Digital marketing proposal template
A digital marketing proposal has to make several channels feel like one plan. This template ties search, ads, social and email to the same goals and shows the client exactly what each month of fees buys.
Best for: Marketing agencies and consultants proposing a multi-channel retainer.
What is inside
- An executive summary tied to the client's goals
- Current gaps across search, ads, social and email
- Objectives with a way to measure each
- A plan for every channel in scope
- Deliverables per month
- A timeline for the first 90 days
- Retainer packages with ad spend shown separately
- Reporting, terms and online acceptance
How to use it
- 1
Describe the client and the channels
Say which services you are proposing and what the client wants to achieve.
- 2
Review and edit the draft
Get a structured first version, then change any section or add your own.
- 3
Set packages and separate ad spend
Show your management fee and say clearly that ad spend is paid to the platforms by the client.
- 4
Send and track
Share a private link, see when it is opened, and let the client accept online.
Tips for a better document
- Keep ad spend and your fee on separate lines so the client never confuses them.
- Tie every channel to one goal, such as qualified enquiries, so the plan reads as one strategy.
- Agree how you will report before you start, and put the reporting day in the proposal.
- Offer three packages and mark the one you recommend.
Questions
What should a digital marketing proposal include?
The goals, the gaps you see today, the plan for each channel, what you will deliver each month, the timeline, the fees and the terms. Make it clear what is and is not included.
How do I price ad management?
Many agencies charge a fixed monthly fee or a share of ad spend, and some combine them. Whatever you choose, show it separately from the ad budget and write it down in the proposal.
Should I include results in the proposal?
Include goals and how you will measure them. Avoid promising specific results unless you control every factor behind them.
Can the client accept online?
Yes. The client opens your link, can accept with a signature, decline, or ask for changes, and you see each step.
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