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Marketing Agency Proposal Template

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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.  

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Below are a few pointers on creating a winning marketing agency proposal.

1. Use A Scorecard

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.

2. Gather Insight

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.

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?
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4. The Structure

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

5. Create the ad campaign

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. 


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!

Create your own
Marketing Agency Proposal Template

Create your own

Marketing Agency Proposal Template

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