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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 YouTube Marketing Proposal Template

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Backbone of my business”

“So simple”

“Clients love how easy my systems are

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

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

What is a YouTube Marketing Proposal?


Your YouTube marketing proposal establishes you as an expert while showing potential clients exactly how you will leverage the world’s second favorite search engine to increase engagement, leads, and sales for their business.

YouTube marketing has become one of the best avenues for attracting, engaging and converting a target audience for a wide range of businesses and products in the past few years. Your YouTube Marketing proposal needs to serve a few different purposes to win projects…

  • Create a positive, professional impression for the prospective client about your digital marketing skills
  • Outline the details of your YouTube marketing strategy
  • Set the pace for the proposed marketing campaign
  • Explain the key metrics you will meet along with milestones and deliverables your service will provide

A great YouTube marketing proposal provides all the information a potential client needs to determine you’re the best marketing partner for their YouTube channel and business. It wins you work and provides a plan you can follow once you’ve won the project.

Putting together a comprehensive YouTube Marketing Proposal is easy when you Sign up with Bonsai. You can download a proposal template for free and start customizing it for your project straight away.

What to Include in the YouTube Marketing Proposal


Your YouTube Marketing proposal needs to give an outline of the video marketing project along with granular detail for each of the elements of the campaign. The more detail you provide, the less room there is for any misunderstanding. You're more likely to win the client’s trust and business too.

Proposal Introduction

Given that your YouTube Marketing proposal is all about video marketing, it makes sense for the company introduction element of your proposal to ditch the written word and begin with a brief introductory clip. Chat about your marketing services and your experience with YouTube ads, videos and digital marketing.

You’ll still need to include a few short lines above or beneath the embedded clip to provide context. Say thanks for the opportunity to submit your proposal, note the name of the client company that the proposal is for and include your marketing business’ name too.

Past Expertise

Instead of listing previous clients along with the names of the campaigns you’ve worked on, provide your potential client with a portfolio of work. Include samples of the YouTube videos you’ve created with details of their target audience reach and any other relevant stats or service major projects accomplished.

Your YouTube video portfolio is a visually engaging way of building trust and interest in your proposal that leads nicely into detailing your YouTube marketing services and strategy development. This section of the proposal should be updated on completion of each new campaign but should be a permanent fixture in your proposal template.

Your YouTube Marketing Strategy Outline

YouTube is much more than the video sharing platform it started out as. It’s a powerful tool for reaching any target audience. 500 hours of video are uploaded each minute and 59% of executives prefer to watch a clip than read text. Whether you’re developing a B2B or B2C marketing strategy, a YouTube channel has the potential to deliver outstanding results.

This section of your YouTube marketing proposal template needs to outline your strategy development along with the details of how YouTube videos will be created, promoted and leveraged to deliver the results any potential clients want.

After clarifying the goals, it’s time to get into the details of your YouTube marketing plan. This includes all of the marketing activities, such as:

  • Defining the target audience
  • Crafting a message that fits the right stage of the marketing funnel
  • Production and promotion phase for the content

Detailing each of these elements in chronological order with milestones and outcomes creates a plan that you can follow once you have been contracted for the work. 

YouTube Marketing Strategy Deliverables and Responsibilities

It’s very likely that your YouTube marketing plans will need to be supported by the client’s marketing team and fit with their existing work. Because of this, your YouTube marketing proposal needs to outline responsibilities with the deliverables. This section will change with each new pitch but can be used to create the basis for your own proposal templates.

Qualitative and quantitative research provides the foundation for any strategy - the client company’s marketing team may handle parts of this work. Messaging, marketing funnel positioning for promotional campaigns, and the leading platform for promotion opportunities, are other significant aspects of your YouTube marketing strategy that will need to be developed in partnership with the company to ensure you meet their business goals.

You’ll need to propose how you communicate with the team and which team member is responsible for sign-off on decisions and ensuring information flows freely. After the initial aspects of the campaign direction and messaging have been navigated, your content calendar and schedule for production and promotion can begin moving forward.

Your YouTube marketing proposal should manage company expectations by detailing the project timeline milestones such as deadlines for scripts, storyboarding of videos, completing videos and your promotional agenda with specific social media platforms noted along with any intended google ads.

Pricing and Payment Terms

This part of your proposal document won’t change often, so it’s worth saving it as part of a reusable marketing proposal template. Review this section annually to keep your pricing up to date and in keeping with the types of projects and companies you are pitching for.

Different services will have different costs associated with them. Design services, initial filming, editing, and promotion of finished videos along with other specialized service choices like handling a YouTube account for the client, should be detailed in the pricing and payment section of your proposal.

In order to create a YouTube marketing proposal template, list every single service you offer and remove the ones that are not applicable to the project you are tailoring your marketing proposal for.

You’ll also need to define your payment terms - when the client can expect your invoices and how much time they have to forward payment. This may be an end of the month cadence or tying invoicing to project milestones may make more sense. This won’t change often, so save this as part of your YouTube marketing proposal template too.

YouTube Video Marketing Proposal Acceptance

After all the work putting the marketing proposal together, it’s important to make it as easy as possible for the prospective client to accept it. A few brief lines makes up the acceptance clause. Including the ability for potential clients to give an electronic signature seals the deal faster and helps you win more projects.

How to write a YouTube Marketing proposal 


When it comes to writing your YouTube marketing proposal, there’s nothing to stop you from writing the more detailed sections first and then turning to the less involved elements. Often the shorter sections of the proposal rely on information contained in the project description and outline, so addressing these first makes sense. Just make sure you present each element of your proposal in the accepted professional order.

The Project Description

Begin with a succinct yet thorough outline of the client’s YouTube marketing problem. This shows you understand their needs and are likely to have a good grasp of the right solution. It’s also the perfect way to introduce the details of your YouTube marketing proposal efficiently.

Move step by step through the details of the YouTube strategy you are proposing. Give detail on the most significant aspects of the campaign from early stages for creating well researched content through to the four stage process of creating youtube ads and clips - scripting, storyboarding, filming & editing, and onto the promotional aspects to attract maximum leads and boost the company’s overall sales.

Highlight What Sets You Apart 

Remember that your YouTube marketing proposal is supposed to be a persuasive document. Highlight your key credentials, note major highlights of YouTube marketing for the client and don’t forget to mention the incredible benefits YouTube marketing can deliver to various business operators.

Including the ROI your existing customers have achieved, or the audience reach your potential customers can expect from YouTube advertising and marketing is a must with proposal writing. This is done partly with your portfolio sections, but should also be reiterated through the details of your strategy development.

Standard Sections

Although most of your time will be spent focused on the bulk of your YouTube marketing proposal - the strategy outline, deliverables and responsibilities, and what sets you apart from the competition - you need to address the standard and somewhat repetitive sections too.

Even if payment terms, pricing and your cover letter have been saved as part of your own YouTube marketing proposal template, you’ll need to take time reviewing these and customizing them for the project you are pitching for.

When finished, leave the proposal for at least half a day and then proofread to make sure it’s error free. A proposal document is different from a quotation, when done well, it easily leads into a contract with the client for their campaign.

Creating a YouTube Marketing Proposal is Simple with Bonsai 


There is a lot riding on getting your proposal right. Using a YouTube marketing proposal template ensures nothing is missed and your marketing and YouTube channel skills are presented in the best possible light. It’s a simple and effective way of representing yourself well.

Sign up with Bonsai to download a free YouTube marketing proposal template and start customizing it for your project now.

Proposal templates are a great way of making the pitching process faster and more efficient. The right proposal template gives you more time to work on the projects you enjoy.

YouTube Marketing proposal FAQs


What are the benefits of YouTube marketing? 

YouTube has grown phenomenally in the past few years. Videos are shown in Google search results, reach an international audience and are a great way to build brand recognition. The platform crosses age demographics too with 75% of Americans aged 15 and older using YouTube to search, learn and entertain themselves.

How does YouTube marketing work?

YouTube marketing works by attracting customers to a business through engaging, informative or educational video content. YouTube marketing strategies make brands more memorable, create an emotional connection with their audience, and deliver content in one of the most powerful ways - by video.

Why use YouTube marketing?

Regardless of who your ideal audience is, the chances are, you’ll find them on YouTube. YouTube has more than 2 billion logged in monthly users and is the most used digital video platform in America, surpassing even Netflix! It’s also the second most visited website in the world and more than half of B2B decision makers use YouTube to research purchases. YouTube has an excellent audience reach, enables a stronger brand connection, and drives more purchases than nearly any other platform.

Frequently Asked Questions

Questions about this template.

How do you write a YouTube channel proposal?

Start by modifying the YouTube proposal template provided by Bonsai. Edit the summary of your business, your offerings, and your previous clients. Discuss your YouTube marketing strategy, your suggested fix, and the cost after that. The proposal acceptance section should be near the end of the document.Start by modifying the YouTube proposal template provided by Bonsai. Edit the summary of your business, your offerings, and your previous clients. Discuss your YouTube marketing strategy, your suggested solution, and the cost after that. The proposal acceptance section should be near the end of the document.

How do you write a simple marketing proposal?

Use the pre-made templates from Bonsai to create a YouTube proposal. Our templates are simple to customize to your project or job demands. Include all applicable experience, terms, and grounds for why you would be a great contractor to work with.

What is the format of a proposal?

The general format of a proposal is a good summation of the issue, the treatment or how you will solve the problem, the costs, and the rewards for working together. The primary statement of the problem, including the subject, the goal, the principal defense, and any supporting evidence. Try Bonsai's free templates to get a ready-to-edit YouTube marketing proposal.