How to write your Marketing Proposal Template
With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.
We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.
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( Design themes, color schemes, fonts, and images are all customizable )
You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Popular Proposal Pack Design Themes
The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.
Use Cases for the Marketing Proposal Template
- Presenting a marketing strategy to a new client.
- Proposing a specific marketing campaign to an existing customer.
- Pitching social media marketing services to small businesses.
- Offering SEO and digital marketing services to e-commerce businesses.
- Submitting a marketing plan to a potential investor or partner.
- Proposing a rebranding strategy for a company looking to refresh its image.
- Bidding for a contract to handle all marketing activities for a large corporation.
- Presenting an integrated marketing communications plan to a multinational company.
- Outlining a content marketing strategy for a startup.
- Proposing event marketing services for a product launch.
Chapters Suggested for the Marketing Proposal Template
Cover Letter, Title Page, Table of Contents, Executive Summary, Objectives, Problem Statement, Solution Statement, Methodology, Cost Summary, Project Management, Services Provided, Performance Guarantee, Company History, Team Members, Client Testimonials, Back Page
Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Marketing Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.
While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.
Components of the Marketing Proposal Template
Creating the Marketing Proposal Template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.
Cover Letter
The Cover Letter introduces your marketing agency and briefly outlines your intent to provide marketing services. It serves as a personal introduction and sets the tone for the proposal, aiming to capture the client's interest and encourage them to read further.
Title Page
The Title Page includes the name of the proposal, such as "Marketing Strategy Proposal for [Client's Company Name]", along with your company's name, logo, and contact information. It acts as the front page of your proposal document.
Table of Contents
The Table of Contents lists all the sections and chapters included in the proposal, along with their page numbers. It helps the reader easily navigate through the document.
Executive Summary
The Executive Summary provides a high-level overview of the marketing proposal, summarizing the main goals and the solutions your agency offers. It highlights how you can enhance the client's market presence and sales.
Objectives
The Objectives section clearly states what your marketing proposal aims to achieve. It lists the specific goals of the marketing campaign or strategy, tailored to meet the client's needs.
Problem Statement
The Problem Statement outlines the marketing challenges or issues that the client is currently facing. This section helps in demonstrating your understanding of the client's situation and sets the stage for presenting your solutions.
Solution Statement
In the Solution Statement, you describe how your agency plans to address the problems identified in the previous section. Here, you will outline the strategies and tools you intend to use to meet the objectives.
Methodology
The Methodology section details the approach your agency will take to implement the marketing strategy. This could include timelines, marketing channels, and specific tactics to be used.
Cost Summary
The Cost Summary gives a detailed breakdown of the costs associated with the proposed marketing services. This can be automatically filled with line-item data from the Proposal Kit software, providing clear pricing information to the client.
Project Management
The Project Management section outlines how the marketing project will be managed. It includes information about the project timeline, the roles and responsibilities of both your team and the client's team, and the project's phases.
Services Provided
In the Services Provided section, you list all the marketing services that your agency offers that are relevant to the proposal. This can include everything from social media marketing to SEO and beyond.
Performance Guarantee
The Performance Guarantee provides details about the assurances and quality standards your agency commits to. It helps in building trust and credibility with the client.
Company History
The Company History section offers a brief background of your marketing agency, including major achievements and milestones. It helps to establish your expertise and experience in the field.
Team Members
In the Team Members section, you introduce key team members who will be involved in the project. Include brief bios that highlight their qualifications and experience, demonstrating their capability to handle the project.
Client Testimonials
The Client Testimonials section includes positive reviews and statements from past clients. This serves as social proof, showcasing your agency's success and the satisfaction of your previous customers.
Back Page
The Back Page typically includes your contact information, final notes, or a call to action, such as encouraging the client to get in touch to discuss the proposal further.
This template is also referred to as
- Marketing Strategy Proposal
- Digital Marketing Plan
- Advertising Campaign Proposal
- Social Media Proposal Template
- SEO Services Proposal
- Marketing Consultancy Proposal
- Content Marketing Strategy
- Marketing Agency Pitch
- Marketing Plan Outline
- Branding Proposal Template
How to create the Marketing Proposal Template with Proposal Pack Wizard
You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.
This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.
See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.
If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.
The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.
We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.
You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.
You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.
How to Build Proposal Template from an AI Outline
This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.
Key Takeaways
- The Marketing Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
- You can create unlimited custom variations of this template.
- The Wizard software automates quotes and other financial pages with a line-item database.
- There are no ongoing subscription fees. You get lifetime unlimited use.
- Proposal Kit is made for freelancers, small businesses, and non-profits.
- Proposal Kit product content (templates, samples, software) is 100% written by humans.
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By Ian Lauder
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