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The Plain English Guide to Writing a Business Case

Hubspot

This document will justify taking on a certain project. To develop a business case, you'll need to write several key components, including a proposal, strategy, budget, SWOT analysis, and project plan. With these documents, you should be able to prove that the project you're pitching is worth doing. Let's dive in below.

SWOT 78
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A Primer on Sales Competitive Battle Cards

The Effective Marketer

This is a lengthier document that analyses the competitor’s company, value proposition, marketing communications, technical aspects of the product, etc. Add different search criteria like <competitor name> proposal filetype:pdf to find documents in PDF with ‘proposal’ in them. You get the idea.

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How to Build a Market Development Strategy [Free Planning Templates]

Hubspot

To that end, conduct market research exercises like a Porter's Five Forces Analysis or a SWOT Analysis to determine your strengths, weaknesses, buyer power, threat of substitutes, or other attributes compared to competitors in this new market. Understanding your hypothetical positioning in a market is key before attempting to enter it.

Planning 101
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How to Create a Marketing Communication Plan that Attracts Clients

Webbiquity

A marketing communication plan is an essential document for bringing in new clients and to communicate strategy to your in-house marketing team. But what’s the ideal process for creating this document? Examine your current plan outlines before sending proposals to clients. Look at this SWOT template below.

Planning 237
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What you need to know before creating a social media RFP (template included)

Sprout Social

But, like all formal documents, creating them can be stressful. You’ll be sifting through proposals in no time. A social media request for proposal (RFP) is a formal questionnaire used to gather proposals for service or software needs. These documents help marketers make the best possible decision on who to partner with.

RFP 99
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How to Develop a Strategic Plan for Business Development [Free Template]

Hubspot

Conduct a SWOT analysis. Find the elevator pitch that works best for your reps, company, and offer, and document it in your business development strategy. You might already have an executive summary for your company if you’ve written a business proposal or value proposition. Conduct SWOT analysis. Strategic Plan Template.

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Marketing Planning Process for Professional Services

Hinge Marketing

Having well-documented plans makes it easier to change them. Often these key business insights are organized within a SWOT analysis. While that may seem obvious, many firms spend little time on their SWOT analysis, relying instead on personal beliefs and anecdotal experience. Document your operational schedule and budget.