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Marketing Proposal


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

1. Executive Summary

The following marketing proposal presents the results of extensive analysis, study of market trends, and application of specifics unique to [CLIENT BUSINESS]. We believe our proposal provides a complete marketing strategy which will culminate in highly successful results for your business.

PandaTip: The executive summary should typically be completed last, as it provides an overall summary of the marketing proposal detailed below. Know more about PandaDoc Marketing Proposal Software or get help from our support team.

2. Credentials

[COMPANY] has been making inroads in the marketing world for [NUMBER] years. We are an innovative and seasoned group of marketing professionals with experience handling the needs of a variety of clients. Our work in the [CLIENT’S INDUSTRY] industry has demonstrated significant achievement, and garnered lasting results, and we hope to provide you with outstanding services for your business.

PandaTip: This is a great place to highlight the successes of your company in the marketing field, utilizing specifics. You can include awards given to your company, outstanding achievements by specific employees, and the specific experience of those individuals assigned to work on this project. This section is best kept short and sweet.

3. Situation Analysis

a. Market Trends

According to our research, current trends in your industry show [IDENTIFY TRENDS].

We feel these trends are significant in that they demonstrate [IDENTIFY SIGNIFICANCE].

PandaTip: Use this section to provide details of research and analysis completed for the client’s business and specific industry. Demonstrate knowledge of the market trends which will affect or have affected your client’s business.

b. Industry Competitors

Leading competitors in this industry have shown the following strengths and weaknesses [IDENTIFY STRENGTHS AND WEAKNESSES].

PandaTip: Awareness of your client’s main competitors is vital, as it demonstrates a knowledge of marketing strategies in current rotation and an analysis of their strengths and weaknesses.

4. Marketing Strategy

PandaTip: This is a where you will prove to the client that you have a succinct marketing plan for their business. You will highlight the specific strategies you will use to market their businesses. If your client is looking for an overall rebranding of their business, you can include your proposed branding idea here.

a. Promotional Strategy

Based on our above analysis, we believe the following promotional strategies will prove highly successful for your business:

We plan to implement these strategies using:


PandaTip:  The above are examples of some marketing tools a proposal might contain. You can expand upon each of these. When describing your strategy, consider the following: How will you promote the client’s business? What techniques and strategies will you utilize to spread the word about your client’s business?

b. Internet Strategy

At [COMPANY], we know that Internet marketing is now vital to the success of any business. We have developed the following strategies for marketing your business online.

We will implement these strategies using:


PandaTip: As in the above section, you can expand on each specific marketing implementation. Concise and clear strategies are best.

5. Marketing Goals/Projections & Outlook

Upon implementation of the above marketing strategy, our analysis projects the following outcomes:


PandaTip: This section may be the most important in the business proposal, as it highlights the RESULTS that your marketing proposal will achieve for your client. This is the section which will be most attractive to the potential client. Include specific, achievable outcomes you believe your marketing plan will provide. It is good to show specific analytic projections, including anticipated time period involved for intended results.

6. Implementation

a. Timeline

PandaTip: The timeline describes a specific time frame for the implementation of this plan, including time frames for communication between marketing company and client.

b. Maintenance

PandaTip: Similar to the timeline, the maintenance section will detail how marketing strategies will be upheld and continued. This is especially important for detailing the use of social media strategies, and other time-sensitive aspects. In this section, you can delegate who will be responsible for what practices and when they will take place on a continuing basis.

7. Financials

The cost breakdown of the aforementioned marketing strategy, alongside the implementation procedures, is as follows:


PandaTip: In this section, provide a specific cost breakdown for the above marketing plan. You can also present an option for an initial payment to secure a contractual agreement.

8. Conditions

Prior to a contractual agreement, proposal may be amended upon collaboration with the client, [CLIENT NAME] of [CLIENT BUSINESS], at the discretion of [COMPANY].

9. Acceptance

Your signature below indicates acceptance of this marketing proposal. Your initial payment per the terms above will also represent acceptance of this proposal, and entrance into a contractual agreement with [COMPANY].


Representative: [NAME], [TITLE]





Representative: [CLIENT NAME], [CLIENT TITLE]



PandaTip: Depending on the specific needs of the marketing proposal, this Acceptance section can be omitted.