indy logo

Marketing 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:

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

Thank you for contacting me. I put this proposal together based on our conversations. Here are a few quick observations:

Your company wants to raise the average conversion rate on their sales pages to an average of 5%. I will audit each page, produce a plan of action, and then deliver excellent results. Every page will be updated within six weeks of launching the project. Following the initial update, weekly reports will be made each week for a period of six months to assess the effects of the changes.

As you continue through this proposal, you will see how my business services can help you meet your goals and your deadlines.

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 you to highlight progress and flag up any issues that should be addressed.

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

Marketing Proposal Template FAQ

What is a marketing proposal template?

A marketing proposal template is a preformatted document that is ready to develop into a complete proposal. It contains sections about your business, your offer, and the reasons you are the best choice. You can complete the template by adding specific information about the project you would like to bid for.

Why should I create a marketing proposal template?

A marketing proposal template will save you time and ensure your documents have a consistent look and feel. When you are ready to develop a proposal for a new event, a preformatted proposal will save you time spent adding information you use repeatedly. Developing a template also means your documents will always include your logo, branding, and company colors.

How do I write a marketing proposal template?

Creating a template is a simple process. Here are the basic steps:

  1. Launch your preferred editor, such as MS Word, Google Docs, or another choice.
  2. Add your company information and branding.
  3. Insert as many blank sections as you need, leaving space for data entry later.
  4. Make your template attractive with nice visual elements.
  5. Save your work as a template file or a generic file you can use again.

What should be in a marketing proposal template?

Every proposal should have some common sections, including these:

  • Company logo, branding, and contact information
  • Project overview
  • Scope of work
  • Timeline
  • Services or product breakdown with quantities and prices
  • Total project cost
  • Terms and conditions

Marketing proposals also need to include the scope of your work, the timeline of the marketing campaigns, and the specific channels your marketing efforts will target. While adding expected results is normal, committing to deliver specific ROI may be unwise.

Besides these, you can include a cover letter, customer references, and a page about your company or services.

Can I use your marketing proposal template?

Absolutely! You can use our marketing proposal template to jumpstart your proposal creation process. By starting with a template, you save time because the layout and required sections are prepared for you. All you need to do is add relevant information about your company, services, and project.

Can I edit your marketing proposal template?

Yes. All our templates are fully editable. You can add, remove, or change sections in just about any way you wish. Adding your business information and branding is done through a wizard and takes seconds. Finishing your marketing proposal will take a little more time, but the editing process is simple thanks to our easy-to-use template.

Why should I use Indy’s Proposals tool?

Indy’s proposal templates can help you submit your next proposal in minutes. You can do even more, though, with a membership to Indy. As a member, you can use our other tools to connect your proposals to contracts, time tracking, document sign-off, and invoicing. Indy’s tools work together to make your admin into a single smooth workflow.

Marketing 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 marketing services.

Thank you for contacting me. I put this proposal together based on our conversations. 

Here are a few quick observations:

  • {CLIENT NAME} wants to raise the average conversion rate on their sales pages to an average of 5%.
  • {YOUR NAME} will audit each page, produce a plan of action, and then deliver excellent results.
  • Every page will be updated within six weeks of launching the project. Following the initial update, weekly reports will be made each week for a period of six months to assess the effects of the changes.

As you continue through this proposal, you will see how my marketing services can help you meet your goals and your deadlines.

Why {YOUR NAME} for marketing services?

Every marketer 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 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
  • {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 marketing 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 page and make changes as necessary to meet the conversion rate targets.

Conversion rate optimization is one of the services {YOUR NAME} offers. Previous clients have seen increases between 2% - 4% during our projects. 

Objectives

In this section, you can be even more specific about your marketing 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 marketing 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 {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 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 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 {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 marketing 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 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.

Agreement

Once you agree to this proposal, I will prepare a simple contract for this 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 you.


Signed _____________________________________________________________

{CLIENT NAME}

Date: ______/______/____________

The Independent Worker

Explore our blog for more info on making waves.