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Blog Business

5 Marketing Proposal Examples to Elevate your Business

By Tobi Ojenike , Aug 10, 2023

5 Marketing Proposal Examples

Marketing proposals have become an essential tool for success in today’s competitive business environment. As a business, there are various marketing proposal examples that you can look at, learn from and use to build yours.

More than just a pitch, marketing proposals show a thorough comprehension of each client’s particular requirements and goals.  Creating a persuasive marketing proposal  shows a business’ dedication to providing value and outcomes, paving the way for a successful collaboration.

However, developing strong marketing proposals has its share of difficulties. Marketing professionals are tasked to create proposals that stand out from the competition while remaining pertinent and appealing. This includes achieving the ideal balance between creativity and professionalism while addressing specific customer needs. You can tweak our carefully chosen  marketing proposal templates  to make sure that all these components are properly combined and employed in your marketing proposals.

Click to jump ahead:

  • A well thought out, well-designed marketing proposal should be

5 Marketing proposal examples

What should a marketing proposal include, what are the common mistakes to avoid in a marketing proposal, marketing proposal examples faqs, how to create a marketing proposal with venngage in 6 steps, a well thought out, well-designed marketing proposal should be:.

A carefully considered and well-designed marketing proposal has to be a thorough and convincing document that clearly explains your marketing strategy and solutions. As I earlier explained that it serves as a basis for understanding each client’s goals and what they require, it is essential to understand what it should contain. A winning marketing proposal should be: 

  • Comprehensive
  • Data Driven
  • Clear and Concise

Now that you have an understanding of what a marketing proposal is and what it should have, let us dive into the different examples of marketing proposals.

The secret to impressing potential clients and landing lucrative jobs is creating an effective marketing proposal. A collection of successful marketing proposal examples may be a great source of motivation and direction for marketers who want to stand out from the competition.

In this piece, I will examine 5 actual marketing proposal examples that highlight various tactics and innovative ideas. 

1. Digital marketing proposal example

A digital marketing proposal is a strategic, in-depth document that lays out a thorough strategy to improve an organization’s online presence, engage its intended target market and spur commercial growth. 

Using methods such as search engine optimization (SEO), content marketing, social media management, pay-per-click (PPC) advertising, email campaigns and website user experience improvements, this kind of proposal serves as a  marketing road map  to demonstrate the marketer’s skills. It emphasizes quantifiable goals, financial allotment, a schedule and key performance indicators (KPIs) to assess the effectiveness of the suggested digital marketing campaign. 

For example, this proposal attempts to capture potential clients and forge fruitful collaborations by putting a strong emphasis on customized solutions. This marketing proposal example is great for small businesses.

Digital Marketing Proposal Template

2. Social media campaign proposal example

A social media campaign proposal is a compelling document that is skillfully written and lays out a thorough strategy for utilizing social media platforms to accomplish particular marketing goals. 

A social media campaign proposal often includes strategies, content suggestions and advertising techniques. The proposal demonstrates the marketer’s talent for creating effective social media campaigns with an emphasis on raising brand awareness, increasing website traffic and encouraging meaningful interactions. 

This proposal intends to attract potential clients and win their support with data-driven insights and quantifiable KPIs. Here are some examples of a social media campaign proposal that you could use:

Social Media Marketing Proposal

3. Website design proposal example

A website design proposal is a carefully produced document that outlines a detailed strategy for developing or redesigning a website in line with the client’s brand identity and corporate goals. 

This proposal demonstrates the web designer’s proficiency in technical implementation, visual design and user experience (UX) to produce a smooth and visually appealing online platform. It provides details on the project’s scope, schedule, deliverables and budget as well as insights into the design process and overall strategy.

Take a look at our carefully curated template as a creative compass:

Website Design Proposal Template

A strong graphic design proposal highlights the value the designer brings to the client’s business while showcasing the designer’s expertise and creativity. You can also consider showcasing a portfolio of relevant past work and testimonials to build trust and confidence. Envision the stunning graphics you can create by taking a cue from this template:

Graphic Design Proposal Template

5. Influencer marketing proposal example

An influencer marketing proposal is a document created by marketing agencies to pitch collaboration opportunities to brands or businesses. This proposal outlines the campaign’s goals, target market, proposed influencers, content suggestions and anticipated results.

The proposal aims to demonstrate the influencer’s suitability for promoting the brand’s products or services and outlines the terms of the partnership, such as compensation, timeline and key performance indicators (KPIs) to measure the campaign’s success. 

The goal of the influencer marketing proposal is to persuade potential customers of the efficiency of influencer collaborations in increasing brand visibility and fostering engagement with their target audience. 

With the help of our hand-picked collection of engaging influencer design proposal examples, you are off to a great start.

Influencer Marketing Proposal Template

Here’s a general outline of what a marketing proposal should include:

This is a brief of the main aspects of the plan. It highlights the information contained in the proposal and gives a quick look into some of the strategies, the complexities of the schedule, and the objectives that will indicate the project’s advancement. This summary provides your clients an understanding of what to expect from you and your team.

2. Objectives

The aims and objectives of the marketing campaign or project should be stated in clear terms. To show that you are aware of the client’s demands, align these goals with their company objectives. You should also understand that not clearly stating the objectives could lead to confusion and easily make tracking the progress of the project quite difficult.

3. Intended outcomes

Every effective marketing proposition is built around the idea of “intended outcomes.” These results are more than just objectives; they stand for the transformational changes that your client’s business will experience as a result of your proposed plans and activities. In this important section of the proposal, you should delve into the anticipated future and the advantages of your partnership for the development and success of your brand.

4. Define the target audience

Analyze the target audience of your intended clients to demonstrate your knowledge of this demographic. To show the applicability of your marketing strategy, include details on their demographics, behavior and preferences.

5. Market Research

Here, you gather knowledge of consumer behavior, tastes, market trends, and the market environment. These findings are then used to generate marketing strategies and plans. Marketing research provides the data and insights needed to make informed decisions within your  marketing plan .

6. Approach

Describe a well-planned marketing strategy that combines online and offline approaches. Describe the thinking behind each tactic and how they complement one another to produce the intended outcomes.

7. Measurement and KPIs

Outline the key performance indicators (KPIs) that will be used to gauge the marketing campaign’s effectiveness. Display your plan for collecting data, analyzing it and using it to inform decisions.

8. Timeline and proposed budget

Give a thorough breakdown of the marketing campaign’s necessary budget as well as the estimated timetable for its completion. Building client trust through transparency in costs and delivery dates is beneficial.

9. Project team

This provides information on the qualifications and relevant experience of the marketing team or agency. It also highlights their strengths and weaknesses, previous achievements, their position in the company and the part they will play in the execution of the intended project.

10. Case studies and testimonials

Include pertinent references, case studies or illustrations of prior successful projects to highlight your experience and track record.

11. Terms and conditions

Invite the client to take the following steps, such as setting up a meeting or signing the agreement, by concluding the proposal with a clear call to action. Specify any terms, conditions or contractual arrangements related to the partnership.

An effective marketing proposal involves thorough planning and attention to detail. Here are some common mistakes to avoid in order to make sure your proposal stands out and stays clear of potential pitfalls:

Lack of Individualization:  Using a generic or templated proposal without adjusting it to the client’s unique needs and objectives can come across as careless and disconnected. Personalize your proposal to show that you are aware of the client’s problems and how your proposed solutions will solve them.

Uncertainty in Objectives:  Failure to establish precise, quantifiable objectives may cause uncertainty and a lack of concentration. Make sure your proposal contains clear objectives that the client can comprehend and assess.

Heavy Focus on characteristics:  If you place too much attention on the characteristics of your services rather than the advantages and results for the client, your proposal may not be as appealing. Clients are interested in how your methods will address their issues and produce outcomes.

Ignoring the Target Audience : If you don’t clearly define how your tactics will appeal to the client’s target audience, your proposal’s relevance and impact will suffer.

Insufficient Research:  Making recommendations without completing in-depth market research and data analysis can make your proposal seem unreliable. Based on sound research and insights, develop your strategies.

Uncertain time frame : Clients may be unsure of the project’s duration and scope if there isn’t a clear timeframe for the intended activities. The timetable and milestones should be clearly stated.

Neglecting Proofreading:  is important since submitting a proposal that contains grammatical, typographical, or formatting issues tarnishes your professionalism and credibility. Always double-check your writing before submitting.

Can I use marketing proposal examples as-is for my own business?

While you can use marketing proposal examples as a reference and source of inspiration, it is essential to customize them to suit your specific business needs, goals, and target audience. A one-size-fits-all approach may not effectively address your unique requirements, so tailoring the proposal will ensure it aligns with your company’s objectives and maximizes its potential for success.

How long should a marketing proposal be?

The complexity of the project and the client’s particular requirements can affect the length of a marketing proposal. However, it’s typically advised to keep the proposal brief and concentrated. Without including any additional attachments or supporting documents, aim for a length of 5–10 pages.

How do I make my marketing proposal stand out?

Consider customizing your marketing proposal to the client’s particular requirements and objectives, and make it abundantly obvious how your marketing methods will alleviate the client’s problems and produce results. Use a  marketing proposal template  with charts, graphs and infographics to add visual appeal to the proposal and to demonstrate the knowledge and experience of your team in the field. Finally, present your proposal in a polished and visually appealing manner. Include case studies or testimonials from prior successful marketing efforts.

How do I format my marketing proposal?

Your marketing proposal should be presented in a polished, well-organized and visually appealing manner. To organize the material, think about utilizing headings and subheadings. Also, make sure to utilize a unified font and color design. Include visual components in the proposal, such as pictures, graphs and graphics to make it more interesting. 

Are marketing plans and marketing proposals the same?

In the context of marketing strategy, a marketing plan and a marketing proposal serve different functions. A marketing plan is a thorough internal strategy document that defines a company’s overall marketing strategy over a long period of time. A marketing proposal, on the other hand, is a client-focused document that gives a detailed plan and strategy for a specific project or campaign in order to secure a client’s business. As a business, you can  create a marketing plan  with strategies that will be covered more in depth in the business proposals that you make.

  • Sign up or  log in to Venngage  to register and platform’s features and templates.
  • Click on “Create a Design” and select “Proposal” as the design type. 
  • Browse through the available proposal templates or use the search bar to find one that suits your needs.
  • Replace placeholder text with your own content, such as company information, client details, and project objectives.
  • Customize the color scheme, fonts, and images to match your brand’s identity and preferences.
  • Enhance your proposal with visual elements such as images, icons, charts, graphs, and illustrations.
  • Carefully review your marketing proposal for accuracy, clarity, and completeness.
  • Once satisfied, download your proposal as a PDF, image file, or share it directly with your client using Venngage’s sharing options.

Marketing Proposal Template for Word, PDF

sample business marketing proposal

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Template Highlights

  • Briefly describe your company and team, then summarize the marketing, branding, and/or advertising services you provide
  • Give your potential client some background on the talented team you've put together, including any skills or qualifications that will be valuable on this project
  • Sketch out the project, including its objectives, challenges, and target audience. Then explain how you'll meet the target goals and what your proposed outcome is
  • Use the project schedule section to explain key project stages and deliverables
  • Next, outline any related costs. This ensures the client won't be taken aback by the bill at the end
  • Provide contact information so the client can easily get in touch with you
  • Use the Appendix section to include any other information, such as case studies or testimonials
  • Download it as a PDF or Word file
  • Print it, email it, go to town with it.

Template Preview

Marketing Proposal Template

Whether you are pitching a branding, marketing, or advertising campaign, you need to create a proposal that explains how you will help your client promote and expand their business. You can adapt this template to suit just about any marketing project.

HubSpot Tip: Every proposal should be client-centered, so be sure to update this template to meet the specific needs of your customer.

Our Company and Team

Whether you are submitting this proposal to a long-time or brand new client, it is always a good idea to provide a brief introduction to your company and team. No more than a paragraph is needed. Include key information like when and by whom your marketing firm was founded, what your major strengths are, and any similar work that you have completed in the past.

Our Services

Provide a summary of the marketing, branding, and/or advertising work that your company does. Be broad. Include all of the kinds of services you offer, even ones that you might not be proposing to this client at this time. You can organize them in a bulleted list like the one below.

• Service 1

• Service 2

• Service 3

The Proposed Team

In this section, you should provide information on the relevant skills and experience of your proposed team members. Provide brief profiles of each of the staff who will work on this project, indicating their name, title, role on the project, special skills, relevant qualifications, and education. You can also mention successes on similar work in the past. Consider organizing this section with bullets, as shown below.

• Team Member 1, Title – Profile

• Team Member 2, Title – Profile

• Team Member 3, Title – Profile

HubSpot Tip: You can include professional headshots for each of your team members to personalize your proposal. Be sure that the look of the photographs is uniform across the team members and matches the overall design of the proposal.

Project Scope

Now that you have introduced your company and team, you should indicate your understanding of the client’s needs and the project you will conduct in order to meet their specific requirements.

Begin by giving an overview of the project. Items you might discuss include the situational analysis, challenges and issues, and the target market and customers. This section should set the stage to introduce your proposed solution.

Proposed Solution

Explain to the client the activities you will undertake in order to meet their needs. If possible, break the activities into phases. You should also indicate any deliverables that will be submitted to the client under each phase. Organize these items in a table like the one below.

Deliverables

• Activity 1 • Activity 2

• Deliverable 1

• Activity 3 • Activity 4 • Activity 5

• Deliverable 2 • Deliverable 3

• Activity 6

• Deliverable 4

In some cases, just a table may suffice, but you might also consider including additional narrative to explain your methods more fully.

Projected Outcome

In a paragraph or two, describe what your proposed solution will achieve for the client. Try to ensure that your outcomes are measurable. Provide a brief explanation of how you will evaluate success on this project.

HubSpot Tip: If there are key parts of the project that the client will be responsible for, be sure to indicate them in your proposal. Don’t surprise your client with requests for work once the project has started!

Project Schedule

After describing the steps in your project plan, you should align them to a timeline to show the customer how the project will unfold and when each step will occur. Including a schedule boosts your credibility and shows the client that you have a plan for executing the project on time. You can use a simple table, like the one that follows, to depict the project schedule.

Completion Date

HubSpot Tip: Be sure to set reasonable deadlines. It is much better to turn in a product early than to set an unreasonable deadline and be forced to make a late submission!

Your Investment

This section should outline the cost to the client of all of the necessary activities and items to complete this marketing project. Some of your costs might be billed with an hourly rate and others might be charged as a flat fee. Keeping with the same organization by Phase and Activity that you have used throughout the proposal, present all of the costs clearly in a format like the one below.

Activity/Item

Hourly Rate/Flat Fee

Estimated Hours/Quantity

HubSpot Tip: Accuracy is important! Consider reproducing this table in a spreadsheet program like Microsoft Word and doing the calculations there, then copying them into the template. Nothing looks more unprofessional than a math error in the middle of your proposal!

Make your contact information impossible to miss, in case the client has any questions as they review your proposal. Include multiple ways to get in touch with you quickly, for example, an email address and a phone number.

HubSpot Tip: Make getting in touch as easy as possible for the client. If you know your client’s preferred method of communication is email, then be sure to provide your email address and be ready to respond quickly. If they prefer to speak by phone, give them a number at which they can reach you anytime during the workweek.

Contract and Signatures

Explain the next steps required to approve the proposal. You most likely need your client’s signature, so include customized signature lines for everyone who needs to sign, like shown below.

________________________

[Name], [Role]

You should also include your company’s contract details indicating the specific terms and conditions for this project.

HubSpot Tip: Including signature lines directly in the document can speed up the approval process by limiting the number of documents that need to change hands.

Additional Materials

If you have additional information you would like to provide to the client, you can include it in an Appendix. Some examples might include case studies of past work, a portfolio of your branding or advertising work, or sample products that you have created for past clients.

HubSpot Tip: Past experience is the best indicator of future success! Including examples of your best past work at the end of your proposal provides evidence of your knowledge and capabilities.

Frequently Asked Questions

How do i write a marketing proposal, is this template free, can i edit this template, related tags:.

  • Proposals, Estimates & Quotes

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Storydoc

Marketing Proposal Guide: Write, Design & Track + Templates

Learn how to make a marketing plan proposal for a marketing strategy or consultant. Discover the best marketing proposal format for your strategy or campaign.

sample business marketing proposal

Burkhard Berger

9 minute read

How to create a marketing proposal

Short answer

What is a marketing proposal?

A marketing proposal is a detailed plan that outlines advertising, marketing, and brand enhancement strategies for a client's company. Usually crafted by a creative marketing agency or an in-house marketing team, this document is shared with the business's top decision-makers.

Most marketing proposals flop, but this can be avoided

Many marketing professionals find it a challenge to craft a proposal that truly resonates with potential clients, one that speaks directly to their needs and visions.

We put hours into crafting the perfect marketing proposal, only to be met with skepticism during the actual marketing presentation .

It’s true… making a marketing proposal that clients love is extremely difficult, but it’s not impossible. I can teach you how.

We’ll delve deep into how to make a marketing proposal that prospective clients will like so much they’ll read it with attention from start to finish.

Let’s get started.

Are you making proposals the wrong way?

A marketing plan can be presented as a dense text PDF, a visual presentation, or a modern interactive web story.

The most common way of making marketing proposals is a text-dense PDF format, but that’s also the least effective. A PDF format makes it practically impossible to stand out from the crowd, or engagingly convey information.

This is why leading marketing agencies are moving to interactive web-based proposals that can include live data and multimedia, embed e-signature forms, and can be easily read on mobile.

Here’s what the difference looks like between legacy PDF and modern proposals:

Marketing plan proposal in static PDF format

Static marketing proposal template

Modern interactive marketing proposal format

What are the main types of marketing proposals.

Whether you're looking to elevate a brand's market position, dive deep into market trends, or launch a focused marketing project, getting to grips with each type of marketing proposal will let you build strategies that hit the mark and deliver impactful results.

7 main types of marketing proposals:

1) Marketing strategy proposal

Offers a comprehensive plan for reaching marketing objectives, including how to position in the market, identify the target audience, and select the best marketing channels.

2) Market analysis proposal

Suggests an in-depth look at the market to spot trends, analyze competitors, and understand potential customer needs, helping shape informed business strategies.

3) Marketing project proposal

Details a particular marketing project with its goals, required resources, timeline, and the anticipated benefits for the business.

4) Marketing campaign proposal

Describes the aims, strategies, schedule, and expected results of a specific marketing campaign, with a focus on targeted promotional efforts.

5) Marketing budget proposal

A financial outline that specifies how funds will be distributed across different marketing activities, highlighting cost efficiency and expected return on investment.

6) Lead generation proposal

Concentrates on methods and strategies to attract and convert potential customers into leads, including the tools and approaches for successful lead gathering.

7) Performance marketing proposal

Targets marketing strategies with a focus on tangible results, underlining quantifiable achievements like conversions, sales, and return on investment from specific marketing actions.

What is the best marketing proposal format?

Based on our internal analysis of marketing proposal performance, with over 100K reading sessions, we’ve come up with an optimal content structure for a marketing plan proposal.

This marketing plan proposal outline works well both for marketing agencies or consultancies looking to persuade prospective clients and for internal teams seeking to promote their marketing projects internally.

What to include in a marketing proposal

Introduction and overview: A brief introduction to the marketing plan, highlighting its purpose and key objectives.

Market context and challenges: An analysis of the current market environment, including key challenges and competitors in the arena.

Target audience segmentation: Detailed profiling of the target audience, including IT managers, software developers, tech startups, and IT consultants.

Key objectives and goals: Specific goals such as user acquisition targets, conversion rate improvements, and brand awareness metrics.

Strategic approach: Outline of the strategic approach, including product differentiation, content marketing, and influencer partnerships.

Tactical game plan: Detailed tactics for each strategy, including online advertising, content creation, and influencer collaborations.

Budget and financial planning: A comprehensive financial plan detailing budget allocation for various marketing activities.

Implementation timeline and milestones: A timeline with key milestones, such as finalizing the marketing plan, launching campaigns, and assessing progress.

Performance metrics and KPIs: Definition of key performance indicators for measuring success, including user acquisition rate, conversion rate, and user engagement metrics.

Review and optimization strategy: A plan for continuous review and optimization of marketing strategies based on performance data and user feedback.

Conclusion and next steps: Final remarks summarizing the plan and outlining the next steps for implementation.

How to write a compelling marketing proposal (9 steps)

Whether you represent a marketing agency, a marketing consultant, or an internal marketing team, decision-makers will want to know how you intend to reach the desired company goals.

And whether you are a seasoned pro or just getting started, a structured approach to making a professional proposal can make all the difference.

From initial research to the final polish, each step is designed to help you communicate your vision and value with clarity and confidence.

1. Conduct research on clients

Focus on information about your potential client’s industry trends, target audience’s key demographics, distinct pain points, and competitive landscape to craft a well-informed marketing strategy.

With this, you can personalize your proposals to businesses by reflecting their ethos and ambitions within your pages. Thus, guaranteeing that every solution you propose resonates with key stakeholders.

Start with the company’s public face , including its website, press releases, and published interviews, to grasp its market position.

Leverage their social media accounts to reveal their brand voice and customer engagement strategies.

Look at your target client’s competitors . Doing this lets you determine what sets them apart. It will also help uncover gaps that can be transformed into opportunities, and you can highlight those in your proposal.

Get data and insights from your prospect’s reports and case studies to help you understand their industry trends and consumer behavior.

For instance, let’s say you are creating a proposal for a solar power solutions company.

When you visit their website, ask yourself: How do they showcase their products? What is their price range? Premium or budget-friendly?

Perhaps they highlight eco-friendly benefits, energy independence, or their unique longer-lasting solar battery system in their content and homepage.

Using your findings, start creating a content strategy outline for the proposal that highlights the brand’s strengths and speaks directly to their consumers.

As for pricing , this should help you customize your marketing services to appeal to their specific customer base.

With this approach, you can form the first layer of the foundation of your entire project.

2. Identify the client needs

The key difference in your proposal will be its ability to mirror the client’s needs accurately and innovatively. What this entails is diving deep into what drives a business, its challenges, and its aspirations.

In essence, this takes your preliminary client research to the next level and goes beyond visiting websites and reading case studies. This requires a more direct approach and communication with your prospects.

As a marketing expert, recognizing these needs lets you align your action plan with the client’s specific needs .

It becomes a game-changer in the bidding process, as it elevates your proposal from a standard pitch to a customized solution.

How do you nail this?

Engage in direct conversations with your potential clients to know what they aim to achieve.

Also, involve project stakeholders in these discussions since they can provide other perspectives that might otherwise be missed.

What you gain from your conversations will help you formulate a detailed plan that addresses your prospect’s needs. Completing this step helps transform your marketing agency from a service provider to a strategic partner.

Moreover, you should create a custom assessment for your potential clients to personalize your proposal process. This is particularly effective for larger projects, where understanding nuances is crucial.

For instance, let’s say you are creating an assessment for a retail client. Include a wide variety of questions that explore their use of automation tools, customer engagement strategies, and online sales process efficiency.

A deep dive like this lets you uncover common elements in their business and highlights specific areas where your marketing expertise can drive significant growth.

3. Set clear objectives

Define the specific goals your marketing solution aims to achieve to have a clear direction and purpose when writing your business proposals.

Without this clarity, your proposal might be aimless and unclear. Hence, diminishing its impact.

What should you do?

Align your objectives with your prospect’s goals . Understand what they want to achieve through their marketing efforts.

Tailor your proposal to your prospect. Based on your alignment with prospect's needs, ajust your project objectives and overall proposal to meet their project goals.

Leverage professional tools like SMART to structure your objectives. Using this framework helps make sure that each objective is precise, trackable, and attainable within a specific timeframe.

Break down your strategy into project phases and give each phase its own set of objectives. With this, you demonstrate a well-thought-out plan.

Here's a handy infographic explaining the SMART framework:

Marketing proposal - The SMART framework

Let’s see this process in action - say you are crafting a digital marketing strategy proposal for a brand expanding into digital products like courses, software solutions, and webinars.

First, align your plan of action with their goal: to captivate and convert their potential customer base into digital learners.

Then, dig further to know what their end-game is: Are they aiming to become thought leaders? Is their primary focus to make more software subscriptions ? Are they tapping into current trends to attract a wider audience?

Afterward, use the SMART framework to ensure each objective in your strategy is focused and achievable.

For instance, set a target to increase webinar sign-ups by 30% within 3 months through targeted social media campaigns and email marketing.

With a structured objectives list, your client gets to visualize each step towards successfully diversifying their business.

Here's a great example of an objectives slide:

Marketing proposal objectives slide example

4. Design your strategy & tactics

Once you have your objectives, it is time to develop a game plan. You should detail how you will achieve the set objectives by including the specific actions you will deploy.

Doing this provides your prospects with a clear, transparent view of your approach . Thus, boosting their trust and confidence in your capabilities.

To craft an effective proposal, thoroughly understand your prospect’s target customers to directly tailor your marketing plan to those who matter most to their business.

Who are they?

What drives their decisions?

You should also leverage data to inform your choices and show why certain approaches are more likely to succeed.

Analyze market trends, customer behaviors, and previous campaign results to identify opportunities to capitalize on.

With this data-driven approach, you bring a level of precision and personalization to your proposal.

Here's an example of a game plan slide:

Marketing proposal game plan slide example

For example, let’s say you are developing a social media marketing strategy proposal for a company eager to expand its online presence. Start by identifying your prospect’s target customers on social platforms.

Are they millennials drawn to visual content and influencer marketing? Your business plan should then align with this discovery.

So, propose a blend of creative content and influencer collaborations and use data to show the effectiveness of those strategies.

Additionally, make sure your entire proposal is understandable. Avoid overly technical terms that could confuse the project team or stakeholders.

Break down strategies into clear, actionable steps and explain how each will contribute to effective marketing campaigns and overall business goals.

Of course, do not forget a common theme in this guide, your prospect’s needs. Align your strategies with the client’s marketing objectives to guarantee that every tactic you propose moves towards these goals.

5. Provide expected outcomes & KPIs

Clients want more than promises; they seek tangible results. Give them KPIs and a clear forecast of the results you aim to achieve to demonstrate accountability and set benchmarks for success.

Here's an example of an interactive outcomes slide:

Marketing proposal expected outcomes slide

How do you do this?

Choose KPIs that are most relevant to the strategic marketing plan you are proposing. Make sure these indicators align with the marketing challenges you aim to tackle.

In addition, you should detail how you will track progress using specific metrics.

If you create your marketing proposals with Storydoc , then analytics are tracked for you automatically from the get-go, and you can get all the insights you need from the built-in analytics suite.

If you’re using some other form of web content you could use a streaming data analytics platform to monitor real-time insights into how your campaigns are performing.

What this shows is foresight and assures clients that you have a solid plan to measure and achieve results.

Here's a brief video explaining how the built-in analytics panel works:

Storydoc analytics panel

Consider that your persuasive marketing proposal for an SBA loan investor company focuses on its goal to educate and build trust with small business owners.

Set clear KPIs and expected outcomes:

Aim for a 20% growth in social media followers to broaden the reach to potential borrowers across platforms.

Secure a 50% boost in site traffic through SEO-optimized articles on SBA lending practices.

Strive for a 15% increase in direct inquiries about SBA loans, indicating heightened interest and engagement.

Do not forget to detail how you will track these with regular updates via dashboards and monthly reports.

With this, you will show that you are going to handle the project with full transparency and precise measurement of progress.

A structured approach like this is especially critical in financial services marketing, as it guarantees precise targeting and messaging. It helps build trust and credibility in a sector where accuracy and reliability are paramount.

6. Establish a timeline

A chronological timeline will be your roadmap that marks significant milestones and allocates when clients can anticipate results.

Including this in your marketing proposals provides you and your clients with a structure. It also guarantees that everyone involved stays on track . Hence, avoiding misunderstandings, overlaps of phases, and delays.

Here's an example of a timeline slide:

Marketing proposal timeline slide example

To establish a timeline effectively, break down major phases into manageable tasks. Use a visual timeline in your business document like a Gantt chart.

This visual aid helps clarify the project timeline, including the specific hours dedicated to each task.

Here’s a scenario: You are creating a proposal for a company launching a digital marketing campaign to promote its creatine supplements.

Use Microsoft Project, GanttPRO, and Wrike to outline a visual timeline.

Then, break the campaign into phases:

Begin with a 2-week market research phase, focusing specifically on the target demographic for creatine supplements and competitive analysis in the supplement industry.

Follow this with a dedicated 4-week content creation phase to produce blog posts, how-to guides on using creatine for fitness goals , and engaging social media content highlighting user testimonials and creatine benefits.

Conclude with a 4-week content distribution and promotion phase, targeting fitness enthusiasts and health-conscious consumers.

Then, include bi-weekly check-ins with the marketing team to monitor and adjust the campaign as needed.

7. Include costs & terms

A well-detailed cost structure, paired with clear terms, sets the foundation for a harmonious partnership.

It helps prevent disputes and aid decision-making , as it sets clear financial obligations and conditions.

How do you set this up?

Break down costs for the types of marketing services you are offering, especially when specialized services are involved in complex projects.

Outline payment terms straightforwardly and specify the payment schedule, including any deposits required and the preferred payment methods.

For instance, if you are crafting a proposal for a comprehensive digital marketing campaign, list individual line items for each service. Additionally, clearly state the specific deliverables under each category.

Here’s an example you can take inspiration from:

Marketing proposal pricing summary example

For payment terms, incorporate details like having 35% due upon contract signing, with the balance payable monthly.

As for contract terms, specify duration, like a 1-year commitment, including conditions like a 45-day notice period for termination.

Laying out these terms eliminates ambiguities and promotes transparency. Plus, you can make sure your clients understand their financial commitment.

8. Write the marketing proposal

You've gathered insights, set objectives, planned strategies, provided KPIs, and outlined the costs and terms. Now, it is time to package this into a compelling proposal that resonates with potential clients.

Set up a solid framework to make sure you present your plan persuasively and coherently to guide the client through your vision and plan .

Use Storydoc to create personalized decks or dynamic presentations to “WOW” your potential clients.

What are the key elements you should work on?

Start with a cover page that includes the project title, your company's name, and the date. With this, you can set a professional tone right away and gain a favorable first impression.

Next, craft an executive summary. Treat this as your elevator pitch and not as a mere brief of your entire proposal. Summarize the client's needs, your proposed solutions, and why your agency is the best choice.

Then, delve into the specifics like the ones we discussed throughout this guide. Describe your proposed services, detailing how each element addresses the client's unique challenges and goals. Be precise, yet comprehensive.

Moreover, include case studies or examples of your previous success. They will show proof of your expertise and ability to deliver results. However, make sure to only include case studies relevant to the client's industry or challenge.

9. Use an interactive marketing proposal template

Consider using structured marketing proposal templates , so you do not have to scramble every time you propose to a prospect.

It’s also a good idea to move away from legacy proposal formats like PDF or PPT and upgrade your documents to interactive web experiences. These are much more attention-grabbing, compelling, and persuasive.

You can grab one of the tried and tested templates below to make your best proposal ever in record time.

3 biggest mistakes to avoid when crafting a marketing proposal

Knowing what to include is not the end to crafting a marketing proposal that woes prospects. It is also critical to know what NOT to do. Otherwise, the goodwill you earn from the good parts of your proposal will become futile.

One misstep can jeopardize your chances of securing that coveted client. Identifying and sidestepping common mistakes enhances your proposal's effectiveness and positions you ahead of competitors who might still be making them.

Start taking notes and do not fall for the usual traps of marketing proposals.

1. Overpromising

Offering the moon captures your client’s attention, right? While that might look like a winning strategy for some, it is not.

When reality does not measure up to those lofty promises, disappointment rises. With this comes broken trust and fractured client relationships.

What do you do to avoid this?

Be realistic and transparent about what you can deliver. Plus, set achievable goals and communicate potential challenges upfront.

You should also ground your proposals in data and past experiences. Use them as benchmarks for what's attainable.

When you do not overpromise, you build credibility and showcase your integrity and commitment to honesty.

2. Being too vague

When clients cannot see a clear path, they will hesitate to take the first step with you. It suggests you do not fully understand their needs or the project itself. That ambiguity breeds doubt, and that’s a silent proposal killer.

So, make your proposal as detailed and tailored to the client's specific requirements as possible. Conduct thorough research and present a thorough, step-by-step strategy to paint a clear picture of the path forward.

Additionally, incorporate precise language and avoid jargon that could obscure your message.

With a well-defined plan, you demonstrate professionalism and a deep understanding of the client's needs. It also strengthens their confidence in your ability to execute the plan effectively.

3. Ignoring client needs

Every client has unique business needs. That’s why they are looking for customized solutions, not one-size-fits-all approaches.

When you ignore those needs, prospects will perceive a lack of attention and care from your end. This fosters a sense of being undervalued, making them question your commitment and suitability for the project.

Prioritize active listening and engage in detailed discussions to understand their objectives and challenges. You should also regularly seek feedback throughout the project to guarantee alignment.

Moreover, do not be afraid to ask probing questions and show genuine interest. Incorporate the insights gathered from these conversations to develop an effective marketing proposal.

With this, you show that you value their input and are adaptable to their needs.

Burkhard Berger is the founder of Novum ™. He helps innovative B2B companies implement revenue-driven SEO strategies to scale their organic traffic to 1,000,000+ visitors per month. Curious about what your true traffic potential is?

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sample business marketing proposal

10 Marketing Plan Examples to Inspire Your Campaigns

What do hiking a trail, driving to a friend’s house, and executing marketing campaigns all have in common? Each requires you to closely follow directions.

Directions are a critical part of our daily life. Used correctly, they can guide decision-making processes, make labor more efficient, and get where you want to go as quickly as possible. 

But failing to keep track of directions could cost you — and not just gas money. When it comes to marketing strategies, not having a clear goal tanks web traffic, dissipates brand interest, and costs companies across the United States a whopping $400 billion a year.

Designing a marketing plan is certainly no easy task, but it can be made easier with best practices, strategic tips, and concrete examples from successful businesses all over the world.

sample business marketing proposal

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sample business marketing proposal

What is a marketing plan?

A marketing plan is a strategic document that acts as a guide for marketing campaigns and strategies. These critical road maps detail where you are, where you’re going, and how you plan to get there.

The average marketing plan consists of seven major sections:

  • Writing an executive summary
  • Discussing the mission statement
  • Listing marketing objectives
  • Performing a SWOT analysis
  • Completing market research
  • Designing a market strategy
  • Determining a budget

The more detailed a marketing plan is, the more efficient it will be at accomplishing its goals. 

As you might imagine, marketers who bother to write a concrete marketing plan enjoy several benefits :

  • Organized marketers have a 674% higher chance of reporting success
  • Marketers who set goals are 377% more successful than those who don’t

It’s clear that a successful marketing plan opens pathways to other forms of business success — although the process is underutilized at best. More than three out of four small business owners lack an overarching marketing plan if they don’t have a clear path of growth. Creating a holistic marketing plan is absolutely necessary to scale brands at any level of development.

10 marketing plan examples from every industry

It’s much simpler to design a plan of action when the groundwork already exists. Below are 10 marketing plans sourced from real companies and brands around the world, highlighting unique approaches to researching, crafting and implementing a marketing strategy . 

1. Contently

Popular SaaS Contently developed a visual marketing plan for developing future campaigns. The strategy depicts its plan in a “waterfall” format, with goals blending into methods of application that eventually lead to success metrics. Although far more casual than other examples on this list, the work provides an excellent overview of a marketing plan’s necessary components.

Contently marketing plan

2. Visit Baton Rouge

The Baton Rouge area of Louisiana generates millions of dollars every year from tourism alone. The Visit Baton Rouge marketing plan was born from a need to better position the area and create long-term strategies for generating interest. This 38-page document goes into detail describing different destinations, events, and calendars, including recommended measurements for success.

Top marketing plan examples: Baton Rouge

Created by SaaS company HubSpot , this template includes a business summary, SWOT matrix, market strategy, budget, and other important aspects of a marketing plan. By filling it out, you can make informed decisions about your company’s positioning and your marketing in general.

HubSpot marketing plan

4. Evernote

Evernote provides a comprehensive marketing plan template for businesses of any size. Create a plan that walks through overviews, timelines, research, personas, and all other elements of an airtight campaign. If desired, you can also implement this template into your Evernote account to start developing a marketing plan almost immediately.

great examples of marketing plan: Evernote

5. University of Illinois

Even educational institutes need marketing plans. The University of Illinois created a very straightforward document that encapsulates its market context, research efforts, and current campaigns. Objectives and success metrics are completed in the third section, with about 40 pages overall. 

6. Monday.com

Monday.com is a project management platform providing in-house templates to all active users. This marketing plan offers various categories and subcategories that track project progress with data visualizations. Detailed objectives and KPIs can be identified in-app, including columns for a projected cost range.

Popular health and hygiene brand Lush released a comprehensive marketing plan walking through some products, positioning, and a marketing calendar for upcoming product releases. One of the highlights includes a detailed SWOT analysis with easy to read graphics. This is particularly helpful for brands in the personal care industry, among others.

Lush marketing plan

8. Coca-Cola

Industry titan Coca-Cola released a strategy video that encompasses all seven elements of a holistic marketing plan. The proposal primarily explains the major content initiatives for the coming year, and focuses on how the brand’s initial ideas can be practically implemented into the existing strategy. 

sample business marketing proposal

9. Naperville Park District

Publicly funded recreational parks often have limited access to resources, which is why the Naperville Park District created a strategic marketing plan right at the beginning. This extremely detailed document walks through the company’s mission, situational analysis, strategy, and budget, on a micro-level.

nashville park marketing plan

10. Starbucks

Unlike the longform documents we’ve seen already, Starbucks takes a more concise approach. This six-page release details a strategy to elevate CX and brand ambassadors around the world. The marketing plan touches on individual strategies and tactics, as well as the methods used to ensure success. It’s important to note the detailed customer journey profiles that fit into a five-year strategy.

beverge marketing plan: starbucks

How to approach a marketing plan

Now that you know what a marketing plan looks like, it’s time to explore the initial stages of drafting and publishing your very first plan. Once you establish some basic starting points, a little research is all you need to get started.

Determine your goals

Directions simply don’t matter without an endpoint in mind. Craft some meaningful goals for your marketing campaign that envelop your brand’s values, objectives, and year-end plans. It’s best to use the SMART goal framework:

The more specific your goals are, the more effective your marketing plan will be.

Check your competitors

Staying abreast of your competitors and market share is critical in the early stages of a marketing plan. Using competitive analysis tools or an internal process, take some time to evaluate the approach that others are using — and how you can do better.

You might want to:

  • Perform a competitive analysis
  • Keep a close eye on industry news
  • Browse competitor social media content

Keep in mind that it’s possible to hire freelancers to perform competitive analysis for you, depending on your needs and time constraints.

Identify your audience

Understanding your target market — including their goals, ages, values, and demographics — is the golden rule of marketing. This can be done several ways, either by using data, creating personas, or outlying features in a document.

It’s best to consider everything that may be relevant to your audience in the marketing plan, including how products can be positioned in a way that makes them relevant. For example, a customer with a degree in IT would be more interested in ads that speak to their experience and industry pain points.

If you don’t have a target audience in mind yet, consider using programs like Google Analytics or in-platform insights from Facebook to identify specific segments.

Craft final KPIs

The difference between a good marketing plan and a great marketing plan starts with key performance metrics (KPIs). These will be used to measure the effectiveness of your campaign and provide detailed information about what worked, what didn’t, and what you can change in the future.

Every marketing plan should rely on its own unique set of metrics, all fitted to individual needs. If you’re looking for specific examples, you might want to try:

  • Raising the number of followers on a social media account
  • Generating a certain amount of website leads 
  • Achieving higher email open rates 

Keep in mind that your final metrics should adhere to the SMART method for best results.

Perform your revisions

The marketing plan is a living document and must be updated regularly to remain current. The average plan only has a shelf life of one to five years , on average, and should receive regular revisions in the meantime.

Take a closer look at your past goals, competitors, audience, and KPIs. Are any of these outdated or ill-aligned? What has changed for the company since its initial publication date? Make these adjustments accordingly (and hopefully with members of a team or committee).

Create marketing plans that guide your business well

It’s not enough to just write a marketing plan. In an increasingly competitive world of iron-clad strategies, marketing pros should take their time developing a plan that lasts. The above examples are a great place to start, especially as you craft an approach that is catered to your industry. 

Keep an eye on the growth of your business once your marketing plan hits the shelves. Continue to find new ways to optimize, refine, and otherwise make what you have even better than before. With an airtight marketing plan by your side, the possibilities are virtually limitless.

Want to learn more?

  • How to Create a Killer Social Media Marketing Plan
  • The Complete Guide to Getting Started With Influencer Marketing
  • 7 of the Best Landing Page Examples to Learn From
  • Instagram Marketing Tips to Shoot Up Your Sales

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How to Write a Business Proposal [Examples + Template]

Meredith Hart

Published: December 05, 2023

Free Business Proposal Template

sample business marketing proposal

Propose your business as the ideal solution using our Free Business Proposal Templates.

Thank you for downloading the offer.

Here's what every new business owner needs: an extra 8 hours in the day, an endless supply of coffee, and, most importantly, a really strong business proposal.

how to write a business proposal: image shows a person holding a pen and another person typing on a laptop

A business proposal can bridge the gap between you and potential clients. Done correctly, and it will outline your value proposition and persuade a company or organization to do business with you.

Here, we'll take a look at the various kinds of business proposals and go over how to write one. We’ll also see some ideas and examples to help guide yours.

Know exactly what you need? Jump to one of the following sections:

What is a business proposal?

Types of business proposals, how to write a business proposal, business proposal templates, business proposal example, tips for writing a business proposal, business proposal ideas.

A business proposal is a formal document that’s created by a company and given to a prospect to secure a business agreement.

It's a common misconception that business proposals and business plans are the same. However, a proposal helps you sell your product or service — not your business itself.

Think of it this way: instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.

Follow Along With HubSpot's Business Proposal Template

business-proposal

Download the Template for Free

There are two types of business proposals: unsolicited and solicited.

  • Unsolicited Business Proposals : With unsolicited business proposals, you approach a potential customer with a proposal, even if they don't request one, to gain their business.
  • Solicited Business Proposals : Solicited business proposals are requested by prospective clients so that they can decide whether to do business with your company.

In a solicited business proposal, the other organization asks for a request for proposal (RFP). When a company needs a problem solved, they invite other businesses to submit a proposal that details how they'd solve it.

sample business marketing proposal

Propose your business as the ideal solution using our Free Business Proposal Templates

  • Problem summary
  • Proposed solution
  • Pricing information
  • Project timeline

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your template.

Whether the proposal is solicited or unsolicited, the steps to create your proposal are similar. Make sure it includes three main points:

  • A statement of the organization's problem
  • Begin with a title page.
  • Explain your why with an executive summary.
  • State the problem or need.
  • Propose a solution.
  • Share your qualifications.
  • Include pricing options.
  • Summarize with a conclusion.

Before writing your business proposal, it's crucial you understand the company. If they've sent you an RFP, make sure you read it carefully, so you know exactly what they want.

I recommend having an initial call or meeting with any new clients to ensure you fully understand their objectives. Ask open-ended questions to understand not just what they want, but why they want it.

Once you've done your research, it's time to begin writing your business proposal. While there's no one-size-fits-all approach to writing a business proposal, there's several elements most proposals include. (I designed this example business proposal using Canva .)

1. Begin with a title page.

You have to convey some basic information here. Introduce yourself and your business. Be sure to include:

  • Your company's name
  • The date you submitted the proposal
  • The name of the client or individual you're submitting the proposal to

Your title page should reconcile engagement with professionalism. I think of it as your first tone-setter, so you need to make sure yours is sleek, aesthetically appealing, and not too "out there."

Here's an example of what a business proposal template looks like when done right:

How to Write a Business Proposal: Business Proposal Example Title Page

The executive summary details exactly why you're sending the proposal and why your solution is the best for the prospective client.

Specificity is key here. Why are you the best choice for them?

Like a value proposition, your executive summary outlines the benefits of your company's products or services and how they can solve your potential client's problem.

After reading your executive summary, the prospect should offer a clear idea of how you can help them, even if they don't read the entire proposal. Here's what one should look like:

How to Write a Business Proposal: Sample Executive Summary

3. State the problem or need.

This is where you share a summary of the issue impacting the potential client. This is your opportunity to show them you understand their needs and the problem they need help solving.

How to Write a Business Proposal: Example Event Overview

In the example above, I included several signals to showcase my expertise – that I've been in the photography biz for 10 years, that I've worked with over 500 clients, and that I've been featured a number of publications. 

As you approach this section, focus on presenting yourself as an authority. Consider leveraging tools like:

  • Case studies
  • Client testimonials
  • Relevant awards
  • Industry accreditations

6. Include pricing options.

Pricing is where things can get a bit tricky, as you don't want to under or over-price your product.

How to write a business proposal: Include Pricing Options

The pricing section of your proposal could include:

  • A detailed pricing breakdown, including packages, tiers, and add-ons or optional services
  • How product features and benefits align with pricing choices
  • Pricing for different needs and budgets
  • How your pricing compares with competitors
  • An FAQ section to respond to anticipated objections and explain your pricing strategy

7. Summarize with a conclusion.

After sharing the above information, simplify it all into one final section.

  • First, briefly summarize the proposal. Be sure to share your qualifications and why you’d serve as the best choice.
  • Then, to prompt further conversation, confirm your availability to go over the next steps.
  • At the end of the proposal, the goal is to have the client ready to work with you. So, be sure to offer your contact information for easy follow-up.

In need of some inspiration before you begin writing? Here are example business proposal templates from popular business proposal software companies you can use to help create your proposal.

1. HubSpot's Free Business Plan Templates

HubSpot Business Proposal Template

Download these Templates

We know how crucial a great business proposal is to your and your client’s success. That's why we've compiled 2 Free Business Proposal Templates for you to use and customize for any of your projects.

You'll gain access to a concise, one-page template (pictured above), as well as a longer template for you to refine your plan and proposal.

Download the templates now to get started on building your proposal.

What We Like

The one-page template is clear, straightforward, and easy to read — without skipping on the key elements of a business proposal. This format is especially useful for busy clients who appreciate brevity and clarity.

2. Web Design Proposal

Business Proposal Templates: Web Design

With advertising on social networks projected to reach $82.23 billion dollars in 2025 , it's in your business's best interest to have a plan for growing your client's social media presence.

To help you in that effort, the information in this social media marketing proposal includes an executive summary to help introduce your high-level ideas, an assessment of the client’s company to show your diligence, and a breakdown of billing to show how your company charges for posting, content creation, and analytics.

This template includes all the bells and whistles of a social media proposal packaged in a fun yet professional design. It also includes helpful writing instructions under each section.

8. Content Marketing Proposal

Business Proposal Templates: Content Marketing

Business proposal templates are helpful places to get started, but what should your business proposal look like when it's complete? This template should inspire you.

When pitching your content marketing services to clients, this template can help you organize your ideas. While it walks you through initial objectives and how to communicate your prospected results, one of the most helpful parts of this template is the pricing ideas it gives you when charging for your services.

In the business template example below, Social Portal Consulting (SPC) pitches a marketing proposal to Graphic Bean. At first sight, this proposal appeals to the creative. I recommend going a step forward and designing the layout in your or your client’s brand colors.

Business Proposal Example: Social Media

Besides the design, the social media icons quickly tell the prospect what platforms Social Portal is pitching. Because we see Facebook, Twitter, Instagram, and Pinterest icons, the client instantly knows that this proposal doesn’t include LinkedIn, YouTube, or other platforms.

While maintaining its design, this example outlines Social Portal Consulting’s plans efficiently. It begins by providing insight into Graphic Bean and its goals before elaborating on how SPC can leverage its expertise to help them achieve them.

This business proposal template includes an easy-to-follow timeframe for goals and objectives while keeping the client abreast of how payment will happen across the project.

Overall, this is an excellent example of how to combine the elements of social media marketing into a creative and concise business proposal. Finally, we'll leave you with some business proposal ideas to get you started on your own.

  • Start with an outline.
  • Keep it simple.
  • Stay on brand.
  • Quality control.
  • Include data and visuals.
  • Add social proof.
  • Use a call-to-action.
  • Create a sense of urgency.
  • Make the decision for them.
  • Incorporate video into your proposal.
  • Include up-sell and add-on opportunities.
  • Clarify your terms and conditions.
  • Include a space for signatures to document agreement.
  • Create a table of contents.

1. Start with an outline.

If you want to produce a thoughtful, effective business proposal, you need to have some idea of what you're hoping to achieve with it.

Before I dive into writing a proposal, I always outline the major sections of the proposal that I want to include. That way, I can stay focused and make sure my message stays intact as I write.

Use these free business proposal templates to make sure that your outline includes everything you need.

2. Keep it simple.

Ultimately, there's no definitive blueprint for how long a business proposal has to be. Yours should be however long it takes to convey the information you want to get across.

That said, I'm a firm believer in quality over quantity, especially when it comes to business proposals. Keep your sentences short and simple, and avoid including too much business jargon.

You want anyone who picks up your proposal to make sense of it. So, be straightforward and don't get too fancy. Aim for substance over flash.

3. Stay on brand.

Don't be afraid to let your company's personality shine through in your proposal. Stay true to your brand and show the client what sets you apart from your competitors.

4. Quality control.

I've made it a habit to add an editing/QA step in my writing process. During this step, I do a quick spelling and grammar check before hitting send.

So, as you draft your proposal, and after checking for the basics, keep scanning this document until it's just right.

Check to make sure your proposal:

  • Meets client needs and expectations
  • Highlights your value proposition
  • Is well-structured and easy to read or skim
  • Complies with legal, ethical, and regulatory requirements
  • Looks professional and engaging

5. Include data and visuals.

You want your business proposal to capture your prospect's attention and help set you apart from any other ones they might have received. One of the best ways to do that is to include hard, quantitative data that helps stress the value of your business.

Use relevant, compelling figures that highlight what you have to offer. This can establish authority and make your proposal more convincing. It also helps to include visuals such as charts and graphs to enhance your proposal.

6. Add social proof.

From my experience, you can only be so convincing when you're personally talking up how great your business is — which is why adding social proof is key to establishing credibility.

At the end of the day, prospects are skeptical. They may not take you at your word. But they'll likely trust peers and fellow customers. That's why including elements like customer quotes and testimonials can go a long way.

7. Use a call-to-action.

I've learned that the best proposal in the world can only take you so far if you don't clearly define the next steps. That's why you have to make sure the reader knows what to do after reading your proposal.

A clear call-to-action is the best way to get there.

Define and highlight exactly what they should do to act on the interest your proposal has generated. Without that guidance, you might leave your reader in limbo.

HubSpot customers : Use this CTA builder to create powerful customized CTAs.

8. Create a sense of urgency.

No one wants to feel as if they missed out on a great opportunity. From my experience, prospect tend to drag their feet and put off making a decision if there isn't a sense of urgency.

So, as you create your business proposal, your goal should be to add a degree of urgency. When prospective clients read your business proposal they should feel that the best time to sign up for your service is now .

One way I accomplish this is by stating short and long-term goals for their business. They'll have to wait for the long-term goals, but I make the short-term goals so enticing that they'll be ready to begin a collaboration.

9. Make the decision for them.

Craft your copy in a way that seems like saying "no" to the proposal would be stepping over dollars to pick up pennies. Your offer should go above and beyond their expectations. Do everything in your power to remove friction and objections along the way.

10. Incorporate video into your proposal.

If you're creating an online proposal using document file formats like PDF, add multimedia elements. This will enhance the proposal experience, make your document richer, and keep them engaged.

Try adding a video at the beginning as an intro to your proposal. Or, put a video in the project breakdown to verbally discuss some of the more confusing parts.

Extras like this can make an impression. This tip works especially well with prospects who are visual or auditory communicators.

Pro tip : HubSpot Video makes it easy to record and embed video into a website or email for a big proposal boost.

11. Include up-sell and add-on opportunities.

They say you won't receive unless you ask. And readers won't explore the upper tiers of your solutions if you don't give them the opportunity.

So, share some upsells and add-ons about your business that they can act on. Call out a specific pain point and how this extra can add value.

With this step, balance is important. Show them everything your business has to offer without overwhelming your recipient.

12. Clarify your terms and conditions.

Your business proposal should include details on your project timeline and payment schedule. This summary is basically what you and the client agree to if they accept your proposal.

How to write a business proposal: Example Terms and Conditions

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Propose your business as the ideal solution using this free template.

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Digital Marketing Proposal Template To Close Deals

If you’re a digital marketing agency, freelancer, or digital marketing consultancy, our digital marketing proposal example will provide a comprehensive guide for pitching your services. Showcase examples of your work and your process with case studies, scope of services, conversion optimization, and reporting. Explain how your content development, distribution, optimization, and lead generation will increase conversion rate while providing a clear timeline for your client.

free digital marketing proposal template

All Proposify proposal templates are 100% customizable.

What is included in this digital marketing proposal template.

This free digital marketing proposal example includes everything you need to dominate your digital marketing services pitches and turn more leads into paying clients. Missing a section you need? Add it in! All of our proposal templates are 100% customizable, so you can edit the copy, design, images, and layout to fit your business, brand, and projects.

An Eye-Catching Cover

You understand the importance of first impressions—you're a digital marketer! Whether you leverage the images and design on this sample proposal template or create your own design from scratch, make sure you make the most of this opportunity to catch your potential clients' attention.

Digital marketing proposal template cover page

Overview and Goals

The overview or executive summary section is one of the most important components of of your digital marketing proposal. It's where your prospects get acquainted with your pitch by outlining what’s to come.

It's your opportunity to sell your proposed solution and explain why the prospective client should choose you over the competition.

This professionally-written digital marketing proposal executive summary example will give you a running start on persuading your prospects to close the deal.

Scope of Services

Showcase examples of your services and approach with this scope of services section. Whether you're pitching inbound or content marketing services, conversion optimization, reporting and analytics, or a full digital marketing services package, this is section of your proposal to go into more detail about those services.

This free online marketing proposal template includes example service descriptions that you can use, edit, or replace with your own service descriptions.

Digital marketing proposal template scope of services page

How much time will it take to implement your digital marketing strategy? What input will you need before you can kick off your plan?

An important consideration for your prospects when they are considering which digital marketing agency to hire is understanding the project timeline. This page of our free online marketing proposal template lets you provide a clear timeline for your client.

Show off past wins with a case study. This can be one of the most persuasive sections of your digital marketing proposal for your prospect. It proves that you can walk the walk because you've done it before for someone who looks a lot like them.

This free digital marketing proposal template includes an example case study that you can edit to reflect a successful marketing project with a past client.

Digital marketing proposal template case study

Investment and Pricing Page

Once you've explained the scope of your services, your strategy overview and goals, and a timeframe, it's time to let your prospect know how much your digital marketing services are going to cost.

Use this section of our digital marketing proposal template to list your project fees. Proposify's interactive pricing tables make it easy to present all of your pricing, discounts, taxes, and optional extras in an intuitive format.

Use this section of your digital marketing proposal to introduce your team. Your online marketing quote isn't only for presenting the scope of the project and how much it will cost, it's also an opportunity to put faces to names and introduce the marketers who will be working with your new clients.

Digital marketing proposal template, team page

Contract & Sign-Off

This online marketing proposal sample includes an example contract, plus a section for your new clients to sign electronically.

When clients are ready to sign off on the deal, Proposify's free electronic signatures make closing fast and simple.

Tips for creating a winning digital marketing proposal

Crush your next digital marketing services pitch with these data-backed proposal tips.

Adding images to your digital marketing proposal can increase your close rate by 26%.

We don't need to tell you the power of imagery—you're a digital marketing expert! But did you know that adding images to your proposals doesn't only give your proposals a professionalism sure to impress potential clients, but it can help increase close rate?

Your proposal is an extension of your brand, so it's essential your proposal design is as sharp as your website, emails, and the work you produce for clients.

This digital marketing proposal sample includes placeholder images that are easy to swap out with your own imagery.

proposal content library

Increase your close rate by including esignatures on your digital marketing proposals.

Including a place for your new client to electronically sign-off on your digital marketing proposal can increase deal close rates by 4.65x . Esignatures also help online marketing proposals close 60% faster .

All Proposify proposal templates, including this free digital marketing proposal example, come with our free esignature tool to help you close more business, faster.

esignatures get 32 percent faster sign-off

Embed video in your digital marketing proposal.

Some companies report increasing their close rate by 196% for proposals that include video content.

Whether it's a customer testimonial, showreel of past work, or an About Us video introducing your team, video can be the interactive element that makes your proposal stand out from the flat, one-dimensional proposals from the competition.

It's easy to embed video in this free digital marketing proposal template. No size limits means no slowing down, and you can upload from any platform.

embed video in proposal documents

of Proposify proposals are created and sent in under an hour

of winning proposals close within 24 hours or less

of proposals are signed within 11 minutes of opening

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Frequently asked questions about digital marketing proposal templates

What is a digital marketing proposal.

A digital marketing proposal is a document submitted by a digital marketing agency, consultant, business, or freelancer to a potential client.

It is a sales document designed to convince that potential client to receive digital marketing services strategic digital marketing services, campaigns, or projects.

How do I write a digital marketing proposal?

The best digital marketing proposals are concise summaries of why your agency, consultancy, or freelance service is the best choice for your potential client. They're brief, convincing, well-written , and organized into sections for easy reading.

This digital marketing proposal sample come complete with professional pre-written copy that's ready to use or switch out with text of your own.

What should a digital marketing proposal include?

A good digital marketing proposal includes everything your prospect needs to make an informed decision. But not so much that they get bogged down in unnecessary information.

Some digital marketing proposal must-haves include a well designed cover, a persuasive executive summary, a detailed scope of your services, information about your team, and a pricing & sign-off section.

Why not just send my digital marketing proposal as a PDF or Word doc?

Because then you'll be flying blind! Just as you'd never send leads to your marketing site without detailed tracking and analytics, you're putting yourself at a huge disadvantage if you have no visibility into your proposal process.

Proposify's online proposal software allows you to track and analyze exactly what happens once your digital marketing proposal is in your potential client's hands, from the moment you send to the second they sign.

How do I get my digital marketing proposal signed?

Electronic signatures are the modern way to close business. They're secure, legally binding, and with Proposify, completely free. Every Proposify proposal template includes our free esignature tool.

Why should I choose Proposify over the competition?

At Proposify, we know proposals. Our team has studied millions of deal docs over the years and understands what it takes to close deals. We are dedicated to delivering a solution that puts you and your team in control of the closing process. From template and content management to analytics and reporting, you’ll have consistency and visibility across your entire sales team and cycle.

How long should an online marketing proposal be?

Data from millions of proposals shows the ideal length for a digital marketing proposal is 11 pages and 7 sections. Be sure to keep your proposal concise and engaging, and only include the most important information. Leverage visual content and thoughtful design to make sure your online marketing proposals are impressive to read and easy to navigate.

How should I structure a digital marketing proposal?

Lead with an eye-catching cover. Next, remind your prospect why you're the best digital marketing services company for the job with a persuasive executive summary. Present a timeframe for the project and describe the scope of your services. Offer a persuasive case study. Introduce your team of experts. Then comes the investment and pricing section, where you display your fees. Lastly, include T&Cs to protect your business and a place for your new client to electronically sign.

I’ve received an RFP for digital marketing services. What should I do next?

After you've received an RFP for digital marketing services, you have a short window of opportunity to get your proposal in before the competition does.

Our research shows that 42.5% of proposals sent through Proposify close within 24hrs of a prospect opening the document. Proposify helps you move with speed and confidence after you've received an RFP so you can get an impressive proposal to your prospect quickly and land your next client before the competition swoops in.

How do I send a digital marketing proposal to a client?

There are several ways to send a digital marketing proposal to a client. The most efficient way is to provide your prospect with a secure link to an online proposal document. That way there's no need to download anything, and your proposal won't get stuck in your client's spam folder.

Why do I need a Proposify account to use this template?

When you sign up with Proposify , you get access to this template and every other template in our extensive template gallery . You can also upload all your company and client information so you can plug it into your proposals fast. After you sign up, you'll get access to all of our Team plan features for 14 days, and then have the option to choose your perfect plan.

And of course, you're able to select our no-cost plan, Proposify Free , whenever you like.

Can I edit this digital marketing proposal template?

You sure can! All Proposify templates are completely customizable.

Use this free digital marketing proposal template to dominate your deals

Grab this free, customizable template now and get ready to crush your next digital marketing services pitch.

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SEO Proposal Template

Digital marketers will find this SEO proposal template helpful when promoting their SEO services like on-page ranking, information architecture, website optimization, and content creation.

free social media proposal template

Social Media Proposal Template

Agencies and digital marketers promoting their social media services will find this customizable sample pitch template valuable when quoting their services.

Learn why over 10,000 businesses love Proposify

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Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

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Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

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Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

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Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

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Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

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We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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Sample Car Dealership Business Plan

how to start a car dealership business

Writing a business plan is a crucial step in starting a car dealership. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring car dealership business owners, having access to a sample car dealership business plan can be especially helpful in providing direction and gaining insight into how to draft their own car dealership business plan.

Download our Ultimate Car Dealership Business Plan Template

Having a thorough business plan in place is critical for any successful car dealership venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A car dealership business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document. The car dealership business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your car dealership as Growthink’s Ultimate Car Dealership Business Plan Template , but it can help you write a car dealership business plan of your own.

Example – DriveDream Motors

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to DriveDream Motors, your newest destination for all automotive needs in the vibrant heart of San Diego, CA. As a beacon of quality and reliability in the local car dealership scene, we are dedicated to elevating the vehicle purchasing experience. Our extensive range includes brand-new models directly from manufacturers and pre-owned vehicles that meet our stringent quality and reliability standards. Beyond sales, we provide a comprehensive array of automotive parts and accessories, positioning us as a one-stop shop for our customers. Our strategic location in San Diego ensures convenience for anyone visiting us, making their car buying journey as smooth as possible.

Our trajectory towards becoming the leading car dealership in San Diego is paved with key success factors and notable achievements. Leveraging the vast experience of our founder, who has previously steered a dealership to success, we have a solid foundation in business strategy and customer service excellence. Our competitive edge is further sharpened by offering a superior and diverse vehicle selection, exceeding customer expectations. Since launching on January 5, 2024, we have successfully established a compelling brand identity, secured a prime location, and are continuously building towards our vision with every milestone achieved.

The Car Dealership industry in the United States, with a valuation surpassing $1 trillion, presents a lucrative opportunity for DriveDream Motors. Expected to grow at a steady CAGR of 3% in the coming years, factors such as increasing consumer disposable income and a surge in demand for vehicles lay a fertile ground for our success. Particularly, the trend towards online car shopping aligns with our strategy to invest in a robust digital presence, enabling us to cater to a broader audience and secure a competitive advantage in the San Diego market.

DriveDream Motors is committed to serving a diverse clientele in San Diego, including families in search of reliable transportation, individuals looking for an upgrade, and military personnel stationed in the area. Recognizing the city’s commitment to sustainability, we also cater to eco-conscious buyers with a selection of electric and hybrid vehicles. By tailoring our inventory and services to these key segments, we ensure a broad appeal and meet the varied needs of our community.

Our competitors, such as North Park Auto Sales, Car Czar Auto Sales, and Branco Motors, each bring their strengths to the San Diego car dealership market. However, DriveDream Motors sets itself apart by offering an unmatched selection of superior quality vehicles and a wider variety of options, catering to the diverse preferences of the San Diego community. Our commitment to excellence in customer service and our extensive range of vehicles, from eco-friendly models to luxury sports cars, places us in a unique position to provide an unparalleled shopping experience.

DriveDream Motors has crafted a comprehensive marketing strategy that spans both digital and traditional platforms. Our product and service offerings range from new and used cars to automotive parts and customization accessories, catering to all automotive needs with competitive pricing. We leverage social media, SEO, and email campaigns to engage potential customers, complemented by community events and strategic partnerships for broader reach. Our focus on exceptional customer service and an innovative referral program are key to transforming customers into brand ambassadors, ensuring our growth in the competitive San Diego market.

Our operational blueprint focuses on maintaining a streamlined inventory system, conducting daily vehicle inspections, and leveraging a robust CRM. Key milestones include securing a prime location, completing necessary legal formalities, and launching a comprehensive marketing campaign. We prioritize continuous staff training and strive for excellence in customer service to enhance the buying experience. Our goal is to achieve initial sales targets and foster continuous improvement through customer feedback, adapting to market trends to ensure long-term success.

At the helm of DriveDream Motors is Isabella Lee, our President, whose extensive experience in the automotive industry and proven leadership skills form the backbone of our operations. Isabella’s strategic vision and passion for the automotive sector are instrumental in guiding our dealership towards achieving its ambitious goals, making her an invaluable asset to our team and driving us toward lasting success in the San Diego market.

Welcome to DriveDream Motors, a new and vibrant Car Dealership dedicated to serving the wonderful community of San Diego, CA. As a local business, we recognize the gap in the market for high-quality car dealerships within the area, and we’re here to bridge that gap. Our commitment lies in providing exceptional service and a diverse selection of vehicles to cater to every taste and need.

At DriveDream Motors, our offerings span across various categories to ensure we meet our customer’s expectations. We deal in both new and used cars, providing an extensive range of options for our buyers. Additionally, we understand the importance of maintaining your vehicle, which is why we also supply automotive parts and accessories. Our goal is to be your one-stop-shop for all your automotive needs.

Located in the heart of San Diego, CA, DriveDream Motors is perfectly positioned to serve the local community and beyond. Our strategic location allows us to connect with our customers easily and provide them with the convenience they deserve.

Our edge over the competition is clear. DriveDream Motors is spearheaded by a founder with a proven track record of success in running a car dealership. This experience is invaluable to us and is a pillar of our confidence in the success of our venture. Moreover, our commitment to offering better cars and a wider variety than our competitors puts us in a unique position to meet the diverse needs of our customers.

Since our establishment on January 5, 2024, as a Limited Liability Company, DriveDream Motors has hit several milestones. We’ve crafted a logo that resonates with our brand identity, chosen a company name that reflects our mission and vision, and secured an ideal location that promises a bright future for our dealership. These accomplishments are just the beginning of our journey towards becoming the leading car dealership in San Diego, CA.

The car dealership industry in the United States is a vast and thriving market. According to recent research, the industry generated approximately $1.1 trillion in revenue in 2019. This indicates the significant size and financial importance of car dealerships within the country. Moreover, the industry employs over 1.1 million people, making it a crucial source of job opportunities and economic growth.

Market projections suggest that the car dealership industry in the United States will continue to experience steady growth in the coming years. It is expected to have a compound annual growth rate (CAGR) of 3.7% from 2020 to 2027. The increasing demand for vehicles, coupled with the rise in disposable income and favorable financing options, are some of the factors contributing to the positive market outlook.

The trends in the car dealership industry bode well for DriveDream Motors, a new car dealership serving customers in San Diego, CA. One notable trend is the growing preference for electric and hybrid vehicles. As more consumers prioritize eco-friendly transportation options, DriveDream Motors can capitalize on this trend by offering a wide range of electric and hybrid models. Additionally, the shift towards online car shopping is another opportunity for the dealership. By providing a seamless online purchasing experience and offering virtual vehicle tours, DriveDream Motors can attract tech-savvy customers who value convenience and efficiency.

Below is a description of our target customers and their core needs.

Target Customers

DriveDream Motors will target a diverse range of customers, with a primary focus on local residents in San Diego. This segment includes both families seeking safe and reliable transportation and individuals looking for their first car or an upgrade. The dealership will tailor its inventory and services to meet the varied needs and preferences of this core demographic, ensuring a broad appeal.

Furthermore, DriveDream Motors will also aim to attract military personnel stationed in the San Diego area. The city’s significant military presence offers a unique customer base that requires dependable vehicles for both personal and professional use. Special promotions and financing options will be designed to cater to the needs of this segment, recognizing their service and providing value-added benefits.

Another important customer segment includes eco-conscious buyers interested in electric and hybrid vehicles. San Diego’s commitment to sustainability and its environmentally aware population make this an ideal target market for DriveDream Motors. The dealership will offer a selection of eco-friendly vehicles, along with information and incentives to encourage sustainable automotive choices.

Customer Needs

DriveDream Motors understands the essential need for high-quality cars among residents who value reliability, performance, and aesthetics in their vehicles. Customers can expect an inventory that meets rigorous standards, ensuring each car is not only visually appealing but also mechanically sound. This commitment to quality is the cornerstone of the dealership’s promise to its customers.

In addition to vehicles, DriveDream Motors recognizes the importance of offering top-tier car parts and accessories. Customers seeking to enhance their driving experience or maintain their cars in peak condition can find everything they need under one roof. The dealership prioritizes the availability of genuine, high-quality parts and accessories, catering to the specific needs of car enthusiasts and everyday users alike.

Moreover, DriveDream Motors appreciates the importance of providing a holistic customer experience. From the moment customers step into the dealership, they can expect attentive service tailored to their individual needs. Whether it’s finding the perfect car, securing financing options, or seeking advice on vehicle maintenance, the team is dedicated to ensuring satisfaction at every turn.

DriveDream Motors’s competitors include the following companies:

North Park Auto Sales specializes in offering a wide variety of used cars, including sedans, SUVs, and trucks, catering to a broad demographic looking for quality vehicles at competitive prices. Their price points vary widely, accommodating budget-conscious buyers as well as those seeking luxury pre-owned vehicles. Located in the heart of San Diego, they serve customers across the metro area, capitalizing on a prime location that attracts a diverse clientele. Key strengths include a vast inventory and strategic positioning, while a potential weakness might be the lack of new vehicle sales, limiting options for customers seeking the latest models.

Car Czar Auto Sales focuses on providing customers with a curated selection of used vehicles, emphasizing quality and reliability. Their products range from economy cars to premium SUVs, with price points designed to meet the needs of mid to high-end buyers. Operating out of a single location in San Diego, Car Czar Auto Sales targets local residents seeking vehicles that offer a blend of performance and value. A major strength is the personalized customer service and a rigorous vehicle selection process. However, their limited geographical reach and inventory might be seen as weaknesses compared to competitors with multiple locations and broader selections.

Branco Motors takes a unique approach by specializing in electric and hybrid vehicles, catering to environmentally conscious consumers seeking sustainable transportation options. They offer competitive pricing on a range of eco-friendly cars, positioning themselves as a go-to dealership for customers prioritizing green technology. Situated in a convenient San Diego location, Branco Motors appeals to a niche market within the city and its surrounding areas. Their key strength lies in the specialized focus on electric and hybrid vehicles, addressing growing consumer interest in sustainability. However, this specialization might also be a weakness, as it could limit their appeal to a broader audience not yet ready to transition to electric or hybrid vehicles.

Competitive Advantages

At DriveDream Motors, we pride ourselves on offering an unparalleled selection of superior vehicles that surpass our competitors in both quality and variety. Our commitment to excellence ensures that every car on our lot meets rigorous standards of performance, safety, and comfort, allowing our customers to shop with confidence. We understand the diverse needs and preferences of our clientele in San Diego, and by providing a wider range of options, we cater to every taste and requirement. Whether you’re in the market for a sleek sedan, a robust SUV, or an eco-friendly electric vehicle, our extensive inventory promises something for everyone, making us a one-stop destination for car buyers seeking the best.

Beyond our exceptional vehicle offerings, our competitive edge is further sharpened by our unparalleled customer service and tailored purchase experiences. We believe that buying a car should be as enjoyable as driving one, which is why our team goes above and beyond to ensure a seamless and personalized buying process. From offering expert advice without the pressure to sell, to crafting flexible financing options that fit various budgets, we prioritize the needs and satisfaction of our customers above all else. This customer-centric approach not only sets us apart from the competition but also fosters lasting relationships with our clientele, establishing DriveDream Motors as a trusted name in the automotive industry in San Diego.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

DriveDream Motors caters to a diverse clientele, offering an extensive range of products and services designed to meet the needs of car buyers and owners alike. From those in the market for a brand-new vehicle to individuals seeking reliable automotive parts and accessories, DriveDream Motors ensures a comprehensive shopping experience. The dealership prides itself on its commitment to quality, customer service, and competitive pricing.

At the forefront of DriveDream Motors’ offerings are new cars. Customers can explore a wide selection of the latest models from various manufacturers. Whether one is looking for a compact car, an SUV, or a luxury sedan, DriveDream Motors provides a variety of options to suit different preferences and budgets. The average selling price for new cars at the dealership hovers around $35,000, with fluctuations depending on the make, model, and included features.

In addition to new vehicles, DriveDream Motors also specializes in used cars. This segment caters to buyers seeking quality vehicles at more affordable price points. The dealership meticulously inspects each used car to ensure reliability and customer satisfaction. The average selling price for used cars is approximately $20,000, though this can vary significantly based on the car’s age, condition, and mileage.

Beyond vehicle sales, DriveDream Motors offers an array of automotive parts. For those looking to replace or upgrade parts of their vehicle, the dealership stocks genuine parts that guarantee compatibility and performance. Customers can expect to find parts at an average price point of $150, although more specialized or high-performance parts may carry a higher price tag.

Lastly, DriveDream Motors provides customers with a selection of automotive accessories. These range from aesthetic enhancements to practical additions that improve the functionality and comfort of one’s vehicle. Accessories are competitively priced, with an average cost of $100. This allows customers to personalize their vehicles without breaking the bank.

Throughout its product and service offerings, DriveDream Motors remains dedicated to delivering value, quality, and a positive shopping experience. Whether customers are in the market for a new or used vehicle, or simply looking to maintain or customize their existing car, DriveDream Motors stands ready to serve the automotive needs of the San Diego community.

Promotions Plan

DriveDream Motors embraces a comprehensive marketing strategy to attract customers, with online marketing at the forefront of its efforts. By leveraging the power of the internet, the dealership ensures widespread visibility across multiple digital platforms. This approach includes utilizing social media channels, where engaging content will captivate potential buyers and foster a strong community around the brand. Furthermore, DriveDream Motors will invest in search engine optimization (SEO) to ensure its website ranks high in search results, making it easier for customers to find them when searching for new cars in San Diego, CA.

In addition to online marketing, DriveDream Motors will employ a variety of other promotional methods. Email marketing campaigns will keep subscribers informed about the latest deals, new inventory arrivals, and exclusive events. The dealership also plans to host test-drive events, allowing customers to experience the thrill of driving their dream cars firsthand. These events will not only serve as an excellent opportunity for direct engagement but also help to build lasting relationships with the community.

Local partnerships with businesses and community organizations will further amplify DriveDream Motors’ presence in San Diego. By collaborating on events and promotions, the dealership will tap into established networks, reaching a broader audience. DriveDream Motors will also explore traditional advertising avenues such as radio and local newspapers to ensure a well-rounded promotional strategy that connects with customers across different media.

To enhance customer experience and satisfaction, DriveDream Motors will implement a referral program. Satisfied customers will receive incentives for referring friends and family, creating a word-of-mouth marketing effect that is both authentic and powerful. This strategy acknowledges the value of personal recommendations in the automotive industry and leverages it to attract new customers.

Lastly, DriveDream Motors will ensure its sales team is well-trained in customer service excellence. By providing outstanding service, the dealership aims to generate positive reviews and testimonials, further bolstering its reputation in the local market. Online reputation management will be a key focus, with the team actively responding to reviews and feedback to maintain a positive image.

Overall, DriveDream Motors will employ a multi-faceted promotional strategy that combines online marketing with traditional advertising, community engagement, and exceptional customer service. This approach will not only attract customers but also build a strong, loyal customer base in San Diego, CA.

Our Operations Plan details:

  • The key day-to-day processes that our business performs to serve our customers
  • The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of DriveDream Motors, there are several key day-to-day operational processes that we will perform.

  • Inventory Management: Regularly update and manage the inventory of cars, ensuring a diverse selection of vehicles that meet the needs and preferences of our customer base.
  • Customer Service: Provide exceptional customer service by greeting customers promptly, understanding their needs, and guiding them through the car selection process with expertise and empathy.
  • Sales Process: Conduct the sales process efficiently, from test drives to explaining financing options, ensuring a smooth and transparent experience for the customer.
  • Vehicle Maintenance: Perform regular maintenance and thorough inspections on all vehicles to ensure they are in excellent condition before sale.
  • Marketing and Promotions: Execute marketing strategies and promotions to attract new customers and retain existing ones, including social media campaigns, email marketing, and community events.
  • Financial Management: Monitor daily financial transactions, including sales, expenses, and profits, to ensure the dealership operates within its budget and achieves its financial goals.
  • Staff Training: Provide ongoing training and development for all staff members to enhance their product knowledge, sales techniques, and customer service skills.
  • Compliance: Ensure compliance with all local, state, and federal regulations related to car sales, including licensing and environmental regulations.
  • Feedback and Reviews: Encourage and collect customer feedback and online reviews to assess the dealership’s performance and identify areas for improvement.
  • Partnerships: Establish and maintain partnerships with local businesses, financial institutions, and car manufacturers to enhance the dealership’s offerings and reputation.

DriveDream Motors expects to complete the following milestones in the coming months in order to ensure its success:

  • Securing a Prime Location: Finalize the lease or purchase of a strategically located lot that is easily accessible, visible, and appealing to potential customers in San Diego, CA. This location should also provide ample space for displaying cars and customer parking.
  • Obtaining Licenses and Permits: Complete all necessary legal formalities to operate a car dealership in California, including obtaining a dealer’s license, a business license, and any other local permits required for operation.
  • Building and Showroom Setup: Design and set up an inviting showroom and customer service area. This includes purchasing or leasing office equipment, setting up IT infrastructure for inventory management, customer relationship management (CRM), and financial accounting systems.
  • Inventory Acquisition: Establish relationships with car manufacturers and/or used car suppliers to acquire a diverse and appealing inventory that meets the needs and preferences of the local market.
  • Staff Hiring and Training: Hire a skilled team, including sales personnel, finance officers, and service technicians. Provide them with comprehensive training to ensure high levels of customer service and knowledge about the cars being sold.
  • Marketing and Branding Efforts: Develop and implement a strong marketing plan to build brand awareness and attract customers. This should include digital marketing, local advertising, and hosting launch events to generate buzz in the community.
  • Launch Our Car Dealership: Officially open DriveDream Motors with a grand opening event aimed at generating sales leads and establishing relationships with potential customers in the community.
  • Establishing Service and Maintenance Offerings: Set up a service department to offer maintenance and repairs, which can provide an additional revenue stream and help build long-term customer relationships.
  • Achieving Sales Targets: Focus on reaching the initial revenue goal of $15,000/month. This involves closely monitoring sales activities, refining marketing strategies, and possibly adjusting inventory based on customer demand and feedback.
  • Customer Feedback and Continuous Improvement: Implement a system for collecting customer feedback and regularly review this feedback to make necessary adjustments to the business model, customer service, and inventory offerings. This continuous improvement will help in adapting to market changes and customer preferences, thereby reducing business risks.

DriveDream Motors management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Isabella Lee, President

With a proven track record of leadership and achievements, Isabella Lee brings a wealth of experience to DriveDream Motors. Having previously managed a car dealership, Isabella possesses a deep understanding of the automotive sales industry, including market dynamics, customer relationship management, and operational efficiencies. Her hands-on experience in dealership management has equipped her with the insights necessary to drive sales, improve customer satisfaction, and navigate the complexities of the automotive market. Isabella’s leadership skills, combined with her ability to strategize and execute effectively, make her an invaluable asset to DriveDream Motors, positioning the company for long-term success and growth.

To realize our growth objectives, DriveDream Motors requires $925,000 in funding. This investment will be allocated towards capital improvements, including location buildout and the acquisition of essential equipment, and operational expenses such as inventory procurement, marketing initiatives, and staff salaries. This financial foundation is crucial for establishing our presence in the market, attracting a diverse customer base, and achieving our goal of becoming the leading car dealership in San Diego, CA.

Financial Statements

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How to write a business proposal (The modern way)

Yauhen Zaremba

Yauhen Zaremba Director of Demand Generation at PandaDoc

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Why should you learn how to write a business proposal?

It goes without saying that nothing speaks to a customer’s direct needs like a well-written proposal.

It is the key to unlocking new opportunities, securing lucrative deals, and watching your ideas flourish.

So, just how do you make sure that your proposal is engaging to every potential client?

We analyzed nearly 570,000 proposals sent in 2021 through the PandaDoc platform for insights on what works best and what doesn’t. This article is based on the results of this research.

Key takeaways

  • A business proposal outlines a product, service, or project a company offers potential clients or partners to convince them the business can meet their needs.
  • A well-crafted business proposal is essential as a business deal will often follow if successful. The components of a business proposal can vary based on industry, company size, and many other factors.
  • All business proposals should include three components: information about your company, demonstrated knowledge of the problem, and pricing and methodology.
  • Modern business proposals are sent electronically. Platforms like PandaDoc have tools to help you create a collaborative environment for negotiation, feedback, and electronic signature.
  • 65% of business proposals containing a signature block close within 24 hours. Don’t forget to follow up and ask your potential client if they have any questions.
  • A successful business proposal focuses on the client’s needs.

sample business marketing proposal

→DOWNLOAD NOW: FREE BUSINESS PROPOSAL TEMPLATE

What is a business proposal and why is it important?

In simple terms, a business proposal is a document that outlines a specific product, service, or project that a company offers to potential clients or partners, with the aim of persuading them that the business can meet their needs. A business deal follows if a proposal is successful. As they often present the benefits, features, and terms of a certain idea, business proposals are important in many industries for sales, marketing, project management, and other business endeavors.

Depending on the needs of the client and the industry that you occupy, the content included in a standard proposal will fluctuate.

For example, at PandaDoc, many of our business proposals are customized to fit the unique needs of enterprise-level organizations that are too big for our smaller plans.

If you were to compare our sales team to that of a construction company submitting a proposal to construct a building, the difference in requirements becomes clear. The proposal required for building construction is probably longer and may include far more business proposal topics than our sales representatives would include when closing a deal.

What should be included in a business proposal outline?

When thinking about how to create a business proposal, you should include everything you believe you need in order to sell your product or service.

This includes all of the basic headings and subheadings you’ll see in a traditional proposal, as well as any supplemental documentation to justify your costs and reinforce your proposed approach to solving the client’s problem.

In addition to basic information about your product, when planning how to write a business proposal you should also consider including the following:

  • Contact information
  • Value statements
  • Pricing tables
  • Client testimonials
  • Examples of past work (case studies)
  • Images, graphics, and related multimedia

If you’re sending your proposal electronically, you should also consider including an electronic signature block so that decisionmakers can quickly and easily seal the deal when they’re ready to proceed.

What types of business proposals are there?

All business proposals are essentially the same, but your submittal method may vary depending on the type of business proposal you need to send.

Solicited proposals are an example of a business proposal that a company has asked you to provide for their consideration. The potential customer has reached out to your business and requested a proposal. This usually falls into one of two categories:

Formally solicited proposals are typically competitive and follow a standardized (formal) process. The prospective client sends out an RFP detailing the scope of work and requests that your business formally submit a bid to complete that work.

Informally solicited proposals are typically created based on conversations between a prospective client and a vendor that they want to work with. There might not be any formal documentation, and there may be no competitive process. This work can often lead to a sole-source, non-competitive contract.

Unsolicited proposals are documents that your company sends to a prospective client who hasn’t asked for one. They are not submitted in response to an RFP or an information request. Such proposals are typically created based on a market opportunity — often one that the client is either unaware of or hasn’t yet acted upon.

What is the basic format of a business proposal?

The traditional format of a business proposal is as follows:

  • Cover letter
  • Table of contents
  • Executive summary
  • Proposal & solutions pages
  • Testimonials & social proof
  • Agreement & CTA

Based on our research into over 566,000 proposals created on PandaDoc platform, most business proposals are around nine pages in length.

To get a closer look at how to get started and bring your business proposal ideas to life using these steps, check out each section lower down in this article.

How to make a business proposal in 9 steps

Knowing how to write a business proposal is a bit like building a house. While there are certain elements that are always necessary — like the foundation — a house varies based on location and the architect or homeowner’s preferences.

In the same way, the components of a business proposal can vary based on industry, company size, and many other factors.

Just like writing anything else, a well-written proposal begins by gathering information and assessing the problems that your potential client is trying to solve.

When writing a business proposal, the following items are what readers are looking to glean from your proposal. Think of these as the roof, walls, and foundation of your document:

  • Information about your company. Your background, your qualifications, and why you’re a better fit than the rest of your competitors.
  • Demonstrated knowledge of the problem. Proof that you’ve listened and done your research. You know what the client needs and you have a viable solution.
  • Pricing and methodology. How you plan to solve the client’s problem, information about your proposed solution, and how much it’s going to cost.

In the next section, we’ll take you through how to write a business proposal using our social media proposal template as an example.

If you’re not a social media company, don’t worry.

While the business proposal template we’re using is an example of a simple project proposal, the basic structure applies to nearly every business proposal — no matter how complex they might be.

You can download this business proposal example and business proposal templates on our website.

Here are the main elements of a business proposal.

Before you start making a business proposal, a quick note on length

Based on our analysis of proposals on our platform, we found that the average proposal length is about nine pages.

But, as several of our own account executives and sales team members were quick to point out, longer doesn’t always mean better.

“Short and sweet has a high conversion rate,” said Josh Gillespie, from Upmarket Sales . “Fewer pages and less fluff is better. Ideally, a proposal should be fewer than 10 pages for transactional proposals below $10,000, and never more than 50 pages.”

Artyom Voronetskiy, Account Executive with PandaDoc, agrees:

“Keep it short, on-point, and eye-catching. Do not write more than six to ten pages unless your product is extremely complicated.”

While you should make sure to include all relevant information that prospective clients will need in order to make a decision, take care to avoid overcrowding them with irrelevant details.

1. Create a cover page

This section of a business proposal includes basic information like your company’s name and contact information, your company logo, your client’s name, and contact information, the date, and a title.

sample business marketing proposal

A strong title page makes the project proposal look neat, organized, and well put together.

It’s also the very first thing that your prospective client will see when they open your proposal, and everyone knows how important that first impression can be.

Studies have shown that you have as little as 50 milliseconds to make a good first impression when designing visual content like websites.

The same holds true for the cover page of your business proposal.

Unlike the rest of your document, a cover page is a place where you can place graphics and visual content to set the tone before the reader dives into the meat of your proposal.

But don’t go overboard with complicated graphics and logos on this page. Users love simple and familiar designs , especially at a first glance.

This is also a great way for you to stand out. Based on our data, only about 13% of business proposals we see use cover pages . Take advantage of this missed opportunity and use it to stand out from your competitors.

2. Introduce yourself with a cover letter

You wouldn’t walk up to your potential client and dive into project specifics without introducing yourself, would you?

A cover letter is that introduction.

Include a one-liner about your company, short background information about how your business came to be, and a brief overview of what makes your company better than the rest.

Make it friendly and encourage your reader to reach out with any questions. Close it with a thank you and a signature.

sample business marketing proposal

Cover letters don’t have run on to the point of exhaustion. They can be simple, short, and sweet. In this example, the text is just over 100 words, but you could make it even easier to read by using bullet points.

Check this out:

Dear [Client.FirstName]

Thank you for considering [Sender.Company] for your social media marketing needs.

Enclosed, you’ll find a proposal based on our understanding of your social media expectations. Briefly, we propose:

  • An expanded social media strategy across currently unused platforms and channels
  • A comprehensive distribution strategy designed to generate original and unique content
  • Improved post automation for increased audience engagement during peak times

Our methods and procedures are based on extensive analysis, an intense study of social media trends, and the application of specifics unique to [Client.Company].

We are confident in delivering effective results within your social media channels.

Thanks again for considering us, and please don’t hesitate to get in touch with questions.

My contact information is below.

Your cover letter can take on many forms, and you can use those formats to make your business proposal stand out from the crowd.

In our business proposal example, note that we’ve also used an image to keep things fun and interesting.

This is critical throughout your proposal. In our research, we found that a business proposal with media like photos and videos included is 34% more likely to close.

As you’re making your proposal, don’t be afraid to add graphics and images to keep readers engaged. A winning business proposal is more than just black text on a white page.

statistics on business proposal

3. Table of contents

Unless your business proposal is very brief, include a table of contents that outlines the basic structure of your document.

A table of contents is an important, but often overlooked, part of any longer document because it helps the reader know what they can expect to find in the proposal.

Most word processors generate a table of contents automatically using the headings in your document . As you’re writing a business proposal, take the time to set the formatting for your headings and then simply generate a table of contents from those headings.

A table of contents isn’t always necessary, but it can make a business proposal much easier to parse as your document is passed around to all appropriate parties.

Remember: Proposal documents may not be read chronologically. Different decision-makers will care about different things and will check your business proposal to see how it addresses their unique pain points.

Don’t lose a deal just because stakeholders couldn’t find what they were looking for!

4. Set the scene with an executive summary

Your executive summary sets the scene for the rest of your business proposal by providing a high-level overview that summarizes the contents of future pages.

If you provided a few of these details in your cover letter, this is your opportunity to go into greater detail and summarize your overall strategy.

Using our example of a business proposal, our potential clients are primarily realtors in the greater Chicago area looking to reach new clients through social media marketing, so your executive summary might read like this:

This proposal outlines a coordinated plan crafted with the intent of building John’s Real Estate social media presence, primarily including Facebook, Instagram, YouTube, Vine, and Twitter.

By engaging an audience through social media channels, our team will demonstrate the ability to generate awareness, widen your company’s potential reach within your target market, and contribute to driving more website traffic, which will ultimately result in top-line growth.

We help realtors identify, target, and communicate with their ideal clients through each of the following:

  • Creating Engaging Social Content
  • Posting Company-Related Updates
  • Promotions & Social Campaigns
  • Integrating Social Media Activity into Other Marketing Plans
  • Monitoring

While our competitors work to serve multiple industries and target audiences, we specialize in the real estate industry. Our co-founder Tom Lancaster also has a background in both social media and real estate, giving him a unique perspective on the needs of the market.

Your own executive summary will shift depending on the duties you’re performing for the client, and what kind of industry they’re in.

Your tone might also change. If you’re targeting a young travel startup run by college graduates, you might use a more casual tone peppered with industry jargon and humor.

Jump Social Media Marketing offers full-service social media services for the real estate industry. Our team ensures area realtors are targeting their core market with an authentic message across the best channels possible.

Jump Social Media Marketing will work to identify, target and market to your ideal customer through Facebook, Instagram, YouTube, Vine, and Twitter channels. Our team estimates we will grow your social media followers from your combined 214 followers to over 5,000 in the next six months and generate additional leads for your business.

We know that today’s realtors are also tasked with marketing homes and their own real estate firms. With a background in real estate and social media, Jump Social Media understands the unique needs of your industry.

While writing a business proposal, keep in mind that your executive summary isn’t designed to explain every detail or sell your entire RFP response by itself!

Don’t get lost describing deliverable logistics or strategic plans. Focus on the client’s needs and the outcomes they specifically wanted to address in their request for proposal.

Let your executive summary present a high-level overview and leave the other pages of the document to explain the details. This will prevent your summary from getting overcrowded or bogged down with specifics best handled elsewhere.

5. Proposal and solutions pages

The proposal section is a general overview of the custom-made solution your company has devised for your potential client.

This section gets into the specifics.

Anticipate their questions, and take them through the process so they know what they’re signing up for when they hire you.

Describe exactly what deliverables they can expect and when they can expect them.

A timetable that pairs deliverables with their expected date can make your document more visually appealing, and your information more digestible.

sample business marketing proposal

You might also break down your main objectives even further by describing how you plan to execute a given strategy.

In our example of a business proposal, we touched on six key goals during our executive summary. Let’s expand on those here.

1. Creating engaging social content

Beginning with quick and thorough planning/preparation, our team will plan out a dynamic, ongoing social content calendar to guide you to your goals.

We will grow an increasing social audience and follower base using each of the following techniques:

  • Hashtag campaigns
  • Strong use of keywords
  • Sharing/retweeting relevant news
  • “Liking” posts
  • Staying updated within the industry
  • Contributing our own unique content to broaden reach.

2. Posting company related updates

Our plan is to engage your social media audience by sharing company news, press releases, events, employee spotlights, and more.

We will also pay attention to industry trends, and share them. This will help to gain exposure to your target market.

3. Promotions and social campaigns

We will utilize social channels to connect with your follower base and engage them with promotions to get them excited about both current events and the brand itself.

These campaigns may be as short as a day or run up to six months. We’ll analyze the results from each campaign, and then we will provide a report of its success.

Results of campaigns can be compared so the most effective promotions, offers, or contests can be replicated.

4. Integrating social media activity into other marketing plans

With clear communication and monthly brainstorm meetings, we’ll be able to consolidate the marketing initiatives to fit your goals and promotional material.

Campaigns via social media are more important than just sharing about giveaways, sales, contests, and/or promotions. We will agree on a schedule for a series of posts to keep up the exciting momentum for all prospective customers.

5. Monitoring

It is important to regularly maintain marketing activity for maximum growth.

We will continually monitor each channel and will respond to any questions, comments, and posts within a two-hour time period. Two hours will allow us to confirm that accurate information is relayed back to the person asking.

6. Analytics

We will provide you with each of the following:

  • Daily and weekly analytics. Follower growth, reach, demographics, comments, “likes”, shares, retweets, and additional metrics as provided by each platform and our own internal tracking data.
  • Reporting. Summarizing various results and activities over each quarter.

We will also set up a monthly meeting to go over the results and then tweak our approach accordingly.

Your own content may look different than this depending on your business proposal writing skills and services, but you can still use the example as a framework. Add in more details as needed.

For example, a cybersecurity company would need to include information on penetration testing and how often it would be done to look for possible intrusions and hacks.

Breaking up this section

While writing business proposal content, keep in mind that this section is both the most important and the most flexible section of all.

Your entire proposal doesn’t need to be bundled into a single, long section. It can easily be broken down into smaller sections such as:

  • Strategic Assessment
  • Implementation
  • Goals & Outlook

There are other combinations you can try, depending on your business proposal and how your solution should be explained.

If you’re offering a complex solution to a client problem, breaking your proposal into bite-sized chunks is a great way to ensure that readers understand your solution.

The importance of good data

Leveraging good data is critical when creating an effective business proposal.

Use details surrounding impact and ROI around your products and services to prove your worth and add value to your proposal.

Consider these two phrases:

“Our customers love us!”

“To date, our products and methodologies have helped more than 700 companies increase their sales by 35%!”

Which sounds better? Which is more compelling? Numbers and figures catch the eye and help readers build trust. By demonstrating a proven record of success, with numbers and data, you’re adding tangible details that help to justify your costs.

This is especially useful when competing with other solicited proposals, especially if you can include these data points as visual representations (charts, graphs, etc.) of your success within your proposal document.

This is the section where clarity and specifics are key — and nearly every member of our sales team agreed.

Create a pricing table that clearly identifies each product or service, and pair it with the most accurate pricing information you can provide.

Jump Social Media Marketing operates on a monthly billing cycle. Here’s a layout of the pricing and services for John’s Real Estate.

sample business marketing proposal

While building the proposal, all you’d need to do is set the price for the item and the quantity of distribution.

If you were sending an hourly contract, the quantity becomes the estimated number of hours invested at a predetermined rate.

For recurring payment schedules, you’ll need to structure the document in a way that reflects your monthly workflow.

Transparency is critical in this section. Potential customers want to know how you’re charging them, what they’re being charged for, and over what period they should expect to pay.

Be sure to include all details in a clear and accurate way.

7. About us

While you already said hello with the cover letter, this section is where you get to explain what makes your company unique.

If you’re a small business or a new company, get personal and give your potential client a chance to get to know you and your team members. Include brief bios and photos of the people they’ll be working with.

If your company has a unique backstory, a mission, or a cause that your company stands for, share that with readers. For example:

Too often in social media , good things come at a price. At Jump, paying for followers or favorable reviews of products is tantamount to criminal activity.

Authenticity is important in today’s online world, and Jump Social Media Marketing makes this our No. 1 priority in your social media space.

The information included on this page doesn’t have to be a stodgy company boilerplate or a cleverly designed sales pitch.

As the old saying goes: People buy from people — so don’t be afraid to let your team’s personality shine through.

8. Testimonials and social proof

No sales proposal is complete without information about your past successes, awards, and jobs well done.

Often, this comes in the form of social proof, such as client testimonials and short case studies.

Why do you need this? Because social proof matters!

According to data, over half of customers are more likely to trust earned media, like recommendations from friends and family, above all other forms of advertising.

By including recommendations from satisfied customers and industry awards that prove your expertise, you can earn additional trust from prospective clients.

Here’s a good example of how Jump Social Media Marketing might leverage the accolades they’ve received:

Jump Social Media Marketing has received major public recognition for our work.

We’ve been named as Chicago’s Best Social Media Agency for Small Businesses by the Chicago Tribune for the past three years and have been recognized as a recommended partner by the National Association of Realtors .

We also grew the Chicago Real Estate Solutions Facebook page from 0 to 5,000 in six months , secured 250 new leads in that time frame , with 25% converting to sales .

You can also provide testimonials from past clients who can speak to your approach and how it worked for them, like so:

sample business marketing proposal

Lively and humorous testimonials like these can add additional personality to your company while building trust and rapport with potential clients.

However, keep your industry in mind when compiling testimonials and do your best to find user feedback that fits the mood.

If your industry has serious clients, a humorous approach may not be appropriate. If you’re working with a 3D manufacturing company with B2B clients, the messaging and tone they take with their own clients — and what they expect from the businesses they work with — may follow different expectations.

Be sure to plan accordingly.

9. Agreement and CTA

Depending on your business proposal, you may include an agreement, a call to action, and terms and conditions at the end of your document.

Your signature below indicates acceptance of this social media marketing proposal and entrance into a contractual agreement with Jump Social Media Marketing beginning on the signature date below:

sample business marketing proposal

Depending on your goals and your sales process, you need to be very careful in this section. In many jurisdictions, proposals are considered legally binding contracts if they meet the criteria for a contract.

By adding legal language and/or an electronic signature request at the bottom of your document, you might be entering into a contract earlier than expected.

This may not be ideal if your proposal is only intended to provide a rough estimate of costs or bring the client into further negotiations.

If you don’t intend to create a legally binding contract from your proposal, be sure to note that in your document and prompt the reader to contact you to move the process forward.

On the other hand, well-built proposals can double as complete contracts with all the terms and conditions necessary to start work immediately.

If you’re confident in the scope of work and you’re ready to take on the additional work, let the client know by promoting them for a signature.

How does a business proposal look?

First things first: We’re well past the turn of the century. Nobody likes getting thick envelopes in the mail.

Modern business proposals are sent electronically, and this is more convenient for both you and your potential customers.

While it’s possible to email a proposal created with a word processor like Microsoft Word, platforms like PandaDoc are a better fit. Our tools help you create a collaborative environment for negotiation, feedback, and electronic signature .

Regardless of how you choose to send a business proposal, be sure to pay close attention to the look and feel of your document. Especially because your proposal may be your first impression with several key stakeholders, it’s essential that you follow expected formats and make a good impression.

If you search for business proposal examples online or take a look at our template library , you’ll find that most proposals rely on the structure described above to emphasize their value propositions.

Taking care to create a visually appealing business proposal will help you communicate your ideas more easily. It’s also something that your competitors are doing and something that many clients are beginning to expect.

In our research, we found that roughly 80% of proposals included an image and 20% included a video. We also saw higher close rates when these multimedia tools were used compared to when they weren’t.

Exactly how a business proposal is designed still has some flexibility, depending on your brand and what you’re trying to achieve, but keep in mind that it can have a big impact on success.

Business proposals with pages of blocky text are much harder to navigate than proposals with charts, graphs, images, and bullet points.

It’s important to spend time beautifying your proposal,” points out Jared from PandaDoc Sales .

“A proposal that are can draw the eye directly to relevant content and keep the reader engaged is a powerful tool when trying to close a deal.”

Rather than writing a 1000-word About Us section, consider including team member headshots and a brief bio.

Rather than adding highly technical language about operational processes and leaving stakeholders to figure it out, provide visual aids that summarize the information in a clear and easy fashion.

Clearly defining your milestones isn’t the only reason to pay careful attention to how your business proposal is written.

While there can be legal ramifications to poorly written proposal content, perhaps the most important consideration is the impression that your proposal leaves behind.

Your proposal introduces your client to the quality of work they can expect from your business. If it’s full of typos, spelling, and grammatical errors, or just seems sloppy, you’re unlikely to close the deal.

Read and re-read. Be sure to proofread every passage for errors before you send it to prospective clients or save it as a template.

You can also offset some of this tedium, especially on smaller deals, by focusing on creating a concise offering rather than a long-winded document.

A word about costs

When you’re creating proposals, it’s easy for costs to add up. Costs for customized professional business proposals can take hours of research, consultation, and preparation — all with no guarantee of success.

That’s why savvy companies do everything they can to lower the cost of proposal preparation. Typically this is done by generating a template for business proposals — an outline or skeleton that someone can fill out quickly to save time and expedites internal company processes.

It’s an effective way to keep overhead low. Based on our research, an average of 20 documents are generated from each template you create .

That’s a huge time saver for any business.

If these aren’t assets that you have on your staff, consider hiring that skillset onto your team or hiring a freelancer to assist with proofreading and correction.

While many clients will overlook a stray typo or a misplaced comma, too many errors will land your proposal in the discard pile.

When you’re creating business proposals, it’s easy for costs to add up. Costs for customized professional business proposals can take hours of research, consultation, and preparation — all with no guarantee of success.

After you hit ‘Send’ on your business proposal

Once you’ve sent your proposal, your next step will depend on the process. Based on our information, about 65% of business proposals containing a signature block close within 24 hours.

business proposal

However, your mileage may vary. RFPs tend to be competitive processes, so you may have to wait until the submission window closes before you hear a response.

Don’t forget to follow up and ask your potential client if they have any questions. Based on the business proposals we looked at, you are 30% more likely to close a deal if you send a series of reminders to keep your proposal top of mind.

how to close deals by 30%

PandaDoc and other proposal software tools can help you monitor your proposal using document analytics so that you know exactly when to reach out.

These tools let you know when your potential client viewed your proposal, how many times they opened it, and which sections they spent the most time on.

With these insights, you can anticipate their questions or objections and have your responses ready to go.

7 ideas to make your business proposal stand out

Just because you may have a perfect business proposal all ready to go, it doesn’t mean it will stand out from the crowd. Many startups fail due to competitors, so a unique proposal idea can make your readers sit up and take notice. Pizazz isn’t what matters here, rather any idea that adds value to your proposal and communicates quality. Here are a few ideas to put the spotlight on your business proposal:

  • Personalize your business proposal for each client: Ensure that your business proposal meets the exact challenges and interests of each recipient, as this will show you understand their specific needs.
  • Create a business proposal website: A professional business proposal website will always wow your potential clients. Not only will it showcase your company and highlight your industry expertise, but it will give your recipient simple access to relevant information and make your proposal interactive. This is a feature that will leave a lasting impression.
  • Add a VR or AR demo: If your business proposal includes a virtual reality (VR) or augmented reality (AR) demo, it will make for an immersive proposal experience as it adds interactivity to your proposal. Again, this idea offers a memorable experience with lasting impact.
  • Add sound to your proposal: A really clever way to make your message stay in the memory of your reader is to add music or sound to a business proposal. This could be a song or jingle, sound effects, or royalty-free music.
  • Try a direct mail element: Make your business proposal stand out among a sea of digital communication by going back to traditional methods and adding a personalized direct mail element. A handwritten note or small gift will make your business proposal memorable, highlighting your attention to detail and dedication to personalized communication.
  • Ask an influencer to present or vouch for your proposal: If you are already working with an influencer, their input can boost your proposal credibility. Show that respected figures in the industry support you, and this will add authority and appeal to your business proposal, upping your chances of success.
  • Hide a few Easter Eggs: A hidden message, cute animation, or a secret section are all little surprises add a touch of fun and intrigue to your busniess proposal. Easter eggs really encourage exploration and will encourage your readers to spend more time on your proposal. It won’t be one they’ll forget in a hurry!

Free business proposal templates and winning examples can make writing simple

Need to know how to write a business proposal but don’t know where to begin? PandaDoc can help with some great examples of business proposals.

In the proposals that we looked at, those created using our business proposal templates regularly created high-performing results for customers with minimal editing time.

Take a look at some of the metrics around the top professional business proposal templates currently in our template library .

Once you’ve fitted an existing business proposal template to your personal needs, you can save it as a fresh template in your content library for even faster reuse.

In doing so, you can slim the entire business proposal design process down from hours to minutes or spend more time refining your proposal for maximum appeal.

To see the true power of the PandaDoc editor, be sure to check out our community gallery for expertly designed templates from real PandaDoc customers.

If you’re a PandaDoc user, you can even swipe these business proposals and load them directly into your PandaDoc editor with a single click.

It’s just that easy.

sample business marketing proposal

Social Media Marketing Proposal Template

Used 13721 times

Legally reviewed by Yauhen Zaremba

A successful business proposal focuses on the client’s needs

Ultimately, your proposal should be focused on your client’s needs and how your business plans to fix them.

No matter how you choose to write a business proposal, never lose sight of that goal.

The RFP you receive will have most of the information you need to build a great proposal.

Take things step-by-step, and use the opportunity to show your client that your business is the right fit for the job.

But, why not sign up for a free 14-day trial with PandaDoc today?

PandDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.

Originally was published in October 2016 and has been updated for comprehensiveness in January 2024

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Proposal for Workshop on Marketing Training

Proposal for Workshop on Marketing Training

Simple Marketing Training Proposal

Simple Marketing Training Proposal

Marketing Automation Training Proposal

Marketing Automation Training Proposal

Digital Marketing Training Proposal Example

Digital Marketing Training Proposal Example

What is  a marketing training, 1. market research, 2. content marketing, 3. search engine marketing, 4. video marketing, 5. direct marketing, 6. social media marketing, 7. influencer marketing, 1. create a group on social media, 2. organize a firmwide webinar, 3. create your elearning newsletter, 4. create an elearning corporate blog, 5. provide a sneak peek to the staff, 6. forum on corporate elearning, 7. welcome feedback, share this post on your network, you may also like these articles, 21+ sample demolition proposals in pdf | ms word.

demolition proposal

Moth and rust can destroy a building as the years go by. If we own a company and our building has stood for a long time, it will be…

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web hosting proposal image

Web hosting is one of the fundamental aspects of web management for keeping a website up and running. A good, high-quality, and reliable web hosting service is necessary to…

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sample business marketing proposal

Example prompts to try with Microsoft Copilot with Graph-grounded chat

Experience the power of Get started with Microsoft Copilot with Graph-grounded chat  (formerly named Microsoft 365 Chat). See how much time you can save and how much more you can get done. Use Microsoft Copilot to catch up, create content, and ask questions. This article provides several example prompts you can try.

Tip:  When you’re giving Copilot instructions, you can direct it to specific work content by using the forward slash key (“/”), then typing the name of a file, person, or meeting.  If you write a prompt and don’t reference a specific file, person, or meeting, Copilot will determine the best source of data for its response, including all your work content.

Synthesize large amounts of data into simple, consumable responses and catch up on things quickly. Here are some examples:

You've been on vacation now you're back. You need to find out what's going on with Project X. Find the latest about Project X. What's the current timeline? When are deliverables due?

You've just joined a new team and you're trying to ramp up on recent activities. Summarize team communications over the last 30 days. What are the team's priorities? 

There's been a recent change in how your team is tracking work. Find information about the new way our team is tracking work. Include email communications and points of contact for questions.

Create content

Brainstorm ideas and draft new content based on information at work. Here are some examples:

You want to draft a one-page description of a new project (let's call it Project Foo) that's just about to kick off at work. Using information in file1, file2, and file3, write a one-page description of Project Foo. Write it so non-technical people can understand what the project is about and when it's scheduled to be completed.

You're preparing an email to invite customers to attend an upcoming conference and visit your company's booth. Using information in Document Z, write a fun, catchy email inviting our customers to come see us at our booth during next month's conference.

You want to plan a morale event for your team. List 3-5 ideas for group activities in the Seattle area that would be suitable for my team. Include approximate cost and time estimates. 

Ask questions

Find information and get answers quickly, even if you can't remember where the information you need is or how it was shared. Here are some examples:

You need to know what's left in the budget for supplies. How much did we spend on supplies for Project Foo?  How much budget do we have left for Project Foo?

Your team received customer feedback. You want to identify the top things your team should address. Review the feedback we received from customers via email last week. What are the top three issues we should address?

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  3. FREE 14+ Marketing Proposal Samples in PDF

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  1. How to Create a Digital Marketing Proposal

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COMMENTS

  1. 5 Marketing Proposal Examples to Elevate your Business

    1. Digital marketing proposal example A digital marketing proposal is a strategic, in-depth document that lays out a thorough strategy to improve an organization's online presence, engage its intended target market and spur commercial growth.

  2. How to write a persuasive marketing proposal

    1. Research your client's needs 2. Develop an action plan 3. Create an outline or framework 4. Write the marketing proposal 5. Winning the bid Use marketing proposal template Author Shawn Herring VP of Marketing at PandaDoc Writing a strong marketing proposal can be a tricky business.

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    In this complete guide, I'm going to equip you with everything you need (including templates!) to create a marketing proposal that will impress your prospects, earn their trust, distinguish you from competitors, and win the signature. Source Table of contents What is a marketing proposal? Why marketing proposals are important

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    Marketing Proposal Template Marketing Proposal Template for Word, PDF Propose a new marketing campaign or contract with this marketing proposal template. Download Free Template Available for Word & PDF First Name* Last Name* Email* Phone number* Company name* Website URL* How Many Employees Work at Your Company?* We're committed to your privacy.

  5. What is a Marketing Proposal, and How Can You Create One? [Template

    Published: October 20, 2022 Wouldn't it be great if you could provide a number for your marketing budget and the key stakeholders would just say yes or no? Even better if it was approved without asking any questions or looking at minute details. Unfortunately, it just doesn't work that way.

  6. Marketing Proposal Guide: Write, Design & Track + Templates

    7 main types of marketing proposals: 1) Marketing strategy proposal Offers a comprehensive plan for reaching marketing objectives, including how to position in the market, identify the target audience, and select the best marketing channels. 2) Market analysis proposal

  7. What is a Marketing Plan & How to Write One [+Examples]

    Published: December 27, 2023 For a while now, you've been spearheading your organization's content marketing efforts, and your team's performance has convinced management to adopt the content marketing strategies you've suggested.

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    TOP 25 Digital Marketing Proposal Template TOP 25 Social Media Marketing Proposal Template Marketing Consulting Proposal Template TOP RATED SEO Proposal Template TOP 100 PR (Public Relations) Proposal Template PPC Proposal Template Video Proposal Template TOP RATED Advertising Proposal Template TOP 100 Market Research Proposal Template TOP RATED

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    Since their business proposal template is completely customizable, you can also replace their instructions with your own information, add additional information and sections, and add your own branding and logo. Additionally, you can download your finished business proposal as a Word or PDF file, print it, and email it to your prospects. 4.

  10. 12 Marketing Proposal Template (2024 Guide)

    Explain how you'll measure success; communicate what sets your team apart; share testimonials and case studies; discuss financial implications and outline terms and conditions. Visme offers a comprehensive library of templates to help you create stunning marketing proposals in minutes.

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    Download the free marketing proposal template that suits your business type, to create a marketing proposal that reflects your brand and catches the customer's eye. Get contracts with new clients. Complete and customize the simple marketing proposal template to give prospective clients all the details they need to hire you for the job.

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    Marketing Proposal Template for Free - Get 2024 Advertising & Marketing Services Agreement Sample TOP RATED available Marketing Proposal This marketing proposal, designed by [Sender.Company] is created exclusively for use by [Client.Company] of [Client.Business].

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    This marketing proposal template includes a sample project scope for your strategic marketing plan, example descriptions for deliverables like market research, identifying and engaging target audiences, promotion strategies, and campaign execution and analysis, team bios, and a sample contract.

  14. 10 Examples of Marketing Plan and Key Takeaways (2022)

    10 Marketing Plan Examples to Inspire Your Campaigns Article by Adeel Qayum 28 Apr, 2022 Post contents 1 What is a marketing plan? 2 10 marketing plan examples from every industry 3 1. Contently 2. Visit Baton Rouge 3. HubSpot 4. Evernote 5. University of Illinois 6. Monday.com 7. Lush 8. Coca-Cola 9. Naperville Park District 10. Starbucks

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    1,038 templates Create a blank Marketing Proposal Gray And Black Minimalist Business Proposals Proposal by BustedLemped Navy and Red Modern Company Project Proposal Proposal by Novative Minimalist simple Business & Marketing Proposal Proposal by Thundersoother General Proposal in Light Orange Black and White Simple Modular Style

  16. Create a Marketing Plan [+20 Free Templates]

    Quick Read A marketing plan is a roadmap that helps you set goals, understand your target audience and optimize the impact of your marketing campaigns. There are several types of marketing plans depending on the objective. Some examples include social media marketing, influencer marketing, video marketing, and email marketing.

  17. How To Write A Marketing Plan

    Research. It is important to know what other people besides you think about your company, so spend some time before writing your marketing plan talking to employees, customers, shareholders and ...

  18. How to Write a Business Proposal [Examples + Template]

    Here's what every new business owner needs: an extra 8 hours in the day, an endless supply of coffee, and, most importantly, a really strong business proposal. A business proposal can bridge the gap between you and potential clients.

  19. Digital Marketing Proposal Template

    A digital marketing proposal is a document submitted by a digital marketing agency, consultant, business, or freelancer to a potential client. It is a sales document designed to convince that potential client to receive digital marketing services strategic digital marketing services, campaigns, or projects.

  20. 44+ SAMPLE Marketing Proposals in PDF

    44+ Sample Marketing Proposals Marketing Proposal Template download now Social Media Marketing Proposal Template download now Online Marketing Proposal Template download now Restaurant Social Media Marketing Proposal Template download now Product Marketing Proposal Template download now Digital Marketing Proposal Template download now

  21. Sample Car Dealership Business Plan

    Marketing Plan. Our marketing plan, included below, details our products/services, pricing and promotions plan. Products and Services. DriveDream Motors caters to a diverse clientele, offering an extensive range of products and services designed to meet the needs of car buyers and owners alike.

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    Key takeaways A business proposal outlines a product, service, or project a company offers potential clients or partners to convince them the business can meet their needs. A well-crafted business proposal is essential as a business deal will often follow if successful.

  23. 9+ SAMPLE Marketing Training Proposal in PDF

    1. Create A Group On Social Media. Social media groups are an innovative marketing tactic that can help you keep your employees informed. For example, a closed Facebook group is a fantastic way to share online training suggestions, event invitations, and notifications about online training courses.

  24. Business Analyst Job Description (With Examples)

    Christine is a non-practicing attorney, freelance writer, and author. She has written legal and marketing content and communications for a wide range of law firms for more than 15 years.

  25. Example prompts to try with Microsoft Copilot with Graph-grounded chat

    Tip: When you're giving Copilot instructions, you can direct it to specific work content by using the forward slash key ("/"), then typing the name of a file, person, or meeting. If you write a prompt and don't reference a specific file, person, or meeting, Copilot will determine the best source of data for its response, including all your work content.