Marcus Tzaferis: proposal

25 January 2017

Marcus Tzaferis
MorCan Direct
83 Navy Wharf Ct
Toronto, Ontario L4W 5A6

Dear Marcus

Thanks for your interest in working with me. Below I’ve outlined my proposal for the project.

Please review and let me know if you have any questions. I’ll contact you in a few days if I haven’t heard back by then.

Sincerely yours,
David Crowther

Why You’re Here

You're running paid advertising and remarketing campaigns, but while these campaigns are generating good traffic they are failing to convert into actual leads.

You also don't know if the people visiting your website or calling your phone are from one of your campaigns or discovered you from another channel.

Where You Want To Be

To plug this gap in your leaking sales funnel, you want to created a targeted landing page for your campaign, as well as produce a sequence of follow up nurture emails to those that enter their email address on the landing page.

You also want to set up website analytics tracking and call tracking to easily track and measure the success of your campaigns going forward.

Once this new sales funnel is in operation and data is coming in, you'll be able to further optimise the sales funnel for increased revenue.

What We Want To Do

To help you achieve these objectives we'll turn your website into a sales machine.

I will:

  • Design your sales funnel blueprint which illustrates the journey visitors will take through your website.
  • Create a scalable sales funnel to increase conversions and leads.
  • Grow sales and revenue.


To generate targeted traffic I suggest you use a hybrid of content marketing and paid advertising.

You see the problem with content marketing is you can write the most amazing blog post of your life and yet no one will know it exists until either Google blesses you or you promote it.

But when you pair the lasting staying power of content marketing with the rapid reach of paid traffic—this is where the magic happens.

You create content that has value to your target audience in the form of a blog post or guide.

You then send paid traffic to that resource.

As your ads are promoting something useful instead of making the hard sell, your CTR is higher (which often leads to lower CPC).

Once they're reading your article you entice them with a lead magnet (a downloadable resource that you offer in exchange for their email address) and before you know it they're on the first step of their journey through your sales funnel.

I can help you with content generation if required.

Sales Funnels

Here's two different sales funnels that we should ultimately test for

(Note: the examples below are simple illustrations of the actual sales funnels.)

Paid ad/remarketing => landing page => email campaign => application form/call

Paid ad/remarketing => article => lead magnet => email campaign => landing page => application form/call

We can discuss which one you'd prefer to start with, and then over time we'd test the alternative sales funnel.

What We’ll Be Preparing For

For the project's best chance of success, we must strive to:

  • Be clear on how you position yourselves to your target audience.
  • Provide your visitors with a clear journey through your website, answering their questions and building trust along the way.
  • Provide content that's genuinely useful to your audience.
  • Provide a platform and environment that allows you to easily and regularly optimise your sales funnels.
  • Track and measure each visitor through your sales funnels.

Why We're Best For The Project

There are all sorts of flashy agencies who could potentially help you with this project. So why work with me? Here are several reasons I hope you’ll find compelling:

  • I've worked closely with other mortgage brokers to increase their lead generation.
  • You’ll work directly with me—the conversion rate optimization expert. I’ll be planning and managing the project.
  • I've been published in, and
  • I don’t bill by the hour so you always know in advance what the financial investment will be for my intervention.
  • I’ve worked on over 50 successful websites and landing pages that have increased my clients conversion rates and profits. I know what I'm doing.
  • I’ve improved conversion rates by 12.33% all the way up to 2933% for my clients, and for one client increased annual revenue by approximately 3 million dollars.

How We Can Do This For You

I've outlined below various deliverables and associated fees. You may select any or all of the options below.

Option A: Sales Funnel:
- Gather, review and analyze data
- Competitor review
- Sales funnel blueprint & strategy
- Landing page copywriting, design and development
- Email campaign copywriting
Option B Analytics & Call Tracking:
- Set up of website analytics tools
- Set up of call tracking tool
- Configure tools to track and measure goals
- Video chat to show you how to view reports
Option C A/B Testing:
- Monthly A/B testing of your sales funnel to increase conversions and leads
- Monthly reports
- 3 month minimum