# Marketing Proposal Template, Free to Fill Source: https://nerix.ai/templates/marketing-proposal Pitch a marketing plan with goals, channels, budget and the results you will report. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/marketing-proposal) ### Marketing Proposal for Harbour Coffee Roasters **Prepared by:** Brightside Marketing **Date:** 7 November 2026 This proposal sets out how Brightside Marketing will market Harbour Coffee Roasters : the goals, the audience, the plan, what will be delivered and when, and the cost. ## 1. Goals Grow online orders by 40% in six months and reach 5,000 newsletter subscribers. ## 2. Target audience Home coffee drinkers aged 25 to 45 who buy online and care where their beans come from. ## 3. Strategy 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. ## 4. Channels and activities Search ads, Instagram and short video, a monthly email newsletter, two partnerships with local cafes. ## 5. Deliverables Campaign plan, 12 social posts a month, 4 ad sets, 1 newsletter a month, a monthly report. ## 6. Timeline Month 1: set up and creative. Months 2 to 6: campaigns run and are improved every two weeks. ## 7. Budget Fee EUR 3,200 a month; ad spend of EUR 2,000 a month paid by the client ## 8. Measuring results Online orders, cost per order, newsletter sign-ups and return on ad spend, reported on the first working day of each month. ## 9. Next step A 45-minute kick-off call to confirm goals and access, then a signed agreement and a start date. This proposal is valid until 30 November 2026 . Contact: [hello@brightside.example](mailto:hello@brightside.example), +44 20 7946 0321 Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Offers and proposals ## What this template is for A marketing proposal you fill in online: goals, audience, strategy, channels, deliverables, timeline, budget and how results are measured. Word or PDF. 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](https://nerix.ai/templates/offers) Offers and proposals ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### 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 Offers and proposals ## What is inside The parts of this document, in order. - 1 1. Goals - 2 2. Target audience - 3 3. Strategy - 4 4. Channels and activities - 5 5. Deliverables - 6 6. Timeline - 7 7. Budget - 8 8. Measuring results - 9 9. Next step Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=marketing-proposal) ### Was this template helpful? Offers and proposals ## Questions people ask ### 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. Templates ## More in Offers and proposals - [Popular Business proposal Win the work with a proposal that has a clear scope, a fair price, simple terms and a place to sign. Offers and proposals](https://nerix.ai/templates/business-proposal) - [Cleaning services offer Quote a home or office cleaning job with the tasks, schedule and price in one page. Offers and proposals](https://nerix.ai/templates/cleaning-services-offer) - [Engagement letter A professional's letter setting out the work, fees, duties on both sides, confidentiality and how the engagement ends. Offers and proposals](https://nerix.ai/templates/engagement-letter) - [Event planning proposal Pitch an event with the concept, venue, programme, services and a clear budget. Offers and proposals](https://nerix.ai/templates/event-planning-proposal) - [Partnership proposal Propose working together with another business, starting with a low-risk pilot. Offers and proposals](https://nerix.ai/templates/partnership-proposal) - [Project proposal Propose a project in phases, with milestones, dates, prices and a place to accept. Offers and proposals](https://nerix.ai/templates/project-proposal) [See all Offers and proposals templates](https://nerix.ai/templates/offers) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [E-signatures](https://nerix.ai/product/e-signatures) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Offers and proposals](https://nerix.ai/templates/offers)