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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Marketing Consulting 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

A well-written consulting proposal can make the difference between stalling and taking off with your campaign. This is why you need a good marketing consulting proposal template.

While a proposal template may seem simple enough, there are some details that you will not want to mess up.

If you want to make sure the client won't doubt your consulting services, here is how you can write a good business proposal.

Note: If you need a proposal for marketing consultant services, try Bonsai. We have a pre-made template you can customize, edit and send to new potential clients. See for yourself how easy it is to do. Claim your 14-day free trial here.

Defining a Marketing Consultant Proposal

A marketing consulting proposal is a document that you give to your prospective clients to map out a consulting project, scope of work, marketing strategy, and timeline of the project.

It highlights your consulting services and helps you convert prospective clients into actual leads.

A marketing consulting proposal includes a plan about how you are going to address a potential problem and offer a proposed solution.

It will feature a step-by-step process on how to handle marketing, showing your work and capabilities, and a brief overview of your ideas.

Why Do I Need a Marketing Consulting Proposal Template?

As someone with a consulting business, you probably already have a lot on your plate. Between consulting jobs and creating a marketing plan for each, it might feel like you don't have enough time to reach your project milestones.

This is why a business proposal template for your consulting services can come in handy. As you already have the main structure of the proposal, it will save time on paper formalities. You may simply get to work right away.

You can get a consulting proposal template for free in many places, such as Bonsai. These just have to be filled out with your marketing consulting ideas and presented to your client.

Bonsai can also offer a sample consulting proposal so that you can know for sure you are doing a good job.

Parts of a Marketing Consulting Proposal

A consulting proposal template is highly organized and well-structured. After all, you need to show off your services. Here is how you should structure your proposal template.

Cover Letter

The cover page should introduce you to your client and help create a connection, improving the consultant-client relationship. When you are writing a proposal template, the cover letter should contain a brief summary of your marketing consulting services and what they imply.

Executive Summary

The executive section of your proposal template addresses the client's problems and your solution as a marketing consultant. It will also include the timeline for your marketing consulting services.

Value Proposition

While the executive summary focuses on the client and their product, the value proposition will highlight your business and qualifications. The marketing consulting proposal template should talk a bit about your experience and the strategies that you will use.

Client Testimonials

If you have any client testimonials, you should add them to your marketing consulting proposal template. This will make you seem more reliable and lead to winning consulting proposals.

Project Scope

Next, you should outline the scope of work for the project as you have already discussed with your client.

This section and the executive summary of your consulting proposal template must match, so ensure that you are consistent with your data.

Add every project milestone, estimated completion date, and target conversion percentage.

Fees and Payment Methods

Your project proposal template should also contain your fees and payment methods. Everything from subtotal, discounts, and taxes should be written down there.

Also, make sure to include the preferred method of payment, whether it's cash or a Bonsai transfer.

Terms and Conditions

Any terms and conditions that your client needs to be aware of should be written down in the marketing consulting proposal template. This can include anything from fees and expenses to termination terms.

Sign Off

Now that everything is handled, all that is left for you to do is sign the consulting proposal template. It is not mandatory to sign it (that's what the contract is for), but if the client does, then your consulting business will gain a new client.

How to Write a Business Proposal Template for Marketing Consulting Services

When you write a consulting proposal template, you need to follow a certain structure. You must also be smart about your writing. Here are some tips for you to achieve the desired results.

Talk to the Prospective Client Ahead of Time

To begin with, you should know exactly how to fill out the written form.

It may help to talk to your client ahead of time and learn as much about them as possible so that you may draft a good marketing plan.

Know the Prospective Client's Goals and Desires

With your consulting proposal template in front of you, think about your client's goals and desires. What do they expect at the end of the project?

Do they want more brand awareness, or do they just want to increase traffic on their website? You should know all this before you start writing the consulting proposal.

Understand the Potential Challenges

Are there any challenges you are supposed to be aware of? Are there any problems that your client could not get past? If that is the case, these should be written on the consulting proposal template. Your client needs to be aware of these issues.

Create the Client's Ideal Timeline

All small businesses have their own deadline. Therefore, when you draft the consulting proposal template, you must get a better understanding of the company's timeline.

Do they want to deliver results in the longer run, or do they want a quicker ascension? Talk about the marketing timeline with them and add the info to the document.

Request for Details

When you begin writing a consulting proposal template, you should ask for as many specific details as possible.

This can include expected outcomes, budget, and more. The more you go into the detail, the easier it will be for you to draft winning proposals.

Keep the Proposal Template Short

When you start drafting the consulting proposal template, you must keep the ideas as short as possible. Don't beat around the bush and be straightforward. Look at other related templates and see how long the sections should be.

Make Your Value Proposition Known

Marketing consulting proposal services are not cheap, and your client needs to be aware of this. Let them know that if they invest in your services, their money will not go to waste.

Request Feedback

Last but not least, once you're done writing the consulting proposal template, you should ask for feedback. If there are any additions that your clients want to make, they must know that you are open to suggestions.

The Bottom Line

A marketing consultant proposal template can be very helpful in pointing out your ideas and turning a potential customer into a lead.

You just need to know how to add that information in the right order. For this, you should use a proposal template from platforms such as Bonsai, as it is already properly structured. Claim your 14-day free trial here.

Frequently Asked Questions

Questions about this template.