Company Name 

Branding Sales Proposal Template

 

PREPARED FOR:
 

DATE:
Fri 07 July 2023 

REFERENCE:
120306 

PREPARED BY:
First Name Surname 
Company Name 

p. Phone Number 
e: customer.care@quotecloud.net 

WHY Company Name?

Our team of brand strategists blends business, marketing, communications, and design thinking to create authentic, differentiated, and meaningful brands for companies of all sizes, ranging from startups to established brands. We do not merely create trendy concepts; instead, we develop messages that your customers want to hear and that you can deliver on. We have observed firsthand how branding can transform a company from being perceived as a commodity to a trusted partner, how it can help businesses escape the quagmire of a price war, and how it can inspire both employees and customers to become devoted advocates. We equip you with the necessary tools and teach you how to utilize them effectively. The rest is up to you.

 

 

 

 

 

Overview and Goals

Dear ,

 

The term "brand" has become an overused buzzword in the business world, often misunderstood and misused. At Company Name, we recognize the misconceptions surrounding branding and strive to clarify its true meaning.

A brand is not limited to your logo, tagline, product, or service. While these elements can express your brand, they do not define it.

We define brand as the promise of a unique, memorable experience. It involves creating an expectation and delivering it consistently every time your customers interact with your brand, from the way you answer the phone to the functionality of your website, customer service, office ambiance, or product performance. It is how your customers feel about themselves and their choices when engaging with your brand, and why they prefer your store over another even if the price or product is similar.

Developing a strong, authentic brand and delivering it consistently is the foundation of every successful business. At Company Name, we can help you define what sets you apart from the competition, what your target audience wants, and how to consistently deliver the right message to create the desired response.

We look forward to helping you establish your brand and achieve your business goals.

 

Best regards,

 

First Name Surname

Job Title

Company Name

Scope of Service

Brand Discovery:

The initial step in our branding process involves our team gaining a comprehensive understanding of your business, industry, competitors, and customers. This entails meeting with your team, conducting research, and interviewing customers to establish a thorough understanding of how people currently perceive your brand and how you want it to be perceived in the future.

Brand Strategy:

After the discovery phase, our team will devise a unique brand strategy tailored to your business. We will present the promise that we believe you need to communicate and suggest methods for expressing it throughout your business operations.

Identity Package:

Once your brand strategy is complete, and you have approved the direction, our designers will proceed with interpreting your brand characteristics in a visual format. The standard package comprises the following:

  • Logo design
  • Tagline development
  • Colors and fonts
  • Business card template

Brand Guidelines:

Upon completing these steps and receiving your approval, we will create brand guidelines for you. This handbook will provide instructions on how to accurately represent your brand, including where and how to use the logo, colors, and fonts, as well as how NOT to use them, to ensure consistent communication of your message.

Timeframe

To successfully accomplish the tasks specified in the project scope, we estimate a timeframe of approximately 8 weeks, taking into account the timely receipt of feedback at each milestone. As soon as the proposal is signed, we are ready to commence work promptly.

Phase Week
Discovery Meeting  1
Present Strategy 4
Initial Design Concepts 6
Refined Designs 6-7
Brand Guidelines Document 8
Your Investment

Your Investment

Description

Qty

Price

Tax

Total

Brand Discovery
1 1,500.00 150.00 1,650.00

Upfront discovery meeting as described in scope of services

Brand Strategy
1 1,500.00 150.00 1,650.00

Written strategy document as described in scope of services

Identity Package
1 5,000.00 500.00 5,500.00

2 logo options refined to one color version with 2 rounds of revisions

Brand Guidelines Document
1 2,500.00 250.00 2,750.00

Shows acceptable usage of brand for external suppliers

Total (ex Tax) 10,500.00
Tax 1,050.00
Total 11,550.00
Team Bios

CARLY SIMON

Creative Director

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JOHN STAMOS

Brand Strategist

Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. lacinia vel, tellus. 

DON JOHNSON

Designer

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SUZANNE SOMMERS

Copywriter

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Case Study

Happy Client Co.

PROJECT GOALS

Our project goals were to enhance online sales performance and drive significant growth for Happy Client Co. Sed egestas, ante et vulputate volutpat, eros pede semper est, vitae luctus metus libero eu augue. Morbi purus libero, faucibus adipiscing, commodo quis, gravida id, est. Sed lectus. Praesent elementum hendrerit tortor. Sed semper lorem at felis. Vestibulum volutpat, lacus a ultrices sagittis, mi neque euismod dui, eu pulvinar nunc sapien ornare nisl. Phasellus pede arcu, dapibus eu, fermentum et, dapibus sed, urna.

OUR SOLUTION

To address the project goals, we implemented a comprehensive solution. Ut convallis, sem sit amet interdum consectetuer, odio augue aliquam leo, nec dapibus tortor nibh sed augue. Integer eu magna sit amet metus fermentum posuere. Morbi sit amet nulla sed dolor elementum imperdiet. Quisque fermentum. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Pellentesque adipiscing eros ut libero. Ut condimentum mi vel tellus. Suspendisse laoreet.

RESULTS

The outcomes achieved were remarkable. Suspendisse mauris. Fusce accumsan mollis eros. Pellentesque a diam sit amet mi ullamcorper vehicula. Integer adipiscing risus a sem. Nullam quis massa sit amet nibh viverra malesuada. Nunc sem lacus, accumsan quis, faucibus non, congue vel, arcu. Ut scelerisque hendrerit tellus. Integer sagittis. Vivamus a mauris eget arcu gravida tristique. Nunc iaculis mi in ante. Vivamus imperdiet nibh feugiat est.

 

According to Joe Blow, a delighted Happy Client, "Company Name has been a game changer for my business. Within 6 months, they increased my monthly website sales by 400%."

STATEMENT OF WORK & CONTRACT

[Note: This is a sample contract - we are not lawyers and recommend you have your own legal counsel review any contract before sending it out.]

 

Date: {date_submitted}

 

Between "us", {company_name}, and "you", {client_name}

 

You, {client_name}, located at {client_address}, are hiring {company_name}, located at 125 Swank Drive, to perform {proposal_name} for the estimated total price of {total}, as outlined in our previous correspondence.

1.0 Services Rendered

STRATEGY & DESIGN

We will deliver a branding strategy and design a new logo. After the strategy and design are approved, we will deliver a branding guidelines document.

You will have two or more weekly opportunities to review our work and provide feedback. If, at any stage, you are not happy with the direction our work is taking, you will pay us in full for everything we have produced up to that point and then cancel this contract.

ERRORS

We cannot guarantee that our work will be error-free (we are human!) so we cannot be liable to you or any third-party for damages, including lost profits, lost savings, or other incidental, consequential, or special damages, even if you have advised us of them.

2.0 Mutual Cooperation

We agree to use our best efforts to fulfill and exceed your expectations on the deliverables listed above. You agree to aid us in doing so by making available to us needed information pertaining to your website and to cooperate with us in expediting the work.

3.0 Charges for Services Performed

3.1 Requests above and beyond those listed in the budget may be considered out-of-scope, and an amendment to the budget will be recommended. Projects that go dormant for longer than 45 days will incur a fee to resume work at the discretion of {company_name}.

4.0 Terms of Payment

4.1 BILLING SCHEDULE

We understand the importance of paying invoices promptly, and we appreciate your commitment to maintaining a positive working relationship and keeping the project moving forward. Therefore, we have established the following payment schedule.

The total budget for this project: {total}

We will invoice you for fifty per cent (50%) of the initial fees at the point of this signed contract agreement, which will act as the deposit. The remaining 50% will be billed monthly as the service hours are spent or when the project is launched.

You will supply us with all necessary purchase order numbers and other internal information required for invoice processing before the close of the month of work (if applicable).

4.3 CLIENT AGREEMENT TO PAY

You agree to pay our initial (1st) invoice upon receipt, which will act as a deposit for the project. Every invoice after that will have 15-day payment terms. If payment is not made within 15 days, we will charge a late payment fee of 1% per month on any overdue and unpaid balance not in dispute, to cover the manpower, interest, and other costs we pay for carrying overdue invoices from you. In addition, we reserve the right to stop work until payment is received.

4.4 COLLECTION COSTS

In the event that we incur legal fees, costs, and disbursements in an effort to collect our invoices, in addition to interest on the unpaid balance, you agree to reimburse us for these expenses.

5.0 Cancellation of Plans

You have the right to modify, reject, cancel, or stop any and all plans or work in process. However, you agree to reimburse us for all costs and expenses we incurred prior to your change in instructions, which relate to non-cancelable commitments, and to defend, indemnify, and hold us harmless for any liability relating to such action. We agree to use our best efforts to minimize such costs and expenses.

6.0 Responsibilities of {company_name} and {client_name}

6.1 {COMPANY_NAME}'S RESPONSIBILITY FOR RELEASES

We shall obtain releases, licenses, permits, or other authorization to use testimonials, copyrighted materials, photographs, artwork, or any other property or rights belonging to third parties obtained by us for use in performing services for you (If applicable).

6.2 CLIENT RESPONSIBILITY FOR RELEASES

You guarantee that all elements of text, images, or other artwork you provide are either owned by you or that you have permission to use them.

When your final payment has cleared, copyright will be automatically assigned as follows:

You will own the visual elements that we create for this project. We will give you source files and finished files, and you should keep them somewhere safe as we are not required to keep a copy. You own all elements of text, images, and data you provided, unless someone else owns them.

We will own the unique combination of these elements that constitutes a complete design, and we will license that to you, exclusively and in perpetuity for this project only, unless we agree otherwise. We can provide a separate estimate for that.

6.3 CLIENT RESPONSIBILITY FOR ACCURACY

You shall be responsible for the accuracy, completeness, and propriety of information concerning your products and services, which you furnish to us verbally or in writing in connection with the performance of this Agreement.

7.0 Confidentiality

{company_name} acknowledges its responsibility, both during and after the term of its appointment, to use all reasonable efforts to preserve the confidentiality of any proprietary or confidential information or data developed by {company_name} on behalf of {client_name} or disclosed by {client_name} to {company_name}.

8.0 Term and Termination

8.1 PERIOD OF AGREEMENT AND NOTICE OF TERMINATION

This Agreement shall become effective as of DATE HERE and shall continue until terminated by either party upon not less than 60 days' notice in writing given by either party to the other.

8.2 TERMINATION FOR CAUSE

Either party to this Agreement may terminate the Agreement if the other party defaults in the performance of any of its material duties and obligations, and the default is not cured within thirty (30) days of the receipt of notice of said default, or if the default is not reasonably curable within said period of time, unless the defaulting party commences cure within said period of time and diligently proceeds to cure the default.

In addition, either party may immediately terminate this Agreement by giving written notice to the other party if the other party is insolvent or has a petition brought by or against it under the insolvency laws of any jurisdiction, if the other party makes an assignment for the benefit of creditors, if a trustee, or similar agent is appointed with respect to any property or business of the other party, or in the case of the Client, if the Client materially breaches its obligations to make payment pursuant to this Agreement.

8.3 PAYMENT FOR NON-CANCELABLE MATERIALS?

Any non-cancelable materials, services, etc., we have properly committed ourselves to purchase for your account (either specifically or as part of a plan such as modules, photography, and/or external services) shall be paid for by you, in accordance with the provisions of this Agreement. We agree to use our best efforts to minimize such liabilities immediately upon written notification from you. We will provide written proof, upon request of the {client_name}, that any such materials and services are non-cancelable.

8.4 MATERIALS UNPAID FOR

If upon termination there exist any materials furnished by us or any services performed by us for which you have not paid us in full, until such time as you have paid us in full, you agree not to use any such materials, in whole or in part, or the product of such services.

8.5 TRANSFER OF MATERIALS

Upon termination of this agreement, provided that there is no outstanding indebtedness then owing by {client_name} to {company_name}, {company_name} shall transfer, assign, and make available to {client_name} all property and materials in its possession or control belonging to {client_name}. {client_name} agrees to pay for all costs associated with the transfer of materials.

9.0 General Provisions

9.1 GOVERNING LAW

This Agreement shall be governed and construed in accordance with the laws of the Province/State of STATE/PROVINCE.

9.2 REPRESENTATIONS AND WARRANTIES

The parties each individually represent and warrant that each has full power and authority to enter into this Agreement and to perform all of their obligations hereunder without violating the legal or equitable rights of any third party.

9.3 ENTIRE AGREEMENT

Except as otherwise set forth or referred to in this Agreement, this Agreement constitutes the sole and entire Agreement and understanding between the parties hereto as to the subject matter hereof, and supersedes all prior discussions, agreements, and understandings of every kind and nature between them as to such subject matter.

If any provision of this Agreement is held to be illegal, invalid, or unenforceable under any present or future law, then that provision will be fully severable. In such instance, this Agreement will be construed and enforced as if the illegal, invalid, or unenforceable provision had never comprised a part of this Agreement, and the remaining provisions of this Agreement will remain in full force and effect.

{client_contact_first} {client_contact_last}, to accept this contract, click the Accept button and sign at the prompt. You will be emailed a copy for your records.

Signature

We urge you to read through the contract on the previous page to ensure you understand all the details involved in our collaboration. Transparency and mutual understanding are essential to us, and we want to establish a strong foundation for a successful working relationship.

If you have any questions or concerns, please do not hesitate to contact us. We are eager to clarify any issues, and there may be some items we can resolve together. We are committed to identifying the best way to work together.

Once you are confident about all aspects of the contract and ready to proceed, please click the 'sign here' button below to make your acceptance official. You will need to sign the box that pops up.

Upon receiving notification of your acceptance, we will reach out to you promptly to discuss next steps and commence the project. We will send a separate copy of the signed contract via email for your records.

Should you prefer to speak to us over the phone, please call {user_phone}.

Signed By: