Create Powerful Proposals so You Can Close More Deals

The Masterclass Series includes: 4 one-hour mastery level sessions, access to post session recordings, material downloads and a BONUS for live participation.

SALES PLANNING // Oct. 19th 11:00pdt/2:00edtDevelop a sales plan without crushing your spirit

PROPOSALS // Oct. 26th 11:00pdt/2:00edtCreate powerful proposals so you can close more deals

PRICING // Nov. 9th 11:00pdt/2:00edtUse a street hustle pricing approach to increase revenue

SALES PROCESS // Nov. 16th 11:00pdt/2:00edtImprove your sales process to win more sponsors

www.sponsorshipmastery.com

In this Masterclass, I’m going to share how we create compelling proposal templates to simplify the process and respond faster.

Create powerful proposals so you can close more deals

Caravel is a national sponsorship and partnership consulting company. We create and implement strategic plans to improve performance, increase revenue and make meaningful connections.

We deliver solutions and results.

We bring the sponsorship community together for the Sponsorship Mastery Summit and Masterclass Sessions to master the art and science of sponsorship.

We inspire and inform.

• Always be presented • Arrive when agreed upon • Elicit a WOW response• Create a visual of the idea• Clearly state benefits and the investment• Provide enough information for decision-making • Makes sense for someone new to the discussion• Lead to further discussion and an agreement draft

A Sponsorship Proposal Should. . .

“The proposal is the proof that helps your audience accept the idea that you’ve sold them on emotionally” – adapted from Seth Godin

“. . . Keep the sponsor involved throughout the process, and watch your results improve” -Adapted from Harvey MacKay

“When sponsorship sellers take the role of a curious student rather than an informed expert, sponsors are much more inclined to engage. ” – adapted from Jeff Hoffman

“Approach each sponsor with the idea of helping her solve a problem or achieve a goal, not of selling specific inventory” –Adapted from Brian

Tracy

A Winning Proposal Includes

• A cover page with visual • An overview of your property • The sponsor objectives • An overview of the program • Customization• Benefits • Investment range• Next step and timelines

• Include a title or powerful statement

• Use an image that represents event or sponsor

• Insert logo of sponsor and make it larger than your own

• Include the date

Cover Page Example

December 1, 2017

Twin Cities Summer Jam is the brainchild of two Minnesota visionaries who pictured a unique multi-genre music festival, big on hospitality, right here in the Twin Cities. For three straight days, rock, pop and country music will come together for a summer concert experience like no other in Minnesota.

TC Summer Jam will take place July 18-20 at premier entertainment destination Canterbury Park in Shakopee. Its infield offers 40,000 square feet of customizable festival space, with multiple attractions, lodging and conveniences within close proximity to the grounds.

3 S T R A I G H TD A Y S

1 2 J A M M I N ’A C T S

2 0 C E L E B R I T YI N F L U E N C E R S

2 0 0 T A S T YF O O D S

1 , 0 0 0 H A P P Y C A M P E R S

3 0 , 0 0 0 C O L DB E V E R A G E S

5 0 , 0 0 0 P A R T Y I N G

M U S I C F A N S

$ 5 0 0 , 0 0 0 I N M E D I A

P R O M O T I O N

OVERVIEW

• Dates

• Estimated Attendance

• Brief description of event/property

• Icons or bullet points of key information

Overview Page Example

SPONSORSHIP OPPORTUNITYTHE PARK PARTNER PROGRAM The Parks and Recreation Department is launching a new, integrated, multi-year program in 2020 with selected organizations who share the mission and values of the P&R Department. This program will provide TwinStar year-round exposure to residents, visitors, and businesses while showcasing your commitment to the community and reinforcing the TwinStar brand.

PARTNERSHIP OVERVIEWA customized marketing program has been developed based on the following key objectives:1. Create a customized experience for members while engaging with the community 2. Align with the TwinStar target audience 3. Involve TwinStar employees on-site to volunteer and engage with visitors 4. Host a company private party through events at the Park 5. Engage with P&R Department employees

The partnership includes these key pillars:

Employee Involvement

Year roundexclusive partnership

Member Engagement

• Restate the goals or most important elements to sponsor

• Overview of partnership

• Overview of program

Partnership Example

The Rodeo Benefits

The Washington State Fair Rodeo has been a rich part of Pacific Northwest history for 83 years and boasts a strong national reputation. The most elite cowboys and cowgirls, in the sport of rodeo, compete at the Washington State Fair Rodeo for one of the largest purses in the Northwest. The Rodeo is considered one of the finest in the nation and an important stop on the road to the Finals held in Vegas.

Designation/Rights • Designation as Exclusive Presenting Sponsor of Washington State Fair Rodeo. The Rodeo will be

referred to as Washington State Fair Rodeo Presented by O’Reilly Auto Parts• Trademark and promotional rights

Customized Promotion• Presenter of the $5 off Rodeo discount coupon distributed at various events including:

- Rodeo discount ticket flyers to be distributed at the Washington State Fair Gates- Rodeo discount flyers to be distributed during Western Rodeo Parade by Parade coupon

handlers• Coupons for distribution at O’Reilly Auto Parts retail locations• In-store materials created and produced by the Fair for approximately 105 stores to accompany

coupons as follow:- One (1) counter card per store with pocket for coupons- One (1) 11”x17” window poster per store

Media/AdvertisingThe O’Reilly Auto Parts logo will be prominently included in all marketing materials where the Rodeo is featured including: • Television advertising: Estimated value of $66,000 • Radio advertising: Estimated value of $52,000• Newspaper advertising• Multiple Direct mail pieces• Rodeo Program and full-page advertisement • Rodeo promotional materials• thefair.com website on all pages that promote the Rodeo• Washington State Fair Brochure• Inclusion in Press Releases and Media Kits issued in relation to the Washington State Fair Rodeo

Benefits Page Example

• List all benefits, use categories if long

• Stay way from “Opportunity to . . Or “Rights to…”Overview of partnership

• Beware of redundant language – ie. Logo inclusion

Investment Page Example

OVERVIEW • Designation as the “Official Beer” of Seafair • Naming rights of Logboom• Featured brands at Seafair signature events• On-site merchandising and activation• Opportunity for digital media integration• VIP Hospitality • Seafair on-site equipment and operational ease

INVESTMENT In exchange for the sponsorship program benefits, Seafair respectfully requests an investment of $100,000 annually, 3-year agreement with a 3% annual escalator.

The partnership proposal is valid until May 1, 2019

NEXT STEPS1. If this proposal meets with your approval, a letter of intent will be drafted within 5

days and submitted for signature.2. Once the agreement is signed, an execution plan will be developed, and a kick-

off meeting will be scheduled.

Partnership Summary

Thank You!Paula Beadle

Caravel Marketingpaula@caravelmarketing.com

Office: (206) 489-5588Cell: 206-351-2805

We welcome the opportunity to further customize this proposal to meet your goals. We appreciate your past participation and your future consideration.

The proposal was developed specifically for X company; we appreciate your confidentiality.

• Provide an overview of partnership

• Include investment options when available

• Deadline date and next steps

• Thank you and contact information

The Small Things Matter• Include contact information and dates• Use numbers for easy reference (on pages and bullet

points) • Use correct sponsor logo • Proof and spellcheck• Don’t use repetitive language

We Can Help!

Contact paula@caravelmarketing today!

Creative DevelopmentOur creative team will work with you to design presentations and customized proposal templates that showcase your property.

Point of View Our team will review your proposal and provide feedback to help you put your best foot forward.

Proposal DevelopmentWhen your capacity is limited or the opportunity requires a new approach, let us do the heavy lifting and write the proposal for you. We will make you shine.

THANK YOU!

2020 Caravel Marketing, Inc. Reproduction or distribution is not permitted without written consent from Caravel Marketing.