Digital marketing proposal template

What's in the template.

Every section below exists to answer a question your client is silently asking. Use the example copy as a starting point and replace the specifics.

1. 1

   Where you are now

   Three or four specific observations from their accounts or site. Specific beats comprehensive.

   “Paid search spend is spread across 140 keywords, but 9 of them produce 80% of conversions. The newsletter has 6,200 subscribers and hasn't been sent since June. Product pages have no reviews shown.”

2. 2

   Channel plan

   Prioritise. Say which channels you'll focus on, which you won't, and why.

   “Focus: paid search restructure and email. Second phase: content for the three highest-margin product lines. Not now: TikTok and display, until search and email are converting predictably.”

3. 3

   Monthly deliverables

   Name the outputs per month so the client can see the work, not just the results.

   “Every month: paid search optimisation and a negative-keyword pass, 4 email campaigns, 2 product-led articles, 1 landing page test, and a 30-minute review call.”

4. 4

   KPIs and reporting

   Agree two or three KPIs and the reporting cadence up front.

   “Primary KPI: cost per acquisition from paid search. Secondary: email revenue per send, organic sessions to product pages. Live dashboard plus a one-page monthly summary.”

5. 5

   Investment

   Retainer with an initial term. An optional one-off audit catches smaller budgets.

   “Digital marketing retainer: $3,200 per month, 3-month initial term, ad spend billed separately at cost.”

6. 6

   Next step

   Sign, then onboarding access requests go out the same day.

   “Sign below and we'll send the access checklist for your ad accounts, analytics and email platform today.”