Print room / cream, forest and brick

A presentation and sales collateral retainer proposal for a company whose sales team makes its own slides. It covers how many versions of each document are in use, one request queue and a shared library, what you can ask for, the first 90 days, a similar client’s results and three monthly plans by design hours.

Presentation and Sales Collateral Retainer Proposal

<h1 style="font-family:'Bodoni Moda';font-weight:500;line-height:1.04;text-align:left;color:#25483A;letter-spacing:-.025em"><span style="font-size: max(18px, clamp(38px,6.8cqw,80px))">Presentation and<br>sales collateral</span></h1>

<p style="font-family:Inter;color:#25483A;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">Thank you for the conversation</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want every deck, proposal and case study your sales team sends to be accurate and look like one company.</p>

<p>Hello {{CLIENT_NAME}},</p>
<p>Your sales team sends proposals, case studies and slides to around 60 prospects a month. Most are made by the reps themselves from old files, so prices, logos and claims change from one document to the next, and your one marketing designer is booked weeks ahead.</p>
<p>We would act as your presentation and collateral team: one request queue, a shared library of approved templates and files, and 40 design hours a month, with most requests back within three working days.</p>
<p><strong>{{SELLER_NAME}}</strong><br>Account director, {{SELLER_COMPANY}}</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">Where your sales material stands</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From our review of your shared drive and sales folders in October.</p>

Versions of each sales document in use

Your situation

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend a monthly retainer with one request queue and a shared library your whole team uses.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Reps get finished material in days instead of weeks, and every approved file becomes the starting point for the next one.</p>

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">How a request runs</h2>

<p>Reps send requests through one short form, with the deadline and the prospect.</p>

Request

<p>We design from your approved templates and check prices and claims against your source list.</p>

Design

<p>The rep who asked reviews the draft. Two rounds of changes are included.</p>

Review

<p>Every approved file goes into the shared library, so the next rep starts from it.</p>

Library

How it works

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">What is included each month</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Everything in the 40-hour plan.</p>

<ul><li>Sales and pitch decks</li><li>Proposals and quotes</li><li>Case studies</li><li>One-pagers and price sheets</li><li>Brochures and event material</li><li>Images for sales posts on LinkedIn</li></ul>

What you can ask for

<p>Most requests are back in three working days: a one-pager in one or two days, a new deck in five. Up to four requests a month can be marked urgent and are done in 48 hours.</p>

Turnaround

<p>Two rounds of changes on each request. A new direction after the second round counts as a new request.</p>

Rounds of changes

<p>You own everything we make once each invoice is paid. Editable files go into your library in PowerPoint, Google Slides or InDesign, and fonts and stock images are licensed in your company’s name.</p>

Files and rights

Writing long documents such as white papers

Printing costs

Website pages

Not included

What is included

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">The first 90 days</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. The first month includes setting up the library.</p>

<p>A review of your current files, the request form, and master templates for your deck, proposal and one-pager.</p>

Set up

<p>Case studies and price sheets rebuilt from the new templates, and old versions archived.</p>

Rebuild

<p>A review of turnaround, hours used and which files reps use most, and a plan for the next quarter.</p>

First 90 days

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A facilities services company, and what changed in six months.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">Monthly fee</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three plans by design hours. We recommend 40 hours.</p>

20 hours

40 hours

60 hours

<p>Fees are in USD, exclude tax and are invoiced monthly in advance. Unused hours roll over for one month. This proposal is valid until {{VALID_UNTIL}}.</p>

Monthly fee

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">Common questions</h2>

<p>Time spent designing, changing and preparing files. Briefing calls and the monthly report are not counted.</p>

What counts as a design hour?

<p>They roll over for one month. If a month needs more, we tell you before we go over and charge extra hours at $120 each.</p>

What happens to unused hours?

<p>Two rounds on each request. A new direction after the second round counts as a new request.</p>

How many rounds of changes are included?

<p>You do, once each monthly invoice is paid. All editable files stay in your library, even if you end the retainer.</p>

Who owns the files?

<p>Yes. Templates are built so reps can change names, prices and dates without breaking the design.</p>

Can our reps still edit files themselves?

<p>After the three-month minimum, either of us can end the retainer with 30 days’ notice.</p>

Can we stop?

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(30px,4.4cqw,46px);line-height:1.12;font-weight:500">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

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