Proposal example · Digital marketing

Digital Marketing Proposal Example: 6-Month Plan

An 11-page digital marketing proposal for a coffee brand: audit, funnel targets, scope by phase, ad concepts, team, retainer pricing and terms.

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At a glance

This proposal in numbers

About this example

This example is the proposal a digital marketing agency sends a coffee roaster with fourteen cafés and an online shop. Online sales have been flat for a year, the coffee subscription is hard to find, and a new café opens soon. The agency proposes a six-month retainer covering tracking, SEO and content, paid search and social, and email and SMS.

Marketing proposals win when they show the client its own numbers, so this one starts with an audit: twelve months of revenue, conversion rate, subscribers and cost per new buyer, then a channel-by-channel table of what each one earns and what is holding it back. A traffic chart and a funnel set monthly targets, the scope is split into three phases with tasks and deliverables, and three campaign concepts are shown as ads on phones. The team, two short case studies, the price in two sections with ad spend kept separate, a payment schedule, smaller and larger options, terms and an electronic signature block complete it.

Who it is for

Marketing agencies, freelancers and consultants who sell monthly retainers and need a proposal that justifies the fee with the client's own data.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • A cover letter that restates the client's goals in its own words
  • An audit with 12-month numbers and a channel-by-channel table
  • A traffic chart, a funnel with month-6 targets and three pillars
  • Scope of work in three phases, campaign concepts and a targets table
  • Team, case studies, itemized setup and retainer price, and ad spend
  • Payment schedule, smaller and larger options, terms and e-signatures

How to adapt it

  • Replace the audit with numbers from your prospect's own accounts
  • Keep ad spend out of your fee so the client sees what you earn
  • Set targets you will report on every month, and say they are not guaranteed
  • Offer a smaller and a larger option on the same page as the price

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