HELP NEEDED! What documents to take with me to an appointment
I'm ramping up my offline activities by setting appointments and going to visit local businesses. I used to do everything over phone and email but feel I can get more clients on board if I'm actually seeing some of them face to face.
Anyway, my question is - what documents should I take with me to an appointment?
My main 'service' that I will be selling would be on-page/off-page SEO to rank for their target keywords. For an appointment, I'm thinking of taking...
>> An SEO audit report of their site (whats wrong with it, how we could fix it, etc)
>> Online marketing strategy (further explanation of how organic SEO / local SEO / social media / email marketing / affiliate marketing / conversion rate optimisation, can benefit them, etc)
>> A proposal?...
Would that sound about right?
What would I actually put in the 'proposal' - would it be an outline of what we're actually going to do for them, expected results, timescales, and the monthly fee?
Or would you leave the monthly fee out of the proposal so you can discuss it verbally with them?
Or should I create another document to take with me? A 'contract' ready to sign maybe?
Would really appreciate any advice, I'll be setting appointments in roughly 2 weeks, so I'm just at the stage of making sure I have everything properly set up ready to rock and roll.
Thanks guys.
JSTEF
Angie Moore