Email Marketing Proposal Template

Ready to grow your email marketing business? With its sleek design and intuitive layout, you can create professional proposals that wow clients. From outlining your strategy to showcasing your past successes, our email marketing proposal template has everything you need to grow your business.
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Email Marketing Proposal Template
Email Marketing Proposal Template
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Jonathan Gibson
125 West Drive
The JG Experience
Lisa Feliciano
3522 Hawks Nest Lane
Skaggs-Alpha Beta
Proposal block placeholder


Hello Lisa Feliciano,

It was great to speak with you yesterday and I look forward to helping Lisa Feliciano grow your email list and responses.

You have an established business, but you’ve recently ramped up your email collection and marketing efforts. Your concerns are the low open rates from your email efforts and the very low click through rates you are seeing so far. These two things combine to make your return on investment very small.

I’ll review your previous efforts, make some specific recommendations, and then put together six email sequences for you to use for your main product lines.

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.


Jonathan Gibson

Why Jonathan Gibson for email marketing services?

Here are the numbers you can achieve with professional email marketing services:

  • 25% open rate for all your email campaigns as an average.
  • 5% click through rate on average across all email.

These aren’t just made up numbers. These are the figures I’ve achieved for my other clients in the health and fitness industry during the past two years. My average open rates and click through rates are several percentage points above the average for your industry.

Here are some testimonials from previous clients:

  • Jonathan Gibson was great to work with. They quickly identified the poorly performing emails, made adjustments, and we saw a 7.6% growth in our open rates. We'll definitely use their services again. -Xavier, Owner of Ecommerce Business
  • Jonathan Gibson is really great at their job. They set up eight new email campaigns for us and all eight achieved a 6% click rate over the course of twelve months. We’re continuing to use their services. -Neil, Marketing Director

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

Project description

Based on your information, Lisa Feliciano wants to improve their open rates and click rates for their email campaigns. There are six main product lines, and each one currently features an email sequence to drive sales. These have an average open rate of less than 15% and click rates under 1.5%.

I’ll audit each of your current sequences to pull out critical information and identify the things causing such poor performance. Then, I’ll draft six new email sequences for your product lines. Each one will be monitored for a period of three months. If they are not performing well, then changes will be made until the targets of 25% open rate and 5% click rate have been achieved.


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

  • Each previous email will be reviewed with Conversion Rate Optimization (CRO) software. An audit for each email will be prepared for your review. As the business owner, your insight to the previous email sequences will be very valuable as we plan the future efforts.
  • Following the initial audit, I will draft all the email sequences for you to review and implement. If some of them seem a little less than ideal, we can easily make a few drafts and implement some A/B testing to find the right messages.
  • Once the email sequences are in place, they will be reviewed every two weeks for a period of three months. Changes will be made as necessary to bring their performance up to the targets.

Any adjustments to the plans can be made by sending me a message via email at

Deadline and deliverables

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

  • The initial audit will take place during the first two weeks of our contract. The audit will consist of the review of your previous email sequences, totalling 48 email templates across six product lines.
  • A simple report will be presented during the third week of our contract. We’ll schedule a meeting to discuss the report and highlight any key learning points for the future sequences.
  • During the three weeks following our review meeting, I will write all six of the new email sequences. As they are completed, they will be sent to you for review.
  • Once the new email sequences are in place, I’ll review them every two weeks using your mail system data. Changes will be made to any email not hitting its performance targets.

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 Lisa Feliciano.

Payment terms

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 initial audit and meeting have been finished.
  • The next 25% of the total will be due once the final email sequence has been delivered.
  • Payment of the remaining 25% will be due once the final report is made after three months to signal the end of the contract.

All the email should be optimized 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.


Once you agree to this proposal, I will prepare a simple contract for this email marketing 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 Lisa Feliciano.



Lisa Feliciano

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Templates make a good starting point, but the key to gaining clients is to stand out from the crowd. Indy’s proposal builder helps you close deals faster by letting you quickly customize proposals to your prospective client’s needs, turning cookie-cutter templates into professional, winning proposals that you can use again and again.
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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.
  • Seal the deal with legally vetted contracts that protect your work, time, and money.
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  • Get paid fast with invoices and accept multiple payment methods right through Indy.
  • Get a bird’s-eye view of everything due with a personal command center that monitors the status of your proposals, contracts, tasks, and invoices.

Email Marketing Proposal Template FAQ

What is an email marketing proposal template?

Both small and large businesses have adopted emails all over the world. Apart from being one of the cheapest ways to do online marketing, emails have become an essential tool in gathering and nurturing leads, communicating with customers and clients, and relaying important information to coworkers. As more and more people switch from the physical to transacting online, it has become challenging for businesses to get by unless they can market themselves properly to their target audience. One of the best methods of achieving this is through the use of emails. With the ever-rising need of businesses to facilitate fast communication with their customers, email marketing proposals need to be well structured and optimized to stand out from the crowd.

Email marketing proposal template is an introduction to potential clients. It's your chance to recommend a solution that solves their most frustrating business problems. The best proposal templates include these details while offering compelling reasons to hire you. To do this, you have to incorporate a blend of information and persuasion in your email marketing proposal to keep people wanting more. The goal of every business is to build credibility, authority, and customer loyalty. With the use of email marketing proposal templates to present your pitch, as a freelancer, there are high chances of being chosen as the lucky candidate.  As more and more businesses opt for this new normal, you don't want to be left behind. This is where an email marketing proposal template comes in.

An email marketing proposal template is a structure in which you can fill out your thoughts and marketing proposal ideas to create a strategic email marketing plan to help you secure more clients. An email marketing proposal template is a document that communicates how you intend to provide email marketing services through a campaign plan to prospective clients. When constructing an email marketing proposal template, you must structure your ideas clearly, and constructively offer value. 

Businesses have different email marketing needs. And some marketing plan projects are much more complicated than others, but they all share key elements every client is looking for. You have to understand this, identify their problems, and develop out-of-the-box solutions in your email marketing proposal that thoroughly explains your work process. A clear and influential email marketing proposal template will increase the likelihood of your potential clients favoring your proposal and moving forward with it.

How to write an Email Marketing Proposal Template?

Email marketing is a way of promoting one's products or services by sending emails to customers. To get your services across to potential clients, you need to outline the advertising plan you intend to achieve spectacular results. This marketing plan is known as an email marketing proposal template. Your proposal document must be highly effective and appealing to get potential clients to read your email marketing proposal templates. Without this, the chances of converting potential clients to loyal customers are very slim, especially as a freelancer.

A thorough and appealing email marketing proposal allows prospective clients and partners to be interested in investing with you. More so, having a comprehensive and detailed marketing proposal template can strengthen your relationship with entities in the industry whose nature of operations, processes, and activities are similar to yours.

Knowing how to write a project can help you develop an effective marketing proposal to get you closer to your business goals.  Email marketing proposal templates are essential because they are usually the first impression a potential client has of you and your business. Here are some ways on how you can write a killer email marketing proposal that can surely persuade your clients to put their trust in you:

  1. Have comprehensive knowledge of the business you are looking to work with: no matter what kind of proposal document you want to create, take some time to understand the client's needs before writing the proposal. Carry out adequate research and ensure that all data and information used in your proposal have been verified to be genuinely correct. Without proper research, the probability of not getting the results you desire is very high. You could include information such as the complete name of the business and contact details.
  2. Give them concrete reasons why you are the best for them. We often do not get the job because we do not package or put ourselves there. Your potential clients have to be well convinced beyond doubt that you are a good fit for the job—every stage in writing an email marketing proposal matters. Skipping a step is not an option.
  3. A detailed project outline: for every email marketing proposal template sent out, you must give a detailed account of the objectives, timelines, and deadlines. This would show your potential customer that you are ready to work with them.
  4. Why do you want to work with them? Give a confident reason why you want to work with them. If the answer doesn't pop right off your head, do some further research. It won't hurt, and make sure to write something spectacular.
  5. Make use of professional and formal language: when writing an email marketing proposal template, make sure to keep it professional. You are trying to win a potential client, and you don't want to start being too personal at the early stage. Yes, you can personalize your proposal. But don't get too familiar at the beginning. Stick with professionalism. If provided, follow the format and guidelines given by your potential client and find a way to stand out despite the challenges you may encounter.
  6. Keep it brief and concise: unnecessary words need to go. Don't fill up your email marketing proposal with empty words, all in a bid to present something bulky. A simple, short, and precise email marketing proposal is enough to seal the deal.

What should be in an email marketing proposal template?

An email marketing proposal template should include certain key elements in your proposal to help you establish a solid foundation you can build on to win over all kinds of clients. An example is a persuasive proposal structure that allows you to tap into the key drivers that get clients' attention, keep them reading, and assure them you're the best choice to help. When you understand the way your clients think, putting what they need and like in front of them is no longer an issue. 

You have to make sure you are solving a significant need for them.

A persuasive email marketing proposal has three parts:

Problem statement: the problem statement is probably the most critical element of any proposal. Failing to include one (or not including one at the beginning of your proposal) is a recipe for invisibility among the best clients. Most people won't hire you unless they're convinced you fully understand their needs. That's why pinpointing the underlying reasons driving email marketing projects is so important.

Assume you have an email marketing client who wants to increase his awareness online. A mediocre problem statement might look like this:

"XYZ Company is looking to expand their global reach by 40% over the next six months via an email marketing campaign. The campaign should feature SEO initiatives and should include monthly research and analytics reports."

A persuasive copy, on the other hand, will go this way:

"As more of XYZ Company's target customers take their shopping online, annual revenue at XYZ Company's brick and mortar stores have decreased this year by 15%.

XYZ Company needs to focus its efforts on eCommerce to reclaim lost market share and align with changing consumer tastes. They can do this by launching a digital marketing campaign featuring SEO initiatives, along with monthly research and analytics reports.

This campaign will increase XYZ Company's website traffic by 30% over the next 9-month period."

Did you note the difference? The first one regurgitates the client's project requirements and fails to address the client's pain point, which is why the client needs more online presence in the first place.

On the other hand, the second one conveys an understanding of the deeper issues that led the client to seek the surface level result (increased online traffic).

Many clients won't even know their deeper frustrations, much less be able to articulate them. All they know is their marketing "isn't working," and something needs to change. That means it is up to you to do some digging. By researching your client's business, competitors, and the market – and sharing those insights in your proposal – you send a clear message that you understand the client better than anyone else.

Proposed solution: once you've identified a client's core problems, the next step is to propose a marketing solution tailored to solve those problems effectively. Then you take it further by recommending a specific set of services to achieve the desired outcome.

Pricing information: make it easy for clients to read and understand your pricing information, and you'll stand out from 99% of your competitors.

If you consider the above steps when writing your email marketing proposal, there will be a positive change in how potential clients see you. Take an effort today to optimize your email marketing proposal to attain the results you are looking for, or skip half the work with our customizable and free-to-use proposal templates. If there’s none that matches your needs exactly, you can edit and customize the one that is the closest and get that contract signed and sealed.

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