One of the joys of being a freelance consultant is that sometimes I get to act on behalf of my client and hire specialists to work on their B2B marketing campaigns.
I recently advertised a job and was stunned by one of the proposal submissions. As a new business specialist I know how hard it is to make your proposal stand out from others. This one hit all the gold stars for me.
Integrate proposals and CRM
I was sent an unique URL to view the proposal. This makes everything trackable – it was on a sub-domain of the B2B marketing agency’s website and so I know they will be able to track:
- How many times I opened it
- Which sections I browsed (they are distinctly separate)
- How long I spent reading each part
- Which sections I expanded to read further
All in all it was a pleasure to read and to be “sold” to. I felt engaged in the process and I know my actions on that page enabled the agency to get better insight into me as a prospect.
Screenshots from the marketing proposal web page.
And a final note, there’s a Squarespace service Qwilr which offers this on a 14 day trial.