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Meeting Minutes Screenshot with Agenda Items Shown

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<h3>About this Meeting Minutes template</h3><p>Meeting Minutes are a written record of the conversations and decisions made during a meeting. They are used to document the progress of a project, the action items assigned to each team member, and the follow-up steps needed to ensure the project is completed.</p><p>This Meeting Minutes template is designed to help you quickly and easily create a comprehensive record of your meeting. It includes sections for:</p><ul><li><strong>Date and Time</strong> – to document when the meeting was held.</li><li><strong>Attendees</strong> – to list who attended the meeting.</li><li><strong>Agenda</strong> – to provide an overview of the topics discussed.</li><li><strong>Decisions</strong> – to capture any decisions that were made throughout the meeting.</li><li><strong>Action Items</strong> – to assign tasks and set deadlines for follow-up.</li><li><strong>Notes</strong> – to capture any additional information.</li></ul><h3>What are Meeting Minutes?</h3><p>Meeting Minutes are documents that capture the key decisions, discussions and actions that take place during a meeting. They can be used to keep track of the topics discussed, decisions made, action items assigned, and any other important information shared during a meeting.</p><p>Meeting Minutes should be shared with all attendees after the meeting, so that everyone is aware of the decisions and action items that were discussed and agreed upon. They should also be shared with members of the team who weren’t available to attend the meeting to catch up on what was discussed.</p><h3>When to use Meeting Minutes?</h3><p>If possible, Meeting Minutes should be taken for as many meetings as possible. That’s because meeting notes help you to make the meeting more efficient by capturing action points clearly and effectively and by encouraging meetings to be more structured.</p><p>You might choose to use Meeting Minutes in work meetings, but they can also be useful in personal settings too. For example, hobby groups like chess clubs or sports teams might have meetings with actions to be taken.</p><h3>How to use this Meeting Minutes template</h3><ol><li>Before your meeting, complete the sections about Location, Attendees, Objective and even Agenda Items. This can be sent around to all attendees in advance for them to prepare or add notes of their own.</li><li>Choose a designated scribe to make note-taking easier. They will be responsible for the next steps.</li><li>Take comprehensive notes throughout the meeting, including topics discussed and any decisions made.</li><li>List any action items and assign a responsible person for each task.</li><li>Include deadlines for action items and make sure everyone is aware of when these are by the end of the meeting.</li><li>Share the meeting minutes with all attendees shortly afterwards, so everyone is aware of the agreed upon decisions and tasks.</li><li>Ensure that the meeting minutes are easily accessible and can be updated or referenced at any time.</li></ol>

Maximize the effectiveness of meetings with this Meeting Minutes template.

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Meeting Minutes

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<h3>About this Marketing Proposal Template</h3><p>This <strong>Marketing Proposal Template</strong> was designed to help marketing agencies create a successful marketing proposal. It includes several sections including information about the agency and team, a project timeline, as well as information about pricing and next steps.</p><p>Using this template, marketing agencies can easily go through and build a proposal template of their own to help them win clients.</p><h3>What is a Marketing Proposal?</h3><p>A <strong>marketing proposal</strong> is a document used to outline the marketing services and strategies your business offers. It is used to convince potential clients that your services are the best option for them.</p><p>It typically includes a description of the services you offer, an explanation of how those services will benefit the client, an estimated timeline for completion, and pricing information. It may also include samples of your work, customer testimonials, or other evidence of your success.</p><p>The goal of a marketing proposal is to show that your services are the best choice for the client’s needs. Every marketing proposal should be tailored to the specific needs of the client and demonstrate that you understand their business and goals.</p><h3>When to use a Marketing Proposal?</h3><p>A marketing proposal should be used when you are looking to onboard potential clients. It should provide a clear outline of the services you are offering, the goals you are trying to achieve, and the timeline for completion.</p><p>It is important to note that a marketing proposal is not just a sales pitch. It should provide an in-depth look at the value your services can bring to the other company. It should also outline the cost of the services and some insights into the strategy you plan to use to reach the desired goals.</p><h3>How to use this Marketing Proposal Template</h3><ul><li>Before you start, define your goal for making this proposal document. Who are your potential customers and what are their needs? The better you define this at the beginning, the more relevant the proposal document will be.</li><li>Go through each section of the Marketing Proposal Template and complete the information about your company. Remember to keep your document aspirational and help potential clients see the potential in collaborating with you.</li><li>Finally, you’ll want to customize the visual look of the document to fit your brand. There are lots of ways to customize a Craft doc from the background, to cards, to cover images and font colors. You’ll get your Marketing Proposal looking just the way you want in no time.</li><li>Once it’s finished, you can send it to clients. The best way is via a <a href="https://support.craft.do/hc/en-us/articles/4413266374673-Sharing-Documents#h_01FYP6V7NQTER4AY3XM4PA6597">Share Link</a> which creates a beautiful web-page with your marketing proposal. Alternatively, you might want to share it with them as a PDF.</li></ul>

Create a gorgeous marketing proposal that wows potential customers.

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Marketing Proposal Template

<h2>Event Proposal Template</h2><p>An Event Proposal template can be incredibly helpful in organizing and planning a successful event. It allows users to easily and quickly create a proposal that outlines the details for any event. It can be used for anything from a corporate meeting or presentation to a business-sponsored charity or fundraising event. This type of template helps to ensure all of the necessary components of the event are included, such as budget, speakers/participants, and locations.</p><h2><br>Why create an event proposal</h2><p>An event proposal helps to ensure that the expectations for an event are clearly defined, resources are accurately allocated and utilized, and that all stakeholders involved have a better understanding of what the event is about and what is expected from it.</p><p>If you get it right, it will help you:</p><ul><li>Get internal approval for your event</li><li>Secure internal and/or external funding for your event</li><li>Plan and organize a successful event</li></ul><h2><br>What events can this event proposal template be used for</h2><p>This template is perfect for organizing events that have a large number of attendees and lots of parts to organize. Some examples include:</p><ol style="list-style-type:decimal;"><li>Business Conferences</li><li>Training Seminars</li><li>Company Town Hall Meetings</li><li>Business Networking Events</li><li>Company Retreats</li></ol><hr><h2><br>How to use this Event Proposal template?</h2><ul><li>Tap Use This Template</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Get the support you need for your next event with this Event Proposal Template

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Event Proposal Template

<h1>Client Proposal Template (rich)</h1><p>A client proposal - or pitch - is an essential document that is required when you are trying to win a project or piece of work. It contains vital information that the client will use to assess your offer of work.</p><h2>What to include in your client proposal?</h2><ul><li>A great cover</li><li>An executive summary</li><li>The problem your client has</li><li>The solution you will bring</li><li>The benefits the client will see</li><li>Pricing and timings</li></ul><blockquote><p>Get more tips here: <a href="https://www.craft.do/blog/freelance-pitch-tips" target="_blank" rel="noopener noreferrer">Pitch Perfect: How to create proposals that win work</a></p></blockquote><h2>When should you create a client proposal document?</h2><p>You will need to create and share your proposal with the client as soon as the client has asked for you pitch. Once you have created a great proposal template, you can quickly tailor it for each new pitch you need, saving time.&nbsp;</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create business proposals or pitches that win clients with this rich template.

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Proposal Rich

Client Proposal (rich)

<h1>Client Proposal Template (minimalist)</h1><p>A client proposal - or pitch - is an essential document that is required when you are trying to win a project or piece of work. It contains vital information that the client will use to assess your offer of work.</p><h2>What to include in your client proposal?</h2><ul><li>A great cover</li><li>An executive summary</li><li>The problem your client has</li><li>The solution you will bring</li><li>The benefits the client will see</li><li>Pricing and timings</li></ul><blockquote><p>Get more tips here: <a href="https://www.craft.do/blog/freelance-pitch-tips" target="_blank" rel="noopener noreferrer">Pitch Perfect: How to create proposals that win work</a></p></blockquote><h2>When should you create a client proposal document?</h2><p>You will need to create and share your proposal with the client as soon as the client has asked for you pitch. Once you have created a great proposal template, you can quickly tailor it for each new pitch you need, saving time.&nbsp;</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create business proposals or pitches that win clients with this minimalist template.

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Client Proposal (minimalist)

<h1>Client Proposal Template</h1><p>A client proposal - or pitch - is an essential document that is required when you are trying to win a project or piece of work. It contains vital information that the client will use to assess your offer of work.</p><h2>What to include in your client proposal?</h2><ul><li>A great cover</li><li>An executive summary</li><li>The problem your client has</li><li>The solution you will bring</li><li>The benefits the client will see</li><li>Pricing and timings</li></ul><blockquote><p>Get more tips here: <a href="https://www.craft.do/blog/freelance-pitch-tips" target="_blank" rel="noopener noreferrer">Pitch Perfect: How to create proposals that win work</a></p></blockquote><h2>When should you create a client proposal document?</h2><p>You will need to create and share your proposal with the client as soon as the client has asked for you pitch. Once you have created a great proposal template, you can quickly tailor it for each new pitch you need, saving time.&nbsp;</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create business proposals or pitches that win clients with this impressive template.

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FAQ About Proposal Templates