Marketing Funnel Proposal Template

Struggling to close deals and win over clients? Our easy-to-use marketing funnel proposal template will help you create a compelling proposal, capture the attention of your prospects, and convince clients to hire you for their projects.
Mail icon
Pick from a library of royalty-free images
Marketing Funnel Proposal Template
Marketing Funnel Proposal Template
Add an expiration date
Henry Brockman
638 Fleming Street
James Hall
1331 Masonic Hill Road
William Wanamaker & Sons
Proposal block placeholder


Hello James Hall,

Thanks for giving me the opportunity to present this proposal to you. It was great to speak with you yesterday and I look forward to helping you gain more customers for the William Wanamaker & Sons brand in the United States.

As I mentioned yesterday, I come from a sales background so I have a good understanding of the marketing industry. William Wanamaker & Sonss products are already fantastic, it's my goal to use design to increase brand awareness.

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.


Henry Brockman

Why Henry Brockman for business services?

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:

  • Henry Brockman was great to work with. They quickly identified the poorly performing pages, 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
  • Henry Brockman 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

Based on your information, James Hall 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. James Hall offers super products at reasonable prices, so the conversion rates are probably being affected by the page content rather than the products on offer. Henry Brockman will review each page 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. 


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 page will be reviewed with Conversion Rate Optimization (CRO) software. An audit and action plan for each page will be prepared for your review.
  • Each page 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 James Hall 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

Deadline and deliverables

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

  • Each page 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 James Hall.
  • 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

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 James Hall.

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 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 pages 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.


Once you agree to this proposal, I will prepare a simple contract for this brand awareness 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 James Hall.


James Hall

Ready to get started? Sign up now to create and customize eye-catching proposals that win new clients and grow your business.
Sign-up for free

How it works

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.
Sign up for a free Indy account
Launch Indy’s proposal builder
Edit your proposal in minutes
Send it off with just a click
Win more clients!

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.
  • Seal the deal with legally vetted contracts that protect your work, time, and money.
  • Manage your tasks and clients with simple yet powerful to-do lists and boards.
  • Record your time automatically and track which hours have been paid or need to be billed.
  • 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.

Marketing Funnel Proposal Template FAQ

What is a marketing funnel proposal?

Potential clients learn a lot about freelance professionals and the services they provide through their marketing funnel proposals. The marketing funnel proposal is an intriguing tool that provides potential clients with the insights they require to make more informed decisions about business development partners and to ensure their professional work relationships are built on a foundation of proven marketing funnel tools and industry expertise required to make meaningful impacts on existing company workflows and processes.

A good marketing funnel proposal accomplishes several goals while incorporating the look and feel of your personal freelancing brand into the document's design. Your marketing funnel proposal should highlight the three elements that concern clients the most—your approach, your process, and your costs—in addition to serving as a formal business proposal to a potential client.

Strategy is critical when it comes to developing an effective marketing funnel proposal. You should use your background and experience as a freelancer to inform a marketing funnel proposal template that you can use to streamline future freelancing proposals of the same type.

Once you've developed your marketing funnel strategy and are ready to present it to a potential client, you'll need to outline your ideas in the form of a formal proposal—in order to create a functional document that also reflects the look and feel of your brand, you'll need to use the suite of editing tools supported by the document development software of your choice. Consider the unique needs of your freelance operation, as well as the needs of your existing clients, as you explore the many options for creating proposal templates.

Depending on the level of functionality you expect from your document development technology, your chosen editing program should provide you with the tools you need to create a basic marketing funnel proposal template that accurately reflects your brand while also clearly and concisely organizing all of the key elements of your marketing funnel strategy. This is the most effective way to show potential clients that you provide valuable services that can have a significant impact on existing company workflows over tims.

At Indy, we’re in the business of simplifying the freelancing workflow for our clients. As a freelancer, it’s essential to convey the breadth of your work to clients accurately, and the most common method of doing so is through a formal business proposal. By utilizing a business proposal template by Indy, freelancers gain access to a powerful tool that helps individual business owners convey their thoughts to their client accurately and clearly, as well as the fees associated with each component of the proposal plan. 

A document development program such as Microsoft Word or Google Docs will serve as a manageable, affordable option for freelancers who want the ease-of-use of a word processor for the creation of their digital proposals. Both of these programs' basic customization tools enable freelancers to easily brand their documents with their own color scheme and font family. Customization is an important component of the document composition process for truly capturing the look and feel of your freelancing organization.

Both programs support multi-format exporting for easy client sharing, and with Google Docs, readable versions of the final proposal templates can be shared digitally with clients who have Google accounts. 

Alternatively, freelancers who want to speed up the proposal-writing process can use the cell-based organizational functions provided by popular spreadsheet software like Microsoft Excel or Google Docs.

How to write a marketing funnel proposal?

Your marketing funnel proposal template should include the key components of your strategic plan early in the proposal before branching off into more focused sections to fully explain your ideas to a potential client—without sacrificing clarity. Freelancers can then use this space to elaborate on their most important strategic elements, providing a more in-depth look at each level of the plan's organization and structure to the potential client.

The next step in the process of crafting your marketing funnel proposal will be to create the actual content that explains your marketing funnel strategy in greater depth. As you build your template document, remember that the purpose of your marketing funnel proposal is to demonstrate your understanding of the business demands of the potential client to increase lead generation and retainment.

To successfully persuade potential clients of the worth of your unique business solutions and strategies, your marketing funnel proposal should highlight the following key components of your freelancing operation:

  • your turn-round rate and workflow process
  • the credibility and experience of your freelancing operation
  • the flexibility of your business operations
  • the capabilities of your marketing funnel solutions and lead generation strategies 
  • how companies will achieve their ROI by investing in your freelancing services

When potential clients are looking for business development partners, marketing professionals must demonstrate the efficiency and productivity of their own internal processes and turnover workflows. By emphasizing elements such as turnaround times and workflow processes within their marketing funnel proposal, freelancers provide key insight into estimated project length and prioritization skills, both of which may influence a potential client's decision to work with a specific freelancer or company.

After you've typed out the actual content of your marketing funnel proposal, making sure that all major components of your strategy are effectively covered in each subsection of the proposal, you can begin the process of designing a proposal template that can be used to streamline future proposals of the same type in the future. 

Your template should use the organizational hierarchy provided by basic document formatting functionality to create a marketing funnel proposal that effectively communicates your ideas in a clear, succinct, and organized manner.

With an Indy business proposal template, freelancers can begin the proposal process with a step-by-step guide before them, ready to be filled in with all the essential components of the proposal plan according to the needs of the specific freelancer, client, or industry. Role-specific, these templates will provide freelancers with the insight necessary to craft a marketing funnel proposal that emphasizes all key parts of the strategy to the client with elegance and clarity. 

The number of layers in your marketing funnel strategy will determine how your template file is visualized. Depending on the complexity of your marketing funnel plan, use the formatting functionality provided by your preferred document development program to emphasize various elements of your proposal based on factors such as importance, timeline, and complexity. 

After you've established the flow and organization of your document, you can start saving your marketing funnel proposal as a template for future use. Choose a sharing option that is best suited to the needs of you and your potential business partner based on the document development program you used to create your marketing funnel proposal.

What should be in a marketing funnel proposal?

A marketing funnel proposal, like a brief, is a critical business document that outlines key aspects of your next freelance marketing funnel or lead generation campaign or project. An effective marketing funnel proposal is usually critical in determining whether or not a potential client will invest their time and resources in you as a business partner. As a result, it's essential to become acquainted with the core components of every marketing funnel proposal. 

When it comes to effective marketing funnel proposals, the following key elements are frequently shared:

  • in-depth and insightful project overviews
  • clearly-defined objectives
  • deliverable business outcomes
  • established timelines

As you continue to create marketing funnel proposal templates for future proposals, you'll become more acquainted with your workflow's strengths and weaknesses. With these insights, you'll be able to provide more detailed, descriptive overviews of your proposed project and services to potential clients. As a result of your marketing funnel templates, you will be able to provide potential clients with a more accurate scope of the proposed work. At its core, the project overview section of a marketing funnel proposal template should answer questions like why the client wants to focus on a specific workflow problem or what clients can expect after the project is completed.

The next section of your marketing funnel proposal template should clearly define your strategy's target objective. This section of your proposal should highlight elements that will contribute to the measurement of the performance of your strategy, depending on your specific approach to various marketing funnel solutions. This section of your marketing funnel proposal should also provide more information about the goals you hope to achieve with your project, as well as an analysis of attainable, measurable system and process solutions.

Outline the outcomes you expect from your marketing funnel solutions as you list your objectives. In this section, use the space to inform the potential client about the elements you expect to produce by the end of the project or campaign. This section of the marketing funnel proposal template should highlight objectives that take into account a variety of elements related to your specialized plan, such as some of the following:

  • scheduling
  • systems and workflow quality 
  • costs 
  • stakeholder satisfaction
  • post-project performance compared to pre-campaign performance

By listing your business objectives in your marketing funnel proposal template with those factors in mind, you'll be able to craft a proposal that meets your potential client's needs before they have a chance to identify them. Strive to be proactive throughout the writing and planning processes when creating your proposal materials.

Finally, an overview of your established timeline will be one of the most important components of your marketing funnel proposal template. By presenting your marketing funnel plan to the client in chronological order, you demonstrate to your prospective business partner the proven benefits of your methods, which are supported by data generated by previous successful applications. Trying to manage a project with multiple moving parts can be daunting, as can the process of aligning various strategic responsibilities in accordance with your plan outline. A project timetable provides freelancers with a powerful solution for bulk task planning in order to keep the project on track.

Indy University

Explore our blog for more info on making waves.