversational tone

“In today's discourse, we shall examine the multifaceted and intricate ramifications of digital transformation on global business paradigms."

With conversational tone

"Let's talk about how digital transformation is changing the way we do business around the world. It's pretty fascinating stuff!"

In the first sentence, the formal tone and complex language create a barrier, making the content feel distant and academic. The second sentence, conversational in nature, uses simple language and a friendly approach, inviting the audience into an engaging discussion.

3. Proper visual integration

Visuals are not just decorations; they are integral to reinforcing your message. While scripting, think about how each segment of your speech can be accompanied by relevant visual aids, whether it's a slide, an infographic, or a short video clip. For instance, when discussing a complex process, a diagram can make it easier for your audience to grasp. The key is to ensure that your visuals complement your words, adding clarity and keeping the audience visually engaged.

4. Interactive elements

Engaging your audience is crucial, and interactive elements can significantly boost this engagement. Incorporate rhetorical questions to provoke thought or invite audience participation at certain junctures. You might include a quick poll, a show of hands, or even a brief Q&A session. These elements transform your presentation from a monologue into a dialogue, making it a two-way interaction that keeps your audience actively involved.

5. Rehearse and practice your presentation

The final and perhaps most critical step for the presenter is to refine and rehearse the script several times . This is where you fine-tune your pacing, adjust your tone, and smooth out any rough edges. Rehearsing out loud, ideally in front of a mirror or a test audience, helps identify parts of the script that may need reworking. Pay attention to timing, pauses, and emphasis on key points. Remember, practice doesn’t just make perfect; it builds confidence, ensuring that when it's showtime, you deliver with poise and impact.

How to enhance the effectiveness of a powerpoint presentation through engaging designs?

The integration of engaging presentation designs in your presentation can significantly boost it's effectiveness. Thoughtfully chosen visuals and layout strategies not only grab attention but also make your message more impactful. Let’s delve into how to achieve this synergy:

1. Slide with complementary visuals

Utilize design elements like relevant images, charts, and infographics that reinforce your script’s message. For example, if you're discussing market growth, a well-designed graph can visually represent the data you're talking about, making complex information more accessible and engaging. The key is to choose visuals that directly support and enhance what you're saying.

2. Consistent theme

Maintaining a consistent design theme throughout your presentation helps in creating a visually cohesive experience and makes your brand image stronger. This includes consistent use of color schemes, fonts, and graphic styles that align with the tone and content of your presentation. A uniform theme not only looks professional but also helps in keeping the audience’s attention focused on your message.

3. Focus on readability

Ensure that any text on your visuals is clear and easy to comprehend. Overloading slides with text can overwhelm your audience. Instead, opt for key phrases or bullet points that complement your spoken words. The text should be large enough to be easily readable from a distance, and the color contrast should make it stand out against the background.

4. Balanced layout

Achieving a balance between visual elements and white space is crucial for a clean and effective slide design. A cluttered slide can distract and confuse your audience, while too much white space may lead to a lack of visual interest. Aim for a layout that emphasizes key elements, using white space to highlight important information without making the slide feel overcrowded.

Expert tips for great presentation speech

Delivering a strong presentation is more than just writing; it involves a nuanced blend of delivery techniques, audience interaction, and adaptability. Here are some expert tips presentation style:

1. Dynamic pacing

Varying the pace of your delivery keeps your audience engaged. For example, slow down during complex topics for better understanding, and speed up during familiar or lighter segments to maintain energy. This dynamic pacing ensures that important points are emphasized and the audience remains attentive throughout.

2. Feedback loop

Gathering feedback on your script and presentation style can offer invaluable insights. It’s like holding a mirror to your performance. Present it  to a small group or a trusted colleague and solicit a honest feedback from your audience. Pay attention to their responses and suggestions - they can help you identify areas for improvement that you might not have noticed on your own.

3. Body language and voice modulation

Being conscious of your non-verbal cues and voice modulation can dramatically enhance the effectiveness of your delivery. Your body language should complement the tone of your message.

For instance, use open gestures for welcoming or inclusive points, and firmer gestures for strong, decisive statements. Similarly, modulate your voice to match the content - a softer tone for sensitive topics, or a stronger, more assertive tone for key arguments. This congruence between your words and your delivery makes your presentation more convincing and engaging.

4. Stay adaptable

Adaptability is crucial in presentations. Sometimes, despite all the planning, the audience's reaction may not be what you expected, or technical issues may arise. Be prepared to improvise your approach on the fly.

For instance, if a particular part of your presentation isn't resonating as expected, be ready to shift gears, perhaps by moving to an interactive Q&A earlier than planned.

Staying adaptable ensures that you maintain control of the presentation, no matter the circumstances.

What are the benefits of a good presentation script?

It enhances your ability to connect with the audience. It serves as a guide, ensuring that you deliver your message in a clear, engaging, and relatable way. When you have a well-crafted script, it's easier to explain complex topics in a way that's easy for everyone to understand. This not only keeps your audience attentive but also makes your presentation more memorable.

Additionally, as the presenter, you get confidence boost. Knowing that you have a solid foundation for your presentation helps reduce anxiety and allows you to focus on delivery. As a result, your message doesn't just get heard; it resonates with the audience, leaving them informed, inspired, and often impressed by the clarity and effectiveness of your communication.

How can Prezent help with great presentation scripts?

Prezent, the communication productivity platform for enterprise teams, can significantly enhance the process of writing and delivering presentation scripts in various ways:

1. Efficiency in slide creation: Prezent's AI capabilities streamline slide creation. With a library of over 35,000 slides , presenters can quickly find and customize them, allowing more time to focus on writing a script with great content and delivery.

2. Consistency and brand alignment: Prezent ensures that all slides adhere to brand guidelines , maintaining a professional and cohesive look throughout the presentation. This consistency is crucial for the visual elements.

3. Enhanced storytelling through visuals: The AI-driven slide creation tools in Prezent suggest visual storytelling elements relevant to the script. This enhances audience engagement and understanding, particularly when complex points need to be conveyed.

4. Best practice examples and learning: Prezent offers a feature of best practice examples – a curated collection of exemplary presentations. These examples showcase industry norms and creative approaches, providing valuable insights into effective presentation styles and structures.

5. Personalized insights with fingerprints: The ' Fingerprints ' feature in helps understand your and your audience's strengths, preferences, and areas for growth. This leads to personalized insights, enhancing communication skills and ensuring that the presentation resonates with the audience. Create your Fingerprint today !.

6. Adaptability to content: Prezent adapts slide design based on the script's content, suggesting appropriate charts for analytical sections or illustrative visuals for narrative parts, ensuring the slides are in perfect harmony.

7. Feedback and improvement suggestions: With its advanced AI capabilities, Prezent can offer feedback and improvement suggestions on both the content and design of the presentation, based on communication and design best practices.

Overall, Prezent acts as a comprehensive tool for enhancing presentation scripts, ensuring that the visual components effectively support and elevate the spoken content, while also offering insights and suggestions for continuous improvement. To see Prezent in action you can sign up for our free trial or book a demo today!

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Writing for marketing

How to write a winning marketing proposal [with presentation template]

Stephanie joy hubbard.

26 minute read

Presenting a marketing proposal is like putting a little bit of your soul out there for critique. When you show your thinking to a client, you want them to see themselves in the challenges you lay out and you want them to be excited by your ideas.

Ultimately, you want them to buy into it – literally. You want it to win.

Here’s a comprehensive, step-by-step guide to writing a strong marketing proposal – from the research and discovery phase to designing a strategy and writing a deck that sells ideas.

What is a marketing proposal?

A marketing proposal presents your suggested approach for successfully marketing a brand, product or service – that is, for raising awareness and persuading potential customers that the brand, product or service is worth buying. 

Typically, a marketing proposal will detail how you, the marketer, propose to creatively capture the attention of a client’s potential customers in order to generate a certain amount of revenue. It will contain the strategy you propose to achieve this and an idea of timeline and costs. 

Marketing proposals may be written for a couple of different types of audience. You’d write one for an external potential client if you work at an agency or as a freelance marketer. If you work in-house at a business, you might write one for internal stakeholders. 

Either way, your goal is to persuade your audience to invest in your ideas – either hiring you or signing off on the budget. And in either case, the most important thing to remember is THE STORY. What story will you tell your audience so they agree with the vision and give sign-off to go ahead? How will you make them look at the challenge in a new way and offer a heroic solution? 

A winning proposal will lay out a clear and concise story that sets the scene, introduces the problem, positions your ideas as the hero and shows a happy ending – the result they’ll get from buying your ideas. But how do you write your marketing proposal? Here’s everything you need to know.

All buying is an emotional decision

Even when the cash is coming from your company’s wallet and not your own, all buying decisions are emotional. People buy from people they like. 

Even the most numerically minded stakeholders want to feel heard, engaged and, dare I say it, entertained by a marketing proposal. When you stand up and present your work, you’re putting on a show. And if you’ve done your job well, you’ll have your clients nodding along, agreeing with you and feeling good about the hour they’ve given to hear your proposal. 

Your aim is to do as much as you can to make it impossible for your prospective clients to say no. You do this by really listening to what they want in the first place, and then designing a strategy and proposal that meet that explicitly. 

ALWAYS present a proposal in person or over video rather than simply emailing it over. Presenting a marketing proposal helps turn the buying process into an emotional experience for the stakeholders. It will also allow you to answer questions, connect with your audience, build rapport, emphasise the parts you need to emphasise and show passion for the project.  

In this guide, I’ll talk a lot about presenting a marketing proposal and how to create a winning deck that sells. But it’s worth noting you will need two versions of your proposal – one to present and one to send to your client that goes into more detail and can stand alone. The latter can be a document file or a modified version of your slide deck. I’ll talk more about this later.

Understand the problem you’re trying to solve

Before you start creating your marketing proposal, the first thing you need to do is understand the problem you’re trying to solve. 

The discovery phase is crucial to designing a solution (and proposal) that your stakeholders will agree with and want to buy. There are many different ways you can do this. It will depend on how much you already know about the business, the budget and your access to data discovery tools like GWI (Global Web Index) that help you understand your consumers or a particular market. 

But, generally, your discovery phase will involve the following stages:

• Interviewing your stakeholders (or those who briefed you)
• Understanding the challenges
• Uncovering insights 
• Designing a strategy

Here’s a deep dive into each of these stages of discovery. 

1. Interviewing stakeholders

The purpose of stakeholder interviews is to get information from the people who know the organisation best. The outcome of well-conducted stakeholder interviews should be that you uncover insights that will inform your solutions and shape your proposal. 

Prepare a list of questions for your stakeholders. Make sure they’re all open-ended questions – that is, ones that prompt the interviewee to give detailed answers, rather than just a yes or no. Your aim is to better understand the business, marketing challenges, any nuances of their situation and their working culture. 

Start with basic questions about the interviewee’s role and responsibilities so you understand who the senior decision-makers and influencers at the business are. Knowing this will help you later on when you’re positioning your proposal. 

Use your interviews to work out what motivates your most senior decision-makers and always tailor your language to them. This is information you might already know if you’re creating an internal marketing proposal, so feel free to leave these questions out if they’re not needed. 

After you’ve asked the basics, delve deeper into the marketing goals of the business, the organisational set-up and what the challenges have been so far. Do this with as many key stakeholders as you can. 

Make sure to be an active participant in the interview, go off script and delve deeper into the issue if you think you can get a more thorough picture. Aim for each interview to be 30–45 minutes. 

Here are some examples of stakeholder interview questions:

Basics and organisational questions

• What’s your job title and what are your main responsibilities? 
• What team do you work on and who works closely with you on your team?
• When planning a marketing campaign, what are your key responsibilities?
• What goals are you trying to achieve as an individual or as a team? 
• What would help you achieve those goals?

Marketing-related questions 

• What do you think is working when it comes to marketing?
• What do you think can be improved?
• What are the main challenges? 
• What goals are you trying to achieve as a business?
• What do you think your customers’ main barriers are to finding or loving your brand/product/service?

2. Understanding the challenge

You should end up with a few challenges or problems to solve after your stakeholder interviews. For example, a common theme may be an internal lack of marketing capability or a lack of resourcing. Perhaps there’s an external issue, like a competitor that’s taking the market share. Or maybe it’s more of a branding issue, like a lack of consumer awareness or a need for a refreshed market positioning. 

Whatever you identify the main challenge to be, the next thing to do is fully research and understand it. And your stakeholders might not know this is the main challenge yet. So the aim when you are designing your marketing proposal is to make sure it frames this issue and gives evidence to support why this is the key issue to be solved. 

If the challenge is a barrier such as a lack of consumer awareness, you might research why your target demographic is unable to find your product/service/brand. Or why they don’t like the product/service/brand. Or why they prefer another product/service/brand. Finding these things out will help you know what to propose to solve the challenge. 

If customers don’t know the product/service/brand exists, you’d need to propose a marketing strategy to make it more findable. If customers don’t like the product/service/brand, your proposal will be built on ways to change this reputation, increase trust or communicate value. If customers prefer an alternative product/service/brand, your proposal might focus on how to position this one differently. 

3. Uncovering insights

A good idea will never be anything more than that if you can’t prove why it’s good. Good insights support your ideas and justify them to your client, so your good ideas can be turned into action. 

These insights might be universal truths relating to the product or service, they could come from data points, they could come from observing something from the market, or from your stakeholder interviews. Wherever they come from, good insights should make your stakeholders realise something new about the customer, the market or their product. 

But how do you turn a finding or data set into an insight? It’s all about digging as deep as you can. 

Here’s an example of how you uncover a key insight about your client’s market. 

Let’s say your client is a car company who has just launched an electric car. They have sustainability goals they need to hit by 2030 and, ultimately, they need to sell their new model. 

Your client supplies you with research documents about sustainability, including consumer research that reports 65% of car owners would buy an electric car. 

You research how other car companies have marketed their electric models and you consume as much content about electric cars as you can. And you find that the majority of content about electric cars is confusing and includes a lot of technical language. Your client’s competitors are also not doing a great job of showing what electric cars are really like to own. 

On a competitor’s YouTube channel, you notice a lot of negative comments saying that electric cars aren’t as good as traditional cars, with people also saying the infrastructure isn’t there yet to support electric cars. 

This is a great insight on which to base your proposal: the market is making electric car ownership look hard and isn’t giving people educational content about electric models. So your proposal will be all about myth-busting and simplifying electric vehicle ownership. 

Start with factual information, observe, and research to dig deeper and find the heart of the matter. 

Fact : Your client needs to sell more electric cars to hit their sustainability targets. 

Observation : People say they want to do the right thing for the planet. 

Insight : People feel confused by electric cars and think owning them will be more hassle than owning a petrol car. 

Here’s how to uncover killer marketing insights:

Research competitor brands – see what they’re doing well and not so well, and see where the opportunity is for your client. Your insight could be as simple as ‘Competitors are doing X, so we need to Y.’ 

See what real people are saying – observe comments sections on competitor content and look for themes. Search Google and see what comes up in the ‘People also ask’ section to get an idea for what people really want to know relating to the market. 

People also ask: Which is best electric car to buy? Is it worth getting an electric car UK? Are electric cars expensive to run? What is the cheapest electric car made?

4. Designing a strategy

Next you can begin to design your strategy. Using everything you’ve learned so far, decide what actions will help you achieve the client’s goals. 

You’ll need to have an idea of the budget your client has so you can tailor your strategy to that. However, if you have ideas that may be outside the stated budget but that will help to hit the client’s goals, include those too. If your rationale is solid that they need to spend more to achieve the results they want, then it’s important to put these options on the table. 

Your strategy should be a clear thread throughout your marketing proposal, from the title of your proposal to the way you position the context, the desired outcome and your ideas for how to achieve this. 

Here’s a simple formula to help guide your strategic thinking:

1. Diagnosis Take what you know from your stakeholders: their challenges, budget, timeline and the interview insights about the client’s company, marketing operations and ultimate business goals. 

Add these to what you know from uncovering insights: the market context, what competitors are doing, and what people want from the product/service/brand.

  2. Coherent actions Consider what actions you can suggest that will help the client overcome their challenges and achieve their goals. 

  3. Measuring success Decide what metrics you will use to know when you’ve delivered on the client goals. Make sure the metrics are clear and specific, so you and the client will know when you have achieved what you set out to achieve. 

For example, if the marketing proposal covers how to raise awareness for a product/service/brand, work out what level of awareness is a satisfactory uplift and how to measure it. 

The language to use

The language you use in a marketing proposal is key to its success. It should be simple and easy to read. Here are some tips:

• Avoid buzzwords, clichés and jargon. Even if you think the client is likely to understand a certain jargon word or phrase, don’t assume: find a simpler way of expressing what you’re saying. This is especially important if you’re writing and presenting in English and your client is not a native English speaker. Make sure the language you’re using is suited to your client.
• Make your headings sing. Make them big, bold statements showcasing your insights. This will have more impact than generic headings – or a lot of small text. Particularly when you’re presenting, you want your clients to be focusing on what you’re saying, not reading a lot of text on your slide.
• More formatting than language-related, but use bullet lists in the presentation slides and also in the more detailed version of the proposal. They help people process information quickly. ( Here’s a list of compelling reasons why .) 

  Everything you ever needed to know about writing (and presenting) a marketing proposal, courtesy of @EmphasisWriting Click To Tweet

How to write a marketing proposal

A good proposal is one that’s simple, quick to present and easy to understand. Make it crystal clear the value you’re bringing, what exactly you’re going to do, what that will achieve and how much it will cost. 

A good deck sells ideas. The secret to a winning marketing proposal presentation is this: keep it clear, concise, persuasive, engaging and, crucially, brief. This is not War and Peace . Don’t make your stakeholders work hard to understand what you’re proposing. 

For the presentation, use bulleted lists and bold statements rather than lots of running text whenever you can. Try to keep each section to as few slides as possible so the presentation is as punchy as it can be. Use your speaker notes so you can add the detail as you take your clients through your proposal. 

Create two versions of your proposal: the deck to present and the version to send over afterwards. This is particularly important in case the proposal will be sent to other stakeholders who were not at the presentation: the document needs to be able to stand alone.  After you’ve designed your strategy, it’s up to you whether you create the deck or the document version first. 

You can either create an edited version of the deck to send (with the detail from the speaker notes added in) or a document version in Word or Google Docs (but send this as a PDF). The important thing is that this version is reader-focused and readable, so don’t try to cram too much text into the slide deck. 

11 sections to structure a successful marketing proposal

There are 11 distinct sections a winning marketing proposal needs. This order provides a logical structure for your proposal, but it’s not totally set in stone. Move later sections around if you feel they need to be in a slightly different order. This is intended as a guide; all client challenges are different and require different narratives.   

1. An enticing and snappy headline

Open strong on your title slide (or cover page for a document version). Not ‘Marketing proposal 2022’. Instead, think something more like ‘Supercharged marketing for 2022’, ‘Bolder, better, faster: a new content purpose’, or ‘Marketing that sells more – more often’. 

2. The agenda and contents

This is essentially a contents page and can remain the same for the presentation deck and the document you email over afterwards. 

When presenting, this slide can be the backdrop for your voiceover. It will outline what you’re going to show your audience, so they know what to expect. You should also set the outcome you all need by the end of the presentation: for example, to agree on next steps or schedule a second meeting. Or you can simply note that you’ll email over a detailed version and wait for their feedback. 

For the version that you send to the client after the presentation, consider writing an executive summary to add in directly after the contents, so the reader can be reminded of the main beats of your proposal. (This is also vital for drawing in those readers who missed your presentation.) 

Set the context. ‘We are HERE (A) but want to get THERE (B).’ 

This is the section where you set the scene and ready your clients for the story you’re going to tell them. Here’s where you show you’ve done your research into their challenges and you demonstrate you’ve found out some truths and tease that you also have some answers. 

Be honest about where the client is now. Uncomfortable truths are OK, as long as you have a rock-solid solution to get the client out of that uncomfortable place. 

Truths might be quantitative data you have around how the current marketing strategy is failing to achieve the goals, or it could be qualitative data you’ve uncovered from stakeholders or by conducting market research. 

This section might include information about the audience – your client’s demographic – to remind your clients who your ideas are for. A brief description of the audience, who they are and what they need from the product/service/brand is useful to ground the narrative and set the scene for your ideas. 

For example, if you have a hospitality client in the food sector, you could mention that after lockdown during the Covid pandemic, many people were desperate to get out and enjoy life again. This insight into the client’s audience would help to ground the conversation and set the current context. 

4. The challenge

Briefly highlight the challenge you’ve identified to get your clients nodding along with you. For the slide deck, a short bulleted list is good for this – add speaker notes to discuss nuanced detail and add further explanation during your presentation. 

You might have identified the challenges through your research and/or stakeholder interviews. Make sure you always have evidence to support the challenges you present, such as quotes from the interviews, data points or observations about the market with screenshots of customer feedback. 

Client challenges could be issues like:

• competitor brands have market share
• your client needs to launch a new product, but they currently don’t have a market for it
• your client’s current marketing strategy isn’t working. 

5. The desired outcome

Your client will always be looking for a certain desired outcome, whether that’s brand advocacy or simply to sell more stuff. In this section, promise a specific outcome your client wants, cares deeply about and that you can deliver. Present this section as strong statements. 

For example, start with a bold statement like: ‘Helping the UK fall in love with electric cars with educational, inspiring omnichannel content.’ Include:

• the opportunity: explain what the opportunity is and remind the client that time is short, to add pace and urgency 
• the route to get there: briefly explain how you get from A to B. 

6. Insights

Position your insights as new, important truths by giving them space to breathe in your presentation deck. Use large, bold statements that take up the majority of the slide and then talk your client through how you uncovered this insight. 

In the version you send over later, use these bold statements as headings, and explain in running text (or bullet points) the detail you mentioned during the presentation. 

For more tips on uncovering insights, go to the ‘Uncovering insights’ section, above. 

Whatever your insights are, here are the brilliant ideas that are going to transform insights into a solution that achieves your client’s goals. This section is where you do your Big Reveal. It’s where you should dazzle your client with your strategy for achieving their desired outcome. 

You want your stakeholders to feel they can do something new and different. Something they haven’t tried and are excited by. 

This will look different depending on your area of expertise and what kind of marketing activity you’ve identified as the answer to the challenge. For example, this section could be mainly visuals if you’re showing a creative treatment for a campaign, or it could be mainly words laying out a more strategic and tactical approach for how you’ll solve your client’s challenges. 

At the end of this section, include the ideas and metrics you identified earlier for how to evaluate success. 

This section says ‘Don’t believe we can do this? Here’s why we can.’ 

Here, draw on your experience, your integrity and significant times you have delivered similar outcomes before. Include a relevant case study with a compelling story that helps the client see themselves having the same success in the future. 

9. Cost, deliverables and timeline

This section is dedicated to your client’s investment summary. 

Make this section as easy to read as possible by using a table format that takes up one slide. List your deliverables and their costs in a column. If it’s possible to, set them against a timeline and add specific dates when the deliverable will be delivered. If you need more space, add an extra timeline slide after the investment summary and use a Gantt chart to list your deliverables against a timeline. 

Make it clear what the scope of work is and what your role is. For example, will you be advising, consulting, or actually producing the work for them? 

If the project is complex, or you haven’t worked out the timeline yet, you may want to split the deliverables into phases or workstreams, eg ‘The discovery phase’, ‘The design phase’, ‘The execution phase’ and ‘The evaluation phase’. List activities under each. 

This is especially useful if you need to do further research and work before you decide what production will involve. For example, will you need to involve a data team, conduct customer research or do some testing and learning before designing a marketing campaign? If so, list these stages and activities clearly and price them individually. 

Work out your costs based on who will be working on each activity, how long it will take them in days and what the day rate for each person is. If you’re not confident about defining pricing, work with your finance team on this part. 

Click image to enlarge in new tab

Table labelled ‘Investment Summary’. The table has three column headings: ‘Activity’, ‘The benefits’ and ‘Investment’ and is further divided into the stages of the process: discovery, design, execution and evaluate. The table is filled with some example text.

Under ‘Discovery’: Activity: eg Customer journey mapping The benefits: Define each customer type and design their customer decision journey through the brand touchpoints. Investment: £X

Under ‘Design’: Activity: eg Communications plan The benefits: An efficient and organised plan that details the messaging, the assets, the formats, the channels so that each audience type receive the right message at the right time in the right place to move their sales journey on with us. Investment: £X

Under ‘Execution’: Activity: eg Content production The benefits: The production of all content assets for the campaign: copywriting, design and files delivery. Investment: £X

Under ‘Evaluate’: Activity: eg Measurement framework The benefits: A benchmarking and measurement framework unique to the channels, timings and formats so that we can set success metrics and report back on the success of the campaign. Investment: £X

You can use our marketing proposal presentation template for an example of how to lay out your costs, deliverables and timeline. 

Always recap:

• This is the desired outcome.
• And this is how this idea is crucial for achieving it.

  For example: ‘To make the UK fall in love with electric cars, we will design an omnichannel campaign that is both educational and inspirational to drive uptake and increase engagement for [BRAND].’

This is a final chance to dazzle your client with your great ideas before you invite feedback and discussion (or – in the write-up version – to end on a high). 

Top tip : For the deck, make sure this is a good-looking visual slide and leave it on the screen during the feedback session. 

11. Appendix

Your appendix should be any information that the client can look through in their own time that supports your proposal, but is not essential for the initial presentation. 

Top tip : Anticipate the kinds of questions your client might have after they’ve seen your presentation, and include anything you might want to refer to during the discussion in the appendix. This might be a deep dive into your research findings or any data sets you have. 

By adding it at the end, you can easily bring it up if needed. 

Ideas of what to include: 

• data / workings out 
• the team that will work on the project
• additional relevant case studies 
• your credentials, eg testimonials and client list
• the terms and conditions for doing business with you or your company. 

Marketing proposal presentation template

Now you know the whole process for creating a marketing proposal, you can use our presentation template as inspiration to create your own. 

Remember, as with every part of a proposal, you should always tailor the approach to your specific client. If you think a particular section isn’t needed, or should be longer or slightly different, you can adjust it. 

[Get the marketing proposal presentation template]

Top tips for a winning marketing proposal

Are you raring to go with creating your next proposal? Just before you do, let’s recap some crucial tips for success.  

Know your audience 

This is vital to create an effective solution at all. But go further to frame your message in the most powerful way.

Identify your key decision-maker before the proposal presentation and tailor it to their needs and biggest pain points. Find out what makes them tick: for example, are they a numbers person, or more brand focused? 

Based on this, design your lead message. So, if your chief decision-maker is numbers orientated, lead your proposal with what revenue figures you expect by following your plan. If they’re more brand focused, put what percentage uplift in brand metrics like engagement you expect. 

Present, edit and email

I’ve said it already, but it’s worth repeating: always present a marketing proposal in person (or via a video call) so that potential clients are more likely to be persuaded to buy from you.

Keep the words on the slides when you present to a minimum so your client is paying attention to you, rather than reading the slides as you’re talking. Keep the detail in the speaker notes. 

Then tailor a version to send afterwards, adding the details from your speaker notes before you formally email over the proposal. This is vital for persuading any stakeholders who were not present at the presentation, so they can still see how well you understand and can help them with their challenges and goals. 

Invite feedback

When you present your marketing proposal, make sure you establish when you’ll be inviting feedback – will it be welcome throughout the presentation or should it wait until the end? 

Sometimes clients can find it difficult to give feedback on the spot. They may prefer to do so after giving it all extra thought or consulting their wider team, so make sure you give them options. 

When you email the deck after the presentation, make sure you are clear about when you need any more formal feedback, and follow up to either request this or acknowledge when it has been received. 

Preparing to win

Marketing proposals are complex, and writing one can seem like a daunting task. But if you listen to your client, keep a strong sense of what story you want to tell and support that with insights, you’ll stay close to the challenges and create a concise, cohesive and persuasive proposal. 

We hope you found this guide useful, and best of luck with your next proposal and presentation!

  Interested in training your team to write better proposals? We can design a bespoke in-house course to help you hit your goals.  

Main image credit: Mila Supinskaya Glashchenko / Shutterstock

Design a deck that sells your ideas

Use our free template to create a marketing proposal presentation that wins over your audience with your targeted ideas.

Stephanie is a senior content consultant who advises clients on all areas of their digital content – from social media and influencers to big creative campaigns. Her background is in social media and marketing, having previously been head of marketing for fashion brand American Apparel, as well as working for start-up social media app HeyHub. Stephanie shares her expertise in making an impact online as a guest author on the Emphasis blog.

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The Ultimate Guide to Sales Scripts (With Examples)

Published: August 23, 2023

Many salespeople believe they won’t sound good if they read from a sales script . While I agree you should never read from a script when selling , a sales script can greatly improve your results by preparing you with the best questions and lines to say and ask.

Here, we'll take a closer look at what a sales script is, review the sales script creation process, and see some examples of what these guides can look like in practice.

What is a sales script?

The term 'sales script' loosely refers to any combination of predetermined strategies, talking points, questions, and conversational structures sales reps can reference when speaking to prospects.

Sales scripts shouldn't be taken as rigid, repeatable, word-for-word checklists with no room for deviation — it's better to think of them as guides and not formulas. Any successful sales conversation will take some degree of improvisation and finesse.

10 Free Sales Call Templates

Have better conversations with your sales prospects using these free templates.

• Discovery call template
• Follow-up call template
• Standard outreach template

You're all set!

Click this link to access this resource at any time.

Still, having a baseline sales script to help shape the course of a conversation can be extremely valuable when engaging with prospects. Going into a sales conversation blind — without a solid concept of the talking points you'd like to hit or an ideal trajectory of where it should go — can make you look sloppy, unprepared, or uninterested.

Let's take a closer look at how to put one of these scripts together.

How to Write a Sales Script

• Identify a product or service to focus on
• Hone in on your target audience
• Develop your benefits
• Link your benefits to pain points
• Ask questions about those pain points
• Don't talk too much
• Always close for something

1. Identify a product or service to focus on

Start by identifying the product or service you would like to ultimately sell to the prospect. You need a focal point. Bouncing from solution to solution, clumsily saying, "Well actually, this could work for you too," over and over again makes you seem unfocused and impersonal.

Stick to the offering that best suits your prospect's needs — project confidence in a product or service, and show that you understand your potential customer's circumstances.

For example

Recruiting services

2. Hone in on your target audience

Different prospects in different industries holding different positions are bound to have different needs and preferences. Though you can try to create a one-size-fits-all sales script that appeals to several kinds of prospects, you're better off tailoring your questions and points to suit specific buyer personas.

Know who you're selling to. Conduct research that covers the challenges they face in their role, their competitive landscape, the issues their company is dealing with, and other factors that can shape relevant questions and talking points. Remember, sales is a personal practice, so gather as much personal insight as you can when putting your script together.

Hiring managers at mid-size SaaS companies

3. Develop your benefits

Take the solution you selected and then think about the buyer that you are planning on talking to. What can they expect to see by leveraging it?

Selling features is less effective than selling benefits . Your sales script shouldn't cover all the neat bells and whistles that come with your product or service — it should tout the bigger-picture results that it will generate.

Does your solution increase productivity? Does it cut costs? Does it take strain off employees' day-to-day? Try to come up with at least three key benefits, and fold those into your sales script.

For Example

• Shorten the time it takes to place a new hire.
• Reduce internal time spent searching, screening, and interviewing applicants.
• Build top-caliber teams leading to the best business results.

4. Link your benefits to pain points

Why is your prospect talking to you in the first place? Clearly, they have some pressing issues they need to resolve — otherwise, they wouldn't be interested in a solution like yours at all.

You should be able to surmise some of your prospect's key pain points through the research you've conducted and the benefits you've framed in the previous steps.

List out those problems and concerns, and link them to the benefits you've identified. Every perk you can reference stems from a specific pain point your prospect is facing. Have them ready, and incorporate them into your script.

• It takes too long to place a new hire.
• It is difficult to find time for interviewing process because of everyday responsibilities.
• They lack top-caliber employees.

5. Ask questions about those pain points

The ability to ask thoughtful, probing, insightful questions is the mark of a truly exceptional salesperson. Those kinds of lines of questioning demonstrate sincere interest, show that you've done your research, and indicate that you actually believe that your solution is the best possible one to suit your prospect's needs and interests.

Take a close, thorough look at the pain points you've identified when developing your questions. Try to come up with at least one or two thoughtful questions for every challenge you've decided to reference.

If you can do that, you can frame yourself as an interested, consultative, helpful figure who's equipped to help your prospect navigate their unique problems and concerns.

• " How do you feel about the amount of time it currently takes you to fill open positions? "
• " How happy are you with the quality of candidates you are being presented with? Do you feel like you can choose from top-caliber talent? "
• " How important is it for you to decrease the amount of time you spend interviewing? "
• " How do delays with filling positions impact business operations and the bottom line? "
• " Do you feel like you have the internal resources and processes necessary to fill positions quickly and with the right quality talent? "

Using the points you came up with in steps one through five, adapt these scripts to your own product, company, and prospects.

6. Don't talk too much

If you're doing more talking than listening, you're doing it wrong. A script should leave ample time for your prospect to ask questions, share comments, and generally be heard.

Record yourself giving your pitch to a friend or colleague. When you go back and listen, if more than half the pitch is you talking, rethink your approach, edit your script, and include more moments to ask your prospect questions.

• " So, what I'm hearing from you is [repeat what you've heard from your prospect]. Is that right? "
• " What are your goals this quarter? "
• " Is this relevant to your company goals this year? "
• " What's your single biggest pain point right now? "
• " How long have you been thinking about this? "
• " Is there anything I've overlooked? "
• " What's your biggest priority at the moment? "
• " How will this solution make your life easier? "
• " What is your manager hoping to accomplish in the next year? "
• " Have I earned two more minutes of your time? "

Work a few of these questions into your script and entice your prospect to answer. It's an easy way to keep the conversation going and learn more about them.

Want more question inspiration? Check out these probing questions , this ultimate list of sales discovery questions , and this rundown of questions that identify your customer's core needs .

7. Always close for something

Sales pro Jeff Hoffman says a salesperson should have a close in mind for every interaction they initiate. It might be as simple as asking for five minutes more of your prospect's time. Or it might be asking for their business.

Hoffman explains, "Your talk track should always be about your prospect. Don't finish with ' Does that make sense?' or ' Is this something you'd be interested in?' These closing questions feel like a quiz and are more about you than them ."

He continues, "Instead, close with, ' We have clients who love being able to build software anywhere in the world. How many software engineers do you have at your company?'" This question doesn't assume your prospect followed your whole pitch. If you lost them, this type of question can gain their attention back.

But every time you send your prospect a message, make sure you have a call to action for them.

Sales Call Script Sample

So, what do these seven tips look like in action? Let's take a look.

Salesperson: " Hello, [Prospect name]. My name is Michael Halper and I help hiring managers like you reduce the time it takes to interview, hire, and onboard new talent in 50% less time than the industry average. How many new hires do you have planned for the year? "

Prospect: " Well, my department has the budget for seven new hires in 2019. "

Salesperson: " What's your biggest pain point in the hiring process right now? "

Prospect: " I've got a million other things going on, and finding qualified candidates has been a challenge. We need to get these positions filled, but I'm having a hard time making it a priority with everything else on my plate. "

Salesperson: " I hear that a lot. I'd love to set up a 10-minute call to learn more about your goals this year, and share how Recruiters International might be able to help. What about this Thursday? "

Prospect: " Um, sure. I think I've got an 11:00 open. "

I've introduced myself but also gotten straight to the meat of what I can offer to make my prospect's life better. Then, I've asked plenty of questions to get her talking. I ended by closing for another call. Simple, straightforward, and prospect-focused.

Sales Script Templates

Ready to begin creating your own script? Use these templates as a starting point.

1. Outreach Call Script

The outreach call is the deal-starter. It’s your chance to begin on the right foot with a prospect. This sales call script from HubSpot allows you to showcase that you’ve done your research, and you’ll begin warming the lead without coming across as overly pushy. It comes with two options, depending on whether the prospect wants to continue the conversation or presents an objection.

2. Gatekeeper Call Script

Gatekeepers can be anyone, from office administrators to entry-level employees who won’t be using the tool or make the final decision. Use this sales call script to get to the right contact. That way, you don’t waste time warming a lead who’s not even close to the decision makers. The script allows you to stay succinct and professional, and provides different script options depending on the outcome.

3. Discovery Sales Call Script

The discovery call is the crowning glory of a new deal. It’s your chance to uncover your prospect’s needs at length — and to further qualify them. It’s a good time to identify whether they’re a good-fit prospect and therefore worth pursuing.

This script is flexible enough for different industries and personas. You can get as granular about pain points as you’d like — or, if the prospect still seems reluctant, ask high-level questions that lead them slowly toward articulating their needs. Like all scripts, you’ll have different options depending on your prospect’s response.

4. Following Up Call Script

Following up is a must, not only to stay top-of-mind but to ensure you’re doing everything possible to lead prospects toward a pitch meeting. This script is short, sweet, and easy to customize. We also love that it includes instructions to ask why the prospect may not be interested at this time. Every call is an opportunity to further qualify prospects and refine buyer personas.

These are not the only call scripts you should incorporate into your sales process. Download the full kit here for free and get scripts for making 1:1 connections, sharing a product promotion, and more.

Sales Script Examples

1. sales call script templates.

Introduction

" Hello [prospect’s name], this is Michael Halper from Recruiters International. Have I caught you in the middle of anything? "

Value Statement

" Great. The purpose of my call is that we help hiring managers to: "

[Insert your value points here]

(Optional) Disqualify Statement

" I actually don't know if you are a good fit for what we provide so I just had a question or two. "

(pause or ask for agreement or availability) If you have a couple of minutes?

Pre-Qualifying Questions

" If I could ask you quickly: "

[Insert your questions here]

Examples of Common Problems

" Oh, OK. Well, as we talk with other hiring managers, we have noticed they often say: "

[Insert your pain points here]

" Are any of those areas you are concerned about? "

Company and Product Info

" Based on what you have shared, it might productive for us to talk in more detail. "

" As I said, I am with Recruiters International and we provide: "

[Insert some brief details about product, service, and/or company]

" But since I have called you out of the blue, I do not want to take any more of your time to talk right now. "

" You have asked some good questions and there is a little more information that I would like to share. I would also like to learn more about you. Are you available for a 15-20 minute meeting where we can discuss your goals and challenges and share some examples of how we have helped other managers build top-caliber teams? "

2. Sales Script for Working a Gatekeeper

My name is [Your Name]. I'm calling on behalf of [Your Company]. I was hoping to reach [Prospect's Name]. Could I get your name?

(Acknowledge and repeat their name)

It's great to meet you. I was wondering how I could connect with [Prospect's Name] — could you let me know the best way to make that happen?

3. Sales Script for Referencing a Mutual Connection

Hello [Prospect Name],

I was speaking with [Mutual Connection] about leaders in your space, and he mentioned you recently [recent achievement of theirs]. Congratulations!

We actually helped [Mutual Connection] achieve [achievement/result]. I was wondering if we could book some time to go over how we could do the same for you.

Sales scripts aren't specific to sales calls — they can also be leveraged to send effective emails to prospects.

4. Sales Script for Email

Download Now: 25 Proven Sales Email Templates [Free Access]

It takes too long to fill open positions

Hello [prospect name],

I am with Recruiters International. Hiring managers often tell us:

• It takes too long to place a new hire
• It is difficult to find time for interviewing process because of everyday responsibilities
• They lack top-caliber employees

Are you available for a 15-20 minute meeting to discuss your goals and challenges and share some examples of how we have helped other managers solve these challenges?

You can book time on my calendar here: [Link to Meetings tool].

Michael Halper

Recruiters International [phone] [email] [website]

Sales scripts can also come in handy when your sales calls go to voicemail.

5. Sales Script for Voicemail

"Hello [prospect name], this is Michael Halper from Recruiters International.

Many hiring managers tell us:

• Placing a new hire demands too much time
• Interviewing gets in the way of regular work
• Despite the investments they make in hiring, it’s still hard to find the best employees

We help to improve all those areas, which is why I am reaching out to you.

I will try you again next week. If you would like to reach me in the meantime, my number is [phone].

Again, this is Michael Halper calling from Recruiters International, [phone].

Thank you, and I look forward to talking with you soon."

25 Free Sales Email Templates

Save time, find new ways to reach out to prospects, and send emails that actually convert.

• First-Touch Emails
• Follow-Up Emails
• Break-Up Emails
• Full Email Sequence

6. Follow-Up Email Script

Following up my voicemail -- Recruiters International

As I mentioned in the voicemail I just left, I am with Recruiters International. Most hiring managers we speak to struggle in three major areas:

• It is difficult to find time for interviewing process because of everyday
• responsibilities

We can help you solve all three challenges.

Are you available for a 15-20 minute meeting next Tuesday or Thursday morning to discuss your goals and challenges and learn how we’ve helped other managers address these?

Recruiters International

7. Breakup Email Script

Is this the case?

I've reached out a few times and we've been unable to connect about how I might be able to help you reduce recruiting time by up to 50%.

Usually, when this happens it means recruiting isn't a priority for you right now. Is that the case here?

If so, I won't take up any more of your time.

8. Breakup Call Script

Salesperson:"Hello [prospect name]. I noticed you rescheduled our demo again today. Usually, when this happens a few times, it means this isn't a priority at the moment, is that the case here?"

Prospect: "Actually, I just forgot I had a dentist appointment today. I'd really like to reschedule for tomorrow if you're free."

Salesperson: "Absolutely. How does 9:00 am sound?"

9. Breakup Voicemail Script

"Hello, [Prospect name]. I've left a few voicemails now and we still haven't connected. Usually, when this happens, it means recruiting just isn't a priority for your company at the moment. If that's the case here, I won't bother you again. If not, I'd love to hear from you. Thanks."

With these examples and templates, creating a sales script should be simple. And remember, you don't have to follow it word for word. Use it as a tool to prepare and practice.

Why use sales scripts?

You might feel trepidation about using sales scripts — we understand. You don’t want to sound like a robot, right? But they’re a necessity. Not only because they considerably speed up the sales process , but because they make your job much easier.

Here are just a few of the benefits you’ll enjoy by adding scripts to either your personal playbook or team playbook :

1. You will know what to say during sales calls.

This one is obvious, but it cannot be overstated. By using sales scripts, you will simply know what to say — and there’s no better feeling during a call where prospects may take you aback with objections, questions, and unexpected pain points. Plus, if you create different scripts for different verticals, you’ll be better prepared to identify a prospect’s needs from the first discovery call .

Remember, the point isn’t to regurgitate the script word-for-word, but to know it well enough that you can leverage it at the right time. Without a doubt, sales call scripts will prepare you for any scenario.

2. You will know when to list product benefits during the call.

A script gives you beats to follow, so you’ll know when exactly to begin pitching your product’s benefits to prospects. It’s essential to wait for the right time, or you’ll put off the prospect by delving into the solution without first becoming acquainted with their pain points.

This is especially important when working with different contacts at an organization. For instance, your script for a gatekeeper may include product-level benefits after you’ve warmed them up, while your script for a decision-maker may include result-level benefits right from the start.

3. You will be better prepared to handle objections.

Sales call scripts prepare you to effectively handle objections . Objection handling is one of the hardest parts of working in sales, but a script will make it much easier, no matter what kind of contact you’re interacting with. You want to be able to dispel qualms respectfully and reasonably. The best way to do that is to use a script that prepares you to stay calm while you persist.

4. New sales reps will learn more quickly and effectively.

An unmissable benefit of sales scripts is being able to onboard new sales reps much more quickly. Instead of having them shadow different reps, all of who will likely have a different style, you can standardize the learning process by providing sales scripts to follow.

New hires will also be able to get on the phone more quickly if they know what to say from the onset, instead of having to guess or come up with their own script.

5. You will speed the sales cycle.

By eliminating trite back and forth, sales scripts allow you to get to the sales pitch as quickly as possible. You can qualify prospects much more quickly when you know what to ask. You can also handle objections earlier in the process than if you had to come up with an answer from scratch every time.

As a result, your sales cycle will considerably shorten, allowing you to find good-fit prospects, close more deals, and reach quota more quickly.

6. You will create a consistent experience across your customer base.

Whether you work exclusively with small businesses, enterprises, or consumers, it’s important to provide as consistent experience as possible across the board. This doesn’t mean using the same script on different prospects — each one will have different pain points, needs, and timelines — but it does mean having a standard starting base for each conversation.

Creating a consistent experience with a sales script will allow you to tackle new calls with confidence and establish a distinctive selling style .

Add Sales Call Scripts to Your Playbook 

Whether you’re a new sales rep or a seasoned veteran, it’s essential to have a collection of effective, proven scripts you can use at every stage of the sales cycle. The above examples and templates will start you off on the right foot, but remember to customize them so that they can help you capture your specific prospect’s attention.

Editor's note: This post was originally published in December 2017 and has been updated for comprehensiveness.

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Use these templates and have better conversations with your sales prospects.

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