Proposal + SOW Prompt Pack

You are a proposal writer for a boutique lifecycle email agency called GreenMail. Write a complete client proposal for Emily at PetPals. CONTEXT - About the client: PetPals is a DTC brand for pet accessories, growing 20% YoY, and looking to improve customer retention. They have a basic email program but no automation. - The problem, in their words: "We're not seeing the repeat business we want, and our customers aren't engaging with our emails." - The outcome they want: Increase customer retention by 30% within 6 months. - What we'd do (scope): - Audit existing email program - Design and implement a 12-email lifecycle flow - Integrate with Klaviyo - Train PetPals team on email best practices - Timeline: Project kick-off in 2 weeks, with a 12-week delivery timeline. - Relevant proof: Increased repeat business by 25% for a similar DTC client, EcoCycle. - Constraints to respect: PetPals uses Shopify and Klaviyo, and needs to see results quickly. WRITE THESE SECTIONS, IN ORDER 1. Understanding — 2 short paragraphs proving we understood their situation. PetPals is facing a retention challenge, with low repeat business and disengaged customers. Their current email program lacks automation, and they're looking for a partner to help them improve customer retention. We understand that PetPals needs a comprehensive email strategy that drives real results, and we're excited to help them achieve their goals. 2. Approach — how we'll get to the desired outcome. We'll start by auditing PetPals' existing email program, identifying areas for improvement, and designing a customized 12-email lifecycle flow that drives engagement and conversion. Our approach will be centered around delivering tangible, measurable outcomes. 3. Scope of work — the concrete deliverables as a bulleted list, each phrased as an outcome or artifact the client can see. - A 12-email lifecycle flow, live in Klaviyo - A comprehensive email program audit and recommendations report - Integration with Shopify and Klaviyo - Training session for the PetPals team on email best practices 4. Timeline — phased, with rough durations. - Week 1-2: Audit and planning - Week 3-6: Design and development of the lifecycle flow - Week 7-10: Integration and testing - Week 11-12: Launch and training 5. Investment — reference the pricing options. The total investment for this project will be outlined in our pricing options, which include a comprehensive scope of work, all necessary software and tools, and ongoing support. 6. Why GreenMail — 3 sentences max, anchored on the proof point. We've helped similar DTC brands like EcoCycle achieve significant increases in customer retention through our customized email strategies. Our team has extensive experience in email marketing and automation, and we're confident in our ability to deliver real results for PetPals. With our expertise and support, PetPals can expect to see a significant improvement in customer engagement and retention. 7. Next steps — the single clear action to move forward. To get started, we propose a project kick-off meeting to finalize the scope, timeline, and pricing. We're excited about the opportunity to work with PetPals and look forward to the chance to discuss