Marketing Services Proposal Template

Leave a lasting impression on prospects and set yourself apart from the competition with our fully editable marketing services proposal template. Designed to help you showcase your unique approach and win over potential clients, you’ll have full control over how your proposal looks and reads.
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Marketing Services Proposal Template
Marketing Services Proposal Template
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Lisa Feliciano
3522 Hawks Nest Lane
Skaggs-Alpha Beta
David Cook
1143 Cessna Drive
Fly Entertainment
Proposal block placeholder


Hello David Cook,

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 shape the Skaggs-Alpha Beta 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. Skaggs-Alpha Beta's services are already fantastic, it's my goal to use design to increase brand awareness and get more people to utilize your services.

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.


Lisa Feliciano

Why Lisa Feliciano 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:

  • Lisa Feliciano 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
  • Lisa Feliciano 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, David Cook 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. David Cook offers super products at reasonable prices, so the conversion rates are probably being affected by the page content rather than the products on offer. Lisa Feliciano 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 David Cook 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 David Cook.
  • 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 David Cook.

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 the marketing services advancement. 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 David Cook.


David Cook

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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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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 Services Proposal Template FAQ

What is a marketing services proposal template?

A marketing services proposal is a prepared document carried out by salespersons or marketing agencies to get clients to sign in to their offers. Here, the clients are said to be "potential" because they are seen as prospects who would get to demand their services. As a freelancer, the need to prepare a marketing services proposal is indeed vital, for it broadens or brings better the marketing vision of an agent or agency to a potential client. 

Every proposal should be specific (giving a detailed view of its actual purpose); this would help make it more convincing and reliable. A marketing services proposal isn't just a planned format. Still, the content and info-filled proposal should be ready, specific, trustworthy, and convincing - ready for its purpose, specific for its purpose, reliable for its purpose, and compelling for its purpose. And what does this imply? This explains that there should be a purpose in writing or creating up a marketing services proposal. It's believed that a marketing services proposal without a purpose could appear meaningless to a client; it would look visionless and unconvincing. Therefore, a marketing services proposal template becomes of great value because of its strong and reliable purpose of convincing or winning a client's demand for a service. 

Proper documentation/arrangement shouldn't be left out in the preparation of the marketing services proposal. As a freelancer, consultant, agent, or agency, your goal of having a reliable and convincing marketing services proposal would be more effective if proper documentation is being considered. Since every marketing services proposal opens up ideas and visions to a client in a written format, it's necessary to ensure that all stated points are well planned and documented. What should you know about the marketing services proposal as a freelancer? It's best carried out following formal planning and research.

The following questions should be well considered in preparing a formidable marketing services proposal. The question of who is this proposal meant for? Would this proposal get clients convinced about my services? All these well put into consideration, would create a better marketing services proposal template.

Client interest is one other factor that should be considered in creating a reliable marketing services proposal. The client's main focus about the proposal is what the marketing agent/agency states can meet with their needs. What makes a marketing services proposal more reliable to a client it's simply because of the satisfaction already gotten from reading through the proposal. Therefore, just as proper documentation is necessary for having a formidable proposal, so is the clients' interest. Those two should be well considered. 

How to write a marketing services proposal template?

This is the persuasive process in writing a marketing services proposal template; here, you explain why your agency or yourself as a freelancer, consultant, or marketing agency is the best choice to be considered by the clients in rendering services to them. Detailed explanation? Yes, this is not to be voiced out, but done from the written contents of your proposal, you write as you talk. Your proposal should be winning in-text documentation and the interest of the clients. Therefore, considering all this, you are a step close to making a great, reliable, and convincing proposal. 

Here are the top 4 guides to know in writing a marketing services proposal

  • Vision: the vision of a freelancer or firm is said to be an effective tool to be considered in writing a marketing services proposal. This is because the vision best explains their mission as either a freelancer or firm. When your mission is to get clients' demand for your services, your vision becomes clear, giving you an added advantage to write up the marketing services proposal better. 
  • Purpose: Your purpose is your winning factor in writing a marketing services proposal. When your purpose is identified, the question of who is this proposal meant for? Shall be answered promptly. It is a "must-have" you should know that not all persons are your clients. The client of Company A could differ from that of B, which could take place all because of their purpose; your purpose, if well-identified, will help you reach out to your desired clients. Some proposals are of good content but fail woefully the test of purpose. 
  • Content Analysis: when a marketing services proposal is well documented, organized, and easy to read for the clients, such proposal is said to have passed the content analysis test. You may have lots of ideas and facts (contents) to share with your potential clients, but if they are not well analyzed or adequately documented, such a proposal could be seen as unreliable by the clients. Therefore, the content analysis should be taken into consideration in preparing a better marketing services proposal. Plainly state how you intend to accomplish those objective arrangements, a bit-by-bit approach of your methodologies and plans, and the timetable. Additionally, give an extent of work to show what they will get when they choose to work with you. This ought to be a rundown of the different bundles you need to convey so they can pick which best takes care of their concern.
  • Call to action: this is a standard tool in writing up contents/sales copy. The same can be used in writing a successful marketing services proposal. What is a call to action? This explains the freelancer or agency's decision on what to get their potential clients to do after viewing the marketing services proposal. You call your clients to take action basically to get your services. Your vision, purpose, and proper documentation of your marketing services proposal would best determine the effectiveness of your call to action. Be informed: if your aim is not precise, you can't have the best clients. 

What should be in a marketing services proposal template?

Unnecessary details about your services or firm shouldn't be in a proposal template. What elements are termed unnecessary? Your targeted company objectives, years of experience as a freelancer or consultant, and all that. The sole purpose of a marketing services proposal is persuasion; therefore, you ought to inform your potential clients on what they would stand to gain on getting your services. Every detail of your services being beneficial to your potential clients should be shared with them promptly. 

A good marketing proposal needs all things referred to as "necessity," from your vision to your offer. What's your offer? Here your offer explains every detailed outline of your marketing proposal services and their reliability to your potential clients. Every marketing services proposal template should be reliable and as well enjoyable. Reliable (of a clear purpose) and interesting (being well documented for reading and found convincing), the proposal becomes ready and termed as successful. 

The below should be found in a marketing services proposal template to make it sound (convincing). They are:

Cover letter: the cover letter is sometimes termed a caption. This is because it gives the potential clients a detailed explanation of the marketing services proposal. Here, if your cover letter is of in-depth write-up or value, this would be a starting stage to convince your potential clients of your services. Just as it is being referred to as a caption, many as well call it "Hook." Hook here means to keep the clients in place and not to doubt your services. Every hook should be found reliable, exciting, and educational. 

Service area: what are your services? How you offer them explains your service area. A good marketing services proposal template should have a service area; clients find this very important because it best answers their question: Is this the right decision to get their services? Potential clients want their doubts cleared about getting a service from an agent or agency, which can be well attended to on the marketing services proposal. Your marketing services proposal becomes extra productive if the service areas of the agent or agency are appropriately stated in the proposal. 

Terms and conditions: this talks essentially about fidelity, trust, or guarantee. The terms and conditions must be reliable because it's the proposal's root and finalizing area. “On accepting our proposal, automatically, you have accepted our terms and conditions. Every potential client must meet up with the agent or agency's terms and conditions. This is done to have a balanced agreement.”

Be informed: a marketing services proposal is seen as successful if the business-minded questions (the do's and don'ts of the proposal) are answered and identified. 

At Indy, we appreciate that writing business proposals is neither the easiest nor the most pleasant part of running a company or a freelance venture. If you feel like writing a proposal for your client is beyond your reach right now, head out to our database of free and ready-to-use proposal templates to find the one that matches your project.

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