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MARKETING CONSULTING PROPOSAL
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
MARKETING CONSULTING PROPOSAL
A proposal from Northwind Studio outlining a fractional CMO advisory engagement covering marketing assessment, go-to-market strategy, and ongoing decision support.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
MARKETING CONSULTING PROPOSAL
This proposal outlines the marketing consulting engagement Northwind Studio will run for Acme Co. It covers an honest assessment of your current marketing, a written go-to-market strategy, and ongoing advisory support for your leadership team as you scale.
SESSIONS
12
Working sessions with your leadership team.
ACCESS
Weekly
Sync plus async availability between calls.
DURATION
6 months
Full advisory engagement, renewable.
Northwind Studio
MARKETING CONSULTING PROPOSAL
The engagement runs across three phases. Each closes with a written deliverable and a review call before the next begins.
PHASE 1 · MARKETING AUDIT
Review of your current positioning, channels, funnel metrics, team, and tooling. Interviews with leadership, sales, and a sample of customers. Delivered as a written audit with prioritized findings.
PHASE 2 · STRATEGY AND PLANNING
Written go-to-market strategy covering ICP, positioning, channel mix, budget allocation, and a 6-month operating plan with clear owners and milestones for your team.
PHASE 3 · ONGOING ADVISORY
Weekly leadership sync, monthly office hours open to your marketing team, and a quarterly contribution to your board deck covering marketing performance and priorities.
Not included: hands-on execution of campaigns, hiring or day-to-day management of your marketing team, paid media buying, and tooling or software costs. New scope can be added in writing at any time.
Northwind Studio
MARKETING CONSULTING PROPOSAL
The engagement is a fixed monthly advisory retainer, plus one-time audit and strategy fees to kick off. Line items below map to the phases in the scope of work.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Marketing audit (one-time) | $6,500 | 1 | $6,500 |
| Go-to-market strategy (one-time) | $8,500 | 1 | $8,500 |
| Monthly advisory retainer | $4,500 | 6 | $27,000 |
| Total | $42,000 | ||
| Milestone | Share | Amount |
|---|---|---|
| On signature (audit + strategy) | Upfront | $15,000 |
| Monthly advisory retainer (1st of month) | Monthly | $4,500 |
| Duration | 6 months | Renewable |
Invoices are due within 15 days. Kickoff is scheduled within 2 weeks of signature, subject to the kickoff month you provide on the acceptance page.
Northwind Studio
MARKETING CONSULTING PROPOSAL
To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.
PURCHASE ORDER NUMBER
PREFERRED KICKOFF MONTH
CLIENT
Acme Co
PROVIDER
Northwind Studio
The Marketing Consulting Proposal template is a five-page document for putting your engagement on paper before it starts. It carries an overview with stat cards, objectives, a three-phase scope of work, an investment table with a computed total, and an acceptance page with inputs and signatures.
It is intentionally simple: rename what needs renaming in Bonsai, list your actual deliverables, and set the price. Merge fields handle the client details and date, and the last page collects a PO number, start date, and both signatures.
Everything below comes pre-configured. Turn sections on or off, edit the copy, or add your own — Bonsai remembers your choices for next time.
Can I edit every section? Yes — every heading, paragraph, stat, table row, and signature block is fully editable in Bonsai.
Can I add more pages? Yes — add, reorder, or duplicate pages once the template is open.
Do merge fields auto-fill? Yes — Sender, Receiver, and Date pull from your client contact and the current date automatically.