Marketing proposal

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Offers and proposals templates

• Your name or agency

  For example: Brightside Marketing

• Your email or phone

  For example: hello@brightside.example, +44 20 7946 0321

• Client

  For example: Harbour Coffee Roasters

• Goals

  Use numbers and a date where you can.

  For example: Grow online orders by 40% in six months and reach 5,000 newsletter subscribers.

• Target audience

  For example: Home coffee drinkers aged 25 to 45 who buy online and care where their beans come from.

• Strategy

  For example: Tell the story of each farm, win repeat customers with a subscription offer, and use search and social ads to bring new buyers to the shop.

• Channels and activities

  For example: Search ads, Instagram and short video, a monthly email newsletter, two partnerships with local cafes.

• Deliverables

  For example: Campaign plan, 12 social posts a month, 4 ad sets, 1 newsletter a month, a monthly report.

• Timeline

  For example: Month 1: set up and creative. Months 2 to 6: campaigns run and are improved every two weeks.

• Fee and ad budget

  Say what is your fee and what is paid to platforms.

  For example: Fee EUR 3,200 a month; ad spend of EUR 2,000 a month paid by the client

• How results are measured

  For example: Online orders, cost per order, newsletter sign-ups and return on ad spend, reported on the first working day of each month.

• The next step

  For example: A 45-minute kick-off call to confirm goals and access, then a signed agreement and a start date.

• Proposal valid until (optional)optional

  For example: 30 November 2026

1. 11. Goals
2. 22. Target audience
3. 33. Strategy
4. 44. Channels and activities
5. 55. Deliverables
6. 66. Timeline
7. 77. Budget
8. 88. Measuring results
9. 99. Next step

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 13 details, starting with Your name or agency, Your email or phone, Client, Goals, Target audience. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What is the difference between a proposal and a quotation?

A proposal explains the work and why you are the right person for it. A quotation gives a price for a defined scope. Both are here, so you can choose by how much explaining the customer needs.

Are these offer templates free to use?

Yes. Fill in and download any of them for free, with no account, as Word or PDF.

Is an offer legally binding once I send it?

That depends on where you are and how the offer is worded. Each template has a field for how long the offer is valid, and where the law matters it says to check local rules.

Can I add my own logo and sections?

Download the Word version and add them, or ask nerix in the chat to add a section, change the tone or write it in another language.

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