How to Write Marketing Proposal?

digital marketing proposal

What is a Marketing Proposal Template?

A marketing proposal is your company’s secret weapon, elegantly designed to showcase your products and services to prospective clients.

The magic of this pitch lies in its content and uniqueness, captivating the audience’s interest. It’s crucial for every entrepreneur to master the craft of creating compelling marketing proposals – your golden ticket to sealing the deal!

For the marketing proposal to succeed, it is vital to discover the needs of the client in an exploratory session prior to pitching any ideas.

The proposal is a method of sealing the deal after you have proven to your prospect that you are the best person/ company for the job.

Table of Content

  • Art of writing a good marketing proposal
  • Role of Client Portals
  • How to prepare and do research for winning proposal
  • The structure of the perfect digital marketing proposal template
  • Your company’s bio and how to write it
  • Propose a solution and the value
  • How to write a budget for a proposal
  • State your proposal terms and conditions
  • Digital Marketing Proposal Template Examples

Art of Writing a Good Marketing Proposal

Marketing is a major factor in any business decision. There is no use in creating a fantastic product, service or idea if you cannot market it.

Marketing is a strategic decision – vital to the success of your business. Let’s learn how to write marketing proposal!

Marketing proposals are the windows into a client’s project. You need your prospect to visualize and understand:

  • Why they need your expertise;
  • How they will benefit from your services, and
  • How you will be using the allocated budget to bring your client’s vision to life.

In a perfect world, we would simply write a marketing priposal, the client would agree and sign, and you would be off to the races – as we say. It is not quite that simple however.

In order to win the client in the first place, you must first convince them that your company is the most qualified for the job.

You must first market YOURSELF, before you can market your client. If you cannot convince your prospect to hire you, how will you convince others to hire your client?

To land the most coveted business, win trust and get paid, you must first write a convincing proposal and stand out from the competition.

A Special Note: Never use jargon when attempting to win a bid or a client. Communicate clearly and precisely without alienating your audience. You must win the trust of your client prior to working with them. An approachable methodology brings down barriers and ensures open collaboration.

A Quick Overview:
The proposal lays out your strategy, costs of your service and implementation details. The document is absolutely necessary if you wish to convince your prospect to work with you.

To make your task easier, DocsCube has covered some basics to get you started. Mastering those brings you well on your way to grow your business and get the clients you have always wanted.

Role of Client Portals in Sending Marketing Proposals

In 2024, having a client portal is becoming essential for making B2B deals happen. Think of these portals like private online spaces where businesses can share important stuff like documents and updates with their potential customers.

This makes everything clear and easy for the client, helping them decide faster and with confidence. Client onboarding portals also make talking things through smoother, speeding up how quickly a deal can be done. Plus, more clients now expect a hassle-free buying experience — something that feels easy and straightforward.

That’s exactly what client portals provide, making them a must-have for businesses looking to win over customers and close deals faster.

Your Proposal is the Perfect Place to:

  • Present your unique value proposition
  • Explain what you intend to offer
  • Give clients a basic idea of your process;
  • Set expectations-a timeline of your process and expected deadlines.
  • Tell your prospect why you are different- the right choice compared to other firms

Speak in simple terms- your target audience must understand what you are saying without making them feel belittled or excluded from the creative process. DON’T USE BUZZOWRDS.

How to Prepare and Do Research for Winning Proposal?

  • Do some homework first. Research your client: this includes the company history, personnel, their expertise, the company’s competitors, and potential challenges the company may be facing. Dig deeper than a mere company website.
  • Sit down with your client for an exploratory session. Discuss what they need and what they want- do not assume anything. Once they have voiced their concerns, you may give your suggestions. Discuss their website, their traffic, or whatever their perceived issues are and write the problem statement and how you plan to resolve it.
  • Examine the company’s social media presence. Look at their exposure, the SEO, website and find out as much background information on the company as possible.
  • Look at the company’s competitors, and any regional data you can find. It all adds to the bigger picture. Look at Google reviews and assess possible opportunities as well as successes. You want to make the company increase their success; Leave no stone unturned.
  • Develop an Executive Summary- An step by step plan of execution
    Write up the problem statement and how you plan to resolve it. Be detailed. Then, in detail, explain HOW you will tackle the problem and what your solutions are.

Structure of the Perfect Digital Marketing Proposal Template

This is where a TEMPLATE will become an invaluable recourse. It will ensure a logical flow of information, AND, all the vital information is included and available for the client to reference to.

Writing a good marketing proposal is crucial for your business success.

  • First, clearly state that you understand the issues your client is facing. Again, do not assume. Listen to your client and address the most pressing issues first. Then, you may give suggestions as to what else you may think should be improved.
  • Provide a time frame. Break down the project into manageable sections and provide an estimated time it should take you to complete each segment. You may allocate this in hours- and therefore cost per hour, or a block of time- for example: a week to 10 days. You may even want to do a projected time frame followed up with the actual duration of time it took to execute the project.
  • Provide Benchmarks and Measurements of Success. Define how you will measure when each project segment is complete. What parameters will you use to define and measure the success of the project once it is complete. Provide these factors at the end of the proposal. Your client will clearly be able to see how the project was done and what were the “before and after” results of your work.
  • Create a Proposal Skeleton/Outline Just like any other project, it is much easier to see the scope of your work, progress and a logical flow of implementation of ideas if there is a defined path of getting from one stage of the project to the next. The outline will provide a guide for you and your client to stay on target, provide a good structure for the project and a method of being concise while also hitting every point without missing out on any of the vital details you need to deliver.

Your Company’s bio; It Should Include:

  • A short introduction about your company. Who you are; What the company expertise is; why should this client chose you over others, and why your company is the most qualified for the job. You should also include bios of your co-workers, headshots, and as much information to ensure transparency.
  • Your summary and understanding of the client’s issues. At this point you have researched the company thoroughly and can provide an overview of the opportunities that your client should capitalize on. Include a summary of the data you have collected. This will also give some empirical evidence to the claims you are making. Include the problem statement here.

Propose a solution and the value

  • Help your client develop their brand. Present the services you will provide that best suit the needs of your client. The solutions you present must solve the problem at hand. If there is additional work to be done, or the client required further assistance, you can negotiate that later in the proposal. You may suggest additional services that could benefit the client. This action provides the client with options and assures them that you have their best interests in mind. Remember: providing alternatives and further ideas increases the depth of relationship with the client. It also is more likely to get you hired.
  • Metrics Implementation – How will you measure the success of the project? It is not only enough to state a desired outcome. You must also present a method of measuring success of each objective you plan to achieve for your client. Tracking pay-per-clicks for example, or measuring the amount of time a person spends on a particular webpage is an excellent way to gather data and thereafter develop a strategy to act upon the results.

How to write a budget for a proposal

  • This section should be near the end of your proposal. It should be detailed enough where it will give the client a clear idea of the budget associated with the services you plan to provide.
  • Depending on you depth of the project, the time frame may vary from a few months to a year-long contract- or beyond ( if maintenance is required).
  • Provide several solutions (packages) if you can – options are more likely to be accepted as it provides the client flexibility. Alternatively, develop a customized plan that fits the needs of your client.

State your proposal terms and conditions

  • This is the guideline of doing business. Your client needs to understand the ground-rules for collaboration. This section makes the document legally binding and provides enforceable protection for you and your prospect.
  • Think of your proposals as opportunities to showcase your expertise, enthusiasm and professionalism. Your clients have a story to tell.

Help them achieve their goals with stellar proposals that will bring in business, collaboration and grow their brand, while all the while simplifying the drafting process. DocsCube is here to help. Hope you learned more about how to write marketing proposal! Good luck with winning the deals

Digital Marketing Proposal Template Example

The purpose of this Marketing Proposal Template is to introduce your company: background, the select digital marketing services offered, along with the pertinent information such as pricing and expected completion timelines. 

Other ready to use proposal templates: