Marketing

Design & Marketing Proposal Template

Pitch combined design and marketing work with a design and marketing proposal template that covers creative scope, channels, and pricing in one document.

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Design & Marketing Proposal

Helping [custom.clientName] reach the right customers.
Prepared by [sender.company]
Prepared for [custom.clientName]

Contents

Table of Contents

Document:

Design & Marketing Proposal
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Clear communication is central to effective product marketing. This letter introduces your marketing skills to the client, so choose each word with care.

Cover Letter

Dear [custom.clientFirstName],
Marketing a product or service today is a real challenge. Markets move quickly, and customers are well informed and have many choices. To stand out, your brand needs the right message in the right places at the right time.
[sender.company] is a marketing team that creates custom strategies and services for businesses of all sizes. We build each plan around your vision and goals, so you can enjoy a stronger market presence and a better return on your investment.
We would be glad to work with [custom.clientName] to bring your products to a wider audience. This proposal explains what we recommend, how we would work together and what it costs. Please take a moment to read it, and contact us with any questions.
Sincerely,
[custom.senderName],
[custom.senderTitle],
[sender.company]
Design & Marketing Proposal
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Use proposal software to track your results, improve your proposals, and win more clients.

1. Executive Summary

The Problem

Launching a product or service is not easy. Competition is strong in almost every field, and customers are influenced by many things, from your logo to where they see your message. To find your place in a crowded market, your marketing plan needs to be tied to your business plan from the very beginning.
Your product may be the best on offer, but customers will not know that unless it is presented clearly and professionally. Good marketing informs people and shows them why your product is the right choice.

What You Need

Based on our conversations, [custom.clientName] needs help with three things:
Know your audience
Identify your target market and the best way to reach each part of it.
Clear messages
Create messages that suit each channel, such as slogans, brochures, website content, advertising and press releases.
Production and delivery
Turn ideas into finished materials, from print and online advertising to web content and search engine optimization.
Design & Marketing Proposal
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The Opportunity

Marketing is a challenge for any business, but it is also an opportunity. A specialist team can give you access to skills that might be out of reach to hire full time, and it frees you to focus on running your business.

The Solution

[sender.company] can act as your marketing partner. You can use us as your full marketing team, or as extra support at key moments, such as events, launches or special campaigns. Either way, you get experienced help without the cost of building a department.

Our Proposal

Whether you are launching a product, refreshing a brand or reaching new customers, [sender.company] is here to help. We keep you informed about how your brand is performing and about changes in your market, and we make recommendations for what to do next.
Our two main goals for [custom.clientName] are to:
Increase visibility
Help more of the right people see and remember your product.
Strengthen your position
Make your product more desirable and more trusted.
We talk with you at every stage before any campaign or message goes live, so everything stays in line with your goals.
Design & Marketing Proposal
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How We Measure Success

We agree on what success looks like before we start, then report on it regularly.
Product marketing clients often focus on measurable results. Track each agreed KPI against its current level, target, and review timeline to make progress clear.
Website engagement
How many visitors take action on your main pages.
Customer activation
How many new customers go on to use your product.

2. Services

Our services can be used together or one at a time.
If the engagement includes services beyond those listed here, add each one to the proposal and describe its scope so the full plan is clear.
SEO and social media
Help people find you and follow you.
Event marketing
Make an impact at events and exhibitions.
Promotional product design
Materials that show off your brand.
Out-of-home advertising
Billboards and other displays in public places.
Online advertising
Targeted ads that reach the right people.
Design & Marketing Proposal
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Adapt this About Us section for each prospective client. Emphasize the services and experience that best fit their needs.

3. About Us

[sender.company] is a marketing and consulting team. We work with product and service businesses that have something worth telling people about, and we focus on practical marketing strategies backed by clear analysis. Our work covers the whole chain: research into who your buyers are, the messages that reach them, and the materials that carry those messages into the market. We also handle promotions at events and exhibitions, where planning and on-the-ground care decide whether a stand gets remembered.
Most of our clients come to us because marketing has become a list of tasks spread across too many people. We take the whole list, decide what deserves attention first, and build a plan your team can follow. That means fewer stalled projects, a consistent voice across every channel, and a clear answer to what your marketing budget actually bought.
We stay small on purpose. The people who plan your campaign are the people who run it, so nothing gets lost between a strategy document and the work itself.
Add brief profiles and photos for the people clients will work with, highlighting their skills and experience. If the company is a one-person firm, combine this section with the company overview.

Our People

Digital Marketing Manager
Plans and runs your online campaigns.
Marketing Manager
Leads your strategy and keeps everything on track.
Digital Artist
Designs the visuals for your campaigns.
Content Marketing Manager
Writes and organizes your content.
Design & Marketing Proposal
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4. Pricing

Use the table to list each proposed service, its unit price, quantity, and line total. Adjust the rows and quantities to match the agreed scope, then confirm all rates and applicable taxes before sending.
Illustrative sample pricing for discussion only. Confirm final rates before sending.
Prices are shown before any applicable taxes. If you would like to adjust the scope, we are happy to talk.

5. Terms

Before a contract is signed, parts of this proposal can be changed through discussion between [custom.clientName] and [sender.company]. Invoices are payable within 14 days. This proposal is valid for 30 days from the date shown on the cover. Any extra work will be agreed with you in writing before it begins.
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6. Getting Started

  1. Accept. Sign this proposal below.
  2. Meet. We will contact you within two business days to talk about your needs.
  3. Begin. We agree the plan and start work.

Acceptance

By signing below, [custom.clientName] accepts this proposal and the prices in it.

Sender

Company: [sender.company]
Sender signature
SENDER
Date: Date*
SENDER
Name: Name*
SENDER

Client

Company: [custom.clientName]
Client signature
Date: Date*
Name: Name*
Once both parties have signed, save a copy of the completed proposal with your project records. It captures the approved scope, pricing, and terms for reference as work begins.

Contact Us

[sender.company]
Email: [sender.email]
Phone: [custom.senderPhone]
Address: [sender.address]
Design & Marketing Proposal
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Trusted by 1,100+ businesses that sell expertise

Evoke Strategy
Uffizio
Charge&Go
Aktiv
Story99
Scribd
Prolexity
Hero
Accenture
Vyapar
Storyboard Films
Infosys
TCS
FinoWorks Technologies
Growlity
Evoke Strategy
Uffizio
Charge&Go
Aktiv
Story99
Scribd
Prolexity
Hero
Accenture
Vyapar
Storyboard Films
Infosys
TCS
FinoWorks Technologies
Growlity

Design & Marketing Proposal Template Overview

Agencies that handle both creative and marketing work need a proposal that doesn't force the client to read two separate documents. This design and marketing proposal template covers creative deliverables, marketing channels, timeline, and combined pricing, so the full scope of a mixed engagement reads as one coherent plan.

A combined proposal also makes it easier to close a bigger deal in one motion. Share it as a single link the client can review on any device, and let them approve and sign once the full scope, creative and marketing, looks right.

What's Included

Everything you need to create a professional proposal

Professional Design

Fully Customizable

Ready to Use

Mobile Responsive

How to Use This Template

Get started with your professional proposal in just a few simple steps

1

Choose Template

Select this template and click "Use template for free" to get started

2

Customize Content

Fill in your details, add your branding, and tailor the content to your needs

3

Send & Track

Send your proposal to clients and track when they view and approve it

Who Benefits From Design & Marketing Proposal Template?

Full-service agencies pitching both creative and marketing work get the most from this combined proposal template.

Agency Owner

Pitch a client on branding and marketing together, instead of splitting the ask across two separate documents.

Creative Director

Present design deliverables alongside the marketing plan they'll support, so the client sees the full picture.

Account Manager

Send one combined proposal for a client who needs both a rebrand and the campaign to launch it.

Marketing Strategist

Bundle a strategy engagement with the creative assets needed to execute it.

Frequently Asked Questions

Everything you need to know about using this template

It should cover the creative deliverables, the marketing channels and activity, a combined timeline, and pricing for both parts of the engagement. A design and marketing proposal template gives you these sections ready to fill in.
Yes. That's exactly what this template is built for, combining creative and marketing scope into a single document instead of two separate pitches.
Yes. Give it a short prompt covering the combined engagement, and the proposal comes back drafted in your branding.
Yes. Pricing blocks support itemised sections, so the client can see what's allocated to creative work and what's allocated to marketing.
Yes. Both sides sign in the same link it was sent on, and the signed status, date, and a confirmation email are all recorded automatically.
Yes. There's no need to rebuild it each time. Duplicate the proposal and update creative and marketing scope for the next client.

Pitch the full engagement in one document

Combine the creative work and the marketing plan into one proposal, instead of asking the client to read two.

Free forever.
No credit card.