Marketing Proposal Template

Win clients with a clear and convincing Marketing Proposal – craft an engaging, goal-driven, and results-focused proposal in no time.

Marketing Proposal Template

About this template

Impress potential clients with our Marketing Proposal Template. Designed to highlight your marketing strategies and services, this visually appealing template showcases your expertise and helps you secure more projects.

What's included?

  • Project scope
  • Our process
  • Project investment
  • Quote
  • Team video

About the author

Brendan Connaughton, Head of Growth Marketing

Brendan Connaughton|Head of Growth Marketing

Brendan heads up growth marketing and demand generation at Qwilr, overseeing performance marketing, SEO, and lifecycle initiatives. Brendan has been instrumental in developing go-to-market functions for a number of high-growth startups and challenger brands.

A marketing proposal, developed with advanced proposal software, is a pivotal document that outlines a business’s proposed marketing strategy to prospective clients. It's more than just a sales pitch—it's a persuasive tool designed to convince clients that your services are superior. An effective marketing proposal not only showcases your skills, expertise, and experience, but it also articulates how you will solve the client's challenges and meet their objectives.

Understanding your client

Before drafting a marketing proposal using a proposal software, gaining a deep understanding of the client's needs and goals is essential. This necessitates comprehensive research into the client's industry, target audience, and competition. This level of detail enables you to customize your proposal to align with the client's specific needs, demonstrating your understanding of their business landscape.

Key elements of a marketing proposal

  1. Executive Summary: This section provides a snapshot of the proposal's key points and underscores the advantages of partnering with your agency. Creating a compelling and engaging executive summary is critical for securing the client's interest and motivating them to delve deeper into your proposal.
  2. Marketing Strategy: This part of the proposal delineates the tactics and channels proposed to realize the client's goals. It should be detailed and specific, showcasing your proficiency in various marketing techniques, including social media marketing, content marketing, and email marketing.
  3. Timeline and Budget: A clear timeline and budget should also be included in your marketing proposal. The timeline projects the duration of the project and deadlines for specific milestones, while the budget gives a transparent account of the costs associated with the proposed marketing strategy.

An effective marketing proposal, tailored through a custom proposal software, is most useful in the following situations:

Pitching to new clients

An in-depth, well-structured marketing proposal can be instrumental in setting a robust foundation with potential clients. By detailing the goals, strategies, and key stages of their proposed journey with your company, you demonstrate your commitment to their success and start building trust immediately.

Upscaling services

When existing clients are interested in broadening their engagement with your firm, a marketing proposal can effectively highlight the additional value you can offer. By personalizing the proposal to address their particular goals and challenges, you underscore how your services align with their evolving requirements and contribute to their continued growth.

Continuous client engagement

Throughout your relationship with clients, a marketing proposal can act as a valuable communication and alignment tool. Regularly revising and updating the plan ensures that both parties stay focused on mutual objectives and have a clear understanding of the strategies and actions needed to realize them.

A comprehensive marketing proposal offers a few notable benefits:

  1. Establishes Scope of Work: By delineating specific tasks and deliverables, you ensure a shared understanding of project expectations with your client.
  2. Identifies Potential Challenges: A marketing proposal can help foresee potential roadblocks or challenges, allowing you to prepare contingency plans. This proactive approach enhances your readiness to handle unexpected obstacles.
  3. Builds Stronger Relationships: Crafting a marketing proposal necessitates a deep understanding of your client's needs and goals. By presenting a clear and actionable plan, you demonstrate your commitment to their success, thereby fostering stronger relationships.

Here's a quick video overview of how to get started with this template:

Creating a marketing proposal can be a daunting task, but with Qwilr's Marketing Proposal Template, enhanced by custom proposal software, it doesn't need to be.

Let's explore how to make the most of this template:

  1. Choose the Marketing Proposal Template from Qwilr's library
  2. Customize the template with your agency's branding and logo
  3. Add details about the client, their needs, and goals
  4. Propose a strategy that addresses the client's needs and goals
  5. Incorporate case studies or testimonials showcasing past successes
  6. Include a timeline and budget for executing the proposed strategy
  7. Share the proposal link or via email invite
  8. Track buyer engagement with Qwilr's analytics & reporting.

By following these steps, you can create a winning marketing proposal that attracts new clients and propels your business growth.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

When writing a marketing proposal, it's important to keep in mind the client's needs and goals. Focus on demonstrating how your agency can solve their problems and achieve the outcomes they desire. Use clear, concise language, and avoid jargon or technical terms that the client may not understand. Be sure to include a comprehensive strategy, budget, and timeline for executing the proposed plan.

An effective marketing proposal should include:

  • An overview of the client's needs and goals.
  • A proposed marketing strategy that addresses those needs and goals.
  • A detailed timeline and budget for executing the proposed strategy.
  • Demonstrations of your expertise and experience, such as case studies or testimonials.
  • Clear language that avoids industry jargon or technical terms that the client may not understand.
  • A call-to-action that encourages the client to move forward with the proposed plan.

A good marketing proposal should be tailored to the client's needs and goals, demonstrate your agency's expertise and experience, and propose a clear and actionable plan for achieving their desired outcomes. It should be well-organized, easy to understand, and visually appealing.

The best way to present a marketing proposal to a client is to use a tool like Qwilr, which is more visual and allows you to easily track buyer engagement.

Here's a few more presentation wins you can try with Qwilr's marketing proposal template:

  • Schedule a virtual meeting to walk the client through the proposal and provide an opportunity for questions and answers.
  • Be sure to tailor the presentation to the client's needs and goals
  • Use clear and concise language that avoids marketing industry jargon or technical terms that the client may not understand (performance marketers, we're looking at you!)