Pitching a one year social media proposal to a management team that is still in the learning stages of Web 2.0 requires you to walk a fine line between teaching and telling. I think the four most important factors in writing and pitching a successful proposal are as follows:
1) If your customer does not understand it, they will not buy it.
Time and time again I see technically skilled super stars scare potential clients away because they are too busy flexing their nerd muscles and pumping up their techEGO’s during a pitch. Start from a place of understanding and build as you go.
2) ROI, ROI, ROI
The classic consultant swoops in, listens to staff tell them what is needed, does it while taking credit, and disappears in to the night leaving behind a big fat report stating – “How Big and Great it Will be Someday!” -Don’t be a classic consultant.
If you are committing to a year, have the courage to give solid 12-month ROI projections and stick by them. You can under-promise and over deliver but set real, tangible objectives.
3) Save your opinions for your blog
When the questions start flying at you from the number crunchers – be ready to answer them with facts and examples. I think Jeremiah Owyang’s post “COO and CFO” does a good job of listing the questions you need to be ready to answer.
4) Split your proposal in two
The executive summary and summarized recommendations should be first. The executive summary needs to be understandable and digestible. The summarized recommendations should have solid ROI goals. The second part of your proposal should contain a world of detail. The second half is where your clients should be able to find detailed information about each topic that was covered in the executive summary. Also, try to answer the hard questions in advance. It shows you are prepared and know what you are doing.
(Example Table of Contents)
Summary
Executive Summary………………………………………..2 pages
Summarized Recommendations and Projected Budget…3 pages
Detailed Examples and Recommendations
Social Media, Groups,Widgets and Calendars……………8 pages
Blogging………………………………………………………5 pages
Measuring Success…………………………………………2 pages
Appendix…………………………………………………….10 pages