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YouTube Marketing Proposal Template


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


PandaDoc lets you embed videos right inside your proposals! Instead of a written introduction, why not introduce yourself with a video, demonstrating your agency’s use of Youtube? You’ll find more tips and tricks like this throughout this proposal template.

Thanks for allowing me to put together this proposal for a Youtube Marketing Strategy for [Client.Company]. Before I get into the specifics of your project, here’s a short video detailing why [Sender.Company] is the agency to look to when you’re ready to leverage Youtube as a profitable marketing channel.

Why Youtube, Why [Sender.Company]?

youtube marketing

Youtube marketing, and video marketing in general has exploded in popularity over the past few years due to the increased availability of broadband-quality mobile networks and the release of smartphones and tablets with HD screens.
Today, Youtube reaches more consumers between the ages of 18 and 49 than any cable network in the United States, and ranks as the second most popular search engine on the internet behind parent company Alphabet’s Google search engine.
Youtube users are extremely active and engaged. Collectively, they watch more than 4 billion videos per day, and individually they spend an average of 40 minutes on Youtube during each viewing session.
The combined meteoric rise of video content and Youtube’s dominance has turned Youtube into one of the top three digital marketing channels in the world.

[Sender.Company] is one of the few agencies who predicted Youtube’s emergence as a major marketing platform, and we’ve had the pleasure of driving highly successful Youtube marketing strategies for clients in several industries. Our team of video producers, writers, and marketing strategists are uniquely positioned to help your brand design and deploy a strategy that turns Youtube into a significant business growth driver.


Check out this video for a sample of the videos we’ve produced for our clients!


Our Proven Youtube Marketing Approach

img_rectang_exeWe see Youtube as far more than a place to watch videos of cats high-fiving. To us, Youtube is a powerful marketing platform that, when leveraged strategically, can be turned into a strong source of leads and sales for your business. We combine sound marketing strategy, quality video production, and effective promotion to help our clients achieve the following goals:

  • Increase Brand Awareness
  • Improve Reputation
  • Improve brand SEO
  • Increase marketing qualified leads (MQLs)
  • Increase overall sales

Here’s how [Sender.Company] will put Youtube to work for your brand:

Find an Audience

The first step in a successful Youtube marketing strategy is to create a strong audience definition. We will work with you to figure out what your ideal audience persona(s) looks like. This will include analyzing your current customer base and engagement on your other marketing channels. By defining an audience up front, we ensure that your messages are targeted and effective throughout your Youtube campaigns.

Craft a Message

Flashy graphics and animations aren’t enough to have an impact on Youtube. To succeed, you need a message that resonates with your target audience. We will work with you to identify the topics and themes that are appropriate for your brand’s Youtube marketing strategy.

Focus on the Funnel

Video marketing does you no good if it doesn’t increase your bottom-line growth. At [Sender.Company], we focus on placing your Youtube videos appropriately within your larger marketing funnel, and on driving viewers deeper into that funnel. Whether you sell products online or through your sales team, we can help you convert viewers into paying customers.

Proposed Solution

To ensure that your Youtube marketing efforts are successful, we propose that [Sender.Company] take the following steps:

1: Research & Analysis

[Sender.Company]’s marketing team will perform a combination of qualitative and quantitative research to lay the foundation for your Youtube marketing strategy. This will include analyzing your current branding, messages, and campaigns, performing user surveys with your customers and target audience, and identifying which stages of your marketing funnel can most benefit from Youtube marketing.

2: Strategy Development

Before we make a single video, we will create a well-documented strategy for your Youtube marketing efforts. This document will serve as the framework for your Youtube strategy, and will address the following:

  • Target Audience
  • Funnel Position
  • Desired Actions (CTAs/Conversion Points)
  • Competitive Pressures
  • Promotion Opportunities
  • Messaging

3: Content Calendar

Once we’ve created a complete strategy document, we will craft a 12 month content calendar. This calendar will include specific topics for your videos along with deliverable dates for scripts, storyboards, finished videos, and promotion campaigns.

4: Production & Promotion

Once we’ve agreed to a 12 month schedule for topics, production, and promotion, we will move into the production and promotion phase. In this ongoing phase, we will produce videos according to the content calendar and leverage them through paid and organic impressions to achieve your goals. We will make YouTube SEO, create thumbnails for your videos, prepare descriptions for each piece of content.


The table below outlines the costs for development and deployment of your Youtube marketing strategy. Costs associated with planning and strategy development will be due up front, and monthly costs will be invoiced on the 1st of each month.

If you’re ready to proceed with, simply date and sign this proposal below and we’ll get to work!

 Price QTY


 Initial Planning & Strategy Development
Up to 4 videos per month

Subtotal: $20,999.00
Total: $20,999.00

Do you offer upgrades or optional services? If so, you can customize the pricing table below to include those items! Use optional items and editable quantities to allow your client to choose the solution that’s perfect for them.


PandaDoc’s built-in electronic signature allows you to sign proposals from any computer, smartphone, or tablet. Best of all, electronic signatures are included in every PandaDoc plan at no extra cost!


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