Free Branding Proposal Template

Fully editable with custom branding and templated offering.

Free Branding Proposal Template

Fully editable with custom branding and templated offering.

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First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Free Branding Proposal Template

Fully editable with custom branding and templated offering.

Free Branding Proposal Template

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents
Branding Proposal Template
Use this branding proposal now for free

What is a branding proposal?


A branding proposal is a document sent by branding professionals to potential clients. A branding proposal should outline the brand strategy and provide details about associated timeframes, costs, and deliverables.

Every company needs its own strong brand identity to communicate key ideas and build a lasting relationship as part of marketing efforts. However, they often don’t fully understand this, or struggle to detach themselves from the day-to-day to rebuild their brand and improve its effectiveness.

This is where you come in as a branding professional; to transform the way customers see a brand through an overhauled branding campaign. 

Sending a branding proposal helps you to convey your experience, your way of working, how you intend to solve the client’s branding challenges, your fees, and more. Done right, a branding proposal will grab a potential client’s attention, communicate the value of your services, and win you new clients. It’s a vital document for any freelancer or marketing agency.

When sending out proposals to potential clients or customers, you will probably be competing with other freelancers or agencies, so you need a solid proposal if you want to make an impact. 

Note: We’ve analysed the very best branding proposals out there, and know what needs to be included to make a client-winning proposal. Luckily for you, we’ve outlined all those elements below, and even created a template for you to use. Bonsai’s proposal template makes it incredibly simple for freelancers to create a personalized and professional proposal in a matter of minutes. Sign up for free, edit your template, download it, and start winning clients.

Why do companies need good branding?


Executing an effective brand strategy can be the difference between a business thriving or failing, but many underestimate just how important branding can be for successful marketing. But what are the main reasons a business needs a good brand identity? Thinking about this early on can help you create a more effective proposal.

Build brand recognition

Brand recognition is fundamentally important to both attracting new customers and retaining existing ones. In a world full of choices for every product and service, people are bombarded with marketing; but a strong brand presence is likely to stay front of mind.

Additionally, familiarity breeds liking, so simply being exposed to a strong brand regularly can automatically build a positive relationship in a customer’s mind.

Nurture trust

If somebody sees a business, its branding, and its marketing regularly, it implies that the business is successful, liked by others, and trustworthy. Compared with a brand that they have never seen before, a customer is generally going to trust the familiar, strong brand more.

Over time and with every positive experience, this trust will grow, helping you to build long-term relationships with individuals.

Improve the effectiveness of advertising

If an audience is already familiar with a company and its brand identity, they are likely to be more engaged and more receptive to advertising that features it. For this reason, any investment in branding can have a two-fold impact, firstly by improving branding recognition but also by improving the return on investment on every advertising dollar subsequently spent.

Develop an identity and encourage loyalty from employees

Believe it or not, branding doesn’t have to be all about building a relationship with customers. Employees, too, are influenced by effective branding. As employers, businesses can use branding to develop an identity that their employees will associate themselves with and attach themselves to.

An employee of Apple, or any well-branded organization, will probably see their job as a big part of their identity. This encourages loyalty, helping employers to attract and retain the best talent.

Reach new customer demographics

Many companies follow a very similar or identical branding strategy for years or decades, and they may even have enjoyed a lot of success. However, if they never overhaul, rethink, or tweak their branding, it’s almost impossible for them to reach their full potential.

Using the same branding is likely to appeal to a certain type of customer. Developing a new branding strategy, when done right, can help a company appeal to new demographics and attract a greater volume of customers while still retaining their existing customer base.

How to research for a branding proposal


Research is a crucial part of the process of writing a successful branding proposal. If you don’t understand the client’s business, their current practices, their corporate identity, their goals, and their potential, you’ll be unlikely to make an impact with your branding proposal. So, before you start writing your proposal, you should always take the time to do some market research and brand discovery.

Firstly, you should determine the target business’ position in the market. Are they already the market leader in their niche? Or are they clearly lagging behind competitors? If the latter is true, you should have an easier time convincing them that they need to overhaul their branding.

When looking for ideas, a great place to start is with the competition. Try to identify the closest competitors you can to your target business, then analyze their branding strategies. 

  • Is there anything they’re doing exceptionally well? 
  • Are they getting significantly more engagement on social media? 
  • Could this be a result of their branding? 

If there are no direct competitors, you can still look for inspiration from other businesses by broadening your search to less specific niches in the same industry.

In addition to looking at the competition, it’s good practice to sit down and brainstorm some ideas about key questions to ask about the client: 

  • What is their target audience? 
  • Which other demographics would be easiest for them to reach? 
  • Do they have any glaring weak points in their existing strategy (such as inconsistent branding)?

Beyond these basic questions, you can also delve a little deeper. Try to identify employees you’re likely to be interacting with regarding branding and, if possible, get in contact with them with a branding questionnaire before you start building your proposal and sending it to clients.

Doing this prior to writing your branding proposal can give you a great deal of insight. The bullet points below provide some examples of questions you could ask:

  • Have you used the services of branding professionals before?
  • What do/don’t you like about your current branding?
  • Have you ever done market research i.e. by using focus groups?
  • How did you formulate your existing branding strategy?
  • Do you have any desired changes regarding your branding?
  • Are there any metrics you’d like to achieve (such as a specific conversion rate?)

This stage of your research is likely to mainly involve immersing yourself in the company’s marketing materials and online presence to build an understanding of it, and your experience as a branding professional should help you identify the key questions for a branding questionnaire and then find a solution.

The research phase for the proposal is well worth the time investment and should lead to more effective, targeted, branding proposals that have a higher chance of converting clients.

Essentially, the more research about clients you do, the better—within reason.

What to include in a branding proposal


Every example of a branding proposal is going to be different and the specific details should be largely informed by your research phase where you learn about your potential clients. However, there are certain elements and a general structure that you can follow for any proposal.

Below are some of the main sections that effective branding proposals will usually include. Some could be combined, but it’s a good idea to try to include everything in some form. Read on or take a look at Bonsai’s proposal template to learn more.

Cover page

A proposal cover page is the first thing the recipient will see, so it needs to make an impact. It doesn’t necessarily need to be beautifully designed, but at the very least it should look professional, have visual appeal, and include the key information such as a title, the business name, and some basic details about yourself.

Overview

This section should be relatively short and mainly be used to cover the basic overview of your branding proposal. For example, you can start with a simple introduction or basic formalities, thanking the client for the opportunity.

Beyond this, concisely state what you think the client needs help with, what you will offer them, and lead into the rest of the branding proposal.

Challenges and solutions

In this section, you can briefly define the challenges you’ve identified with the potential client, such as inconsistent branding. Then, you can offer your solution. This ensures that the proposal will give the reader a very quick but revealing insight into your understanding of where they’re currently at and to where you’ll help them get.

Scope of branding services

In this part of the proposal, you can state/elaborate on the services and the solution you’ll offer as part of your package to rebuild a company’s branding. For example, you may include a logo redesign, tone of voice guidelines, general branding guidelines, and so on. 

Don’t go into too much detail, but make sure you break down your branding services enough that it clearly communicates your value to the client and gives them a good idea of the deliverables they can expect when they spend money on your service package. 

Timeframe

After pricing, the project timeline is likely to be one of the most important factors that your potential client will be looking at. Whenever sending proposals, keep it short and simply state your timeline for the branding project.

If you like, you can break the project timeline down into specific deliverables, but this isn’t strictly necessary for every branding proposal and you may need to discuss things further with the client before you can do this.

Pricing

For most businesses, pricing will be the dealbreaker, or at least one of the main considerations, when they’re choosing a branding professional to work with. It can be tempting to be vague here, but that will probably just frustrate the reader. State your pricing as clearly and openly as possible. Do you require an initial payment? Do you prefer payments upon delivery of individual milestones? If so, then state it here in the proposal.

If you’ve done adequate research, included all the other important elements, and managed to communicate your value effectively, then you shouldn’t be too worried about pricing yourself out of a job. After all, if your branding can win the client a lot of new business and make sales, then your services are essentially priceless.

Examples of other work/case studies

Here, you can summarize your previous experience with branding projects. Try to keep it relevant and concise, rather than just including everything you’ve ever done. If you’ve worked with similar companies before then you should mention that somewhere in your proposal.

If you haven’t done work for similar companies before, try to find some common ground between your past clients and the recipient, such as being B2B or B2C in focus.

You could also use an example case study or case studies that are relevant to the client. A case study can give a more in-depth summary as an example of your relevant work.

About you/your team

A section giving a quick overview of your own brand, your professional profile and/or that of your team can help to bring some personality to your proposal and humanize it. Aim to make the client understand who you are and what you can offer them.

How to write a branding proposal


Find out exactly what the client wants

Do your research to find out what the client is looking for. This could involve just looking at their online presence, but ideally will also involve asking them questions directly before creating your branding proposal.

Highlight what sets you apart

Always try to include points and use language that differentiates you from the other people and agencies that are probably contacting the potential client.

By communicating your unique value as clearly as possible, you make yourself an easy choice in comparison to anyone sending more generic proposals.

Clearly define your brand strategy and process

Without going into extensive detail, make sure you’re clear and open about your process when writing your proposal. Break it down so that the reader has a good idea of what branding elements to expect.

Keep the proposal concise and organized

Always say what you need to say in a concise, clear, and easily understandable way. The reader might be going through dozens of other proposals, so they’re not going to appreciate having to decipher a wall of text to get to the important points.

Use images to keep your proposal engaging

As your branding proposal is specifically designed to persuade the reader about your skills as a branding professional and your unique strategy, you can use it to showcase your eye for visual communication.

Using color and appropriate imagery can help you achieve this in a way that words alone cannot.

Make it easy to close the deal

Beyond including all the relevant information in your proposal, you can make it even more simple for the potential client to choose you by adding a signature box at the end of your proposal so they can express interest in the branding project and your strategy.

Follow up

Following up after a few days or so can help to create and build a relationship with a potential client, show your proactive nature, and bring attention to your proposal. Try to do it whenever appropriate. Bonsai actually allows you to track when your proposal has been viewed, and you can make accepting as easy as possible via package selection and electronic-approval.

Sign up for free if you’re ready to create a killer branding proposal!

Common mistakes when writing branding proposals


Try to avoid these common mistakes when creating your proposal and sending it to potential customers to improve its effectiveness, make more sales, and win more clients:

Overestimating the reader’s understanding of the concepts

To avoid overwhelming the reader, don’t delve into too much detail or use overly technical language. Keeping things clear and accessible is key.

Unclear pricing

Money matters. Most companies are looking at cost as one of the main deciding factors when choosing a branding professional for a project. It’s almost always best to state your cost structure clearly to avoid confusion and make more sales.

Failing to properly communicate value

Using vague language and failing to define the real value of your services is going to make your proposal boring and useless to the reader. When discussing your services and the project you want to help a company with, focus on always communicating the value that each of your services will offer.

Making the proposal too long and complex

A long, rambling proposal is only going to frustrate or bore potential customers that read it. Keep things focused, communicate your services and value, and you’ll be far more likely to get the company as a new client.

Not using relevant examples in the proposal

Including every piece of work you’ve done in your proposal is a sure-fire way to lose engagement and turn off customers. When trying to convince a company to use your services, only highlight a project or projects that are relevant to the company you’re contacting.

Creating a branding proposal is simple with Bonsai 


Building a winning branding proposal might sound complicated and daunting. And if you’re a freelancer with no experience writing proposals, then it is a genuine challenge that can hold you back professionally.

Every potential client and every branding professional is unique, so it’s important to get across the relevant information in a concise, compelling way—something that can take a lot of time and effort to get right.

But the good news is, we’ve created a simple, effective proposal template that you can edit and download. Take a look at our proposal templates and other related templates to learn more and start making more sales today.

Faster

Cut out most of the work with our ready-made proposal sample. Just add your info and start sending out the proposal in minutes.

Tailored

Customize your proposal quickly and easily. Keep as much or as little of the proposal templates as you choose, easily replace elements, and make it unique for every potential client.

Concise

Our proposal sample is tried and tested, with an optimal layout that balances simplicity, readability, and enough detail to communicate the key information.

Professional

Make a great first impression with new clients by using our proven and professionally designed proposal template.

FAQs


FAQ 1 - Is a branding proposal a contract?

A proposal is not always a contract, but it could be. You can include a contract as part of the proposal, or you could send it separately once you’ve established interest. Use Bonsai’s branding contract template to save time and money when creating a contract.

FAQ 2 - What is a branding creative brief?

A branding creative brief is a document, sent by branding professionals to clients, that outlines the process and justification of a branding project. It may contain some of the same information as a branding proposal, but will generally go into more depth, covering more minor details, and taking up one or two pages.

Frequently Asked Questions
Questions about this template.

How do you write a brand proposal?

Start by customizing Bonsai's pre-made templates. Our proposals are easy to customize according to your project. Be sure to include your relevant business experience, terms and conditions, business logo and why you are the perfect candidate for a job.

What should be in a branding proposal?

Introduce yourself, identify the primary issue the customer is trying to resolve, explain why they should choose you, provide examples of your prior work, highlight any case studies, and offer an estimate of the cost of the project.

How do you write a brand pitch?

Create an optimal subject line, introduction, highlights of your brand/project, case studies, media kits, call to action and your rates for engagement. You could also edit Bonsai's pre-made templates to quickly send professionally-designed proposals to prospective clients.