Marketing Proposal Template

Marketing agencies and professional marketers will find our free business template a valuable guide on how to write a marketing proposal. Whether you offer strategic, digital, or creative marketing services, this outline is ideal for responding to RFPs and other new business opportunities.

All Proposify proposal templates are 100% customizable.

What is included in this marketing proposal template?

Everything you need to wow your prospects! This marketing proposal template includes a sample project scope for your strategic marketing plan, example descriptions for deliverables like market research, identifying and engaging target audiences, promotion strategies, and campaign execution and analysis, team bios, and a sample contract. This free marketing proposal template can be customized for your particular marketing agency and clients.

An Impressive Cover

As a marketer, you know the importance of first impressions. Whether you use the cover on this free sample or customize to suit your brand, Proposify makes it easy to create a memorable first impression that's sure to make your creative marketing services proposal stand out from the competition.

Example executive summary for a marketing proposal template.

A Persuasive Cover Letter

The cover letter or executive summary for your marketing proposal is one of the most important sections. Why? Because it's where you convince your potential clients to pick your strategic marketing plan proposal instead of the competition.

This professionally written marketing proposal executive summary example will give you a running start on persuading your prospects to close the deal.

Your Unique Approach

How does your marketing agency or consultancy address your client's marketing challenges in ways your competitors can’t? Use this section of the example marketing strategy proposal template to describe your unique approach to strategic marketing and why your solution makes you the best choice.

About Us

Use the about us section to introduce your team. Your marketing proposal isn't only for presenting the scope of the project and how much it will cost, it's also an opportunity to put faces to names and introduce the members of your marketing team who will be working with your new clients.

Project Deliverables

When you receive a marketing project RFP, you'll need to include the scope of the marketing plan that your new clients will get from you.

The project deliverables or scope of services section of this free marketing proposal template is where you explain the details of the deliverables your marketing company will provide.

Example scope of services or project deliverables page for a strategic marketing proposal or quote.
Sample pricing page for a marketing proposal.

Pricing Page

The pricing or costs page of your marketing quote is the place to list and describe all of the project fees, optional extras, discounts, and taxes.

Proposify's interactive pricing lets you clearly show prospects exactly how much your strategic marketing services will cost. Plus, potential clients are empowered with the ability to pick their customized price to suit their budget.

Contract and Sign-Off

This marketing proposal template includes example terms & conditions to let your potential client know exactly what they're getting from you.

It's not official until it's got a signature, and the best way to sign is electronically. When clients are ready to sign, Proposify's free electronic signatures make closing the deal fast and simple.

Sample contract and esignature sign-off page for a strategic marketing business proposal.

Tips for creating a winning marketing proposal template

Dominate your next strategic marketing project pitch with these winning proposal tips.

Including images in your marketing proposal can increase your close rate by up to 26%

You're a marketer, so that means we don't need to tell you the power of imagery! But did you know that adding images to your marketing proposals doesn't only make them look good for potential clients, but it can help increase close rates?

This marketing quote template includes placeholder images that are easy to swap out with your own business, agency, or consultancy's branded imagery.

proposal content library
esignatures get 32 percent faster sign-off

Marketing deals are significantly more likely to close when esignatures are used for sign-off

Including places for both you and your new client to electronically sign-off on your marketing plan pitch can increase deal close rates by 4.65x. Esignatures also help marketing services deals close up to 60% faster.

This free marketing proposal template comes with a built-in, legally binding esignature tool so can capture your prospects' signature anywhere, from any device.

Embed video in your marketing pitch to bring your proposal to life.

Including video in your marketing plan proposals help your pitch stand out from the competition. Plus, some companies see up to a 196% boost in close rates in proposals that include video.

It's easy to embed video in this free marketing proposal sample. There are no size limits, no slowing you down, and you can upload from any platform. Show off your creative marketing achievements with customer testimonial videos, agency reels, or about us videos and be sure to leave a lasting impression.

embed video in proposal documents
60%

of Proposify proposals are created and sent in under an hour

50%

of winning proposals close within 24 hours or less

30%

of proposals are signed within 11 minutes of opening

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Frequently asked questions about marketing proposal templates

What is a marketing proposal?

A marketing proposal is a document submitted by a marketing agency, consultant, business, or freelancer to a potential client. It is a sales document designed to convince that potential client to sign on for their strategic marketing services, projects, or campaigns. It's also the perfect opportunity for marketing company to share their ideas, vision, and story with potential clients.

How do I write a marketing proposal?

The best marketing proposals are summaries of why your company is the best choice for your potential client. They are concise, convincing, well-written, and organized into sections for easy reading.

This example marketing proposal template is pre-written with professional copy that's ready to use or switch out with copy of your own.

What makes a good marketing proposal?

A good marketing proposal needs to include everything your potential client needs to make an informed decision. But it's important to only include the most essential information so they don't get distracted by necessary details.

Some marketing proposal must-haves include a persuasive cover letter or executive summary, a compelling description of your marketing agency or consultancy's unique approach, the scope and details of the services you provide, and clear terms and conditions so clients know exactly what to expect from you.

Why not just send my marketing proposal as a PDF?

Just as you wouldn't send leads through your marketing site, you shouldn't be in the dark about what happens after you send a proposal to a potential client. Sending marketing proposals in PDF format gives you no insight into how your proposal is performing once it's in your prospect's hands.

Proposify's proposal software is entirely online, which means everything is trackable. When you use this marketing proposal template, you'll have full visibility into how your marketing project deal is progressing from the second you send it to a client to the minute they sign on the dotted line.

Is this marketing proposal template really free?

Yes, it sure is!

Can I edit this marketing proposal template?

Absolutely. All Proposify templates are completely customizable.

How many pages should a marketing proposal have?

Data from over 2.6M sales documents shows that the ideal length for a marketing business proposal is 11 pages, organized into 7 sections.

The best marketing proposals are short, sweet, and divided into sections to make sure they're quick and easy to read and understand for busy decision makers.

How should I structure a marketing proposal?

First, start with a well-designed proposal cover to capture your prospect's attention. Next, include an introduction, cover letter, or executive summary to explain to your potential clients why they should pick you over the competition. Then include a breakdown of your marketing campaign, project, or strategic plan with a scope of services section to show how you will tackle your potential client's issues. Finally, be sure to include the all-important pricing, terms, and sign-off section to close the deal.

How do I send a marketing proposal to a client?

There are many ways to send a marketing proposal to a client. But some are far more efficient than others. The best and most efficient way is to email your client a link to an online proposal document.

That way, large files won't get stuck in your prospect's spam folder, there's no need to download anything, and they (and you) won't need to mess around printing, signing, scanning, or sending physical documents ever again!

How do I get a marketing proposal signed?

Electronic signatures are the modern way to capture signatures for business. They're secure, legally-binding, and with Proposify, completely free. That means no more printing PDFs or Word docs just to sign with a pen, scan it, and send it back.

Every Proposify proposal template includes our free esignature tool. Forget the printing, plug-ins, and downloading, and get your deals closed faster, from anywhere.

Why do I need a Proposify account to use this template?

When you sign up with Proposify, you get access to this template and every other template in our extensive template gallery. You can also upload all your company and client information so you can plug it into your proposals fast. After you sign up, you'll get access to all of our Team plan features for 14 days, and then have the option to choose your perfect plan.

And of course, you're able to select our no-cost plan, Proposify Free, whenever you like.

Why should I choose Proposify over the competition?

At Proposify, we know proposals. Our team has studied millions of deal docs over the years and understands what it takes to close deals. We are dedicated to delivering a solution that puts you and your team in control of the closing process. From template and content management to analytics and reporting, you’ll have consistency and visibility across your entire sales team and cycle.

Use this free marketing proposal template to dominate your next deal.

Grab this free, customizable template now and get ready to crush your next strategic marketing services pitch.

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Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

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Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

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Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

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Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

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Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

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We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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