MARKETING RESEARCH PROPOSAL
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
MARKETING RESEARCH PROPOSAL
A proposal from Northwind Studio outlining a brand health, customer segmentation, and positioning research engagement.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
MARKETING RESEARCH PROPOSAL
This proposal outlines the marketing research program Northwind Studio will run for Acme Co. It combines qualitative interviews and a quantitative survey across current customers, lapsed customers, and prospects, and closes with a segmentation model and a positioning readout your team can act on.
SEGMENTS
4
Distinct customer segments modeled and profiled.
INTERVIEWS
30
One-on-one conversations across audience types.
DELIVERY
8 weeks
From kickoff to final strategy readout.
Northwind Studio
MARKETING RESEARCH PROPOSAL
The program runs across three phases. Each closes with a written deliverable and a review meeting before the next begins.
PHASE 1 · DESIGN + AUDIENCE RECRUIT
Research design workshop, discussion guide and survey instrument drafting, audience segment definition, and recruitment of interview participants and survey respondents from your lists and screened panels.
PHASE 2 · FIELDWORK
Thirty one-on-one interviews across current customers, lapsed customers, and prospects, running in parallel with the quantitative survey. Weekly progress notes keep your team close to what we are hearing.
PHASE 3 · ANALYSIS + STRATEGY READOUT
Coding and analysis, segmentation modeling, competitive positioning map, and a live strategy readout with your leadership team. Final report, appendix, and raw anonymized data are handed over at close.
Not included: participant incentives (billed as a pass-through), custom panel purchase, follow-up longitudinal or tracking work, and positioning execution work such as messaging, naming, or campaign development. New scope can be added in writing at any time.
Northwind Studio
MARKETING RESEARCH PROPOSAL
The engagement is a fixed-fee project priced by phase. Line items below map to the phases in the scope of work.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Design + audience recruit | $6,500 | 1 | $6,500 |
| Fieldwork | $18,500 | 1 | $18,500 |
| Analysis + strategy readout | $8,500 | 1 | $8,500 |
| Total | $33,500 | ||
| Milestone | Share | Amount |
|---|---|---|
| On signature (design + recruit) | 30% | $10,050 |
| Fieldwork start | 40% | $13,400 |
| Strategy readout | 30% | $10,050 |
Invoices are due within 15 days. Timeline runs 8 to 10 weeks from kickoff, subject to the kickoff month you provide on the acceptance page.
Northwind Studio
MARKETING RESEARCH 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 Research 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.