YouTube Marketing Proposal Template

Impress clients and win new business with our professionally-designed YouTube marketing proposal template. With just a few clicks, you can customize the template with your brand’s unique voice and vision, creating a standout pitch that captures your client’s attention and sets you apart from the competition.
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YouTube Marketing Proposal Template
YouTube Marketing Proposal Template
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Craig Lafountain
2440 Fannie Street
Squirrel Labs
Helen Barron
1452 Diamond Cove
Irving's Sporting Goods
Proposal block placeholder


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 design services.

Hello Helen Barron,

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 grow your Youtube channel Irving's Sporting Goods in the United States.

As I mentioned yesterday, I come from an advertisement background so I have a good understanding of the marketing industry. Irving's Sporting Goods's brand is already fantastic, it's my goal to use design to increase brand awareness and get more people to subscribe to your channel.

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.


Craig Lafountain

Why Craig Lafountain for business services?

Every business 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 Youtube channels like yours to maximize their views by boosting their subscribers. I’ve been assisting Youtube channels with growth for more than five years.

Here are some testimonials from previous clients:

  • Craig Lafountain was great to work with. They quickly identified the poorly performing videos, made adjustments, and we saw 2.6% views within days. We’ll definitely use their services again. -Jill, CEO of ecommerce business
  • Craig Lafountain is a brilliant professional. They set up our contract, started the work, delivered on time, and amazed us with the results. Our subscribers 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 business services they need and how you can deliver them.

Based on your information, Helen Barron needs to increase your views by 3% in the next 180 days. You want to achieve this by optimizing your Youtube channel views to 5% on average for your 120 videos. 


In this section, you can be even more specific about your business 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 video will be reviewed. An action plan for each video will be prepared for your review.
  • Each video will be improved based on the approved action plan.
  • Results will be monitored over a period of six weeks.
  • Weekly reports will be sent to Helen Barron 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

You should commit yourself to reasonable deadlines. Be sure to allow plenty of time for the business 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 work on schedule. Here are the milestones for this project:

  • Each video will have an action plan within the first two weeks of starting the project. 
  • An action plan 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 time frame of Helen Barron.
  • 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 Helen Barron.

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 business 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 videos 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 Youtube Channel growth 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 Helen Barron.


Helen Barron

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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.

YouTube Marketing Proposal Template FAQ

What is a YouTube marketing proposal?

Potential clients can learn a lot about freelancers and the services they provide by looking at YouTube marketing proposals. And, in the world of digital and YouTube marketing, establishing relationships with capable business partners and YouTube marketing experts is critical. The YouTube marketing proposal is a powerful tool that gives potential clients the information they need to make better decisions about their partners, digital and social media marketing campaigns, videography, video editing, and other important aspects of their business. YouTube marketing proposals also include a plan for either improving a company's performance on the YouTube platform or promoting an organization or product to the general public for absorption and review via video. 

A good YouTube marketing proposal accomplishes several goals while incorporating your personal freelancing brand's look and feel into the document's design. Your YouTube marketing proposal should highlight the three elements that concern clients the most: your approaches, processes, and the costs associated with each of your services, in addition to serving as a formal business proposal to a potential client. 

Strategy and outlines are critical when it comes to creating an effective YouTube marketing proposal. You should create a YouTube marketing proposal template using your freelance digital and social media marketing experience and background, which you can use to streamline future freelancing proposals of the same type.

You'll need to outline your ideas in the form of a formal proposal when you're ready to present your YouTube marketing campaign strategy to a potential client—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. Investigate the various options for creating proposal templates while keeping in mind the specific needs of your freelance business as well as the needs of your current clients. 

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 YouTube marketing proposal template that accurately reflects your brand while also clearly and concisely organizing all of the key elements of your YouTube marketing campaign strategy. This is the most effective way to show potential clients that you provide valuable services that can improve user engagement, follower count, and other YouTube marketing-related aspects of business operations and project management.

We at Indy are in the business of making our clients' freelancing workflows easier. As a freelancer, it's critical to accurately communicate the scope of your work to clients, 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.

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

As an alternative, freelancers who want to expedite the proposal-writing process can take advantage of popular spreadsheet software such as Microsoft Excel or Google Docs' cell-based organizational features.

How to write a YouTube marketing proposal?

The key components of your strategic plan should be included early in the proposal, before branching off into more focused sections to fully explain your ideas to a potential client—without sacrificing clarity or accuracy. Freelancers can then use this space to expand on their most important strategic elements, providing a more detailed look at each level of the plan's organization and structure to the potential client. 

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

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

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

Marketing professionals must demonstrate the efficiency and productivity of their own internal processes and turnover workflows when potential clients are looking for business development and support partners. Freelancers provide important insight into estimated project length and prioritization skills by emphasizing elements such as turnaround times and workflow processes in the YouTube marketing proposal, 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 YouTube marketing proposal, making sure that each subsection effectively covers all major components of your strategy, you can begin the process of creating a proposal template that can be used to streamline future proposals of the same type. 

Your template should use the organizational hierarchy provided by basic document formatting functionality to create a YouTube marketing 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. These role-specific templates will provide freelancers with the insight they need to craft a YouTube marketing proposal that highlights all of the most important aspects of the strategy to the client in an elegant and succinct manner, regardless of the industry. 

The visualization of your template file will be determined by the number of layers in your YouTube marketing campaign strategy that you employ. Based on factors such as importance, timeliness, and complexity, you can use the formatting functionality provided by your preferred document development program to highlight various elements of your proposal. The complexity of your YouTube marketing campaign plan will determine how you should format your proposal. 

Having established the flow and organization of your document, you can begin saving your YouTube marketing proposal as a template for future reference. Make your selection based on the document development program you used to create your YouTube marketing proposal and the sharing option that best meets the needs of both you and your potential business partner(s).

What should be in a YouTube marketing proposal?

Similarly to a project brief, a YouTube marketing proposal is a critical business document that outlines the most important aspects of your next freelance YouTube marketing or campaigning project. In most cases, an effective YouTube marketing proposal is critical in determining whether or not a potential client will invest their time and resources in you as a marketing partner. Consequently, it's critical to understand the key components of any YouTube marketing proposal before moving forward. 

Key elements of effective YouTube marketing proposals include the following, which are frequently mentioned:

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

You'll gain a better understanding of the strengths and weaknesses of your current workflow as you continue to create YouTube marketing proposal templates for future proposals. With these insights, you'll be able to provide more detailed, descriptive overviews of your proposed project and services to potential clients. Because of your YouTube marketing campaign templates, you'll be able to provide a more accurate scope of proposed work to potential clients. A YouTube marketing proposal template's project overview section should, at its core, answer questions like why the client wants to focus on a specific business problem or what clients can expect after the project is completed. 

The following section of your proposal template should clearly define the target objective of your YouTube marketing strategy. This section of your proposal should highlight elements that will contribute to the measurement of the performance of your strategy, depending on your approach to various YouTube marketing campaign solutions. More information about the goals you hope to achieve with your project should be included in this section of your YouTube marketing proposal, as well as an analysis of attainable, measurable system and process solutions. 

Outline the outcomes you expect from your YouTube marketing campaign solutions as you list your goals. Use this section to tell the potential client about the elements you plan to produce by the end of the project or campaign. This section of the YouTube marketing proposal template should include goals that take into account a variety of factors relevant to your specialized plan, such as the following:

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

If you list your business objectives in your YouTube marketing proposal template with these considerations 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. If possible, strive to be proactive throughout the writing and planning processes as you develop your proposal materials. 

Finally, one of the most important components of your YouTube marketing proposal template will be an overview of the timeline that you have already established. 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, by presenting your YouTube marketing campaign plan to them in the proper chronological order. It can be difficult to manage a project with many moving parts while also trying to align various strategic responsibilities in accordance with your plan outline. A project timetable is a powerful tool that freelancers can use to plan large amounts of work in order to keep the campaign on track.

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