indy logo

Advertising Proposal Template

Here’s how to use Indy’s Proposal Template to get started:


  • 1. Sign up for a free Indy account
  • 2. Launch Indy’s Proposals tool
  • 3. Edit your proposal template

That’s it! Your new proposal is ready to save, send, and use right away so you can land your next client sooner.

Mail icon

Not ready to sign up? Download a non-editable PDF template here:

Advertising Proposal Template
FROM
Sender's Name
Sender's Address
Sender's Company
TO
Client's Name
Client's Address
Client's Company

Hello,

Thanks for giving me the opportunity to present this proposal to you. I look forward to further discussing the products and services that are being advertised. 

As I mentioned yesterday, I come from an advertisement background so I have a good understanding of the marketing industry. Your company's products and services are already fantastic, it's my goal to use design to increase brand awareness and get more people to purchase them.

The rest of this proposal details how I hope to achieve this and outlines my creative process. If you have any questions or thoughts about how this could better fit your needs, please reach out and we can set up a phone call. I'm happy to make adjustments.

My work enables companies like yours to maximize their profits by boosting their conversion rates. I’ve been assisting companies with conversion rate optimization for more than five years.


Why Indy?

Your work may start with sending a proposal, but it doesn’t end there. Sign up for Indy to manage all your admin in one place.

  • Take the next step in your workflow with contract and invoice templates.
  • Connect your client information to projects, time tracking, invoicing, and messaging, all in one place, for a smoother project workflow.
  • Manage your schedule, to-do's, and get feedback and approval on your work.
  • Find support, build your team, and network with other freelancers by creating an Indy Profile.
Start for freeproposal templates

Advertising Proposal Template FAQ

What is an advertising proposal template ?

An advertising proposal can be the key to a successful and profitable campaign for your business. Specifically for advertising, this specialty proposal template easily explains to a potential client what the planned, or “proposed,” recommendations are to reach a goal. These proposals can be used as a response to an existing brief made by an existing client for example, to show how you would conduct this specific campaign for them. Proposals can also win you new clients by using it to pitch your amazing ideas, winning you the job against the competition. Overall, having a clear plan of action as well as a secure and confident buy-in from your potential client.

Clients use these advertising proposals to evaluate if you are the right fit. The recommendations given by you in the proposal are assessed to see if they meet the original brief, their own company requirements, and if it is within budget. There will even be times that a client considers aspects like how long you have been in business for, what you specialize in, if all licenses are up to date, and even if you are in a specific vicinity of the client’s office (some businesses prefer to work with other local agencies for example). Not only is the proposal important as a selling point, it I also used by companies to verify credentials of you and your business.   

Avoid vague or incomplete proposals that can lead down an unsuccessful campaign. Poorly managed campaigns can waste not only precious company resources, but it can also contribute to wasted funds that never drive successful return on investment. This can lead to a major quarterly slump or even a business’s demise by hindering its ability to hit sales goals. Those in executive positions expect advertising proposals to be well-thought out, filled with details on how tasks will be conducted. They also look for precise due dates and budgets that are fair yet enough to make the campaign a complete success. By including these specific points and covering all angles, you will more than likely convince these important decision makers to fund the project and have you lead the way to success.         

Advertising proposals create the perfect opportunity to show a client you have what it takes to get the job done by drawing out the details. This includes crucial timeframes that certain parts of the project need to be done by for example. This goes hand in hand with important dates and deadlines that are set in stone and must be met. 

How to write an advertising proposal template?

Creating a detailed advertising proposal that will persuade clients to hire you is not as difficult as you think it is. The secret to a successful ad proposal is answering all the questions that may cross the big boss’s mind. Follow these simple steps on how to build the perfect proposal template for advertising and watch your client’s sales increase, earning you a happy customer. Specifying all services and tasks that will be needed is a major point to include in any advertising proposal. By going in detail about what needs to be done, the services that will be required, and all tasks that will be done can make you and your proposal stand out to the customer. Another great thing to include is a projected timeline of what will be done and how long it will take for each part of the campaign steps to be complete. Include strict but feasible timeframes to show the CEO that you have the project all under control within a reasonable time limit. This can make or break a deal, especially when handling a campaign for a brand-new client.

Something else to consider are the team members that will be handling and working on the campaign. These important roles will ensure that the project is being properly cared for by making sure tasks are being completed in a timely manner, confirming that any third-party services are taken care of, and that the overall goal is being hit. The team recommendations for campaigns are just as crucial as how to carry out the plan. For example, if there is a marketing team member in your client’s company that has a heavy background in Public Relations, it would be wise to assign this person to the campaign to manage press releases. They would already have valuable experience with writing a great piece and negotiating the right outlets for good press. By successfully assigning the right tasks to the right people can create an easy workflow while creating a productive and effective environment. 

What should be in an advertising proposal template?

A few key things to add in a successful advertising proposal includes points like the projected budget, any fees that you may encounter while working on the campaign, and deadlines that will be met.

Clearly State the Objective

What is it you are trying to accomplish? Be specific and detailed so that your client has a clear view on the idea. Outline the entire scope of work and what will need to be done. This can include tasks like choosing which advertising outlets you will use, conducting market research, developing original and creative copy, and even gathering, analyzing, and presenting results. The key goal is to make sure both you and your client are on the same page with the expectations of tasks and services you will be working on.

Explain the Creative Strategy

Describe what actions you would like your campaign’s target audience to take. Are you aiming for them to find the client’s website by clicking on a specific advertising platform’s ad? Would the client prefer more customer calls to the business? Explain why your theory would persuade the target audience to act. Show your potential client examples of advertisements you would like to propose and explaining why it would make a positive impact on the campaign’s popularity. Simplify the vision behind all creative elements and why it is important. Also explain to your client why it is necessary for each aspect of the campaign. Laying it all out there for the potential client can help you score the gig. Explain the actions you will take in moving the campaign forward and what success will look like once it has been achieved. Do not forget to mention you and your team’s credentials for the campaign, including experience and measurable results.

Present a Feasible Timeline and Budget      

When it comes down to it, clients need to know what is going on with their campaigns at each given time. To do this, build a timeline of all activities planned. Preparing a clear and concise advertising proposal that has attainable timeframes and efficient goals. Establishing a budget should include all costs required to execute the project.

Advertising Proposal Template
FROM
Sender's Name
Sender's Address
Sender's Company
TO
Client's Name
Client's Address
Client's Company

Introduction

Say hello to your potential client. This is a great space to mention how you engaged with the client, what you understand about their plans, and any other information you know about this project. The main goal of your proposal is to make a connection with the client about your design services.

Hello {CLIENT NAME},

Thanks for giving me the opportunity to present this proposal to you. I look forward to further discussing the products and services that are being advertised. 

As I mentioned yesterday, I come from an advertisement background so I have a good understanding of the marketing industry. {CLIENT COMPANY NAME}'s products and services are already fantastic, it's my goal to use design to increase brand awareness and get more people to purchase them.

The rest of this proposal details how I hope to achieve this and outlines my creative process. If you have any questions or thoughts about how this could better fit your needs, please reach out and we can set up a phone call. I'm happy to make adjustments.

Best,

{YOUR NAME}

Why {YOUR NAME} for business services?

Every business needs to show off sometimes. Use this space in your proposal to talk about your past work and competitive advantages. You could include pictures, links, and customer quotes to build up some proof about your skills.

My work enables companies like yours to maximize their profits by boosting their conversion rates. I’ve been assisting companies with conversion rate optimization for more than five years.

Here are some testimonials from previous clients:

  • {YOUR NAME} was great to work with. They quickly identified the poorly performing products and services, made adjustments, and we saw a 2.6% uplift in our rates within days.  We’ll definitely use their services again. -Jill, CEO of ecommerce business
  • {YOUR NAME} is a brilliant professional. They set up our contract, started the work, delivered on time, and amazed us with the results. Our conversion rates jumped by 3.2% in eight weeks. -Tim, Sales Director of ecommerce business

My clients value my professionalism, commitment to deadlines, and the results I give them.

Project description

You introduced yourself to the client. Now, it’s time to show them you understand what they need and can deliver it for them. Write a paragraph or two in your proposal about the business services they need and how you can deliver them.

Based on your information, {CLIENT NAME} needs to increase your revenue by 3% in the next 180 days. You want to achieve this by optimizing your website’s sales pages to boost your conversion rates to 5% on average for your 120 product sales pages. {CLIENT NAME} offers super products at reasonable prices, so the conversion rates are probably being affected by the page content rather than the products on offer. {YOUR NAME} will review each product and service and make changes as necessary to meet the conversion rate targets.

Conversion rate optimization is one of the services {YOs clients have seen increases between 2% - 4% during our projects.

Objectives

In this section, you can be even more specific about your business services. Your proposal can include specific targets to be met, software and equipment to be used, and reporting structure can be included. Cost and deadlines will be covered later.

Here is the plan for how my business services will meet your goals. Let me break down the specific targets and how they will be met.

  • Each product and service will be reviewed with Conversion Rate Optimization (CRO) software. An audit and action plan for each service and plan will be prepared for your review.
  • Each service and product will be improved based on the approved action plan.
  • Results will be monitored over a period of six weeks using Google Analytics and Data Studio.
  • Weekly reports will be sent to {CLIENT NAME} to highlight progress and flag up any issues that should be addressed.

Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at {YOUR EMAIL}.

Deadline and deliverables

You should commit yourself to reasonable deadlines. Be sure to allow plenty of time for the business work to be completed. Specific delivery formats can be highlighted in the proposal if this is relevant to the project.

I am committed to meeting your deadlines and delivering quality business work on schedule. Here are the milestones for this project:

  • Each service and product will be audited with an action plan within the first two weeks of starting the project. 
  • Audits and action plans will be delivered as PDF files. Each one will be set up with a file sign-off system to track the progress of the documentation.
  • The approved action plans will all be completed within six weeks of launching the project. All work will happen within the CMS of {CLIENT NAME}.
  • Weekly reports will be produced for a period of six months from the start of the project. These will be sent as PDF files to {CLIENT EMAIL ADDRESS}.

My services have a reputation for organization, follow through, and prompt delivery. I take pride in this reputation and look forward to delivering exceptional results for {CLIENT NAME}.

Payment terms

Structuring your payments is important for your cash flow and the client’s clarity. List specific payments and dates in your proposal to avoid any confusion. You should also include details about any extra work or extra charges for your business services.

Projects such as this one run for several months before they finish. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:

  • 25% initial payment due upon signing the contract and before any work begins. 
  • A further 25% of the total will be invoiced once the final audit and action plan has been approved.
  • The next 25% of the total will be due once the final page has been optimized.
  • Payment of the remaining 25% will be due once the final weekly report is made to signal the end of the contract.

All the products and services should be optimized once during the process. If further optimization is required during the monitoring phase, any extra work will be billed monthly at a rate of $65 per hour.

Electronic invoice will be sent once the contract has been signed and milestones passed. Each invoice is payable within 10 business days of receipt. Late payments may result in suspension of work and/or late fees as specified in the contract.

Agreement

Once you agree to this proposal, I will prepare a simple contract for this service and product project. The contract will reference the terms of this proposal, including any amendments you suggest. If you agree to these terms, please sign below, and return this proposal to me.


Thank you very much. I look forward to working with {CLIENT NAME}.


Signed _____________________________________________________________

{CLIENT NAME}

Date: ______/______/____________

The Independent Worker

Explore our blog for more info on making waves.