
A well-written proposal can help you win over potential clients, while a poorly written one can cost you opportunities and sales.
Therefore, it's crucial to strike the right balance between persuasiveness and professionalism when presenting your proposal. In fact, a beautiful proposal design differentiates you from competitors and builds trust with potential clients.
We understand that creating a winning marketing proposal from scratch every time you need to pitch to a client is time-consuming and inefficient.
That’s why we’ve put together a list of 12 marketing proposals to get you started. We’ll also discuss what a marketing proposal is and how to create one with Visme.
Browse thousands of customizable marketing proposal templates across multiple categories to find the perfect one for your needs. If you're racing against the clock and looking for efficient tool to do the heavy lifting, consider using Visme's AI proposal generator.
Here’s a short selection of 8 easy-to-edit marketing proposal templates you can edit, share, and download with Visme. View more templates below:
A marketing proposal is a document that communicates the strategy, scope, budget and timelines of a marketing project to a prospective client.
Marketing agencies and PR firms use marketing proposals when pitching their consulting services.
In-house marketers can also write marketing proposals and address them to key stakeholders to get approval for planned advertising, brand awareness and other marketing initiatives.
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.
Knowing what to include in a marketing proposal can make the difference between closing a deal and losing a potential client.
In this section, we'll break down the key elements that every effective marketing proposal should have.
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Set the stage with an appealing cover page with your company name and logo for clear identification. Give your proposal an engaging but relevant title to immediately communicate the main focus of the document.
Also, include the date of submission and the client's name and contact details to personalize the proposal.
In the table of contents, list all the sections of your proposal along with their corresponding page numbers in a clear and organized format. Use a clear and organized format to make it easy for the client to navigate the document. This section helps clients quickly find the information they are looking for, ensuring a smoother review process.
Give a brief overview of the proposal. Summarize the key points and objectives, keeping it concise and to the point. Aim for one or two sentences that encapsulate the essence of the proposal. This section provides a snapshot for clients who may not have time to read the full document.
Detail the marketing strategies and solutions you recommend. Include a thorough explanation of each strategy and show how they align with the client’s needs and goals. Be specific about the tools and methods you will use, and discuss the expected outcomes.
Outline the specific services you will provide. Be clear and concise to avoid any confusion. Make sure to explain what each service involves to manage client expectations. This section differs from the Solution section, where you discuss the strategies; here, you list the actual tasks and deliverables.
Include feedback and quotes from previous clients. Provide the name and title of the person giving the testimonial to add authenticity. This section should present a track record of success, giving the client confidence in your capabilities. Use real examples where possible to make this information relatable and trustworthy.
Provide a detailed breakdown of the costs for your proposed services. List each service and its cost, and include any extra expenses that may come up. Explain the payment terms and schedule clearly to avoid any misunderstandings.
Present a timeline and steps for the project. This shows your organized approach and helps clients understand what to expect. A clear roadmap also demonstrates your planning and project management skills.
List the key performance indicators (KPIs) that you will use to measure the success of your marketing efforts. For example, you could include website traffic, lead generation, conversion rates, customer acquisition cost, and return on investment. Also, explain the methods that will be used to track these KPIs, including the tools and how often the client will receive reports.
Last but not least, specify the terms and conditions of the agreement in detail. Include payment terms, confidentiality agreements and clauses related to the termination of the contract. Cover any other legal considerations to ensure both parties are clear on the terms of the engagement. This section protects both you and the client by outlining the formalities of the agreement.
Creating a proposal from scratch can be daunting. You have to deal with content, design, formatting and a lot of other moving parts.
But not to worry. We’ve rounded up 12 marketing proposal templates you can use as a starting point. Our templates span different areas of marketing, including branding, social media management, SEO, PPC advertising, email marketing and digital marketing.
Here’s what one of our users had to say about Visme’s template collection:
Consultant in Marketing & Advertising
Our first marketing proposal example provides a framework for organizing and presenting your marketing ideas in a compelling way. This marketing strategy proposal template also includes all the necessary elements you need to win clients over.
The cover page has an exquisite design that will draw your client’s attention, while the rest of the sections are carefully crafted to position your company for success.
The proposal starts with a cover letter and outlines the client's marketing challenges before diving into solutions, budget, timeline, success stories and more.
While this proposal focuses on branding and logo design services, you can customize it to cater to other marketing services you offer. You don’t even need to worry about the proposal content. With Visme’s AI writer, you can generate drafts, proofread or change the tone of your existing content.
Present your social media marketing proposal in style and wow clients using this modern template. It features pages dedicated to your company overview, services, reviews, project overview and roadmap, budget and terms—everything required in a well-rounded proposal template.
Each page is adorned with captivating visual elements, including icons, shapes, widgets and trendy fonts—all sourced from the Visme library.
Every single detail of this marketing plan proposal template can be customized using Visme’s intuitive editor. You can edit content, modify the color theme, change images and use your own fonts, logo and design elements.
With Visme's brand design tool, you can keep all your projects on brand. Just type in your website URL and the Wizard will extract your brand assets—logo, color, font—and save them in your brand kit. It will also recommend a bundle of beautiful branded templates for your next project.
If you’re looking to win new business for your SEO or SEM agency, this template is a magic wand. This proposal clearly demonstrates that you understand the client’s needs and why you’re the answer.
This template’s design adds a professional touch, enabling you to confidently approach your clients. The gray theme adds a pop of vitality and elegance, while the sprinkle of red hues instantly grabs your attention.
It features a brief overview of your company, pricing and client testimonials. Notice how the scope of work and process section uses eye-catching visuals, icons and flowcharts. There’s more where that came from. Just tap into Visme’s rich template of stock photos, icons, shapes, illustrations and more to make your proposal template pack a punch.
Executing successful marketing requires huge investments in terms of time, effort and resources. Use this business proposal template to show potential clients why you’re the best agency to help maximize their marketing investment.
Our professionally crafted marketing campaign proposal template is tailored to highlight your brand's distinct capabilities and services.
Inside, you'll find sections dedicated to detailing your brand's services, showcasing testimonials from past clients, outlining campaign timelines and presenting pricing information.
What’s more, the visually appealing images and elegant fonts ensure that readers can easily navigate and understand the proposal. Use charts, graphs and data visualization tools to visualize the price breakdown and expected campaign performance, like traffic, engagement and other social media KPIs.
Differentiate your brand from other marketing service providers with this SEO marketing proposal template.
With a palette of stylish colors, high-resolution photos, vector icons and banners, this template offers a visually stunning representation of your brand. It also features stylized content blocks and eye-catching data widgets that make complex data easy to digest.
The template has plenty of white spaces, making it easy for clients to review your proposals without feeling overwhelmed. These elements demonstrate your expertise, experience and attention to detail.
To make your proposal even more compelling, consider including data-driven visuals from SEO dashboards, such as those offered by SE Ranking or similar platforms. Show data on keyword visibility, traffic trends, backlinks, technical site health, and competitor performance to strengthen your message.
If you have already created your timeline and budget in an Excel or Google Sheet, you can easily embed your tables using a URL or connect your existing table to live data. There’s also an option to copy and paste your table into your proposal.
Present your marketing department’s budget proposal to stakeholders in style using this template. It comes with a stunning selection of shapes, icons, data widgets and charts to help you visualize current performance, expenses, milestones and budget breakdowns. You can change the color, size and structure of these design elements.
The best part? You can even increase engagement by adding motion or effects to any of these elements with Visme’s interactivity and animation tools. Feel free to link any object or page to an external website or use hover effects and pop-ups to reveal more information.
Provide a snackable version of your special media marketing proposal with this customizable template. The beauty of this one pager template is in its brevity and clarity.
This proposal one pager document allows you to put all the key details on a single page. Stakeholders or clients can easily read through and make decisions quickly. Just beneath the header and submission details, you'll find the proposed plan, budget and contact information. You can customize the document to include deliverables and testimonials or add links to a website or bigger documents with detailed information about your services.
Not to mention, this is one of our many marketing proposal examples focused on all things social media
Share a comprehensive plan for achieving your team’s social media marketing goals with this exquisite proposal design template. This social media marketing proposal comes with pages dedicated to key sections like social media analysis, implementation, teams, goals, outlook and billing schedules. Feel free to visualize the expected ROI in terms of engagement, audience growth, reach, impressions and conversion rate.
The rich blend of blue and gray accents creates a strong visual appeal, while other visual elements add a dynamic and interactive dimension to the proposal. This unique design approach will captivate the reader's attention while effectively communicating the proposed social media strategy.
Likewise, you can also use this as a social media campaign proposal template instead. Simply swap out or add sections as needed, and voilà, you can propose your next social media campaign in style.
Pitching to multiple clients? You don’t have to manually edit each proposal to capture key details, like the company name, address and contact person. You can easily create dynamic fields that auto-populate this information in each proposal with a single click.
Drive client’s interest in your branding services using this stunning marketing proposal template.
This branding proposal design is polished, professional and memorable. The combination of bold typography, striking accent colors and high-quality images and graphics creates a compelling visual package that effectively communicates your brand's personality and values. With this sophisticated and timeless design, your clients will know they are in for a real treat.
Boost your credibility and increase your chances of getting hired with testimonials and customer success stories. Take your clients on a visual journey by linking to your portfolio or the websites of clients you’ve previously worked for.
If you’re working on this proposal with your team, Visme streamlines collaboration across teams of all sizes. Team members can edit content or designs in real time, leave feedback and resolve comments based on their permission level.
If you’re looking for an incredible way to justify your client’s email marketing budget, this proposal template is the perfect choice. From sleek and modern icon designs to interactive data visualizations, this template has everything you need to make your proposal stand out and leave a lasting impression on your audience.
This proposal provides detailed information about your company, work process, project overview, roadmap, tasks, budget, terms and conditions. The visuals of your team not only humanize your brand but also reinforce your team’s expertise and experience. When brainstorming with your team on the proposal content and design, use the workflow management tool to assign tasks, manage roles and track progress, deadlines and corrections—without leaving the editor.
The beautiful thing about writing a proposal is that it sets the stage for what the campaign aims to achieve. It also minimizes misunderstandings and sets realistic expectations for everyone involved.
Help your clients understand the planned digital marketing initiatives, including the services you’ll offer and the channels, tactics and tools that will be used. This digital marketing proposal template also sheds light on user reviews, project overview, budget, roadmap and timeline.
This proposal design has a blend of blue and bright yellow hues, which exudes energy and perfectly captures the spirit of a forward-thinking digital marketing strategy. This captivating design layout is made possible by our extensive library of colors, fonts, icons, stock photos and design assets.
If you don’t find the right visuals in our library, Visme’s AI image generator has you covered. With a detailed text prompt, you can whip up unique images and graphics in seconds. You even have the option of choosing from various output styles: photos, paintings, pencil drawings, 3D graphics, icons, abstract art and more.
Highlight the benefits of hiring your advertising agency with this attention-grabbing proposal template. It is designed to demonstrate your commitment to delivering exceptional results from the get-go.
With a consistent design and electric color scheme, this template stands out from the crowd and shows your passion for advertising. It includes dedicated pages for your service summary, customer testimonials, proposed advertising plan and expenditure breakdown, providing a comprehensive overview of your strategies and their potential impact.
Now that you have enough marketing proposal ideas, it’s time to create your own.
Follow these steps to write a persuasive marketing proposal that impresses your prospective clients.
Your cover page is the window to the rest of your proposal.
So you should aim to make an excellent first impression. Your proposal cover page design should have a clean and bold aesthetic. This principle holds true for bid proposals or even project proposals.
Remember to keep the design consistent with your brand identity. In addition to your company logo, you can also include the client’s name and logo for personalization.
Below is an excellent proposal cover page design that exudes professionalism and creativity. The consistent use of brand colors and high-quality visuals creates a cohesive and memorable visual identity.
Your executive summary should sell your audience what you have to offer. It should be a brief and straightforward summary of how your proposal can benefit the client. You can also briefly mention how you plan to solve their problem or take their organization to new heights.
Here, you have the opportunity to share how you’ll address the client’s challenges identified during the sales discovery call.
When reaching out to potential clients, you can share details of any research you've conducted and highlight key points that demonstrate your understanding of their most pressing problem. Also, remember to discuss the specific goals your clients want to achieve, etc.
Notice how this proposal template lists out the client’s marketing challenges in a clear and concise manner.
When setting goals, ensure they are S.M.A.R.T. and align with the client’s overarching company objectives. For example, a S.M.A.R.T goal could be to increase brand awareness among the target audience of ages 18-34 in the New York City area within the next 6 months.
Another example would be to boost sales by 20% within the next quarter through targeted email marketing campaigns.
In both cases, the objectives are specific, measurable, achievable, relevant and time-bound. This helps create a clear roadmap for the marketing team and ensures everyone is in sync.
Now it's time to explain the specific steps you'll take to solve the problem and achieve your objectives. This section should outline the marketing tactics and campaigns you plan to implement. Also shed light on the channels, tools and other software you plan to use.
In the example below, after a thorough assessment of the client’s brand identity, position, messaging and perception, the branding agency proposed an end-to-end branding solution.
This section should outline the deliverables and scope of work required to achieve the client's goals, as well as the timeline for completing the project and any associated costs.
There are different ways to visualize your scope of work. You can use a grid and flowchart format like the one below.
Alternatively, you can use Visme’s roadmap maker to make your project deliverables and timeline visually impactful.
The scope of work serves as a reference for both the client and the agency and prevents scope creep. Ultimately, it helps ensure everyone is on the same page and that there are no misunderstandings or surprises during the project.
Overall, the scope of work for a marketing proposal should be detailed, clear and tailored to the specific needs of the client. It should provide a roadmap for the project and help ensure that the project is completed on time, within budget and to the satisfaction of the client.
When pitching to clients, you’ll need to explain how you'll track and evaluate the performance of the marketing effort. This step involves defining key performance indicators (KPIs), metrics and benchmarks that will help assess progress toward the stated objectives.
In a marketing proposal, success can be measured through various metrics, such as sales revenue, customer engagement, brand awareness and lead generation.
For instance, if your goal is to increase sales revenue by 10% in the next quarter, you can track the number of sales made during that period and compare it with the previous quarter's sales data. Similarly, if your objective is to improve brand awareness, you can use social media analytics to track the number of impressions, reach and engagement of your brand's posts.
Overall, your KPIs will depend on what you’ve set out to achieve. And you’ll need a combination of quantitative and qualitative data analysis to accurately evaluate the effectiveness and ROI of your marketing strategy.
When pitching to potential clients, it's important to communicate that your team is the right fit for their needs.
Highlight your strengths and experience and explain why your team is best positioned to help them achieve their marketing goals. This could include:
Besides highlighting your experience, emphasize what sets your team apart from the competition. This could include your commitment to personalized service, your innovative approach to marketing or your ability to deliver results quickly and efficiently.
By communicating your strengths and unique selling points, you can increase your chances of winning over potential clients and securing new business.
Here’s an example of how you communicate your unique selling proposition.
Present evidence of your methods' effectiveness and showcase previous successes with clients. These can take the form of case studies, testimonials, reviews, statistics or any other relevant data.
Make sure that the social proof you provide is persuasive. This will reinforce the point that you can deliver the expected outcomes or proposed goals. In fact, individuals who are interested in numbers will value having real-world data.
This section is quite simple and easy to understand. A good business proposal must outline the cost of the services you offer.
Break down all expenses associated with the marketing initiative, including internal resources, external vendors, production costs, media buys and contingencies. Be transparent about pricing and explain how you arrived at the estimated figures.
You can list out the service costs in a table format, as shown in this example.
Alternatively, you can simply list out your expenses or budget like this.
This section is where you establish the terms of your business relationship with your clients. It outlines the rules that govern your relationship, such as payment terms, notice of cancellation or termination, intellectual property transfer, confidentiality, data, dispute resolution, etc.
Outlining terms and conditions in a marketing proposal protects both parties involved and ensures a clear understanding of expectations and responsibilities throughout the project.
Now that we’ve shared some beautiful examples of marketing proposals, let’s show you how to customize them with Visme.
The signup process in Visme is simple. Just input your email and password, or use the Google and Facebook signup options. If you're an existing user, you can sign in with your account details.
Use any of the templates we’ve shared in this article, or search Visme’s extensive library to find a proposal template that fits the specific field of marketing you specialize in.
To access templates from the Visme editor, click Create New >Project and then scroll down to More. Next, click Proposal and scroll down to find your choice marketing proposal template. Alternatively, type “Marketing Proposal” in the search bar and you’ll find a selection of templates to get you started.
If you’re racing against the clock and need a proposal to quickly close a deal, Visme’s AI Document Generator can help you create one within a fraction of time.
Just describe what you want to create and choose a style and the tool will whip up a draft with text, images and icons. Then, you can customize every aspect of your document (more in the next step).
To customize your templates, hover over any template and click Edit. You’ll be redirected back to the Visme dashboard, loaded with multiple customization options.
Start by replacing the default text, images and design elements with your content. You can click on any part to modify or delete it.
With Visme’s intuitive editor, you can easily add text, images, icons, shapes and other design assets to your project. There are options for customizing your fonts, colors and styles to match your branding and theme.
Boost readers' engagement and make your proposal memorable with animation and interactive features like hover effects, pop-ups, flipbook effects, animated graphics, 3D icons, animated text and objects.
After customizing your marketing proposal template, there are multiple options for sharing it with clients or stakeholders.
To share and download it, click on the “Share” button at the top right of your page. You’ll see the “Share online tab,” where you can add a description and title to your project. Click the “Share” button below it.
To share the project on social media, copy the shareable URL by clicking the "Copy" button and clicking the "Share on Social" button.
You can invite people to view, comment on or edit your project or set their level of access to the project by clicking the "Share Privately" link. Simply click the “Embed button” to embed your proposal design onto your website or landing page.
In addition to the online sharing option, you can download your marketing material in multiple formats, including:
After sharing your proposal online, monitor the traffic and statistics of your proposal using Visme analytics. This tool gives you insight into metrics like views, unique visits, average time, average completion, activity, completion and more.
A marketing proposal’s length varies based on complexity and client requirements but it typically ranges from 5 to 20 pages. Keep in mind that the format in which you present your marketing proposal also affects how many pages your marketing proposal will have, for example a presentation vs a document.
Crafting a marketing proposal can take several hours to a few weeks, depending on the scope and detail required. With Visme you can reduce your creation time significantly to hours with it’s ready to use and easily customizable business or marketing proposal templates or AI-powered Proposal Generator.
Whether you’re pitching your marketing proposal in-person, via email, or online, it’s important to highlight the proposal’s key benefits, your past successes, and how it aligns with the client’s overall needs. At the end of the day, you have to ensure it’s all about them and how you can serve them.
End the marketing proposal with a strong call to action, summarizing key points, and expressing eagerness to discuss further details. Lastly, provide a point of contact or method that the potential client can use to reach out if they’re interested or require further details.
No, they are different. A marketing proposal is a sales document used to pitch your services to a potential client.
On the other hand, a marketing plan outlines your strategies and tactics to achieve specific marketing goals. Here’s a guide on marketing plan examples to help you see the visual and structural difference.
The size of a marketing proposal can vary, but it generally follows standard paper sizes like A4 (8.27 x 11.69 inches) or US Letter (8.5 x 11 inches).
Focus on presenting your proposal professionally and making it easier to read rather than just its dimensions.
The marketing proposal letter aims to concisely address the client’s requirements, present a customized marketing solution and explain how your services can fulfill their goals.
It gives you a starting point for further discussions and sets the foundation for a successful business relationship.
There you have it. In this article, we’ve armed you with everything needed to land your next set of clients and successfully close deals.
Now it’s up to you to create winning marketing proposals with Visme’s proposal maker.
With a foolproof editor, an extensive library of templates, millions of free graphic assets and other amazing features, Visme stands out as the best choice for businesses of all sizes. And if you’re short on time, take advantage of our AI-powered document generator to create proposals in seconds.
Proposals aren’t the only thing you can create with Visme. You’ll find templates for creating presentations, infographics, reports, videos, forms and surveys, newsletters and other marketing collateral.
Sign up to create marketing proposals and amplify your marketing efforts with Visme.
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