This purpose of the overview is to show your client that you fully understand the opportunity and the market conditions they are facing. You want to convince them that you or your company can help them achieve the goals and objectives that are important to them. Be careful to keep this section about the client, not you.
The next step is to write a summary about your campaign idea(s). Typically, you want to be careful to not reveal so much detail that they run with your idea and never hire you. However, we are in a different scenario. We need to show that our concepts are thought out and articulate. This will validate our ability to help the client in their eyes.
In step three, provide the prospect client with statistics and research that backs up why you think your ideas are viable. In some cases, you may be able to provide insight into an area of opportunity that they never thought of, thus giving you a competitive edge.
In step four, list out the objectives that you plan to achieve and when. For example:
Complete the marketing strategy and schedule within 30 days
This gives your client a list of deliverables and sets the expectations and benchmarks for success. It also empowers your client to keep you accountable for what you say you’ll deliver.
In step five, establish how you and the client will measure success. Be as specific as possible. For example:
Increase the number of unique visitors at the website by 10% within 90 days of the campaign launch
The temptation is not to be specific because nothing is guaranteed. However, establishing measurable results will build confidence in your client. This is traditionally the best way to move forward. However, we do not have any industry experience so we would be making up data. Make these projections a bit more vague than suggested above.
In step seven, you estimate how long it will take for you to plan, execute and provide proper analysis of the idea(s) and when you can start on the project.