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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Free Digital Marketing Quotation Template

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A must-have!”

“I do less admin and do more of what I love

“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

Coaching
Contract

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

As a digital marketing agency, you’ll likely answer a lot of enquiries from people who need your services. It’s in your best interest to send out quotations for digital marketing services quickly. 

That way, you never miss an opportunity to dazzle a new client looking to work with you on creating a digital presence for their organization. 

What is a Digital Marketing Quote?


A digital marketing quote is a document that outlines the proposed scope and cost of digital marketing services. It can be submitted by sole digital marketers or by a digital marketing agency. 

A digital marketing proposal contains all key objectives and deliverables, the digital marketing services, and the timeline for the job. 

A digital marketing proposal sample that you can quickly send out is key for keeping things moving smoothly. Anytime you’re asked for a quotation, you can edit your template and send it out to prospects. This way, your brand awareness, voice and reputation is kept consistent and you highlight your professional approach.

Note: Sign up to Bonsai free to access this digital marketing quotation template and gain access to a gallery of thousands of proposals, contracts, invoicing and quotes templates.

Benefits of a Quotation for Digital Marketing Services


Small business owners like you are constantly in search of ways to keep ahead of the competition. A digital marketing quotation template is a great way to do this–especially when it's a free digital marketing quotation template. 

There’s plenty more reasons you need a digital marketing quotation for your online marketing proposal. It helps you:

Save time and money

Drafting a new digital marketing quotation or digital marketing proposal takes time and effort. It’s substantially more efficient to use a digital marketing quotation template instead. 

The time wasted on creating quotations is time you could’ve spent tending to other areas of your business, such as focusing on lead generation and new clients or other active projects. You’re always aiming for increased revenue, and having a digital marketing quotation on hand is a step in the right direction. 

Manage expectations

An essential part of any business relationship is managing expectations–all parties need to be on the same page. Outlining the digital solution details and pricing in a digital marketing quotation helps do just that. 

Making sure everything is clear from the get go helps limit confusion and misunderstandings further down the line. You’ve likely already submitted a digital marketing proposal, so reiterating the scope and payment details in this quotation ensures everything is clear when it comes to signing a digital marketing contract.

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Protect against unfulfilled responsibilities

A digital marketing quotation includes the ins and outs of the pricing details for any upcoming digital marketing projects. It protects you from scope creep and late payments, and outlines the consequences of missed payments or unfulfilled responsibilities from either party.

Ensuring you’re fully covered by your own digital marketing quotation template is essential for feeling secure when providing digital marketing services. Once the quotation has been considered and accepted, you need to confirm all the details in a digital marketing contract.

Bonsai top tip: Impress clients from the get go with a digital marketing proposal template from Bonsai

Fundamentals of a Basic Digital Marketing Quotation


We’ve outlined the key sections you’ll need to include in a basic digital marketing quotation that you can send to prospective clients. Digital marketing agencies use the format below to write a digital marketing quotation.

Introduction 

This is the prospective client's first impression of your digital marketing company–you want to make sure you stand out. Here you can aim to introduce yourself and the project, and include information on how you’re in a unique position to achieve their business goals.

Sample Introduction of a Digital Marketing Quotation template

This doesn’t need to be comprehensive, but it does need to be convincing. Your potential client will likely receive numerous quotations from a variety of organizations, and you want yours to stick out. 

Here’s an idea of how you could approach this section:

Dear [client first name],

Thanks for taking the time to meet with me—I’m excited to send through this quotation.

I believe our [X years] experience puts us in the best position to help you [achieve business goal]. We can’t wait to go above and beyond to make this happen.

Enclosed are the details of this project–including the services on offer and our fee structure. I look forward to hearing your thoughts and receiving your confirmation. Let’s dive in.

Bonsai top tip: Adding images to your digital marketing quotation helps turn it from a good proposal to a great proposal.

Our services

In this section you’ll talk about the services your company offers in order to help potential clients understand exactly what you do and what you can offer them. Here you include information on the services you provide, and how the services can help your client’s business. 

This should be as clear and concise as possible. Let them know that the services you offer are among the best in the industry. 

Here’s a way you could present your services:

Our services include the following:

  1. PPC Advertising: We use a unique pay-per-click strategy (ppc services) to provide vital tools for our customers and help them maximize their customer base. 
  2. Email marketing: We help our customers to increase their growth and profitability by collaborating in their email campaigns. 
  3. SEO services: We help our customers to optimize their website for relevant keywords, monitor domains, backlinks and other latest SEO strategies. Implementing all these help to enhance website visibility in the search engines.
  4. Social media services: We help our customers with [mention social media offerings] to gain visibility on social media platforms and channels. We also provide detailed analytics to help understand how to improve moving forward.
  5. Web design: We specialize in designing beautiful websites and creating engaging content for your website.
  6. Video content: We create video content to help ensure your approach to digital marketing is comprehensive and innovative.

Don’t forget to mention any other services you provide to ensure the prospective client has the full picture of what you offer. It’s important you highlight your skills, and present yourself as the digital marketing expert that prospects need.

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Executive summary

Use this section to provide a summary of the project to let them know that you understand the details of what they want from your previous conversation. Here, you can also showcase examples of past work briefly.

For example:

After reviewing the notes from our previous discussion, we have created a quotation for the project. In this document we’ll discuss the services on offer, the proposed solution, payment details, and other important considerations. 

Following talks with the team, we think the best approach would be X, Y, and Z. We’ve provided more details on this throughout.

Project deliverables

In this section you let your potential clients know about the outcomes they can expect from the project. Use this section to let them know the different deliverables involved in the project, including timelines for each.

You can present it in a tabular format:

Ensuring everyone’s on the same page when it comes to project deliverables limits the possibility of scope creep. This helps avoid completing work free of charge when creating a  custom digital marketing solution.

Bonsai top tip: Include a digital marketing scope of work to ensure the project details are clear and concise.

Payment details and terms

The next section talks about pricing and expected fees. It’s a key section in your digital marketing quotation, as it outlines what you charge for your services. This is an important consideration for prospects, so you want to be as clear as possible.

Sample digital marketing package with breakdown of services

You’ll also need to talk about the method of payment, the licenses and approvals for the data plus the warranty of services. From this section, your client will be clear on how and when to pay for services rendered.

Here’s an idea of what to include in this section:

  1. Payment terms: All payments have to be in USD through [payment method]. The initial payment must be cleared in agreement with the project. The client has [period of time] to make payments due for the work to move forward.
  2. Licences and approval: [name of company] assume that [name of client] has the necessary rights and permission from the rightful owner to use any data, report, and code that are provided by [name of client] for inclusion in the project materials.
  3. Warranty of services: [name of company] guarantees that all services will be provided within the allotted time frame for the project. All suggestions for improvement and corrections are welcome, but limited to a time frame of one calendar month from project completion.

By keeping things clear in this section, you avoid any disagreements or confusion further down the line. When it comes to requesting payment, consider using a digital marketing invoice template to speed things up.

Closing statement

This is the last section, and it’s where you inform clients of the next steps. This could be a signature or an email–it’s up to you.

Regardless, it’s your job to communicate what’s next. You’ve put time and effort into creating a winning proposal, now let prospects take the next step.

Here’s an idea of how you can approach this section:

If you would like to take the next step, then kindly acknowledge by signing below. This is not legally binding, it merely signifies your acceptance of this digital marketing quotation. We’ll then send through a contract to formalise this agreement. 

Name [client]

Signature ….

Date ….

Please contact me for any further details by sending an email to abc@xyz.com.

Alternatively, you can encourage prospects to get in touch to confirm their interest in your digital marketing services.

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Creating Digital Marketing Quotes is Simple with Bonsai


Having a digital marketing template on-hand allows you to respond to calls for quotations quickly and smoothly, whereas creating new quotations slows things down. Having digital marketing proposal templates on hand is a must for any fast-paced business.

Bonsai’s archive of customizable templates is the ideal solution for freelancers and small businesses everywhere, and it couldn’t be simpler:

  1. Sign up free to Bonsai
  2. Find your customizable template
  3. Edit and send to clients

Whether it is social media marketing, search engine optimization or other digital marketing campaigns, Bonsai is here to help you create digital marketing proposals easily. Plus, there’s plenty more related templates on offer to help you win digital marketing projects, such as:

  • SEO proposal template (here)
  • Social media proposal template (here)
  • Digital marketing contract template (here)

Plus many, many more. All templates are vetted by professionals and include the necessary details to make sure your business is fully covered. You can also send and manage your proposals without ever leaving the Bonsai platform.

Bonsai helps ensure you’ve got time to focus on all areas of your business without having to worry about the legal side of things.

Bonsai top tip: Follow these perfect proposal steps to create a winning digital marketing proposal example to replicate moving forward.

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Digital Marketing Quotation FAQs


How do I make a digital marketing quote? 

There are two ways you can make a digital marketing quote:

  1. Create one from scratch using this guide
  2. Use Bonsai’s ready-to-use quote template

Bonsai provides a range of simple templates so you can easily customize to send quotations for digital marketing services to your potential customers.

What is included in a digital marketing quote? ?

A digital marketing quote includes:

  1. Introduction
  2. Your services
  3. Executive summary
  4. Project deliverables
  5. Payment terms 
  6. Closing statement

Make sure to include all the necessary information, otherwise you can use a business solution like Bonsai.

Frequently Asked Questions

Questions about this template.