Proposal template
Marketing Proposal Template
Marketing proposals live or die on one question: what are we actually getting each month? This template answers it — goals and KPIs up front, the channel strategy in plain terms, monthly deliverables a client can count, and recurring investment that maps to them. Below, a live render for a sample demand-gen retainer.
Summit: Demand gen retainer
Scope, timeline, and investment for Summit Fitness, prepared by Growthline.
Overview
This statement of work describes the engagement between Growthline and Summit Fitness: what we will deliver, when, what it costs, and how we will know it is done.
We've structured the work in phases so you see progress early and can adjust scope between milestones.
Objectives
What success looks like for Summit Fitness at the end of this engagement.
- 01
Pipeline you can count
Grow qualified demo bookings from ~40 to 100+ per month within two quarters.
- 02
CAC that holds at scale
Scale paid spend without letting blended acquisition cost drift past target.
- 03
A channel mix that compounds
Prove out two channels beyond paid social before the renewal conversation.
Scope & deliverables
Everything below is included. Anything not listed is out of scope (see Assumptions).
Paid acquisition
Campaign strategy, builds, and weekly optimization across paid social and search.
Content & landing pages
Two campaigns' worth of creative and landing pages per month, tested continuously.
Lifecycle & nurture
Email sequences that turn trials and leads into booked sessions.
Reporting & strategy
A monthly growth review against the KPI baseline we set in week one.
Milestones
Dates assume kickoff within two weeks of signature.
- Weeks 1–2
Phase 1: Discovery
Interviews, audit, and plan. Milestone: plan approved by Summit Fitness.
- Weeks 3–6
Phase 2: Build
Implementation with weekly demos. Milestone: UAT sign-off.
- Weeks 7–8
Phase 3: Launch & handover
Go-live, training, documentation. Milestone: acceptance.
Assumptions & out of scope
Summit Fitness will provide timely access to systems, data, and stakeholders; a single decision-maker will be available for approvals within two business days.
Out of scope: anything not listed under Scope & deliverables, including new integrations, ongoing managed services after the support window, and third-party licence costs. Changes are handled through a short written change order with revised effort and dates.
Investment
Fixed fee per phase, invoiced at the start of each phase. Optional items are quoted separately.
Fixed-fee engagement
All three phases as scoped above.
- Phase 1: DiscoveryInterviews, audit, plan$6,000
- Phase 2: BuildImplementation, weekly demos, UAT$18,000
- Phase 3: Launch & handoverGo-live, training, docs, 30-day support$6,000
- Extended support · Monthly, after the included 30 days+$1,500/mo
Prices exclude taxes and third-party costs. Valid for 30 days.
Your team
Dev Patel
Engagement lead and your day-to-day contact.
Next steps
- 1
Approve this SOW
Reply to confirm, or use the button below.
- 2
Kickoff
We'll schedule kickoff within 5 business days of approval.
- 3
Phase 1 begins
Discovery interviews start the week after kickoff.
Questions? Dev Patel · dev@growthline.example
Acceptance & terms
Each phase is accepted when its milestone criteria are met; feedback not raised within five business days is deemed acceptance. Fees are invoiced per phase, net 15. Either party may terminate for convenience with 14 days' notice; work completed to date is billable. Master services terms apply.
A live render of this template with a sample deal — not a mockup. Your version uses your brand, pricing, and proof.
Who this template is for
- Marketing agencies and freelancers pitching retainers
- Campaign proposals with a defined budget and timeline
- Anyone whose clients ask 'what do we get for the monthly fee?'
Deck'd drafts the goals from your discovery notes and the client's own numbers, pulls the deliverables from how you actually package retainers, and keeps every claim grounded in results from your approved case studies — no invented benchmarks.
What's inside
The sections, and the job each one does
Goals & KPIs
The numbers this engagement moves — leads, pipeline, CAC — anchored to what the client said success looks like.
Strategy & channels
Where the budget goes and why: the channel mix, the reasoning, and what gets tested first.
Monthly deliverables
The countable list — campaigns, content, reporting cadence — that makes the retainer concrete instead of vibes.
Measurement & reporting
What gets reported, when, and against which baseline — agreed before the first invoice, not after the first slow month.
Investment
Monthly retainer and one-time setup as separate line items, with optional add-ons priced individually.
First 90 days & next steps
The ramp: audit, quick wins, then steady state — ending with how to start.
FAQ
- How do I write a marketing proposal?
- Start from the client's goals and KPIs, propose a channel strategy with reasoning, list countable monthly deliverables, define reporting, then price it. Skip the agency-history section — nobody hires the history.
- Retainer or project pricing?
- Retainers suit ongoing channels (content, paid, SEO); projects suit launches and rebuilds. This template handles both — recurring and one-time line items are separated so the client sees exactly what repeats.
- Should I promise specific results?
- Promise the work and the measurement, cite real results from comparable clients as evidence. Deck'd's proof library helps here: the AI can only cite case studies you've approved, so the numbers in the proposal are always real ones.
Templates are the start, not the point
Your deal writes the rest.
Join the waitlist and Deck'd will draft this template for one of your real deals — your brand, your pricing, your proof.