PROPOSALS & PROJECT BRIEFS
Marketing project brief template.
Plan a marketing project with an editable brief covering the problem, audience, outputs, inputs, constraints and approval process.
See the completed example ↓WHEN TO USE IT
A clearer next step.
Use this to collect requirements before requesting a quote or preparing a proposal. Separate the delivery fee from media spend and other external costs. Define how performance will be measured without guaranteeing sales outcomes. A brief describes what is needed; the proposal sets out how a supplier plans to deliver it.
SEE IT IN CONTEXT
A completed example.
Background and problem
Prepare and run a four-week campaign to introduce a new service to an existing audience.
Audience
Existing customers and prospective buyers who need a clear, usable experience. Replace this with the specific people the project serves.
Desired outcome
The agreed content is delivered or published and results are reported using the selected attribution method.
Required outputs
Campaign messaging and content plan Four email drafts and eight social posts Tracking-link naming sheet A campaign results summary
Available inputs
Offer details, approved claims, brand assets, audience access permissions and a feedback contact.
Constraints and exclusions
Advertising spend, video production, purchased contact lists and ongoing campaigns.
Timing and approvals
Week 1: messaging and campaign plan Week 2: content drafts and review Weeks 3–4: agreed publishing schedule End of week 4: results summary One nominated project owner will consolidate feedback at each stage.
Open questions
Confirm the budget range, internal review availability, final delivery formats and any dependencies before commissioning the work.
KEEP YOUR WORK MOVING
Start with this structure online.
Open the generator with suggested sections or line items. Add your own names, prices and terms before exporting a PDF.
GOOD TO KNOW
A few useful answers.
How do I use this template?
Download the blank Word file, replace the bracketed fields and adapt the suggested structure. Use the completed example for context. Review the content and any manually entered totals, then save your own copy or export a PDF from your editor.
Can I edit and reuse it?
Yes. Adapt it for your own work and keep a copy for future use. All document text is editable. Replace the example details and include the terms and identifiers relevant to your transaction.
Are the completed example details real?
No. Names, dates, amounts and scenarios in the completed example are illustrative. They show how to organize the document; they are not recommended fees, actual payment instructions or records of a real transaction.
Keep a good thing going.
All proposals & project briefs ↗Website design proposal template
An editable website design proposal with objectives, deliverables, exclusions, milestones and payment terms. Includes a completed example.
View template & exampleWebsite design project brief template
Plan a website design project with an editable brief covering the problem, audience, outputs, inputs, constraints and approval process.
View template & exampleBranding proposal template
An editable branding proposal with objectives, deliverables, exclusions, milestones and payment terms. Includes a completed example.
View template & example