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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Free Digital Marketing Agency Proposal Template

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Date: March 8th 2023



Acme LLC.

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.


1.1 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.


- 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.


3.1 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.


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).


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.


6.1 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.


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


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.


9.1 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.



Acme LLC.

Corporation Corp.
Table of contents
Digital Marketing Agency Proposal Template
Use this digital marketing agency proposal now for free

A digital marketing agency proposal is the document every digital marketer needs to reinforce an idea to prospective clients. The idea is to reiterate and re-inform the potential client of the previously discussed idea in a bid to move forward with the plan. The digital marketing agency proposal template PDF serves to get the prospect to notice you and engage directly with you. The engagement is based on the visibility of your brand profile, reputation, expertise, and effectiveness which are covered by the digital marketing agency proposal. These virtues will shine from the digital marketing agency proposal that you will create, telling your story.

As you draft your digital marketing agency proposal PDF, keep in mind that other freelancers are also sending their proposals. So essentially it’s a competition. The client hasn’t met any of you before, and they rely on the information included in the digital marketing agency proposal PDF to assess your skills and determine whether you’re the right pick for the job. For this reason, you have to include every important detail in the proposal and make it as unique as possible.

If you’re drafting a proposal for the first time, you may find it challenging to create one. However, with several digital marketing agency proposal PDF templates available online, you should find your way easily. Since a template is already formatted, all you need to do is pick one of the best and fill in the required details. Even then, be sure to modify the document to suit the project’s specific needs.

Sometimes, organizations and businesses prefer to outsource some of their projects to trusted agencies rather than individual consultants. If you run an agency and wish to win projects from individuals and companies, you will need a well thought out agency proposal that is well polished to reflect the quality of your service.

Generally, no one enjoys writing a digital marketing proposal template because of the effort and research that is involved. But you don’t have a choice irrespective of the service you offer. Whether digital services, web development, marketing, or accounting, most clients prefer to see proposals from agencies before deciding on whom to hire. 

While you want to be the first to send out your digital marketing agency proposal PDF to the client, quality matters, the client may not even read through the document if they feel it lacks some important details. As such, take your time to draft a digital marketing agency proposal PDF that will capture the attention of the client. You can also borrow ideas from samples done by other freelancers before completing the sections of the template. 

Meanwhile, it’s essential to know what makes a good digital marketing agency proposal PDF template so that you can choose one that suits your needs. 

Digital Marketing Agency Proposal Template
Image Credits: slideshare.net

Here’s what you should keep in mind when drafting a digital marketing agency proposal PDF.

1. Get the format of the digital marketing agency proposal template right

For many marketers, the digital marketing agency proposal template PDF creation process is repetitive, given that they need to source more clients for their business. Thus, it's much better to create a template and then customize it to specific clients' needs. Working with a template allows you to prepare the digital marketing agency proposal much faster, and to deliver it just as quickly.

With a template, the job is halfway done. But even then, you need to be a little creative to create a proposal that stands out from the rest. 

As a freelancer, you need to demonstrate your professionalism in the way you present your skills and expertise. Take time to go through the sections of the proposal and add the required information accordingly.

If you prefer, you can easily download the proposal template from sites such as PandaDoc, where you will get a professional template for free. For beginners or people who are handling multiple tasks at the same time, templates allow you to get the format right from the word go – there is no need to keep on revising the document to make it fit market standards.

If you’re creating a proposal from scratch, you need to figure out the structure and the appropriate language. It shouldn't be challenging for experts, but if you're doing it for the first time, it's advisable to use a template.

In general, the digital marketing agency structure follows the outlined format:

  • Introduction/executive summary
  • Initial creative work (if the request for proposal deemed it necessary)
  • Fees
  • ROI calculations (if possible)
  • Schedule
  • Caveats/Terms and conditions

You could prompt the client for the next steps if they weren't discussed before. Steps like suggesting a workshop or testing assumptions can work to create further channels of communication.

2. Discuss goals and challenges before drafting the agency proposal template

Use the initial meetings or RFPs to determine the client's needs and marketing issues they are hiring you to solve. Without understanding the client's needs, your goals and objectives will be disconnected from ROI projections. The section thus outlines these goals, plans, challenges and the timelines as per the prior discussions with the prospective client.

Usually, before drafting your digital marketing agency proposal PDF, you need to read through the project requirements and understand the client’s specific needs. Remember, it’s your responsibility to help the client achieve their business goals. Therefore, convince them that you’re up to the task and that you know what needs to be done.

There are questions you will address as you prepare the digital marketing agency proposal, and they include:

  • What are the client's revenue goals for that year?
  • What goals did the client have the previous year, and how were they achieved?
  • What metrics are used to measure progress and success?
  • If the previous year's goals were not achieved, what could be the reason?
  • Why is the client making these changes now?
  • What other priorities exist that may override the goals?
Digital Marketing Agency Proposal Template Sample
Image Credits: businessdegree-online.info

These questions are necessary to address before the digital marketing agency proposal template PDF is presented to the potential client. Sometimes, some changes may include a new way of doing things or even overhaul of the digital marketing department. Some implementations may render some roles obsolete, and thus the client should have been prepared for such an eventuality through the prior meetings. No clause in the proposal should surprise the client.

It’s up to you to demonstrate to them that you’ll help them achieve their goals and eventually take their business to the next level. 

Remember, the client is after a solution, and they’re only hiring you because they believe you’ll help them achieve desired milestones. Since you already had a discussion with the client, you understand what they want. In case something isn’t clear, it’s essential to seek guidance from the client so that your services are relevant to the project. 

3. Include case studies in your digital marketing agency proposal template

You can also include a few case studies which showcase your ability to deliver the projected results. These case studies and testimonials can be from former clients who are satisfied with your work. Having case studies serves to reinforce your claim that you can deliver results using the strategies you have suggested.

The client will be meeting you for the first time and they need to know whether you’ve performed similar tasks before. It’s always important to provide sample work to assure the client that you have the necessary skills. Even then, be as honest as possible. Some clients may contact those you’ve worked with before to confirm that the details provided are correct.

4. How to create a marketing agency proposal template

Many digital marketers tend to confuse a marketing agency proposal for a marketing pitch. In essence, a marketing agency proposal PDF is a document that expounds the marketing pitch and details what you will offer the client without the limitation of stating it in a few sentences. The digital marketing proposal is the broader pitch process where the client filters a large number of agencies that are interested in providing marketing services.

This is what you will use to showcase your expertise in the field and how you can bring the clients vision to fulfillment. Keeping in mind that other agencies are also sending their proposals to the same client, it will be of benefit to understand the clients industry and ensure the marketing agency proposal PDF details this in-depth. Why you and not the other freelancer answer this question in your proposal and you can be sure the client will pick you for the gig.

The proposal stage involves preparing an actual document that provides adequate details; therefore the skills of putting together a formal proposal are necessary. Various template guides will help you learn to write your company's marketing proposal template. Marketing agency proposal template is the road ma with which you will draw out the goals you intend to achieve. You will use it to show your client the capabilities you bring to the table, and the necessities that will help make these goals successful.

The template will help you avoid the repetitive stage of having to start from scratch every time you need a proposal. However, you must make sure each proposal is unique to the client to whom you are currently selling your services. Marketing agency proposal PDF explains to your potential client the effective marketing methods that you will implement. It puts into details what you as a freelancer are bringing to the organization, and the strategies you have that are better than others. You should use it to showcase your expertise to clients and leave them understanding the solutions you have for their problems.

Digital Marketing Agency Proposal Template Example
Image Credits: henrycmartin.com

Below are a few pointers on creating a winning marketing agency proposal. A professional agency proposal is a persuasive sales tool that can win you a digital marketing contract if appropriately designed in line with the interest of a prospective client. A compelling proposal would make your agency stand out from the hundreds of other documents from agencies that are competing for top projects in your market space. It gives your compelling prospect reasons to give you the green light instead of your competitors.

4.1. Use a scorecard for your digital marketing agency proposal

When collecting information for the marketing agency proposal PDF, you will need a reference from scoring criteria provided by the client. Assess their standards as this will determine the information that will ensure you get full marks in each area of their rules. The scorecard makes it clear what particular experience or technology the client finds as necessary or mandatory. This move will help you deal with barriers that arise due to the client's demands on your expertise since you will be better prepared to address them.

The scoring card also works to help you avoid situations where clients are complaining of substandard results. Take time understanding the client and the possible barriers, this is a better way to be reared to face whatever arises. It is also a good way to ensure that you have everything done within possible means and time. To be effective you have to know how much time you need to effectively achieve what the client expects. You will have the platform to discuss these barriers with the client.

4.2. Gather insight before submitting a marketing agency proposal

The second step is to focus on gaining insight into the client's needs. If possible, use the RFP (request for proposal) or information you've been given beforehand to understand the opportunities or business problems you are being asked to address. Essentially, the marketing proposal template should clearly state your obligations as a freelancer. The information should details the expectations of the client to help you understand how your strategies will fit in. From this insight, you will be better placed to generate effective solutions and include them in the proposal. If the RFP doesn't yield enough insight, you should ask the potential client about their business needs and concerns that should be addressed.

If you can, find opportunities to talk to the teams that handle digital marketing in the client's business. This gives you great insight into who the proposal will be "speaking" to and what they expect from the agency. Understanding the audience will be beneficial to you as an agency, as it makes it easier to create a suitable plan for the client. Keep in mind that no one client is the same as the next, this brings the need to tailor every marketing strategy according to the clients business needs and target audience. In most cases, the person who sent the RFP isn't necessarily the one who will read and score your marketing agency proposal PDF. Thus, by knowing who will handle the digital marketing jobs in the company, you will tailor the marketing agency proposal to suit their "language" or to align with their strengths and expertise. Remember this is probably the team you will work with as you handle the project. Therefore understanding what they can and what they can’t handle is very essential.

4.3. Review your current digital marketing strategies

Reviewing your digital marketing strategies allows you to know what is relevant and what isn't. While some of your previously used strategies might still apply to the client you are pitching to, you need to review and customize it accordingly. Get to understand which platforms the client has used before, what strategy was used and what can you implement. Your marketing agency proposal PDF should also entail the changes you will make in their existing strategies and why and also detail the strategies you feel are better, why and how you intend to implement them.

At the same time take time to go through your strategies and evaluate what works best for this particular client and their needs. This will help you come up with a strategy that won’t disappoint! This step will primarily involve answering some questions based on your past digital marketing efforts. These include:

  • What are your previous marketing campaigns? And how well did they work?
  • What strategies worked, and which ones failed? And the ones that failed, what have you learnt that you can change?
  • Are social media profiles are involved?
  • Are there videos posted online?
Digital Marketing Agency Proposal Template PDF
Image Credits: theheights.us

4.4. The structure of a agency proposal template

Once you are well equipped with adequate information and have redesigned your marketing strategy ideas, you need to come up with a well-structured marketing agency proposal PDF. The general guidelines on the structure of the marketing agency proposal are outlined as follows:

  • Executive summary/introduction - This introduces your marketing agency to the client. You can include a one-page summary of your services, resources, testimonials, and awards. This summary should be kept short and concise. This is where you itch reasons you are the right freelancer for the marketing gig. Your previous work or skills should portray you as the best fit to solve the issue at hand. Let them see through the marketing agency proposal PDF introduction that they can trust you to bring results.
  • The scope of work - This spells out the proposed services based on the initial discovery work. In this section, you should detail how you will make a difference to the client's business through the strategies and services you are proposing.
  • Initial creative work (optional)
  • Fees charged: The structure should also include details of your marketing plans with costs. After you have engaged the client effectively, breakdown your plans clearly and confidently. Think as the one going through your marketing agency proposal template, and ensure that the details are clear and detailed. Let every cost make sense in every way.
  • ROI calculations
  • Timings and schedules
  • Terms and conditions
  • About Us
  • Relevant case studies

4.5. Create the ad campaign for the digital marketing agency proposal template

After you have understood what goals the clients have and what expectations they have, you can begin. The objectives should help you come up with not only a good marketing proposal, but a most suitable marketing campaign. Showcase what you will be doing for the client by creating a demo. Come up with something that will not only lease the client but captivate the target audience. Show the client that you understand everything about their business and the customers they target. 

Digital Marketing Agency Proposal Template Sample PDF
Image Credits: allbusinesstemplates.com

4.6. Logistical information in the agency proposal template

This includes the service you will be offering (accounting, software development, marketing, etc.). Also, you need to state the project timeline, cost of service, material requirements, list of deliverables, and the key milestones if applicable. 

4.7. Persuasive notes on a agency proposal template

A great agency proposal explains how deliverables are beneficial to clients and how the service meets the goal of the project at hand. Other persuasive elements include strategies, qualifications, and experience of the agency and personnel, and additional information that makes the agency stand out. 

4.8. Common elements of agency proposals

A lot of proposals focus on personal and logistical information. That's fine because such details are a key piece of every proposal. But you might be limiting your chances of winning a project if you overlook persuasive elements in your agency proposal.

What makes a proposal different from another? Simple, it is the ability to understand the pain point of the project and proffer a solution from the client's point of view.

That way, you can create a meaningful impression on a client and ultimately win the project.

Digital Marketing Agency Proposal Template Example PDF
Image Credits: template.com

See below the typical sections that must never miss from your agency proposal:

4.8.1. Problem statement in the agency proposal template

Identify the problem of your client by asking questions and administering a questionnaire if need be. You can also carry out some research to ensure you have a good problem definition. You could create a separate proposal entirely for market research. You can use our marketing research proposal example as a good sample.

4.8.2. Deliverables and goals in the agency proposal template

Next is to state what your agency will be offering to solve the problem of your client. Paint a picture of what your client's business would look like once you complete the project. 

4.8.3. Scope/strategies mentioned in the agency proposal template

Talk about the scope of your work and give details about the strategy you’d be using to meet the goals of your client. This section would act as a reference point to your client in monitoring their project as you progress. 

4.8.4. Financial obligations through the agency proposal template

State your agency fees and break down your charges for every sub-service or task involved. Also, state the material requirements and cost. Also, add your payment terms and conditions plus any other relevant information about payment. 

4.8.5. Timeline of the agency proposal template

This deals with the beginning and ending date of the project. An agency proposal should also specify dates to achieve sub-tasks or special milestones if applicable. 

4.8.6. Terms and conditions for the agency proposal template

State your terms and conditions about payment, materials, timelines advancement payment, and refund. When writing an agency proposal, try to anticipate questions that may arise during execution and address them in the terms and conditions section. 

4.8.7. Notes for your agency proposal template

You may add personal notes to the document and thank your prospective for considering your offer. 


The client's selection team will have to sift through numerous proposals. Therefore, make sure your marketing agency proposal has a clear structure and is easy for the client to digest. Your proposal should paint you in the most professional way possible.  Remember that as they go through different proposals they will be comparing you to other freelancers, so sell yourself effectively.  

Make sure the marketing agency proposal PDF includes the contents page, distinct sections, logical headings, and branded headers and footers. Research as much as possible to better understand the clients industry and guarantee you are better laced. To close the deal the client and his team must feel through your marketing proposal template that you understand their vision. This is the only way you will close the deal and even work with them for longer. Look at your proposal as a way to open the possibility of handling other projects with the client; it isn’t just about the project at hand!

Frequently Asked Questions

Questions about this template.