Marketing Proposal Template: Our Company and Team
Marketing Proposal Template: Our Company and Team
Marketing Proposal Template: Our Company and Team
Whether you are pitching a branding, marketing, or advertising campaign, you need to create a proposal
that explains how you will help your client promote and expand their business. You can adapt this
template to suit just about any marketing project.
HubSpot Tip: Every proposal should be client-centered, so be sure to update this template to meet the
specific needs of your customer.
Our Services
Provide a summary of the marketing, branding, and/or advertising work that your company does. Be
broad. Include all of the kinds of services you offer, even ones that you might not be proposing to this
client at this time. You can organize them in a bulleted list like the one below.
Service 1
Service 2
Service 3
Project Scope
Now that you have introduced your company and team, you should indicate your understanding of the
client’s needs and the project you will conduct in order to meet their specific requirements.
Summary
1
Begin by giving an overview of the project. Items you might discuss include the situational analysis,
challenges and issues, and the target market and customers. This section should set the stage to introduce
your proposed solution.
Proposed Solution
Explain to the client the activities you will undertake in order to meet their needs. If possible, break the
activities into phases. You should also indicate any deliverables that will be submitted to the client under
each phase. Organize these items in a table like the one below.
Phases Activities Deliverables
Activity 1 Deliverable 1
1
Activity 2
Activity 3 Deliverable 2
2 Activity 4 Deliverable 3
Activity 5
3 Activity 6 Deliverable 4
In some cases, just a table may suffice, but you might also consider including additional narrative to
explain your methods more fully.
Projected Outcome
In a paragraph or two, describe what your proposed solution will achieve for the client. Try to ensure that
your outcomes are measurable. Provide a brief explanation of how you will evaluate success on this
project.
HubSpot Tip: If there are key parts of the project that the client will be responsible for, be sure to
indicate them in your proposal. Don’t surprise your client with requests for work once the project has
started!
2
Project Schedule
After describing the steps in your project plan, you should align them to a timeline to show the customer
how the project will unfold and when each step will occur. Including a schedule boosts your credibility
and shows the client that you have a plan for executing the project on time. You can use a simple table,
like the one that follows, to depict the project schedule.
Phase Activity Start Date Completion Date
HubSpot Tip: Be sure to set reasonable deadlines. It is much better to turn in a product early than to
set an unreasonable deadline and be forced to make a late submission!
Your Investment
This section should outline the cost to the client of all of the necessary activities and items to complete
this marketing project. Some of your costs might be billed with an hourly rate and others might be
charged as a flat fee. Keeping with the same organization by Phase and Activity that you have used
throughout the proposal, present all of the costs clearly in a format like the one below.
Phase Activity/Item Hourly Rate/Flat Estimated
Price
Fee Hours/Quantity
TOTAL:
HubSpot Tip: Accuracy is important! Consider reproducing this table in a spreadsheet program like
Microsoft Word and doing the calculations there, then copying them into the template. Nothing looks
more unprofessional than a math error in the middle of your proposal!
Contact Us
Make your contact information impossible to miss, in case the client has any questions as they review
your proposal. Include multiple ways to get in touch with you quickly, for example, an email address and
a phone number.
HubSpot Tip: Make getting in touch as easy as possible for the client. If you know your client’s
preferred method of communication is email, then be sure to provide your email address and be ready to
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respond quickly. If they prefer to speak by phone, give them a number at which they can reach you
anytime during the workweek.
You should also include your company’s contract details indicating the specific terms and conditions for
this project.
HubSpot Tip: Including signature lines directly in the document can speed up the approval process by
limiting the number of documents that need to change hands.
Additional Materials
If you have additional information you would like to provide to the client, you can include it in an
Appendix. Some examples might include case studies of past work, a portfolio of your branding or
advertising work, or sample products that you have created for past clients.
HubSpot Tip: Past experience is the best indicator of future success! Including examples of your best
past work at the end of your proposal provides evidence of your knowledge and capabilities.