Marketing Proposal Template for Word, PDF

business proposal for marketing services

Download Free Template

Available for Word & PDF

Your download is available!

Click to download your document template in the format you need.

Your download is ready!

Download Marketing Proposal Template for Word & PDF or email it to yourself later.

Download Marketing Proposal Template for Word & PDF.

  • Send to email

Plus, you've unlocked access to our full collection of 130 hand-built business templates!

Template Highlights

  • Briefly describe your company and team, then summarize the marketing, branding, and/or advertising services you provide
  • Give your potential client some background on the talented team you've put together, including any skills or qualifications that will be valuable on this project
  • Sketch out the project, including its objectives, challenges, and target audience. Then explain how you'll meet the target goals and what your proposed outcome is
  • Use the project schedule section to explain key project stages and deliverables
  • Next, outline any related costs. This ensures the client won't be taken aback by the bill at the end
  • Provide contact information so the client can easily get in touch with you
  • Use the Appendix section to include any other information, such as case studies or testimonials
  • Download it as a PDF or Word file
  • Print it, email it, go to town with it.

Template Preview

Marketing Proposal Template

Whether you are pitching a branding, marketing, or advertising campaign, you need to create a proposal that explains how you will help your client promote and expand their business. You can adapt this template to suit just about any marketing project.

HubSpot Tip: Every proposal should be client-centered, so be sure to update this template to meet the specific needs of your customer.

Our Company and Team

Whether you are submitting this proposal to a long-time or brand new client, it is always a good idea to provide a brief introduction to your company and team. No more than a paragraph is needed. Include key information like when and by whom your marketing firm was founded, what your major strengths are, and any similar work that you have completed in the past.

Our Services

Provide a summary of the marketing, branding, and/or advertising work that your company does. Be broad. Include all of the kinds of services you offer, even ones that you might not be proposing to this client at this time. You can organize them in a bulleted list like the one below.

• Service 1

• Service 2

• Service 3

The Proposed Team

In this section, you should provide information on the relevant skills and experience of your proposed team members. Provide brief profiles of each of the staff who will work on this project, indicating their name, title, role on the project, special skills, relevant qualifications, and education. You can also mention successes on similar work in the past. Consider organizing this section with bullets, as shown below.

• Team Member 1, Title – Profile

• Team Member 2, Title – Profile

• Team Member 3, Title – Profile

HubSpot Tip: You can include professional headshots for each of your team members to personalize your proposal. Be sure that the look of the photographs is uniform across the team members and matches the overall design of the proposal.

Project Scope

Now that you have introduced your company and team, you should indicate your understanding of the client’s needs and the project you will conduct in order to meet their specific requirements.

Begin by giving an overview of the project. Items you might discuss include the situational analysis, challenges and issues, and the target market and customers. This section should set the stage to introduce your proposed solution.

Proposed Solution

Explain to the client the activities you will undertake in order to meet their needs. If possible, break the activities into phases. You should also indicate any deliverables that will be submitted to the client under each phase. Organize these items in a table like the one below.

Deliverables

• Activity 1 • Activity 2

• Deliverable 1

• Activity 3 • Activity 4 • Activity 5

• Deliverable 2 • Deliverable 3

• Activity 6

• Deliverable 4

In some cases, just a table may suffice, but you might also consider including additional narrative to explain your methods more fully.

Projected Outcome

In a paragraph or two, describe what your proposed solution will achieve for the client. Try to ensure that your outcomes are measurable. Provide a brief explanation of how you will evaluate success on this project.

HubSpot Tip: If there are key parts of the project that the client will be responsible for, be sure to indicate them in your proposal. Don’t surprise your client with requests for work once the project has started!

Project Schedule

After describing the steps in your project plan, you should align them to a timeline to show the customer how the project will unfold and when each step will occur. Including a schedule boosts your credibility and shows the client that you have a plan for executing the project on time. You can use a simple table, like the one that follows, to depict the project schedule.

Completion Date

HubSpot Tip: Be sure to set reasonable deadlines. It is much better to turn in a product early than to set an unreasonable deadline and be forced to make a late submission!

Your Investment

This section should outline the cost to the client of all of the necessary activities and items to complete this marketing project. Some of your costs might be billed with an hourly rate and others might be charged as a flat fee. Keeping with the same organization by Phase and Activity that you have used throughout the proposal, present all of the costs clearly in a format like the one below.

Activity/Item

Hourly Rate/Flat Fee

Estimated Hours/Quantity

HubSpot Tip: Accuracy is important! Consider reproducing this table in a spreadsheet program like Microsoft Word and doing the calculations there, then copying them into the template. Nothing looks more unprofessional than a math error in the middle of your proposal!

Make your contact information impossible to miss, in case the client has any questions as they review your proposal. Include multiple ways to get in touch with you quickly, for example, an email address and a phone number.

HubSpot Tip: Make getting in touch as easy as possible for the client. If you know your client’s preferred method of communication is email, then be sure to provide your email address and be ready to respond quickly. If they prefer to speak by phone, give them a number at which they can reach you anytime during the workweek.

Contract and Signatures

Explain the next steps required to approve the proposal. You most likely need your client’s signature, so include customized signature lines for everyone who needs to sign, like shown below.

________________________

[Name], [Role]

You should also include your company’s contract details indicating the specific terms and conditions for this project.

HubSpot Tip: Including signature lines directly in the document can speed up the approval process by limiting the number of documents that need to change hands.

Additional Materials

If you have additional information you would like to provide to the client, you can include it in an Appendix. Some examples might include case studies of past work, a portfolio of your branding or advertising work, or sample products that you have created for past clients.

HubSpot Tip: Past experience is the best indicator of future success! Including examples of your best past work at the end of your proposal provides evidence of your knowledge and capabilities.

Frequently Asked Questions

How do i write a marketing proposal, is this template free, can i edit this template, related tags:.

  • Proposals, Estimates & Quotes

Related Business Templates

Standard operating procedures (sop).

Describe the how, what, and where of your organizational tasks to employees with this free SOP templ...

Gap Analysis

Conduct thorough assessments of your current state vs. goals with this free gap analysis template.

Root Cause Analysis

Use this free root cause analysis template to identify the source of business issues and create a pl...

Business Case

Make a case for an upcoming project or investment with the help of this free business case template.

Progress Report

Share your project progress with other team members, departments, or relevant parties with this free...

Action Plan

Use our free action plan template to help get your business or project goals off the ground.

Simplify order management with this easily customizable free online order form template.

Fishbone Diagram

Identify a problem's root causes efficiently with a fishbone diagram. This visualization template ca...

Process Map

Streamline your workflow, enhance efficiency, and foster continuous improvement in your organization...

Download the free 5 whys template to identify the root cause of business challenges and develop prac...

Succession Plan

Enhance your organization’s leadership continuity, improve workforce readiness, and ensure smooth tr...

Business One-Pager Template

Use this professional one-pager template to help capture the attention of stakeholders and potential...

Get this template for free!

Storydoc

Marketing Proposal Guide: Write, Design & Track + Templates

Learn how to make a marketing plan proposal for a marketing strategy or consultant. Discover the best marketing proposal format for your strategy or campaign.

business proposal for marketing services

Burkhard Berger

9 minute read

How to create a marketing proposal

Short answer

What is a marketing proposal?

A marketing proposal is a detailed plan that outlines advertising, marketing, and brand enhancement strategies for a client's company. Usually crafted by a creative marketing agency or an in-house marketing team, this document is shared with the business's top decision-makers.

Most marketing proposals flop, but this can be avoided

Many marketing professionals find it a challenge to craft a proposal that truly resonates with potential clients, one that speaks directly to their needs and visions.

We put hours into crafting the perfect marketing proposal, only to be met with skepticism during the actual marketing presentation .

It’s true… making a marketing proposal that clients love is extremely difficult, but it’s not impossible. I can teach you how.

We’ll delve deep into how to make a marketing proposal that prospective clients will like so much they’ll read it with attention from start to finish.

Let’s get started.

Are you making proposals the wrong way?

A marketing plan can be presented as a dense text PDF, a visual presentation, or a modern interactive web story.

The most common way of making marketing proposals is a text-dense PDF format, but that’s also the least effective. A PDF format makes it practically impossible to stand out from the crowd, or engagingly convey information.

This is why leading marketing agencies are moving to interactive web-based proposals that can include live data and multimedia, embed e-signature forms, and can be easily read on mobile.

Here’s what the difference looks like between legacy PDF and modern proposals:

Marketing plan proposal in static PDF format

Static marketing proposal template

Modern interactive marketing proposal format

What are the main types of marketing proposals.

Whether you're looking to elevate a brand's market position, dive deep into market trends, or launch a focused marketing project, getting to grips with each type of marketing proposal will let you build strategies that hit the mark and deliver impactful results.

7 main types of marketing proposals:

1) Marketing strategy proposal

Offers a comprehensive plan for reaching marketing objectives, including how to position in the market, identify the target audience, and select the best marketing channels.

2) Market analysis proposal

Suggests an in-depth look at the market to spot trends, analyze competitors, and understand potential customer needs, helping shape informed business strategies.

3) Marketing project proposal

Details a particular marketing project with its goals, required resources, timeline, and the anticipated benefits for the business.

4) Marketing campaign proposal

Describes the aims, strategies, schedule, and expected results of a specific marketing campaign, with a focus on targeted promotional efforts.

5) Marketing budget proposal

A financial outline that specifies how funds will be distributed across different marketing activities, highlighting cost efficiency and expected return on investment.

6) Lead generation proposal

Concentrates on methods and strategies to attract and convert potential customers into leads, including the tools and approaches for successful lead gathering.

7) Performance marketing proposal

Targets marketing strategies with a focus on tangible results, underlining quantifiable achievements like conversions, sales, and return on investment from specific marketing actions.

What is the best marketing proposal format?

Based on our internal analysis of marketing proposal performance, with over 100K reading sessions, we’ve come up with an optimal content structure for a marketing plan proposal.

This marketing plan proposal outline works well both for marketing agencies or consultancies looking to persuade prospective clients and for internal teams seeking to promote their marketing projects internally.

What to include in a marketing proposal

Introduction and overview: A brief introduction to the marketing plan, highlighting its purpose and key objectives.

Market context and challenges: An analysis of the current market environment, including key challenges and competitors in the arena.

Target audience segmentation: Detailed profiling of the target audience, including IT managers, software developers, tech startups, and IT consultants.

Key objectives and goals: Specific goals such as user acquisition targets, conversion rate improvements, and brand awareness metrics.

Strategic approach: Outline of the strategic approach, including product differentiation, content marketing, and influencer partnerships.

Tactical game plan: Detailed tactics for each strategy, including online advertising, content creation, and influencer collaborations.

Budget and financial planning: A comprehensive financial plan detailing budget allocation for various marketing activities.

Implementation timeline and milestones: A timeline with key milestones, such as finalizing the marketing plan, launching campaigns, and assessing progress.

Performance metrics and KPIs: Definition of key performance indicators for measuring success, including user acquisition rate, conversion rate, and user engagement metrics.

Review and optimization strategy: A plan for continuous review and optimization of marketing strategies based on performance data and user feedback.

Conclusion and next steps: Final remarks summarizing the plan and outlining the next steps for implementation.

How to write a compelling marketing proposal (9 steps)

Whether you represent a marketing agency, a marketing consultant, or an internal marketing team, decision-makers will want to know how you intend to reach the desired company goals.

And whether you are a seasoned pro or just getting started, a structured approach to making a professional proposal can make all the difference.

From initial research to the final polish, each step is designed to help you communicate your vision and value with clarity and confidence.

1. Conduct research on clients

Focus on information about your potential client’s industry trends, target audience’s key demographics, distinct pain points, and competitive landscape to craft a well-informed marketing strategy.

With this, you can personalize your proposals to businesses by reflecting their ethos and ambitions within your pages. Thus, guaranteeing that every solution you propose resonates with key stakeholders.

Start with the company’s public face , including its website, press releases, and published interviews, to grasp its market position.

Leverage their social media accounts to reveal their brand voice and customer engagement strategies.

Look at your target client’s competitors . Doing this lets you determine what sets them apart. It will also help uncover gaps that can be transformed into opportunities, and you can highlight those in your proposal.

Get data and insights from your prospect’s reports and case studies to help you understand their industry trends and consumer behavior.

For instance, let’s say you are creating a proposal for a solar power solutions company.

When you visit their website, ask yourself: How do they showcase their products? What is their price range? Premium or budget-friendly?

Perhaps they highlight eco-friendly benefits, energy independence, or their unique longer-lasting solar battery system in their content and homepage.

Using your findings, start creating a content strategy outline for the proposal that highlights the brand’s strengths and speaks directly to their consumers.

As for pricing , this should help you customize your marketing services to appeal to their specific customer base.

With this approach, you can form the first layer of the foundation of your entire project.

2. Identify the client needs

The key difference in your proposal will be its ability to mirror the client’s needs accurately and innovatively. What this entails is diving deep into what drives a business, its challenges, and its aspirations.

In essence, this takes your preliminary client research to the next level and goes beyond visiting websites and reading case studies. This requires a more direct approach and communication with your prospects.

As a marketing expert, recognizing these needs lets you align your action plan with the client’s specific needs .

It becomes a game-changer in the bidding process, as it elevates your proposal from a standard pitch to a customized solution.

How do you nail this?

Engage in direct conversations with your potential clients to know what they aim to achieve.

Also, involve project stakeholders in these discussions since they can provide other perspectives that might otherwise be missed.

What you gain from your conversations will help you formulate a detailed plan that addresses your prospect’s needs. Completing this step helps transform your marketing agency from a service provider to a strategic partner.

Moreover, you should create a custom assessment for your potential clients to personalize your proposal process. This is particularly effective for larger projects, where understanding nuances is crucial.

For instance, let’s say you are creating an assessment for a retail client. Include a wide variety of questions that explore their use of automation tools, customer engagement strategies, and online sales process efficiency.

A deep dive like this lets you uncover common elements in their business and highlights specific areas where your marketing expertise can drive significant growth.

3. Set clear objectives

Define the specific goals your marketing solution aims to achieve to have a clear direction and purpose when writing your business proposals.

Without this clarity, your proposal might be aimless and unclear. Hence, diminishing its impact.

What should you do?

Align your objectives with your prospect’s goals . Understand what they want to achieve through their marketing efforts.

Tailor your proposal to your prospect. Based on your alignment with prospect's needs, ajust your project objectives and overall proposal to meet their project goals.

Leverage professional tools like SMART to structure your objectives. Using this framework helps make sure that each objective is precise, trackable, and attainable within a specific timeframe.

Break down your strategy into project phases and give each phase its own set of objectives. With this, you demonstrate a well-thought-out plan.

Here's a handy infographic explaining the SMART framework:

Marketing proposal - The SMART framework

Let’s see this process in action - say you are crafting a digital marketing strategy proposal for a brand expanding into digital products like courses, software solutions, and webinars.

First, align your plan of action with their goal: to captivate and convert their potential customer base into digital learners.

Then, dig further to know what their end-game is: Are they aiming to become thought leaders? Is their primary focus to make more software subscriptions ? Are they tapping into current trends to attract a wider audience?

Afterward, use the SMART framework to ensure each objective in your strategy is focused and achievable.

For instance, set a target to increase webinar sign-ups by 30% within 3 months through targeted social media campaigns and email marketing.

With a structured objectives list, your client gets to visualize each step towards successfully diversifying their business.

Here's a great example of an objectives slide:

Marketing proposal objectives slide example

4. Design your strategy & tactics

Once you have your objectives, it is time to develop a game plan. You should detail how you will achieve the set objectives by including the specific actions you will deploy.

Doing this provides your prospects with a clear, transparent view of your approach . Thus, boosting their trust and confidence in your capabilities.

To craft an effective proposal, thoroughly understand your prospect’s target customers to directly tailor your marketing plan to those who matter most to their business.

Who are they?

What drives their decisions?

You should also leverage data to inform your choices and show why certain approaches are more likely to succeed.

Analyze market trends, customer behaviors, and previous campaign results to identify opportunities to capitalize on.

With this data-driven approach, you bring a level of precision and personalization to your proposal.

Here's an example of a game plan slide:

Marketing proposal game plan slide example

For example, let’s say you are developing a social media marketing strategy proposal for a company eager to expand its online presence. Start by identifying your prospect’s target customers on social platforms.

Are they millennials drawn to visual content and influencer marketing? Your business plan should then align with this discovery.

So, propose a blend of creative content and influencer collaborations and use data to show the effectiveness of those strategies.

Additionally, make sure your entire proposal is understandable. Avoid overly technical terms that could confuse the project team or stakeholders.

Break down strategies into clear, actionable steps and explain how each will contribute to effective marketing campaigns and overall business goals.

Of course, do not forget a common theme in this guide, your prospect’s needs. Align your strategies with the client’s marketing objectives to guarantee that every tactic you propose moves towards these goals.

5. Provide expected outcomes & KPIs

Clients want more than promises; they seek tangible results. Give them KPIs and a clear forecast of the results you aim to achieve to demonstrate accountability and set benchmarks for success.

Here's an example of an interactive outcomes slide:

Marketing proposal expected outcomes slide

How do you do this?

Choose KPIs that are most relevant to the strategic marketing plan you are proposing. Make sure these indicators align with the marketing challenges you aim to tackle.

In addition, you should detail how you will track progress using specific metrics.

If you create your marketing proposals with Storydoc , then analytics are tracked for you automatically from the get-go, and you can get all the insights you need from the built-in analytics suite.

If you’re using some other form of web content you could use a streaming data analytics platform to monitor real-time insights into how your campaigns are performing.

What this shows is foresight and assures clients that you have a solid plan to measure and achieve results.

Here's a brief video explaining how the built-in analytics panel works:

Storydoc analytics panel

Consider that your persuasive marketing proposal for an SBA loan investor company focuses on its goal to educate and build trust with small business owners.

Set clear KPIs and expected outcomes:

Aim for a 20% growth in social media followers to broaden the reach to potential borrowers across platforms.

Secure a 50% boost in site traffic through SEO-optimized articles on SBA lending practices.

Strive for a 15% increase in direct inquiries about SBA loans, indicating heightened interest and engagement.

Do not forget to detail how you will track these with regular updates via dashboards and monthly reports.

With this, you will show that you are going to handle the project with full transparency and precise measurement of progress.

A structured approach like this is especially critical in financial services marketing, as it guarantees precise targeting and messaging. It helps build trust and credibility in a sector where accuracy and reliability are paramount.

6. Establish a timeline

A chronological timeline will be your roadmap that marks significant milestones and allocates when clients can anticipate results.

Including this in your marketing proposals provides you and your clients with a structure. It also guarantees that everyone involved stays on track . Hence, avoiding misunderstandings, overlaps of phases, and delays.

Here's an example of a timeline slide:

Marketing proposal timeline slide example

To establish a timeline effectively, break down major phases into manageable tasks. Use a visual timeline in your business document like a Gantt chart.

This visual aid helps clarify the project timeline, including the specific hours dedicated to each task.

Here’s a scenario: You are creating a proposal for a company launching a digital marketing campaign to promote its creatine supplements.

Use Microsoft Project, GanttPRO, and Wrike to outline a visual timeline.

Then, break the campaign into phases:

Begin with a 2-week market research phase, focusing specifically on the target demographic for creatine supplements and competitive analysis in the supplement industry.

Follow this with a dedicated 4-week content creation phase to produce blog posts, how-to guides on using creatine for fitness goals , and engaging social media content highlighting user testimonials and creatine benefits.

Conclude with a 4-week content distribution and promotion phase, targeting fitness enthusiasts and health-conscious consumers.

Then, include bi-weekly check-ins with the marketing team to monitor and adjust the campaign as needed.

7. Include costs & terms

A well-detailed cost structure, paired with clear terms, sets the foundation for a harmonious partnership.

It helps prevent disputes and aid decision-making , as it sets clear financial obligations and conditions.

How do you set this up?

Break down costs for the types of marketing services you are offering, especially when specialized services are involved in complex projects.

Outline payment terms straightforwardly and specify the payment schedule, including any deposits required and the preferred payment methods.

For instance, if you are crafting a proposal for a comprehensive digital marketing campaign, list individual line items for each service. Additionally, clearly state the specific deliverables under each category.

Here’s an example you can take inspiration from:

Marketing proposal pricing summary example

For payment terms, incorporate details like having 35% due upon contract signing, with the balance payable monthly.

As for contract terms, specify duration, like a 1-year commitment, including conditions like a 45-day notice period for termination.

Laying out these terms eliminates ambiguities and promotes transparency. Plus, you can make sure your clients understand their financial commitment.

8. Write the marketing proposal

You've gathered insights, set objectives, planned strategies, provided KPIs, and outlined the costs and terms. Now, it is time to package this into a compelling proposal that resonates with potential clients.

Set up a solid framework to make sure you present your plan persuasively and coherently to guide the client through your vision and plan .

Use Storydoc to create personalized decks or dynamic presentations to “WOW” your potential clients.

What are the key elements you should work on?

Start with a cover page that includes the project title, your company's name, and the date. With this, you can set a professional tone right away and gain a favorable first impression.

Next, craft an executive summary. Treat this as your elevator pitch and not as a mere brief of your entire proposal. Summarize the client's needs, your proposed solutions, and why your agency is the best choice.

Then, delve into the specifics like the ones we discussed throughout this guide. Describe your proposed services, detailing how each element addresses the client's unique challenges and goals. Be precise, yet comprehensive.

Moreover, include case studies or examples of your previous success. They will show proof of your expertise and ability to deliver results. However, make sure to only include case studies relevant to the client's industry or challenge.

9. Use an interactive marketing proposal template

Consider using structured marketing proposal templates , so you do not have to scramble every time you propose to a prospect.

It’s also a good idea to move away from legacy proposal formats like PDF or PPT and upgrade your documents to interactive web experiences. These are much more attention-grabbing, compelling, and persuasive.

You can grab one of the tried and tested templates below to make your best proposal ever in record time.

3 biggest mistakes to avoid when crafting a marketing proposal

Knowing what to include is not the end to crafting a marketing proposal that woes prospects. It is also critical to know what NOT to do. Otherwise, the goodwill you earn from the good parts of your proposal will become futile.

One misstep can jeopardize your chances of securing that coveted client. Identifying and sidestepping common mistakes enhances your proposal's effectiveness and positions you ahead of competitors who might still be making them.

Start taking notes and do not fall for the usual traps of marketing proposals.

1. Overpromising

Offering the moon captures your client’s attention, right? While that might look like a winning strategy for some, it is not.

When reality does not measure up to those lofty promises, disappointment rises. With this comes broken trust and fractured client relationships.

What do you do to avoid this?

Be realistic and transparent about what you can deliver. Plus, set achievable goals and communicate potential challenges upfront.

You should also ground your proposals in data and past experiences. Use them as benchmarks for what's attainable.

When you do not overpromise, you build credibility and showcase your integrity and commitment to honesty.

2. Being too vague

When clients cannot see a clear path, they will hesitate to take the first step with you. It suggests you do not fully understand their needs or the project itself. That ambiguity breeds doubt, and that’s a silent proposal killer.

So, make your proposal as detailed and tailored to the client's specific requirements as possible. Conduct thorough research and present a thorough, step-by-step strategy to paint a clear picture of the path forward.

Additionally, incorporate precise language and avoid jargon that could obscure your message.

With a well-defined plan, you demonstrate professionalism and a deep understanding of the client's needs. It also strengthens their confidence in your ability to execute the plan effectively.

3. Ignoring client needs

Every client has unique business needs. That’s why they are looking for customized solutions, not one-size-fits-all approaches.

When you ignore those needs, prospects will perceive a lack of attention and care from your end. This fosters a sense of being undervalued, making them question your commitment and suitability for the project.

Prioritize active listening and engage in detailed discussions to understand their objectives and challenges. You should also regularly seek feedback throughout the project to guarantee alignment.

Moreover, do not be afraid to ask probing questions and show genuine interest. Incorporate the insights gathered from these conversations to develop an effective marketing proposal.

With this, you show that you value their input and are adaptable to their needs.

Burkhard Berger is the founder of Novum ™. He helps innovative B2B companies implement revenue-driven SEO strategies to scale their organic traffic to 1,000,000+ visitors per month. Curious about what your true traffic potential is?

business proposal for marketing services

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Create your best proposal to date

Try Storydoc interactive proposal maker for 14 days free (keep any presentation you make forever!)

Marketing Proposal Template To Close Deals

Marketing agencies and professional marketers will find our marketing proposal template a valuable example on how to write a marketing proposal. Whether you offer strategic, digital, or creative marketing services, this outline is ideal for responding to RFPs and other new business opportunities.

free marketing proposal template

All Proposify proposal templates are 100% customizable.

What is included in this marketing proposal template.

Everything you need to wow your prospects! This marketing proposal template includes a sample project scope for your strategic marketing plan, example descriptions for deliverables like market research, identifying and engaging target audiences, promotion strategies, and campaign execution and analysis, team bios, and a sample contract. This free marketing proposal template can be customized for your particular marketing agency and clients.

An Impressive Cover

As a marketer, you know the importance of first impressions. Whether you use the cover on this free sample or customize to suit your brand, Proposify makes it easy to create a memorable first impression that's sure to make your creative marketing services proposal stand out from the competition.

business proposal for marketing services

A Persuasive Cover Letter

The cover letter or executive summary for your marketing proposal is one of the most important sections. Why? Because it's where you convince your potential clients to pick your strategic marketing plan proposal instead of the competition.

This professionally written marketing proposal executive summary example will give you a running start on persuading your prospects to close the deal.

Your Unique Approach

How does your marketing agency or consultancy address your client's marketing challenges in ways your competitors can’t? Use this section of the example marketing strategy proposal template to describe your unique approach to strategic marketing and why your solution makes you the best choice.

Proposify proposal template solution page

Use the about us section to introduce your team. Your marketing proposal isn't only for presenting the scope of the project and how much it will cost, it's also an opportunity to put faces to names and introduce the members of your marketing team who will be working with your new clients.

Project Deliverables

When you receive a marketing project RFP, you'll need to include the scope of the marketing plan that your new clients will get from you.

The project deliverables or scope of services section of this free marketing proposal template is where you explain the details of the deliverables your marketing company will provide.

Example scope of services or project deliverables page for a strategic marketing proposal or quote.

Pricing Page

The pricing or costs page of your marketing quote is the place to list and describe all of the project fees, optional extras, discounts, and taxes.

Proposify's interactive pricing lets you clearly show prospects exactly how much your strategic marketing services will cost. Plus, potential clients are empowered with the ability to pick their customized price to suit their budget.

Contract and Sign-Off

This marketing proposal template includes example terms & conditions to let your potential client know exactly what they're getting from you.

It's not official until it's got a signature, and the best way to sign is electronically. When clients are ready to sign, Proposify's free electronic signatures make closing the deal fast and simple.

Sample contract and esignature sign-off page for a strategic marketing business proposal.

Tips for creating a winning marketing proposal template

Dominate your next strategic marketing project pitch with these winning proposal tips.

Including images in your marketing proposal can increase your close rate by up to 26%

You're a marketer, so that means we don't need to tell you the power of imagery! But did you know that adding images to your marketing proposals doesn't only make them look good for potential clients, but it can help increase close rates?

This marketing quote template includes placeholder images that are easy to swap out with your own business, agency, or consultancy's branded imagery.

proposal content library

Marketing deals are significantly more likely to close when esignatures are used for sign-off

Including places for both you and your new client to electronically sign-off on your marketing plan pitch can increase deal close rates by 4.65x. Esignatures also help marketing services deals close up to 60% faster.

This free marketing proposal template comes with a built-in, legally binding esignature tool so can capture your prospects' signature anywhere, from any device.

Embed video in your marketing pitch to bring your proposal to life.

Including video in your marketing plan proposals help your pitch stand out from the competition. Plus, some companies see up to a 196% boost in close rates in proposals that include video.

It's easy to embed video in this free marketing proposal sample. There are no size limits, no slowing you down, and you can upload from any platform. Show off your creative marketing achievements with customer testimonial videos, agency reels, or about us videos and be sure to leave a lasting impression.

embed video in proposal documents

of Proposify proposals are created and sent in under an hour

of winning proposals close within 24 hours or less

of proposals are signed within 11 minutes of opening

knowledge base icon

Frequently asked questions about marketing proposal templates

What is a marketing proposal.

A marketing proposal is a document submitted by a marketing agency, consultant, business, or freelancer to a potential client. It is a sales document designed to convince that potential client to sign on for their strategic marketing services, projects, or campaigns. It's also the perfect opportunity for marketing company to share their ideas, vision, and story with potential clients.

How do I write a marketing proposal?

The best marketing proposals are summaries of why your company is the best choice for your potential client. They are concise, convincing, well-written , and organized into sections for easy reading.

This example marketing proposal template is pre-written with professional copy that's ready to use or switch out with copy of your own.

What makes a good marketing proposal?

A good marketing proposal needs to include everything your potential client needs to make an informed decision. But it's important to only include the most essential information so they don't get distracted by unnecessary details.

Some marketing proposal must-haves include a persuasive cover letter or executive summary, a compelling description of your marketing agency or consultancy's unique approach, the scope and details of the services you provide, and clear terms and conditions so clients know exactly what to expect from you.

Why not just send my marketing proposal as a PDF?

Just as you wouldn't send leads through your marketing site without tracking and analytics, you shouldn't be in the dark about what happens after you send a proposal to a potential client. Sending marketing proposals in PDF format gives you no insight into how your proposal is performing once it's in your prospect's hands.

Proposify's proposal software is entirely online, which means everything is trackable. When you use this marketing proposal template, you'll have full visibility into how your marketing project deal is progressing from the second you send it to a client to the minute they sign on the dotted line.

Can I edit this marketing proposal template?

Absolutely. All Proposify templates are completely customizable.

How many pages should a marketing proposal have?

Data from over 2.6M sales documents shows that the ideal length for a marketing business proposal is 11 pages, organized into 7 sections.

The best marketing proposals are short, sweet, and divided into sections to make sure they're quick and easy to read and understand for busy decision makers.

How should I structure a marketing proposal?

First, start with a well-designed proposal cover to capture your prospect's attention. Next, include an introduction, cover letter, or executive summary to explain to your potential clients why they should pick you over the competition. Then include a breakdown of your marketing campaign, project, or strategic plan with a scope of services section to show how you will tackle your potential client's issues. Finally, be sure to include the all-important pricing, terms, and sign-off section to close the deal.

How do I send a marketing proposal to a client?

There are many ways to send a marketing proposal to a client. But some are far more efficient than others. The best and most efficient way is to email your client a link to an online proposal document.

That way, large files won't get stuck in your prospect's spam folder, there's no need to download anything, and they (and you) won't need to mess around printing, signing, scanning, or sending physical documents ever again!

How do I get a marketing proposal signed?

Electronic signatures are the modern way to capture signatures for business. They're secure, legally-binding, and with Proposify, completely free. That means no more printing PDFs or Word docs just to sign with a pen, scan it, and send it back.

Every Proposify proposal template includes our free esignature tool. Forget the printing, plug-ins, and downloading, and get your deals closed faster, from anywhere.

Why do I need a Proposify account to use this template?

When you sign up with Proposify , you get access to this template and every other template in our extensive template gallery . You can also upload all your company and client information so you can plug it into your proposals fast. After you sign up, you'll get access to all of our Team plan features for 14 days, and then have the option to choose your perfect plan.

And of course, you're able to select our no-cost plan, Proposify Free, whenever you like.

Why should I choose Proposify over the competition?

At Proposify, we know proposals. Our team has studied millions of deal docs over the years and understands what it takes to close deals. We are dedicated to delivering a solution that puts you and your team in control of the closing process. From template and content management to analytics and reporting, you’ll have consistency and visibility across your entire sales team and cycle.

Use this free marketing proposal template to dominate your next deal.

Grab this free, customizable template now and get ready to crush your next strategic marketing services pitch.

Illustration of working with Proposify

Branding Proposal Template

For marketing agencies that specialize in branding services, this branding proposal template provides suggestions on how to format a successful branding proposal.

free inbound marketing proposal template

Inbound Marketing Proposal Template

This example inbound marketing proposal template is helpful for marketing agencies looking to promote their inbound marketing strategy services to new clients.

Learn why over 10,000 businesses love Proposify

library icon

Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

esignatures icon

Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

magnifying glass icon

Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

integrations icon

Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

chat icon

Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

shield icon

We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

Proposify's mascot, P, in a blue suit. Coffee is for closers

Ready to see Proposify in action?

Sign up for a custom demo to give Proposify a test drive and get all your questions answered.

  • Announcements
  • Inside Copilot

Back to Blog

How to write a marketing proposal for any service

  • 18 min read

What is the purpose of a marketing proposal?

What to consider when writing a marketing proposal.

  • steps to writing a marketing proposal

Good marketing proposal templates you can use

When I first quit my job to start freelancing, I had no idea what a marketing proposal was.

The first client I worked with asked for one and I quickly did a Google search on how to create one. But, I was still confused.

It wasn’t until trial and error with multiple potential clients that I started to recognize a pattern between proposals that turned into actual deals and ones that just left me hanging.

I came to realize that writing a genuine marketing proposal really comes down to understanding the fundamentals of problem-solving. In simple terms, I concluded that a marketing proposal should tell your potential clients five critical things:

  • What problem you’re going to solve for them
  • How you’re going to solve their problem
  • How long it’s going to take you
  • How much you’re going to charge them for it
  • Examples of clients you’ve solved this problem for

That’s all it really is.

Your proposal doesn’t need to be a fancy PDF document with your client’s branding all over it. It can be if it's a large client or if it’s your first client and you want to impress them.

But, I’ll be honest and say that my first proposal (and most of my proposals) are all done via email. And in this article, I’ll give you a few different proposal templates you can send directly to your clients in an email.

But before that, let’s go over what your proposal should include and the nine steps you need to first go through.

A marketing proposal is a document that outlines who you are, what services you’re going to offer, how you plan on doing the work, and a timeline for your deliverables. It’s a detailed document that brings clarity to your client interactions — listing out exactly what you’ll do to help your client achieve their marketing goals.

Regardless of the marketing strategy you decide to employ, be it SEO, paid advertising, social media, content marketing, product marketing, or whatever else, a marketing proposal will mostly look the same across the board.

Later in the article, I’ll show you how to tailor your marketing proposal to the exact service(s) you are offering. For now, let’s go over what you need to consider when writing your marketing proposal.

Writing a marketing proposal for the first time can feel overwhelming. I know it did for me. Looking back, I wish someone just told me the main elements I need to pay attention to when creating a proposal for my marketing agency.

Well, as mentioned at the beginning of this article, your marketing proposal needs five core elements:

  • A section mentioning what problem your client has (and why it’s a problem)
  • A section mentioning how you’re going to solve your client's problem
  • A section stating timelines and how long it will take you to solve this problem
  • A section explaining your pricing plans and how much it will cost your client
  • A section for social proof (showing a case study or example of a previous client)

This framework isn’t just for writing marketing proposals. It can actually help guide your sales process as you try to find and sign more clients. It offers a great order of operations in how you should think about things — helping eliminate confusion on what sections matter and why.

9 steps to writing a marketing proposal

Here is my nine-step process for writing a marketing proposal:

  • Understand your client’s needs
  • Identify what service(s) you’re offering
  • Define the scope of work
  • Set clear objectives and timelines
  • Create an action plan
  • Talk about budget and pricing
  • Showcase past successful clients
  • Address any risks
  • Propose next steps

Alright, let’s go over each step in more detail. At the end, I’ll show you a few templates based on all these nine steps.

1. Understand your client’s needs

Before we jump straight into writing our proposal, we need to study our potential client’s business. Think of this as “step zero” before we begin the proposal writing process.

This part will depend on how your initial interaction began with a potential client. For example, if you’re running an outbound marketing campaign to sign more clients, chances are you already know what your client needs help with. But if your client came to you, be it from word of mouth or your inbound marketing efforts, you’ll need to evaluate if there’s a good fit between your services, values, and the potential client in question.

The thing is, marketing is a broad field. Some consumer-related companies do really well on social media. While some business-focused companies do well with SEO. And some companies do really well on TikTok, while others do better on LinkedIn.

It all depends on the type of business you are working with and where their target audience is most likely to discover and respond to their marketing messages.

Here are some tips for researching a potential client's needs and pain points:

  • Study their website and blog to understand their services, positioning, and messaging
  • Look at the types of content they currently create to identify content gaps
  • Search for press mentions and news coverage to analyze their PR strategy
  • Check their existing social media presence to assess strengths and weaknesses
  • Use tools like Semrush to uncover search traffic, top-performing content, and SEO health
  • Talk to contacts in common or set up an intro call to directly ask about challenges
  • Evaluate their competitors' marketing to compare and contrast
  • Consult review sites to unveil potential customer complaints

The goal is to align your proposal directly with the struggles and roadblocks the client faces when it comes to reaching customers and driving business growth. The research should clearly pair their precise needs with how your services provide the ideal solution.

I already wrote an article on how to grow your marketing agency , so I won’t go into too much detail here, but making sure incentivizes are aligned between you and your client is crucial to having a proposal turn into a deal.

2. Identify what service(s) you’re offering

Once you have a firm grasp of your potential client’s needs, goals, and challenges from your research, take some time to thoughtfully map which services in your wheelhouse would provide them value.

Clearly outline the specific offerings and areas of expertise you provide that directly align with the problems uncovered during your previous discovery process. Some services you may highlight include:

  • Content marketing
  • Social media management
  • Paid ads (Google, Facebook, LinkedIn, TikTok, etc.)
  • Email marketing
  • Website design
  • Branding & messaging (product marketing)
  • Campaign strategy/management

Whichever services you explicitly call out in the proposal should tie directly back to the struggles and objectives the client mentioned facing. (See the bottom of this article for marketing proposal templates based on different services.)

For example, if the client said their main goal is to drive more traffic from search engines, then be sure to focus on and expand upon your SEO and content creation capabilities within the proposal. Or if they want to create a cohesive brand across platforms, detail your branding process and expertise in consistency across touchpoints.

Whatever services you do decide to offer, be sure you can back up why you are qualified to deliver on those services by citing relevant case studies, client testimonials, or data from past work demonstrating expertise — we’ll get more into this in step seven.

The goal here is to illustrate precisely how your capabilities can help them achieve their goals by solving their challenges. Avoid generic, overused jargon, and use clear, tangible examples of how you would put those services into action specifically for them.

3. Define the scope of work

Now that you’ve aligned your services to the client’s needs and identified areas for potential partnership, the next step is clearly detailing exactly what the engagement would entail should they move forward with you.

This is essentially the second core pillar of our marketing proposal: A section mentioning how you’re going to solve your client's problem.

You want to be extremely clear and set expectations here so you don’t run into scope creep when you begin working with a client. What many modern agencies do these days is productize their services so they can simplify this part of the process.

Productizing your services essentially means packaging up your offerings to different payment plans, and stating exactly what’s included in each package. This way, clients don’t ask you for work outside of whatever plan they’re on. It makes your service business feel more like a software subscription for your clients.

ViralCuts' productized pricing plans

For example, ViralCuts , a short-form video marketing agency, uses different pricing tiers to define the scope of work for each of their service offerings.

If you don’t have your services productized, you can define your scope of work as clear project deliverables. For example, you can outline what will be included, along with any constraints or limitations:

These are covered services under your proposal and engagement:

  • Creation of 12 blog content articles over a 6-month period
  • Ongoing community management for 2 social platforms (Twitter, LinkedIn)
  • Monthly reporting for all key metrics and KPIs

Out of scope

These items or services are exclusions and additional add-ons that could be explored but are not part of the current proposal:

  • Additional content formats — video, podcasts, eBooks
  • Expanded social platform coverage
  • Media relations and PR
  • Website development and design

Clearly defining scope sets clear expectations about deliverables and helps prevent scope creep down the line. Phrase exclusions diplomatically, leaving room for discussing add-ons after initial success and trust built.

Additionally, you want to sequence or phase the marketing project in terms of timing and milestones. For example:

Phase 1 goals (months 1-2)

  • Audit existing content and social channels
  • Create content framework and calendars
  • Produce 5 new blog articles

Breaking the engagement down into measurable phases and setting specific goals for each makes the process feel less daunting and easier to digest for the prospect.

4. Set clear objectives and timelines

Now that you’ve outlined the services, strategy, and phasing for the engagement, the next critical piece is defining measurable goals and realistic timelines across each stage. This adds clarity around what constitutes success and keeps the work on track.

Some best practices when setting objectives and timelines:

Establish quantifiable targets

Set specific, quantifiable metrics for each service component rather than vague statements. These could include:

  • 50% increase in organic site traffic in 6 months
  • 15% email open rate within first 3 email campaigns
  • 500 new followers on Twitter in 2 months

While you may not always be able to control the outcome of your work, you are always able to control what you input. These targets should be things you aim to achieve for your client. But you should also be clear that results can vary on a case-by-case basis.

Set realistic timeframes

Create a detailed timeline calendar outlining when initiatives launch and the duration for hitting goals mapped to each campaign/asset deployed rather than broad quarterly cycles.

Pick the right key performance indicators (KPIs)

Determine the most insightful KPIs to benchmark and track campaign/asset performance against goals for optimized spending and maximized ROI. Common marketing KPIs include:

  • Traffic volume
  • Lead generation
  • Sales pipeline created
  • Return on ad spend
  • Engagement rates

Outline tracking & optimization

Briefly explain analytical capabilities and optimization best practices employed to monitor KPIs against benchmarks to improve performance continuously.

For example, you could list in your proposal that you’ll create marketing dashboards and reports for your clients to see. And if you’re using Copilot to onboard and manage your clients, this part is a breeze.

Client reporting dashboard in Copilot

Overall, clearly defined objectives, timelines, success metrics, and processes to measure progress instills confidence in achieving the desired outcomes.

5. Create an action plan

This step in the marketing proposal creation process is very similar to the previous step. However, here we want to dive deeper into an action plan. This is the meat and potatoes where your strategies get transformed into actual stuff you'll do.

The goal here is to map out a play-by-play roadmap that connects your client’s goals to the campaigns, channels, and marketing activities you’ll run to hit them. It’s where the strategy meets execution.

You’ll want to start by laying out the big-picture marketing strategies based on what fits the client’s audience and objectives. So content marketing, social media, SEO, etc.. Explain why each one is relevant to who they’re trying to reach.

Then deep dive into the specifics of how you'd execute on those. Talk through the types of content you’ll create, the platforms and channels they’ll live on, and the timeline you envision bringing this all to life. Get into the nitty gritty of what blog topics, how many emails, and which social platforms get priority. That kind of thing.

Milestones are a nice way to bake in key checkpoints too. These give built-in progress markers, like completing an audit by X date or growing social followers by X% within the first 2 months. Keeps everyone aligned.

You’ll also want to talk resources — budget, team members, tools. Lay out upfront what’s needed from both you and the client’s side to check all the execution boxes. No surprises.

And since things rarely go 100% to plan, build in room for flexibility based on results. Show you’re set up to monitor progress and evolve approaches if something isn’t hitting.

By getting clear on strategy → tactics → milestones → resources, you end up with an A-to-Z action plan tailored to what the client is trying to achieve. And that builds confidence you’ve got this covered from concept to execution.

6. Talk about budget and pricing

Now that we’ve gone over what problem you’re going to solve, how you’re going to solve it, and how long it will take you, it’s time to pitch your price.

For many freelancers, and agency owners starting out, this part can be the most confusing part . It’s mainly confusing because you may not know what the “standard” is to charge or what other service providers in your niche are charging.

Here are a few ways you can go about figuring out your pricing strategy:

  • Shop around with agencies that specialize in what services you want to offer. This is best done if you work in-house at a company and you’re looking to hire external help.
  • Look at a list of productized agencies and see what they’re charging on their public pricing pages.
  • Find agency owners and freelancers on LinkedIn and send them a message asking for their rates.
  • Go on freelancing sites like Upwork and see what other service providers are charging (assuming you’re going to go with the pay-per-hour pricing model).

Ideally, you have a set price you want to charge, whether that’s hourly, monthly, or project-based. You can ask your potential client what their budget is but chances are they will always want to pay less than what you pitch them.

If you do ask for a budget, you can use it as a compass to decide what deliverables make sense for their price range. And if you truly believe that your services are worth a certain amount that your client is not willing to pay for, you can always find a new client that will gladly pay what you’re worth.

In the templates section towards the bottom of this article, I’ll show you an example of how you can present your pricing options to your potential clients.

7. Showcase past successful clients

After you ask for a certain price, the best way to make your potential client comfortable and confident in your abilities is to show them some social proof.

This can be in the form of testimonials from previous clients , a case study from a past company you worked at, or an endorsement from someone you trust.

This section is tough if you’re sending your very first marketing proposal. But one strategy I did was first offer a free service to a potential client. In fact, I first offered a startup a free blog post that I would rank in Google for their target keyword. After a few months, it did just that and the founder of the company reached out to me to begin a longer-term project — the results spoke for themselves.

Another time, I had a potentially large client request that I give them the contact information of a previous client so they could screen my abilities.

And in some cases, you can create your own projects that you grow to show your expertise.

It all depends on where you are in your marketing agency journey and what types of clients you’re interacting with. In the end, just know that any form of social proof will work for this part. But the best kind is either through a word-of-mouth referral or a case study of a similar company you’ve worked with in the past.

8. Address any risks

At this point, most of your business proposal is completed. However, in some cases, you might also want to address any risks or issues that may come up. You also want to state your plan of action if these risks come up.

Every plan has some degree of uncertainty these days. Markets shift, buyers change, new tech emerges — you get it. I want to talk openly about things that may throw us a curveball down the line so we can tackle them decisively if they pop up.

My strategy here is all about agility. We'll bake in regular check-ins to review what's working and what's not. That way we can shift gears nimbly when needed — adjusting campaigns, revisiting assumptions, or subbing in new channels. We'll also preload some pretested messaging and backup games ready to run if we need pivots.

You should not claim to have a crystal ball to all of your client’s problems, but this nimble approach can help you steer any uncertain waters. The goal here is to reassure your clients that they are in good hands and that you have plans in place to handle uncertainty smoothly without missing a beat on progress.

9. Propose next steps

Finally, the last step is to ask for more steps. I’m only half-joking. But seriously, this last part of your marketing proposal is crucial as it keeps the line of communication between you and your potential client open.

You don’t want to strong-arm a potential client into signing anything right after you send your proposal. Even if you desperately need this client to sign, you want to approach your service business from a place of abundance.

I personally assume that most proposals I send out will result in nothing. It keeps me busy and focused on identifying more companies in the market that could benefit from my services and pitching them.

If you come off as too needy, it could scare a client away and make them rethink doing business with you. So at the end of your proposal, you can offer to hop on a call to walk through open questions, fine-tune details, or discuss getting alignment on an agreement — whatever your client needs. And just leave it at that.

If after a week or so you have no response you can send a gentle reminder if they’re still open to working with you. If you don’t hear back from them a week after that, assume the deal won’t happen.

The funny thing is, that I’ve had this scenario happen on more than one occasion. And it may be that months later a client reaches out and they’re ready (after I thought they ghosted me). So don’t take rejection too seriously here. Running a service business can have a lot of emotional highs and lows if you let yourself get too involved. So lower expectations, keep reaching out to companies you want to work with, and eventually, you may end up signing your dream client!

Now that we know the steps to creating a marketing proposal, let’s put them all together into a cohesive proposal.

Here are three marketing proposal templates you can use:

  • Content marketing proposal template
  • Paid ads proposal template

Remember, these are just examples and you should change some of the copy to better fit your marketing services, brand voice, and potential clients. Alright, let’s take a look at each template.

1. Content marketing proposal template

Here is a marketing proposal template you can use if you’re offering content marketing and SEO services:

Subject: Enhance Your Online Presence with Tailored Content Marketing & SEO
Dear [Client's Name],
I hope this email finds you well. I am writing to propose a strategic partnership between [Your Company/Your Name] and [Client's Company Name] to boost your online visibility and engagement through specialized content marketing and SEO services.
Understanding Your Needs
Having researched [Client's Company Name] and its position in the SaaS market, I recognize the challenges and opportunities in enhancing your digital presence. Our approach is tailored to address these specific needs, ensuring that your unique value proposition reaches the right audience effectively.
Our Services
Content Marketing: We'll develop and execute a content strategy that includes creating engaging blog posts, insightful whitepapers, and compelling case studies, all designed to resonate with your target audience.
SEO Optimization: Our team will implement comprehensive SEO tactics, including keyword research, on-page optimization, and technical SEO enhancements to improve your website's ranking and visibility on search engines.
Action Plan and Goals
Our goal is to increase your website traffic by at least 30% and significantly improve your search engine rankings within the next six months.
This includes:
A quarterly content strategy
A monthly content calendar with target keywords
8 new blog posts published per month
8 existing content updates
5 backlinks from DR 60+ websites
We'll provide a detailed timeline of activities and milestones for transparency and accountability.
Budget and Pricing
We offer competitive pricing for our comprehensive content marketing and SEO services, with a detailed breakdown available upon request. We charge every client $10K per month for the current package mentioned above.
Proven Track Record
We've successfully executed similar strategies for other SaaS companies, seeing substantial increases in web traffic and improved search engine rankings. Here is a case study you can check out: [Link to case study]
Let's schedule a meeting to discuss how our services can specifically benefit [Client's Company Name]. We're ready to adapt our strategies to align perfectly with your business objectives.
Thank you for considering this proposal. I am excited about the prospect of working with [Client's Company Name] and am confident that our services can contribute significantly to your growth and success.
Looking forward to the possibility of a fruitful collaboration.
Best regards,
[Your Name]
[Your Position]
[Your Contact Information]
[Your Company, if applicable]

2. Paid ads proposal template

Here is a marketing proposal template you can use if you’re offering paid ads and social media services:

[Your Agency Name]
Marketing Proposal for [Client's Company Name]
This proposal by [Your Agency Name] is designed to outline a strategic approach for leveraging paid advertising to boost the online presence and conversion rates for [Client's Company Name]. Our expertise in crafting high-impact paid ad campaigns will help you achieve measurable results in your marketing endeavors.
Understanding [Client's Company Name]'s Needs
Through our initial analysis, we understand that [Client's Company Name] is looking to increase its market share and enhance customer engagement. Paid advertising offers a direct and powerful way to achieve these goals by reaching out to a larger and more targeted audience.
Our Services: Paid Advertising Campaigns
Search Engine Ads: Leveraging platforms like Google Ads for maximum visibility.
Social Media Advertising: Targeted campaigns on platforms like Facebook, Instagram, and LinkedIn, depending on where your audience is most active.
Remarketing Campaigns: Re-engaging visitors who have shown interest in your products or services.
Display Ads: Creating visually appealing ads to be displayed across various online platforms.
Campaign Strategy Development: We begin with a thorough analysis of your target market and competitors, followed by the development of a comprehensive ad strategy.
Creative and Copy Development: Crafting compelling ad copy and creative that resonates with your audience.
Campaign Execution and Management: Launching and continuously managing ad campaigns, optimizing for the best results.
Performance Tracking and Reporting: Providing regular, detailed reports on campaign performance and ROI.
Goal: Our primary objective is to increase [specific goal, e.g., website traffic, conversions, sales] by [specific percentage] within [time frame].
We offer various pricing models based on the scale and complexity of the ad campaigns. Our pricing is designed to be transparent and ROI-focused, ensuring you get the best value for your investment. A detailed pricing breakdown will be provided upon further discussion.
Our Experience and Success Stories
Our agency has a proven track record in executing successful paid advertising campaigns across various industries. We have helped businesses like [Example Client 1] and [Example Client 2] achieve remarkable growth in their online engagement and sales. Detailed case studies are available to demonstrate our expertise and results.
Addressing Potential Risks
While paid advertising offers significant opportunities, we are also aware of potential risks such as fluctuating ad costs and changing platform algorithms. Our approach includes continuous monitoring and adaptive strategies to mitigate these risks effectively.
To proceed, we propose the following steps:
Schedule a detailed discussion to further understand your specific needs and tailor our approach accordingly.
Develop a customized campaign plan with a clear timeline and budget.
Upon your approval, we will initiate the campaign setup and launch.
We are excited about the possibility of partnering with [Client's Company Name] and are confident in our ability to drive significant results through our paid advertising expertise.
Thank you for considering [Your Agency Name] for your paid advertising needs. We look forward to the opportunity to help [Client's Company Name] achieve its marketing objectives.

Copilot for marketing agencies

A well-crafted marketing proposal is crucial for showcasing your services, aligning with client needs, mapping an effective strategy, and prompting the prospect to move forward with you. By following the step-by-step guide outlined here for understanding the client, detailing your offerings, scoping the work, establishing timelines and objectives, building out campaigns and tactics, pricing appropriately, addressing risks, and proposing next steps — you’ll be set up for proposal success.

And if you’re ready to take your marketing agency to new heights, I encourage you to explore Copilot’s marketing agency demo portal . You can walk through a fictional client scenario and actually draft components of a mock proposal tailored to their demo company.

It lets you test drive onboarding clients, billing them, and more in a no-stakes environment to gain firsthand experience applying what we’ve covered here. Feel free to flex your strategic thinking and explore various approaches to using Copilot !

Share this post

Sign up for our newsletter

Subscribe to our newsletter to receive emails about important announcements, product updates, and guides relevant to your industry.

The new standard for modern services business.

5 Professional Business Proposal Examples to Inspire Your Own

Clifford Chi

Updated: May 24, 2022

Published: May 13, 2019

Throughout the buyer’s journey, content obviously plays a huge role during the beginning and middle stages. At the last stage of the buyer’s journey, though, it can be somewhat overlooked.

business proposal examples: image shows two people working on a business proposal together

A lot of marketing teams are focused on creating the beginning- and middle-stage content that brings in the views and leads most sales teams are focused on closing during the final stage of the buyer’s journey. So, in a nutshell, marketing teams don't create enough content for this stage and sales teams don't leverage them enough during it.

→ Download Now: Free Business Proposal Template

However, one of the most important pieces of content any organization can create and leverage really only gets used during the final stage of the buyer’s journey -- the business proposal. By outlining your organization’s value proposition, highlighting how your product or service can solve your prospect’s specific problem, and listing your pricing, your business proposal communicates crucial information your prospects need to know before they even think about doing business with you.

Fortunately, to help you create an engaging and convincing business proposal, we’ve rounded up the best business proposal examples we could find on the Internet. Read on to learn how to start writing business proposals that will win you contracts and grow your organization.

business proposal for marketing services

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

  • Problem summary
  • Proposed solution
  • Pricing information
  • Project timeline

You're all set!

Click this link to access this resource at any time.

1. “ How to Write a Business Proposal [Tips & Examples] ” | HubSpot

In her thorough blog post about writing a business proposal, Meredith Hart , a Junior Staff Writer for HubSpot’s Sales Blog, fleshes out the fundamental elements included in most business proposals and even created a business proposal example in Canva to give you even more insight on how to craft a compelling one.

After reading her informative blog post, you’ll learn about the fundamental elements you should include in your business proposal, their purpose, how to write each element, overarching tips for creating a top-notch business proposal, and some business proposal examples for web design, SEO, and sales.

2. “ How to Write a Business Proposal (The Modern Way) | PandaDoc

One of the most robust business proposal examples on this list, PandaDoc’s guide on writing a modern business proposal will help you chip away at this daunting task one step at a time.

In their guide, they cover the structure most business proposals follow, the ten sections to include in your own, what information to include in each section, an example of each section, some quick tips for improving your business proposal, and what you should do after you send your business proposal to a prospect to help you anticipate any follow up questions they might have and, in turn, boost the odds that you close them as a customer.

3. “ Business Proposal For PDF & Word ” | HubSpot

business proposal template

Download the Template

In HubSpot’s flagship business proposal example offer, they provide you with a fully customizable sample template that gives you detailed instructions on what sections to include in your business proposal, the information to include in each section, and how you can write each section in a convincing fashion.

Since their business proposal template is completely customizable, you can also replace their instructions with your own information, add additional information and sections, and add your own branding and logo. Additionally, you can download your finished business proposal as a Word or PDF file, print it, and email it to your prospects.

4. “ How to Write a Business Proposal in 6 Steps ” | Fit Small Business

Fit Small Business’ business proposal example is the most fleshed out example on this list. Not only do they cover what exactly a business proposal is, the steps to writing a successful one, and provide an example of one, but they also describe the best methods and tools for sending a business proposal, how to follow up, and what to do after you win a contract.

Additionally, Fit Small Business provides you with some design tips for your business proposal, the best business proposal formats to use (with examples), and answers to frequently asked questions about creating effective business proposals.

5. “ HubSpot Partner Agency Proposal Examples ” | HubSpot

To help marketing agencies write better business proposals, HubSpot teamed up with four of their agency partners to create four downloadable proposal examples for each of the agency’s specializations.

After downloading it, you’ll have access to proposals created by agencies that specialize in inbound marketing, growth content strategy, industrial manufacturing marketing, and digital solutions and consulting marketing. Since your organization operates in its own specific situation, you can sift through each example to see which one best meets your needs.

business proposal

Don't forget to share this post!

Related articles.

24 of My Favorite Sample Business Plans & Examples For Your Inspiration

24 of My Favorite Sample Business Plans & Examples For Your Inspiration

How to Write a Powerful Executive Summary [+4 Top Examples]

How to Write a Powerful Executive Summary [+4 Top Examples]

19 Best Sample Business Plans & Examples to Help You Write Your Own

19 Best Sample Business Plans & Examples to Help You Write Your Own

What is a Business Plan? Definition, Tips, and Templates

What is a Business Plan? Definition, Tips, and Templates

Maximizing Your Social Media Strategy: The Top Aggregator Tools to Use

Maximizing Your Social Media Strategy: The Top Aggregator Tools to Use

The Content Aggregator Guide for 2023

The Content Aggregator Guide for 2023

7 Gantt Chart Examples You'll Want to Copy [+ 5 Steps to Make One]

7 Gantt Chart Examples You'll Want to Copy [+ 5 Steps to Make One]

The 8 Best Free Flowchart Templates [+ Examples]

The 8 Best Free Flowchart Templates [+ Examples]

15 Best Screen Recorders to Use for Collaboration

15 Best Screen Recorders to Use for Collaboration

The 25 Best Google Chrome Extensions for SEO

The 25 Best Google Chrome Extensions for SEO

Propose your business as the ideal solution using this free template.

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Free Marketing Services Proposal Template That Wins Clients

This proven proposal template won over $94,000,000 of business for our marketer customers in 2023 alone. The text, images, colours, your logo - it's all 100% editable.

Marketing Services Proposal Template Slide 1

A look at everything in thisMarketing Services Proposal Template

Visually stunning cover.

The first thing your client sees is a beautifully designed cover, fit for a world class marketer. If the cover doesn't impress them it's always going to be an uphill struggle from there. You can change the text, your logo and the background image if you like - this gets you started.

Visually Stunning Cover

Pre-Written Services Section

Writing about what you do is hard. How much is too much? Will the client understand it? Completely valid questions and ones you don't need to worry about now. In this marketing services proposal template, the page detailing the work you're going to do is done, the structure is laid out. You just need to add a few client specifics when you use it. Like with this entire proposal, it's all editable - the colors, the text, images, layout - everything.

Pre-Written Services Section

Process and Timescales

Explaining the marketing process can be difficult. You want to give enough detail but not so much it seems overwhelming. Fortunately, this has been battle tested and is the perfect amount of information. You can tweak it to suit your exact process.

Process and Timescales

Case Study Example

The number of marketers that simply put a few testimonials or examples in their proposal templates is shocking. It's not enough. If you want to be taken seriously, you need to show that you understood the client's issues and came up with a solution that was successful. In this marketing services proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

Case Study Example

Getting the pricing right in the marketing industry is difficult. In this automatically calculated pricing table, all you do is put the numbers in, type a quick 1-line description of the service and the quote part of your proposal is done. If you want to charge per hour, sell in quantities or have optional up-sell products, you can do that too.

Pricing

Next Steps with Digital Signing

One of the biggest reasons businesses don't win work is they don't give clear instructions on how to buy from them. This proposal template comes with a 'Next Steps' page which you shouldn't need to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept. All digital signatures are 100% legal and compliant. When your client signs, you can see your digital signature certificate in your Better Proposals account.

Next Steps with Digital Signing

Pre-Written Contract

Every service business needs a contract with their clients. The marketing industry is no exception. We've scoured the world for experts to lend the contracts they use in their businesses for you to use. We're not legal professionals and don't play them on the internet but if you're not using anything at all, this will likely be a great start - that said, get a legal professional to read it over.

Pre-Written Contract

Take Payment from Your Client

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account the better. Using our integrations with Stripe, PayPal, and GoCardless you can take payment from your client the moment they sign your proposal and then, if needed, start a subscription.

Take Payment from Your Client

Don't take just our word for it

Here is what some of our 10,000 users across the globe have to say

Sara K.

Sara K. CEO & Founder

Shade O.

Shade O. Business Owner

Brent R.

Brent R. Marketing and Advertising

150+ other free proposal templates just like these are also available inside Better Proposals

Brand Design Proposal Template

Brand identity design and logo design proposals need to be visually appealing, explaining how you’ll stick to brand design guidelines and the benefits of modern design to potential customers. You can do all that with our free brand design proposal.

Recruitment Proposal Template

The recruitment proposal helps you explain your recruitment services like sourcing talent, screening and shortlisting, the final selection and more. Use our recruitment proposal to showcase your recruitment strategies and win bigger deals.

IT Support Services Proposal Template

In order to present your IT support services as reliable, you need to start with an amazing IT proposal. Use our proposal to explain how you’ll provide online and in-person support, the extent of your services, how you calculate the prices and more.

Automate your sales process with our 50+ integration partners

Import your contacts from a CRM, receive payments, chat with prospects and manage projects. All in once place. See all integrations

infusionsoft logo

Your questions, answered

Common questions about plans, designs and security

Start sending high conversion proposals today

Join 10,000+ happy customers and enjoy a simpler, faster, and more professional way to win more business.

No credit card required. Cancel anytime.

Software Advice Badge

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

  • Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

  • Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

  • Google Tag Manager
  • Infographics
  • Daily Infographics
  • Graphic Design
  • Graphs and Charts
  • Data Visualization
  • Human Resources
  • Training and Development
  • Beginner Guides

Blog Business

How to Write Winning Business Proposal: Examples & Free Templates (2024)

By Aditya Sheth , Jan 25, 2024

How to Write Winning Business Proposals

The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. That’s why you need to write business proposals .

A well-written business proposal can often mean the difference between winning or losing a prospective client.

In this in-depth guide to creating business proposals, we show you how to close more deals, make more sales and crush your business goals — all by using easy-to-edit professional business proposal templates .

Here’s what this guide will cover (click to jump ahead):

What is a business proposal, what are the components of a business proposal.

  • How to write a business proposal step by step

What should you include in a business proposal?

What are the types of business proposals, more business proposal examples + writing and design tips.

  • FAQs about business proposals

Looking for a shortcut? Watch this quick video for an overview of everything to include in your business proposal:

An effective business proposal is a document used by a B2B or business-facing company (this may not always be the case, but most B2B SaaS companies do so) where a seller aims to persuade a prospective buyer into buying their goods or services.

A business proposal outlines what your business does and what you can do for your client . It can be general like this business proposal example:

general business proposal template

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

simple business proposal project proposal template

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

social media marketing business proposal template

To design a business proposal that holds the client’s attention, identify their pain points . Then provide your buyer with the right solution to alleviate those frustrations.

Working on a new project? These project proposal examples might come in handy for you.

The components of a business proposal can change depending on the field, company size and client needs. While details may differ, strong proposals typically introduce your company, explain the problem, offer a solution and its benefits, highlight your team’s skills, and outline timeline, cost and next steps.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

Create a compelling business proposal title

Build a table of contents, craft the executive summary, write a detailed problem statement, propose your solutions, showcase your team’s expertise, create a realistic timeline.

  • Present your payment structure

Specify the terms and conditions

Receiving the decision.

Below, you can see business proposal examples that demonstrate how to include these 10 sections.

A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor’s . 

What makes a good title page? Here are the essential elements to include: 

  • Your name along with your company’s name
  • The name of the prospect (or their business) 
  • The date you’re submitting the proposal

Gray Business Consulting Proposal Template Cover Page_Venngage

The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. Honestly, “Who doesn’t want to grow their business?”

The table of contents is a fundamental part of every winning business proposal template. It makes your proposal scannable and easy to read.

The people you will be pitching to are usually C-level executives. These are busy people who don’t have time to read your entire proposal in one go.

That’s why most of the business proposal examples in this list include a table of contents.

Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:

Creative Social Media Business Proposal Template Table of Contents

You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. 

It’s easy to add hyperlinks in the Venngage editor. Select the text you’d like to turn into a link, then click the link icon in the top bar. From there, select the page you want to link to! Then download your completed design as an Interactive PDF .

Proposal-ToC-Example

The executive summary is a staple in all kinds of annual reports , leadership development plan , project plans and even marketing plans . It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition.

The goals of your executive summary are:

  • Introduce your company to your buyer
  • Provide an overview of your company goals
  • Showcase your company’s milestones, overall vision and future plans
  • Include any other relevant details

This gray business proposal example has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:

Gray Business Consulting Proposal Template About Us

Take note of how precise this business proposal example is. You want to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal.

Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.

The point of writing a business proposal is to solve a buyer’s problem. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution.

 A well-defined problem statement does two things: 

  • It shows the prospect you have done your homework instead of sending a generic pitch
  • It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place. 

Texture Business Proposal Template

This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospect’s problem. This brings me to… 

The good stuff. In the proposed solution section, you show how you can alleviate your prospective buyer’s pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.

Spare no details regarding the solution you will provide. When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details.

For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :

Sales Plan Proposal Table Template_Venngage

At this point, the prospect you’re pitching your solution to likes what they’re reading. But they may not trust you to deliver on your promises. Why is this?

It’s because they don’t know you. Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client.

business proposal qualifications section

This free business proposal template showcases the company’s accolades, client testimonials, relevant case studies, and industry awards. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes!

Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.

To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.

Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a  flow chart . Or add a  roadmap  with deadlines. Pitching a long-term project? A timeline infographic would be a better fit.

If you look at this abstract business proposal template below, even something as simple as a table can do the trick.

Abstract Business Consulting Proposal Template Timeline_Venngage

The timeline is not always set in stone, rather it’s an estimation. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

Present your payment and terms

On this page, you can outline your fees, payment schedule, invoice payment terms , as well as legal aspects involved in this deal. You can even use the  Excel Invoice Template  to create professional-looking invoices (including brand logo and other elements) and add them to this page.

The key to good pricing is to provide your buyer with options. A  pricing comparison table can help with this. You want to give your client some room to work with. Make sure you’re not scaring off your client with a high price, nor undervaluing yourself. 

Breaking up your pricing in stages is another great way to make sure your potential client knows what he’s paying for. Look at how this simple business proposal template does this:

Bold Business Proposal Template Pricing Page_Venngage

The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them to the signature section of the proposal to keep things simple.

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return.  Add the overall project timeline from start to end, as well as payment methods and payment schedule. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible.

Modern Business Proposal

I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business, you can use the same terms and conditions across all your proposals.

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.

Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. A professional way of doig that would be to include an e-business card with your contact details, email i.d and any other social links you want to share. You can go through this article for the best digital business cards .

Orange-Simple-Project-Proposal-Template

A business proposal usually aims to answer the following questions: 

  • Who you are and what your company does
  • The problem your buyer is facing
  • The solution your company offers to alleviate the problem
  • How your company will implement this solution effectively
  • An estimate of resources (time, money, etc) required to implement the solution

You can see how this sample business proposal template covers the above points.

business project proposal template

Notice how this proposal template addresses the same project like in one of the previous templates, but uses a completely different design style (more retro, while the previous business proposal template is more modern and minimalistic).

Generally, there are three types of business proposals:

1. Formally solicited 

A formally solicited business proposal is made when you respond to an official request to write a business proposal.

In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write the business proposal for your buyer to evaluate so you can begin the sales process .

2. Informally solicited 

Informally solicited business proposals are written when there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.

An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations. They are not based on official requests which often contain more detail.

3. Unsolicited 

Think of this as a marketing brochure or a cold email . Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. Unsolicited proposals lack any understanding of the buyer or their requirements.

But with additional  market research , personalization and identifying customer pain points , you can propose a customized solution based on your buyer’s needs. This can be a very persuasive approach, such as in this business proposal example:

corporate business proposal example

Now that you know how to write a business proposal, let’s look at how you can optimize your proposal to deliver results!

Below you’ll find some winning business proposal templates and examples to get you started. I’ve also included some design tips to keep in mind when you’re creating your next business proposal: 

1. Know your audience 

If you have some clarity on who your ideal buyer is — their pain points, their budget, deadlines, among other things — you’ve already won half the battle.

If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal.

Mapping user personas  for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly. This improves the chance of your buyer moving your business proposal to the “Yes!” pile.

2. Put your brand front and center

If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how business proposal examples like the one below highlight brand identity :

content marketing plan business proposal example

From the color palettes to the company logos , everything follows their brand guidelines. The result: a business proposal that’s consistent across the board.

Pro Tip: Switching this template to match your brand assets is actually pretty easy. Venngage’s My Brand Kit feature allows you to import your color palettes, logos as well as font choices. Any Venngage template can now be your template.

You can also consider this sample business proposal template:

Example of a Business Proposal

Design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design. This unique color scheme also makes their white logo prominent throughout the proposal.

3. Try less text, more visuals

Have you ever read a proposal and thought to yourself, “Wow, this is all text and has no images, I love it!”? Yeah, me neither.

The free business proposal template below is a perfect example of the “less is more” principle. It does a phenomenal job of communicating what it needs to. By substituting some of the text with icons and visuals, you get a clean business proposal that’s much more scannable.

Social Media Plan Proposal Template

Want to keep things strictly professional? Instead of icons, you can always add your team’s headshots. This shows your buyer exactly who they’ll be working with.  

Check out this formal business proposal format for some inspiration:

Red Human Resources Consulting Proposal Template Team

4. Switch up your business proposal designs

It doesn’t hurt to go above and beyond once in a while. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging. It also helps your buyers retain information faster.

Simple Business Proposal Example

The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding . Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal.

This SEO business proposal sample proves that it’s possible to switch up the colors in every other page. But it still maintains the same color scheme across the entire proposal just like a professionally designed website : 

SEO Marketing Proposal

Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals.

FAQ about business proposals

What is the purpose of a business proposal.

A business proposal aims to streamline the B2B sales process (which is often complex ) between you as a seller and a buyer.

It does this by serving the dual purpose of acting as a source of information. The proposal also acts as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.

What are the best practices for business proposal design?

  • Do a thorough spell-check. The goal of your business proposal is to convince your buyer why you’re the perfect person for the job. A proposal with typos or grammatical errors communicates the opposite. A thorough spell-check before you send your proposal is a must.
  • Keep things clear and readable: Clarity is an important aspect that you have to ensure in your business proposal. If you want your proposal to hit home and make an impact on the buyer, you have to write it in an understandable way. To keep things clear and readable, there are a couple of things that you can do. You can, for one, take care to use easy wording and segmented sentences from the get-go. You can also try paraphrasing the hard parts of your proposal once you are done writing it.
  • Let your brand shine. As discussed before, writing a business proposal is all about knowing your ideal buyer and focusing on their pain points. But that doesn’t mean your business proposal template has to be boring. Demonstrate how different you are compared to other companies. You can do this through your brand guidelines , by using more visuals, switching up your proposal design or showing off your personality in your writing . 
  • Create a business proposal PDF. Downloading your business proposal in PDF format allows you to attach other collaterals with your business proposal. These can include a company explainer video or case studies showcasing the work done with past clients. Also, who doesn’t love saving paper?

How long should your business proposal be? 

The length depends on the scope of the work as well as the complexity of the project. Here is a one-page business proposal template:

one page business proposal template

Can your business proposal template really be one page? Yes, as long as you understand who your buyer is and their pain points. You should also have the ability to communicate everything your ideal buyer needs to know about your business in a succinct manner.

Or if you’re feeling adventurous how about just two pages? Often, clients prefer if you go straight to the point and avoid all the fluff.

For example, this green modern marketing proposal template wastes no time in getting down to brass tacks:

Project Business Proposal

Need more inspiration? Check out this blog on the 5 marketing proposal examples that’ll help elevate your business.

There is no one size fits all approach when it comes to deciding how many pages you should include in your business proposal template. And at the end of the day, “the only rules are the ones you set for yourself”.

At the end of the day, writing winning business proposals that sell is all about you understanding your buyer, their potential pain points and positioning yourself as someone who can alleviate those pain points. 

Now that you know how to write compelling business proposals, what are you waiting for?

Take action and start creating your own business proposals to close more deals and grow your business today!

More business communications templates + writing tips you might be interested in…

  • 31 Consulting Proposal Templates to Close Deals
  • 20+ Professional Business Letterhead Templates + Branding Tips
  • How to Write a White Paper [Tips & Templates]

IMAGES

  1. Marketing Proposal Template

    business proposal for marketing services

  2. Top 25 Marketing Proposal Templates To Bag More Clients!!

    business proposal for marketing services

  3. 10+ Marketing Research Proposal Templates & Examples

    business proposal for marketing services

  4. FREE 20+ Sample Sales Proposal Templates in Illustrator

    business proposal for marketing services

  5. FREE 26+ Sample Marketing Proposal Templates in Google Docs

    business proposal for marketing services

  6. 25+ Simple Business Proposal Templates

    business proposal for marketing services

VIDEO

  1. Business proposal

  2. A business proposal

  3. A business proposal

  4. Business Proposal

  5. Business Proposal

COMMENTS

  1. 12 Marketing Proposal Template (2024 Guide)

    Essentially, a good marketing proposal should explain how you intend to solve the potential client's marketing problem(s). It should also attract your client's interest and persuade them to hire your services. 12 Marketing Proposal Templates to Win Clients. Creating a proposal from scratch can be daunting.

  2. What is a Marketing Proposal, and How Can You Create One? [Template

    A marketing proposal is a document provided to key stakeholders to communicate the scope of a marketing project and its budget. The goal of the proposal is to receive the approval necessary to begin moving forward with the plan as outlined. It's wasteful to require your team to reinvent the process every time you need a formal marketing proposal.

  3. Marketing Proposal Template for Word, PDF

    Marketing Proposal Template. Marketing Proposal Template. Whether you are pitching a branding, marketing, or advertising campaign, you need to create a proposal that explains how you will help your client promote and expand their business. You can adapt this template to suit just about any marketing project.

  4. How to write a persuasive marketing proposal

    Step 1: Research your client's needs. A marketing proposal must be targeted to your intended clients. This means doing research on the client's firm or business, identifying the client's problems and marketing needs, and understanding what their competitors are already doing.

  5. Marketing Proposal Guide: Write, Design & Track + Templates

    A marketing proposal is a detailed plan that outlines advertising, marketing, and brand enhancement strategies for a client's company. Usually crafted by a creative marketing agency or an in-house marketing team, this document is shared with the business's top decision-makers. Get marketing proposal templates. Try our AI marketing proposal maker.

  6. Marketing Proposal Template for Free

    Marketing Proposal. This marketing proposal, designed by [Sender.Company] is created exclusively for use by [Client.Company] of [Client.Business].. Our proposal provides details of the scope of work, potential options for promotional and digital marketing strategies, project timelines, pricing, and an overview of how our marketing agency can best support your business to boost brand awareness.

  7. How to Write a Business Proposal [Examples + Template]

    Here's an example of what a business proposal template looks like when done right: 2. Explain your "why" with an executive summary. The executive summary details exactly why you're sending the proposal and why your solution is the best for the prospective client. Specificity is key here.

  8. Professional and Proven Marketing Proposals (Free Samples ...

    Sample of a social media marketing services proposal. According to Statista, up to six bln people worldwide are expected to use public networks by 2027. Thus, social media promotion is an incredibly promising marketing tool. And our templates will help you discover all the pros. PR offer example. With our free business proposal samples, you can ...

  9. Marketing Proposal Template

    A marketing proposal is a document submitted by a marketing agency, consultant, business, or freelancer to a potential client. It is a sales document designed to convince that potential client to sign on for their strategic marketing services, projects, or campaigns. It's also the perfect opportunity for marketing company to share their ideas ...

  10. 5 Marketing Proposal Examples to Elevate your Business

    A collection of successful marketing proposal examples may be a great source of motivation and direction for marketers who want to stand out from the competition. In this piece, I will examine 5 actual marketing proposal examples that highlight various tactics and innovative ideas. 1. Digital marketing proposal example.

  11. How to write a marketing proposal for any service

    Here are three marketing proposal templates you can use: Content marketing proposal template; Paid ads proposal template; Remember, these are just examples and you should change some of the copy to better fit your marketing services, brand voice, and potential clients. Alright, let's take a look at each template. 1. Content marketing proposal ...

  12. Free, printable, customizable marketing proposal templates

    Getting started is a piece of cake. Select the design you want in our well-curated library of marketing proposal templates created by professionals to help you make an excellent first impression. Add the actual contents such as the project scope, objectives, strategies, pricing, timelines, and so on. Pick a font from our library that suits best ...

  13. 5 Professional Business Proposal Examples to Inspire Your Own

    Since their business proposal template is completely customizable, you can also replace their instructions with your own information, add additional information and sections, and add your own branding and logo. Additionally, you can download your finished business proposal as a Word or PDF file, print it, and email it to your prospects. 4.

  14. How to Write a Winning Marketing Proposal (with Templates!)

    Here are some marketing proposal templates from a range of resources, including marketing agencies, online proposal generators, and marketing blogs. 1. Indeed's text-only marketing proposal. Indeed's marketing proposal template is nice and basic. It's text-only with brackets and guidance on what to put into the brackets.

  15. This [Free] Marketing Services Proposal Template Won $94M of Business

    Free Marketing Services Proposal Template That Wins Clients. This proven proposal template won over $94,000,000 of business for our marketer customers in 2023 alone. The text, images, colours, your logo - it's all 100% editable. View Template. Trusted by 10,000+ customers.

  16. How to Write a Business Proposal (+ Examples & FREE Templates)

    Here are the essential elements to include: Your name along with your company's name. The name of the prospect (or their business) The date you're submitting the proposal. CREATE THIS PROPOSAL TEMPLATE. The gray business consulting proposal template above contains all the details a prospect would want to know.

  17. How to Write a Business Proposal with Examples

    1. Create a cover page. This section of a business proposal includes basic information like your company's name and contact information, your company logo, your client's name, and contact information, the date, and a title. A strong title page makes the project proposal look neat, organized, and well put together.

  18. Business Proposal: How-to Guide, Templates & Examples

    A business proposal is a document that aims to secure a business agreement. Whether printed or digital, a business proposal is written by a business and offered to a prospective customer. In many cases, the prospective customer is also a business that's looking for the best B2B solution. The purpose of a business proposal varies.

  19. The Ultimate Digital Marketing Proposal Template

    Introduction. The purpose of this digital marketing proposal is to give you a bit of information about [Sender.Company] and the various digital marketing services we offer, along with information and pricing for a custom digital marketing solution based on your needs. Based on our previous discussion, I feel like we are a good fit for one another.

  20. Crafting Winning Proposals With Practical Examples

    The Importance Of A Proposal. In a service-driven business, your proposal is your firm handshake and your compelling pitch rolled into one. It's got to be crisp, clear and compelling.