With proposal sheets, you can quickly identify new market opportunities across accounts and present them to clients in a clear, data-supported way.
How to generate a proposal sheet
Go to Manage (globe icon) in the left menu.
Select Accounts.
Find the Proposal column in the accounts table. If you don't see it, add the column.
Click a proposal.
A configuration menu and PDF draft will open.
Configuring a proposal sheet
After generating a proposal sheet, fine-tune your preferences and preview the PDF before downloading or printing. When you change a configuration, the PDF draft will automatically update.
Global Fees:
Global % Fee: Modify to automatically adjust the Current and Recommended spend in the Search section.
Global Static Fee: Modify to change the proposed budget increases at the end of the proposal sheet (Grow Search, Grow Your Base, Differentiate).
Ideal Media Mix: Allocate your budget among different channels by setting specific percentages. You can also exclude certain channel recommendations by setting the percentage to 0.
Text For Sections: Edit the text within the proposal. Note: Any text enclosed in double curly braces {{}} is automatically populated based on account details or recommended budget values.
Proposal sheet breakdown
The main sections you'll see in each proposal sheet are:
Search. This section suggests recommended spend, estimating traffic increases for each campaign. It's based on the current impressions share lost across the account and recommends estimated allocations for Microsoft Ads.
Display and Facebook Overview. Here, you'll find recommendations for changes to your Facebook and Display budgets. The recommendations are designed to target your audience at various stages of the marketing funnel.
Your Market. Gain insights into your local averages compared to national averages based on location.
What's New. Stay updated on the latest Fluency updates, including new features and platform integrations.
Next Steps. This section offers a clear path for your clients to take action on the proposed items.
Proposed Budget Increases. The table at the end breaks down the proposed increases according to your chosen media mix in the Configuration window.
Section 1: Grow Search is the initial proposed budget increase, covering both Google and Microsoft.
Sections 2/3: Grow Your Base and Differentiate present budget proposals for Facebook, Display, and Video (YouTube) based on your media mix allocations. These will adjust as you update the media mix percentages.
Customizing a proposal sheet
To customize a proposal sheet further, reach out to a Fluency team member. Customization options include:
Customized Logo: Incorporate your brand's logo for a personalized touch.
Personalized Verbiage: Modify the text in the proposal.