Product Marketing Proposal Template

With just a few clicks, you can create a professional and polished product marketing proposal with our easy-to-use template. Try our template today and take your product marketing to the next level.
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Product Marketing Proposal Template
Product Marketing Proposal Template
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Lisa Feliciano
3522 Hawks Nest Lane
Skaggs-Alpha Beta
Jonathan Gibson
125 West Drive
The JG Experience
Proposal block placeholder


Hello Jonathan Gibson,

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 market The JG Experience brand in the United States.

As I mentioned yesterday, I come from an advertisement background so I have a good understanding of the marketing industry. The JG Experience's product is already fantastic, it's my goal to use design to increase brand awareness and get more people to purchase your products.

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, Jonathan Gibson 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. Jonathan Gibson 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 Jonathan Gibson 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 Jonathan Gibson.
  • 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 Jonathan Gibson.

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 product 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 Jonathan Gibson.


Jonathan Gibson

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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.
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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.

Product Marketing Proposal Template FAQ

What is a product marketing proposal?

Proposals for product marketing can teach potential clients a lot about freelancers and their services. Building relationships with capable business partners and product marketing experts is critical in digital and product marketing. Proposals for product marketing give potential clients the information they need to make better business decisions about their partners and other important aspects of their business. Product marketing proposals also include plans to improve a company's public perception and increase product sales through targeted marketing campaigns. 

Each goal of a good product marketing proposal is achieved while incorporating your personal freelancing brand into the document design. Your product marketing proposal should include your approaches, processes, and costs associated with each of your services, as well as a formal business proposal to a potential client. 

A product marketing proposal needs a strategy and an outline. Create a product marketing proposal template based on your freelance digital and product marketing experience.

When you're ready to present your product marketing campaign strategy 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. Examine the various options for creating proposal templates while keeping in mind your freelance business's needs as well as those of your current clients.

Your chosen editing program should provide you with the tools you need to create a basic product marketing proposal template that accurately reflects your brand while also clearly and concisely organizing all of the key elements of your product marketing campaign strategy, depending on the level of functionality you expect from your document development technology. This is the most effective way to demonstrate to potential clients that you offer valuable services that can improve customer engagement, sales, ROI, and other aspects of business operations and project management related to product marketing. 

We at Indy are in the business of making freelancing workflows easier for our clients. It's critical for you to accurately communicate the scope of your work to clients as a freelancer, and the most common way to do 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.

For freelancers who prefer the ease-of-use of a word processor for the creation of their digital proposals, a document development program such as Microsoft Word or Google Docs will be a manageable and affordable option. Individuals who want to personalize their documents with their own color scheme and font family can do so using both of these programs' basic customization tools. 

Freelancers who want to speed up the proposal-writing process can use the cell-based organizational features of popular spreadsheet software like Microsoft Excel or Google Docs.

How to write a product marketing proposal?

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

Writing the actual content that explains your product marketing campaign strategy in greater depth is the next step in creating your product marketing proposal. Remember that the goal of your product marketing proposal is to demonstrate that you understand the needs and demands of your potential client's business, and that your solutions to those problems are presented in a visual and easy-to-understand manner. 

The next step in creating your product marketing proposal will be to create content that explains your product marketing campaign solutions in greater detail. To successfully persuade potential clients of the value of your unique product marketing solutions and strategies, your proposal should highlight the following key components of your freelancing business:

  • 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 digital and product marketing campaign solutions and strategies 
  • how companies will achieve their product marketing and business goals by investing in your freelancing services

When potential clients are looking for business development and support 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 in the product marketing proposal, freelancers provide important 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. 

You can begin the process of creating a proposal template after you've typed out the actual content of your product marketing proposal, making sure that each subsection effectively covers all major components of your strategy. 

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

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. Regardless of the industry, these role-specific templates will provide freelancers with the insight they need to craft a product marketing proposal that highlights all of the strategy's most important aspects to the client in an elegant and succinct manner. 

The number of layers in your product marketing campaign strategy will determine the visual appearance of your template file. You can use the formatting functionality provided by your preferred document development program to highlight various elements of your proposal based on factors such as importance, timeliness, and complexity. The format of your proposal will be determined by the complexity of your product marketing campaign plan. 

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

What should be in a product marketing proposal?

A product marketing proposal, similar to a project brief, is an important business document that outlines the most important aspects of your next freelance product marketing or campaigning project. An effective product marketing proposal is critical in determining whether or not a potential client will invest their time and resources in you as a marketing partner, which is true in the vast majority of cases. Because of this, it is critical to understand the key components of any product marketing proposal before moving forward with the project. 

The following are essential components of effective product marketing proposals, and they are frequently mentioned:

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

As you create new product marketing proposal templates, you'll learn more about your current workflow's strengths and weaknesses. With these insights, you can better describe your proposed project and services to potential clients. These templates will help you provide a more accurate scope of work to potential clients. This section of a product marketing proposal template should address why the client wants to focus on a specific business problem and what they can expect after the project is completed. 

The next section of your proposal template should clearly define your product marketing strategy's goal. This section of your proposal should highlight elements that will help you measure the success of your strategy. This section of your product marketing proposal should include more information about your project's goals and an analysis of attainable, measurable system and process solutions. 

Enumerate the results you expect from your product marketing campaign solutions. Tell the potential client what you plan to produce at the end of the project or campaign. This section of the product marketing proposal template should include goals that consider factors specific to your plan, such as:

  • scheduling
  • costs 
  • stakeholder satisfaction
  • post-project performance compared to pre-campaign performance

You'll be able to craft a proposal that meets your potential client's needs before they have a chance to identify them if you list your business objectives in your product marketing proposal template with these considerations in mind. As you develop your proposal materials, try to be proactive as much as possible during the writing and planning processes. 

Finally, an overview of the timeline that you have already established will be one of the most important components of your product marketing proposal template. By presenting your product marketing campaign plan to them in the proper chronological order, you can demonstrate to your prospective business partner the proven benefits of your methods and solutions, which are backed up by data generated from previous successful applications. Managing a project with many moving parts while also trying to align various strategic responsibilities in accordance with your plan outline can be difficult. A project timetable is a useful tool for freelancers to plan large amounts of work and stay on track with a campaign.

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