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  3. Marketing Consulting Proposal Template

Content

Marketing Consulting Proposal for [Client.Company]

A better marketing strategy for better sales.

Prepared for:
[Client.FirstName] [Client.LastName]
[Client.Company]

Prepared by:
[Sender.FirstName] [Sender.LastName]
[Sender.Company]

Marketing Consulting Proposal for [Client.Company]

  1. Cover Letter
  2. Executive Summary
    1. Client’s Problem:
    2. Our Solution:
  3. Why Us?
  4. Client Testimonials
  5. Scope of Work
  6. Terms & Pricing
  7. Terms & Conditions
    1. 1. Independent Contractor
    2. 2. Fees
    3. 3. Expenses
    4. 4. Term and Termination
  8. Signoff & Acceptance

Name

Cover Letter

Dear [Client.FirstName],

Thanks so much for taking the time to speak with us. I wanted to follow up with a project proposal based on our conversation.

Under the “Scope of Work” section within this document, you’ll find a marketing plan designed to suit your time frame, social media strategy, and SEO needs. Based on our call, I’ve set specific goals and targets for each deliverable and am happy to tweak these targets based on your feedback.

I realize that this is your first time with us, so I want to make sure that you’re completely comfortable before we proceed with next steps. Please review this document thoroughly and let me know if you have any questions.

If I don’t hear anything, I’ll follow up later in the week to gather your thoughts. My contact information is listed below.

Thanks for taking the time to consider our proposal!

Sincerely,

[Sender.FirstName] [Sender.LastName]
[Sender.Company]

Executive Summary

Based on our conversation with [Client.FirstName] from [Client.Company], we understand that [Client.Company] is experiencing difficulty with online traffic conversions.

Client’s Problem:

While [Client.Company]’s social media channels are seeing traction and their content pages are optimized for SEO and ranking well for select keywords, they aren’t attracting the right audience. A preliminary investigation by our marketing team into the analytics data that [Client.Company] has provided revealed a disconnect between online and physical market segments. While [Client.Company] does well with this target marketing in its retail store, this prospective customer does not convert online.

Our Solution:

To remedy this, [Sender.Company] proposes the following solutions to meet the client’s needs:

  1. Conduct an extensive review of [Client.Company]’s social media and analytics profiles. Compare this information against [Client.Company]’s retail segmentation to know market gaps.
  2. Review [Client.Company]’s existing content marketing plan and SEO strategy. Tailor or revise existing strategy to better align with client’s needs.
  3. Compile existing data to create a marketing plan designed to resonate with [Client.Company]’s ideal client base. Leverage social media and digital marketing techniques to influence brand recognition and engagement within overlooked brand demographics.

This marketing proposal and the requested deliverables are based on [Sender.Company]’s conversation with [Client.FirstName] and [Sender.Company]’s evaluation of the work with its own team, expertise, and software tools. The following pages outline the scope of work and estimated cost for this project proposal:

Proposed Start Date: [Work.StartDate]
Proposed Date of Completion: [Work.CompleteDate]
Total Cost: [Work.Cost]

If any aspect of this proposal is unclear, please seek clarification by consulting immediately with your [Sender.Company] representative according to the information located on the cover page.

Why Us?

[Sender.Company] is a little different than other management consulting and marketing consulting firms out there because we implement a mix of old-school and highly technical strategies throughout every consulting project to achieve results.

While our digital marketing teams use modern tools to help our clients rank well in search engines and engage with followers on social media, we also employ marketing teams that specialize in traditional direct-to-consumer (D2C) marketing, like print, television, and radio ads.

Title

Title

Insert brief overview

We guarantee results for clients who work with us because our marketing specialists work together across all mediums to help your brand gain traction.

With over 250 years of collective marketing experience, you’ll know you’re in good hands from the time you sign off on a consulting project or marketing strategy until the sales start rolling in.

Questions? Just ask.

Title

Title

Insert brief overview

Client Testimonials

Client Name

Client Name

Testimonial text

Client Name

Client Name

Testimonial text

Client Name

Client Name

Testimonial text

Scope of Work

Based on [Sender.Company]’s conversations with [Client.FirstName], we recommend the following scope of work as outlined in our executive summary.

Please review the deliverables table below, as well as the projected timelines, and let [Sender.FirstName] know if you have additional questions.

Project Milestone Estimated Completion Date Target Conversion Percentages
Project Start Work.Start Metric / Goal
Milestone 1 Date Metric / Goa
Milestone 2 Date Metric / Goa
Project Completion Work.CompletionDate Metric / Goa

Terms & Pricing

Based on [Sender.Company] estimations, the final cost for this project, including parts and labor will be: [Work.Cost].

Name Price Qty Subtotal
 
Subtotal $0.00
Discount $0.00
Tax $0.00
Total $0.00

Terms & Conditions

This marketing proposal is formally issued to [Client.Company] on behalf of [Sender.Company] with the following terms and conditions in mind.

Should [Client.Company] decide to move forward with this agreement, [Client.Company] understands and agrees to the following:

1. Independent Contractor

[Sender.Company] is an independent contractor. Both parties agree that [Sender.Company] is an independent contractor and is not an employee of [Client.Company]. As such, [Sender.Company] is excluded from the benefits, obligations, liabilities, and duties which are defined by the legalities of employment.

2. Fees

In consideration of the consulting services provided by [Sender.Company], [Client.Company] agrees to pay any and all specific fees upon completion of project milestones and upon project completion. If consulting services are commissioned on retainer, [Client.Company] agrees to pay all projected fees on the dates specified within the Scope of Work documentation or any superseding payment contract.

3. Expenses

[Sender.Company] shall not incur additional expenses on [Client.Company]’s behalf unless authorized in writing by [Client.Company] or specified elsewhere within the contracting agreement.

4. Term and Termination

Upon signing this proposal, [Client.Company] agrees to bring [Sender.Company] on board as a consultant for the periods specified within this marketing proposal.

While the duration of service may be extended if both parties agree, [Sender.Company] will plan to terminate service with [Client.Company] upon completion of the final deliverable unless otherwise specified.

Signoff & Acceptance

IN WITNESS WHEREOF, each of the parties has reviewed this marketing proposal and agree to the work, terms, and conditions listed herein.

Upon signing, each party will have 48 hours to reconsider and nullify this agreement before payment is transferred and work begins in accordance with the above-listed dates.

[Sender.Company]

Signature

MM/DD/YYYY

[Sender.FirstName] [Sender.LastName]

[Client.Company]

Signature

MM/DD/YYYY

[Client.FirstName] [Client.LastName]

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