Proposal Template - Kathleen Celmins

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In our call, we established that in order for you to feel this arrangement was successful, you'd need to double your income in the next 12 months.

We also went through a series of strategies which you felt, and I agreed, would help you achieve that with relative ease.

You have a great <<>>>, but with the right marketing, your brand could grow exponentially.

Our mission is to build your platform from where it is now to where it needs to be in just 12 months.

How are we going to do it? Keep reading.

On our call, we created a timeline of activities which we both agreed would bring us to our goal of $$$$ within a 12 month period.

These ideas followed three themes:

1. Leveraging existing marketing activities

2. Expert positioning

3. Intelligent and timely offers

You're already doing brilliantly with <<>> and <<>>.

You said that you're not 100% sure what's working because you don't have any tracking on your marketing but that it's a gut feeling.

We'll be looking to get tracking in place and get those campaigns working the way they should. This will be the first port of call because it will bring us results quicker and this will fund our later efforts.

We agreed that you'd find it easier to get more calls, meetings and sales if your public profile portrayed more of an expert status.

You're absolutely right with this.
All the big names you know, respect and buy from, follow a formula that shifts their positioning from a place of "please buy from me" to "of course you can join my waiting list".

That's what we're going to achieve for you. It's not going to happen overnight and it'll be something you need to continue building long after the 12 months is up.

How do we build expert status?
We do this in a variety of ways: writing authoritative pieces, creating video content that shows how much you know, keeping your social media updates on brand, and connecting you to others who can help amplify your voice.

Getting recognized as an expert in your industry is step zero, because an expert without a way to capitalize on opportunities is still an expert that can't pay their bills.

How do we turn your expertise in to a thriving business for you?

So every piece of outreach, marketing, guest posting will have its own way of capturing new leads which we'll later turn into customers.

A combination of these three strategies will give us the quick cash to get started, build your profile and generate leads in the process.

Next, let's look at the plan of action for the next 12 months.

Below is a super light version of the timeline we came up with on our strategy call.

It's incredibly high level but there's a lot to each of these elements and there's a lot that's not mentioned.

The golden rule of marketing is test and measure. If it turns out that something unexpected happens that is producing better than expected results, it would be crazy not to milk it.

This will all be in your consultation, but essentially it means that we won't just blindly stick to the plan if the results indicate something different will be more successful.  Adaptability is the key.

That said, here is your initial month by month plan:

Maybe you can relate.

Travis was actually in a similar boat as you. Personally, I think you're much farther along than he was when he hired me, but you have a similar goal.

Travis runs a student loan advising business, and without much marketing, was able to have 600 one-on-one calls in a calendar year.

But he didn't have many email subscribers and his monetization wasn't strong. We started working together, and we put systems in place so he could focus on delivering excellent work and have his marketing machine running in the background.

His marketing wasn't on autopilot, but since we took it off his plate, it felt like autopilot to him.

Travis wanted to 5X his email subscriber list and grow his revenue from consulting calls, affiliate offers, and his online course.

I'm proud to say, we helped him do that.

We're a little different than the rest. We think that's a good thing.

We believe in getting what you pay for. That's why we send full reports every month, not only on our marketing activities, but on metrics that matter.

$6000 a month, for a minimum period of 12 months. That's it.

This is a big decision. It's a commitment to your business, and it's a commitment to marketing. Spending money, especially this much money, can be scary.

It's not for everyone, either.

If your business isn't bringing in enough to justify spending money on marketing, then you need to focus your own efforts on becoming the best marketer you can be.

But if you want to grow your bottom line, the first place to spend money is on marketing. Every dollar spent on amplifying your message will come back to you, and it'll bring its friends.

Why 12 months?

Great question! Marketing brings results, but it rarely (never, in our experience) brings in instant, overnight results.

In fact, that's not even our goal. You're not making cat videos. You're building a real, and serious, business.

We need a commitment from you. One that says you'll let us take the reigns of your marketing, for a full year, so we can achieve the kind of results we both want.

If we ever miss a monthly deadline, your next month is FREE.

We're so confident in our ability to exceed expectations, so if for some reason, we can't deliver, your next month is free.


We can't guarantee you'll make more money (although we're confident you can). But we can guarantee that we'll deliver what we say we will, when we say we will, so you don't lose out.

As long as you've been supplying us with everything we need and living up to your end of the bargain and we're simply not hitting deadlines then we will extend your deal at no cost to you by an extra month.

In essence, if we're one week late every month, you'd get an entire year free. If we're late on two of the months then you'd get 14 months instead of 12.

We do this to put pressure on ourselves to meet the deadlines we both agreed to. It also gives you peace of mind that in the event that we don't do exactly what we say we'll do, then you get us working until it does.

We try to make things as simple as possible.

There's no back and forth necessary.

In fact, just click the button below to pay for your first month.

We'll have a call, and together we'll decide how to amplify your business in the next 12 months!

This Agreement (the "Agreement") is made as of [Date], by and between [Company Name] (the "Company"), and [Consultant Name]("Consultant").

1. Consulting Relationship.
During the term of this Agreement, Consultant will provide consulting services to the Company as described on [PAGE NAME] hereto (the "Services").  Consultant represents that Consultant is duly licensed (as applicable) and has the qualifications, the experience and the ability to properly perform the Services. Consultant shall use Consultant's best efforts to perform the Services such that the results are satisfactory to the Company.

2. Fees.
As consideration for the Services to be provided by Consultant and other obligations, the Company shall pay to Consultant the amounts specified on [PAGE NAME] hereto at the times specified therein.

3. Expenses.
Consultant shall not be authorized to incur on behalf of the Company any expenses and will be responsible for all expenses incurred while performing the Services [except as expressly specified] unless otherwise agreed to by the Company's [Title of Officer], which consent shall be evidenced in writing for any expenses in excess of [Expenses]. As a condition to receipt of reimbursement, Consultant shall be required to submit to the Company reasonable evidence that the amount involved was both reasonable and necessary to the Services provided under this Agreement.

4. Term and Termination.
Consultant shall serve as a consultant to the Company for a period commencing on Commencement Date and terminating on the earlier of (a) the date Consultant completes the provision of the Services to the Company under this Agreement, or (b) the date Consultant shall have been paid the maximum amount of consulting fees.

Notwithstanding the above, either party may terminate this Agreement at any time upon [Days Notice] business days' written notice. In the event of such termination, Consultant shall be paid for any portion of the Services that have been performed prior to the termination.

Should either party default in the performance of this Agreement or materially breach any of its obligations under this Agreement, including but not limited to Consultant's obligations under the Confidential Information and Invention Assignment Agreement between the Company and Consultant referenced below, the non-breaching party may terminate this Agreement immediately if the breaching party fails to cure the breach within Days business days after having received written notice by the non-breaching party of the breach or default.

5. Independent Contractor.
Consultant's relationship with the Company will be that of an independent contractor and not that of an employee.

6. Method of Provision of Services.
Consultant shall be solely responsible for determining the method, details and means of performing the Services.  Consultant may, at Consultant's own expense, employ or engage the services of such employees, subcontractors, partners or agents, as Consultant deems necessary to perform the Services (collectively, the "Assistants").  The Assistants are not and shall not be employees of the Company, and Consultant shall be wholly responsible for the professional performance of the Services by the Assistants such that the results are satisfactory to the Company.

6.1 No Authority to Bind Company.  Consultant acknowledges and agrees that Consultant and its Assistants have no authority to enter into contracts that bind the Company or create obligations on the part of the Company without the prior written authorization of the Company.

6.2 No Benefits.  Consultant acknowledges and agrees that Consultant and its Assistants shall not be eligible for any Company employee benefits and, to the extent Consultant otherwise would be eligible for any Company employee benefits but for the express terms of this Agreement, Consultant (on behalf of itself and its employees) hereby expressly declines to participate in such Company employee benefits.

6.3 Withholding; Indemnification.  Consultant shall have full responsibility for applicable withholding taxes for all compensation paid to Consultant or its Assistants under this Agreement, and for compliance with all applicable labor and employment requirements with respect to Consultant's self-employment, sole proprietorship or other form of business organization, and with respect to the Assistants, including state worker's compensation insurance coverage requirements and any U.S. immigration visa requirements. Consultant agrees to indemnify, defend and hold the Company harmless from any liability for, or assessment of, any claims or penalties with respect to such withholding taxes, labor or employment requirements, including any liability for, or assessment of, withholding taxes imposed on the Company by the relevant taxing authorities with respect to any compensation paid to Consultant or its Assistants.

7. Supervision of Consultant's Services.
All of the services to be performed by Consultant, including but not limited to the Services, will be as agreed between Consultant and the Company's [Supervisor's Title]. Consultant will be required to report to the [Supervisor's Title] concerning the Services performed under this Agreement. The nature and frequency of these reports will be left to the discretion of the [Supervisor's Title].

8. Consulting or Other Services for Competitors.
Consultant represents and warrants that Consultant does not presently perform or intend to perform, during the term of the Agreement, consulting or other services for, or engage in or intend to engage in an employment relationship with, companies who businesses or proposed businesses in any way involve products or services which would be competitive with the Company's products or services, or those products or services proposed or in development by the Company during the term of the Agreement (except for those companies listed). If, however, Consultant decides to do so, Consultant agrees that, in advance of accepting such work, Consultant will promptly notify the Company in writing, specifying the organization with which Consultant proposes to consult, provide services, or become employed by and to provide information sufficient to allow the Company to determine if such work would conflict with the terms of this Agreement, including the terms of the Confidentiality Agreement, the interests of the Company or further services which the Company might request of Consultant. If the Company determines that such work conflicts with the terms of this Agreement, the Company reserves the right to terminate this Agreement immediately. In no event shall any of the Services be performed for the Company at the facilities of a third party or using the resources of a third party.

9. Confidentiality Agreement.
Consultant shall sign, or has signed, a Confidentiality Agreement, on or before the date Consultant begins providing the Services.

10. Conflicts with this Agreement.
Consultant represents and warrants that neither Consultant nor any of the Assistants is under any pre-existing obligation in conflict or in any way inconsistent with the provisions of this Agreement. Consultant represents and warrants that Consultant's performance of all the terms of this Agreement will not breach any agreement to keep in confidence proprietary information acquired by Consultant in confidence or in trust prior to commencement of this Agreement. Consultant warrants that Consultant has the right to disclose and/or or use all ideas, processes, techniques and other information, if any, which Consultant has gained from third parties, and which Consultant discloses to the Company or uses in the course of performance of this Agreement, without liability to such third parties. Notwithstanding the foregoing, Consultant agrees that Consultant shall not bundle with or incorporate into any deliveries provided to the Company herewith any third party products, ideas, processes, or other techniques, without the express, written prior approval of the Company. Consultant represents and warrants that Consultant has not granted and will not grant any rights or licenses to any intellectual property or technology that would conflict with Consultant's obligations under this Agreement. Consultant will not knowingly infringe upon any copyright, patent, trade secret or other property right of any former client, employer or third party in the performance of the Services.

11. Miscellaneous.

11.1 Amendments and Waivers.  Any term of this Agreement may be amended or waived only with the written consent of the Company.

11.2 Sole Agreement.  This Agreement, constitutes the sole agreement of the parties and supersedes all oral negotiations and prior writings with respect to the subject matter hereof.

11.3 Notices.  Any notice required or permitted by this Agreement shall be in writing and shall be deemed sufficient upon delivery, when delivered personally or by overnight courier or sent by email or fax (upon customary confirmation of receipt), or forty-eight (48) hours after being deposited in the U.S. mail as certified or registered mail with postage prepaid, addressed to the party to be notified at such party's address or fax number as set forth on the signature page or as subsequently modified by written notice.

11.4 Choice of Law.  The validity, interpretation, construction and performance of this Agreement shall be governed by the laws of [jurisdiction], without giving effect to the principles of conflict of laws.

11.5 Severability.  If one or more provisions of this Agreement are held to be unenforceable under applicable law, the parties agree to renegotiate such provision in good faith.  In the event that the parties cannot reach a mutually agreeable and enforceable replacement for such provision, then (i) such provision shall be excluded from this Agreement, (ii) the balance of the Agreement shall be interpreted as if such provision were so excluded and (iii) the balance of the Agreement shall be enforceable in accordance with its terms.

11.6 Counterparts.  This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which together will constitute one and the same instrument.


The parties have executed this Agreement as of the date first written above.

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