PROPOSALS & PROJECT BRIEFS
Marketing proposal template.
An editable marketing proposal with objectives, deliverables, exclusions, milestones and payment terms. Includes a completed example.
See the completed example ↓WHEN TO USE IT
A clearer next step.
Use this to propose a defined marketing engagement before starting work. Separate the delivery fee from media spend and other external costs. Define how performance will be measured without guaranteeing sales outcomes.
SEE IT IN CONTEXT
A completed example.
Project summary
Prepare and run a four-week campaign to introduce a new service to an existing audience.
Objectives and success criteria
The agreed content is delivered or published and results are reported using the selected attribution method.
Deliverables
Campaign messaging and content plan Four email drafts and eight social posts Tracking-link naming sheet A campaign results summary
Out of scope
Advertising spend, video production, purchased contact lists and ongoing campaigns.
Timeline and milestones
Week 1: messaging and campaign plan Week 2: content drafts and review Weeks 3–4: agreed publishing schedule End of week 4: results summary
Client responsibilities
Offer details, approved claims, brand assets, audience access permissions and a feedback contact.
Commercial terms
Illustrative project fee: USD 1600. Example payment schedule: 50% at acceptance and 50% before handover. Replace this with your agreed currency, price and terms.
Revisions and next steps
Two consolidated review rounds are included in this example. Additional work requires written agreement on scope, price and timing. Confirm acceptance before work begins.
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.
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