Marketing Agency Sales Proposal Templates

Executive summary

Prepared for client name by agency name. This proposal outlines an SEO retainer designed to reach goal through steady, compounding organic growth.

Your goals

• The outcome you want, in plain terms: goal.
• Where you are today and the gap we will close.

Scope and deliverables

deliverables, typically covering technical fixes, on-page optimization, content, and link building, reported monthly against your goal.

Investment

price per month, with no long lock-in beyond a fair initial ramp.

Timeline

timeline, with early wins in the first 90 days and compounding results after.

Next step

To begin, the next step is next step. Sign, and we start the kickoff.

Executive summary

Prepared for client name by agency name. This proposal covers paid advertising management focused on goal, with transparent spend and reporting.

Your goals

• The result you want: goal.
• The target return we will manage toward.

Scope and deliverables

deliverables, including campaign build, audience and creative testing, and weekly optimization across your chosen platforms.

Investment

Our management fee is price. Ad spend is separate, paid to the platforms directly, and always visible to you.

What we need from you

Access to your ad accounts, creative assets, and a clear monthly spend cap.

Next step

The next step is next step, and we can have campaigns live shortly after kickoff.

Executive summary

Prepared for client name by agency name. This proposal covers social media management to build audience and support goal.

Your goals

• What success looks like: goal.
• The platforms that matter most to your audience.

Scope and deliverables

deliverables, typically a set number of posts per week, community management, a monthly content calendar, and a performance report.

How we work

• You get a content calendar to approve in advance.
• Revisions are included within a fair, defined limit.

Investment

price per month.

Next step

The next step is next step. Once approved, we plan your first month of content.

Executive summary

Prepared for client name by agency name. This proposal covers a website project designed to achieve goal.

Your goals

• The purpose of the new site: goal.
• The problems with the current site we will fix.

Scope

scope, delivered in clear phases: discovery, design, build, and launch.

What is not included

Anything outside the scope above is handled through a simple change request, quoted before any work begins.

Investment and timeline

price total, delivered over timeline, billed in phase-based milestones.

Next step

The next step is next step, and we can hold your project slot once the deposit is in.

Executive summary

Prepared for client name by agency name. This full-service retainer brings your marketing under one roof, aligned to goal.

Your goals

• The single outcome everything ladders up to: goal.
• The channels that will get you there fastest.

Scope and deliverables

deliverables, spanning strategy plus the specific channels we agree on, with one monthly report tied to your goal.

How we work

• One point of contact, one plan, one scorecard.
• Priorities reviewed monthly so budget follows results.

Investment

price per month.

Next step

The next step is next step. Once approved, we run a kickoff and share your 90-day plan.

Executive summary

Prepared for client name by agency name. This is a focused, paid audit to find the fastest path to goal before any bigger commitment.

Your goals

• What you want to understand or unlock: goal.

Scope and deliverables

deliverables, ending in a clear, prioritized set of recommendations you can act on with us or without us.

Investment and timeline

price, delivered within timeline.

Why start here

It is a low-risk way to see how we think and work before a larger engagement.

Next step

The next step is next step. If the audit points to a bigger opportunity, we can scope a retainer from real findings.