Advisor Placement Group

Partnership Proposal

A Step-by-Step Plan To Grow Your Client Base Over The Next 6 Months

Leonard Parker
February 22nd 2018

Hi Craig,

Thanks for taking the time to read this proposal.

This proposal document was designed to...

1. Explain our main objective from working together over the next 6 months
2. Give you insight into the work being carried out and the thought process behind it all
3. Show you an accurate timeline of the work we will implement
4. Inform you of the investment required to begin this project

Let's get started...


Facebook is one of the most popular social media platforms in the world, with more than 1.6 billion users. And people like to spend a lot of time on it, whether all at once or periodically throughout the day. This means there are billions and billions of eyes constantly scrolling through posts, videos, photos, status updates, and, yes, advertisements.

And when it comes to advertising, there is no company in the world that has more information about its users than Facebook. It includes much more than just your age, gender, and alma mater. While those things are valuable for marketing purposes, Facebook also knows which websites you visit and how often, how much time you spend doing various things online, and what you purchase. From a business marketing standpoint, that stuff is gold. And thankfully it's right there for the taking, if you know where to find it and how to use it. That's where we come into play.

We are compact and bright team of marketing professionals, with an emphasis on social media campaigns. For the past 3 years, we've helped startups, mom-and-pop shops, and SMBs realize the potential in Facebook marketing to grow a customer base, retain those customers, and bring new ones on board.

How We Market on Facebook

Facebook is much more than a social media platform. In fact, it can be a huge resource for Advisor Placement Group if used properly. Let us show how we can do that.


First and foremost, we to know everything we can about your existing client base. This includes what kind of habits they have in social media and elsewhere online. This information will also inform our approach to attracting new clients.


After identifying your audience, we will figure out how to most effectively communicate with them. What do they respond to and why? This will also inform future marketing ideas.


We will review your competitors digital marketing campaigns and analyze ad copy, creatives, and budgets they are using for their campaigns, organic and paid. We will review the following companies as discussed: Advisor Box, Finetooth Consulting, Diamond Consulting, ESP Search Partners, and Cross Search.


There are many ways we will approach your Facebook Marketing campaign, but unless we are targeting the right audience then it will be a disaster. Here is a rundown of how we can scale your marketing on Facebook to optimize results:

  • Custom: Using your client database, we will upload phone numbers, email addresses, Facebook user IDs, and app user IDs. That information will then be matched to as many user profiles as possible.
  • Lookalike: Now that we have a picture of your client database, Facebook can find similar users to open up a whole new set of potential clients.
  • Location, Location, Location: This is important, especially for developing effective ad copy and creative. Ads will specifically target a region, city, state, or country that can purchase your products.
  • Age, Gender, Language: Unless you're targeting kids from 1 to 92, honing in on the right age, gender, and native language of users is important to effective marketing. Luckily, this is easy to do on Facebook.
  • Detailed Targeting: This approach is used to target new clients or people who've never heard of your business before. It involves demographics, interests, behaviors, and other categories.


If we find that one advertisement did better than others, we will take note. That ad can be repackaged with a few modifications to look new again, and thus attract just as much attention as the first time.


There is much data to be gleaned from your Facebook marketing campaign. We will measure analytics data such as advertising metrics, page-level metrics, engagement rate, total page “likes,” and other metrics. We will compile reports and present them to you on a monthly basis.


Facebook marketing campaigns are an ongoing process. We respond to what works and move on fast from what doesn't work. Therefore, we anticipate at minimum of two months from the start to the date your campaign is launched. After that, we monitor and adjust, presenting reports to [Client.Company] on a monthly basis. Here's how the process will look:



Est. Completion

Research and Development

1 week

early March

Campaign Creation

1 week

early March


3 days


Monitoring, analytics, adjustments