Marketing Consulting Proposal Template

A proposal template is a document you can prepare in advance that has reusable blocks of information to help speed up your writing process. When you are ready to write a new proposal, simply customize the old template with relevant and useful info for your client.

Having a well-designed proposal is the key to securing new jobs and taking on exciting projects. Sending your potential client an attractive, clear proposal puts you miles ahead of any other competition in bidding for their business.

A template for your proposal will make it look professional and ensure all the necessary information is included such as business logos, contact info, etc. Include topics like previous clients' positive feedback or examples from other projects you've completed to give a better idea of what they can expect when working with you.

Create a proposal template to save time and make your proposals look more professional. Every new proposal will have the same level of design quality which establishes your brand and makes a great impression on clients you want to win.   

In just a few easy steps, we will show you how to create your own Marketing Consultant proposal template.

First, you need a few things:

• You’ll be using a document editor. You could use a separate app such as Word, Google Docs, Adobe InDesign, or Pages.
• Indy's Proposals tool is a great way to create your proposal for clients, because it integrates with the rest of your workflow, such as client records, job contracts and time tracking.
• You should also have access to any external files or media you want to include. For example, you will want your logo and pictures of landing pages you have already finished.

Now that you have those things, you can begin writing your Marketing Consultant proposal template.

To create a strong proposal template, look at an example of one that's already done well. If you have examples from previous proposals on hand, note what information is reusable and then use those as your guide for copying or rewriting it in the new document. For instance, if there are customer success stories included with the first one, make sure to include them when making your new template.

If you don’t have a completed template, then writing a proposal template from scratch using Indy’s proposal template is easy. Simply create a new template and you are ready to start editing.

Here are the basic steps:

1. In your new proposal template, add your company information and branding.
2. Review the sections in the template and add or remove sections as you need them.
3. Add information to each section. Focus on what you can reuse for every client.
4. Once you have added all the reusable information, save your work.

That’s it! Your new proposal template is finished.

As you are creating a full proposal, test the template by making note of any information that is missing. When done with your proposal, go back to add it to your template so this process becomes easier in the future.

A professional, creative proposal is necessary for consulting jobs. You must present yourself in a positive light and be able to persuade potential clients with your knowledge of the industry.

Here are the elements we think you should include in every Marketing Consultant proposal:

• Beautiful Cover Page. There's no excuse for a boring cover page, especially when you're trying to make an impression on your client. Remember: first impressions count!
• Service Description. This section will go over the scope of your project with specific details about how you plan to accomplish this. It's important that it's clear, concise, and provides enough information so that there are no surprises in costs or timeframes when working together on a long-term basis.
• Marketing Consultant Process and Milestones. In this section of the proposal, it is important to help clients understand what will happen and when things are going to be finished. The client should also know exactly which tasks you'll accomplish throughout your journey together.
• Social Proof. Show your client you're ready for the job by showcasing case studies, testimonials, and feedback in your portfolio. This will show them they can expect high-quality work from you.
• Costs and Pricing. The best time to discuss money is once you have established a strong connection with your client, and after they are confident in hiring you. Once they have reached this point of trust, show them your prices.

From here, you can wrap up the proposal template with next steps the customer can take. These can include:

• A digital signing service for making the approval process happen much faster.
• A standard contract your client can review. Your contract can reference your proposal to make the client-specific sections relevant.
• You can also include a payment method here to help your client get started quickly.

Your proposal will show new customers how professional, business-savvy and hardworking you are. Cover page to last payment option, every element is carefully crafted so they can relax while making a decision with complete confidence that their choice was the best one possible.

The secret to winning more clients as a freelancer is to build your client’s confidence in your abilities. Proposal templates helps you do this in a few ways:

• A quick 10-20 minutes on the ball could win you a potential client's business. You'll chat with them about their work and finish writing up your new proposal, which won't look rushed or half done because it has so much useful information already in there! Your speed and efficiency will impress clients.
• An attractive, well-designed proposal template will make you look better because it is efficient and impresses clients. In addition to making your work more appealing, customizing a template so that it looks good sets you apart from others who send plain emails or unattractive proposals.
• A proposal template will help you win more clients by freeing up your time. Imagine if turning the template into a live proposal took just fifteen minutes, what would you use that saved time to do? Go find even more potential clients!

Those are three ways your proposal template can help you land more jobs. Get started with one as soon as possible to begin reaping the benefits.