Created by Kyle Chowning Twitter.Com/Kylechowning

Created by Kyle Chowning Twitter.Com/Kylechowning

Marketing Proposal
Template

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How to Write a Strong Marketing Proposal

Created by Kyle Chowning

twitter.com/kylechowning

[ PROPOSAL TITLE ]
MARKETING PROPOSAL
Prepared for
[ CLIENT LOGO ]

Introduction

Objectives:

Your list here

Measurements of Success:

Remember to give specifics

Value to [client name]

The value that [client name] will derive from the successful completion of our efforts on this project will include but not be limited to:

List of benefits and values you bring to the project

Timing

We are estimating a one-year commitment to the development, launch and ongoing marketing of this new initiative. We are able to begin within X of your approval, provided that it is forthcoming by ______.

Methodology & Options

There are three levels of interaction that can be effective for this project, depending on the degree of help and participation you desire from your agency.

  1. Advisory – In this capacity we would serve as your backstage resource, meeting with the team charged with launching this initiative. The role would include sounding board for plans, ideas and strategies, devil’s advocate on key initiatives, third-party objective review source and oversight of the launch itself. We estimate the time involved to be about X months to complete the planning, development, resourcing and to finalize the ______.
  2. Consultative – In addition to the responsibilities and contributions of option #1, we would also work with selected team managers, team members and others to help them individually with their role in the initiative and with their accountabilities; recommend adjustments to systems and procedures that require modification to work optimally within the new initiative; attend predetermined work meetings; and be available to selected others at their request in addition to the primary team. We estimate that this involvement would last for about X months.
  3. Collaborative – In addition to the roles described in both options #1 and #2, we would work alongside the [ CLIENT NAME ] staff to do the work required to accomplish the objectives stated above. This option includes an audit at a future point, determined by you (we suggest six months after our agreement) to measure results against the “measure of successes” listed above. The involvement here would be approximately X months.

Note that all options include unlimited access to our time and help within the parameters described.

Terms & Conditions

Fees for the previously stated options are:

  • Option #1: Advisory$X ($X/month)
  • Option #2: Consultative$X ($X/month)
  • Option #3: Collaborative$X ($X/month)

These fees are exclusive of production costs but are inclusive of all other expenses, so long as all work required is within the scope of the above listed objectives.

Payment Terms for any of the options are:

  • 50% of first month due on acceptance of this proposal
  • As a professional courtesy, we offer a 10% discount when the full fee is paid on commencement

Expenseswill be billed as actually accrued on a monthly basis and are due on receipt of our invoice. Reasonable travel expenses include full coach airfare, taxi, car rental, hotel, meals and tips. We do not bill for fax, courier, administrative work, telephone, duplication or related office expenses.

Conditions:The quality of our work is guaranteed. In the event that you feel that we are not meeting the standards described herein or based on our mutual conversations and agreements, this agreement may be cancelled given 60-days written notice.

Acceptance

Your signature below indicates acceptance of this proposal and the terms and conditions herein. Alternatively, your initial payment per the terms above will also represent acceptance of this proposal.

Please check the option you prefer: ___ #1 ___ #2 ___ #3

For [ YOUR COMPANY NAME ]:

Signature: ______

Your Name, Title
Date

For [ CLIENT NAME ]:

Signature: ______

Name: ______

Title: ______

Date: ______

[ YOUR COMPANY LOGO ]

Prepared by YOUR NAMEPage 1 of 1

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