ProposalsProposal
Marketing proposal template
For agencies and freelance marketers: tie the plan to the client's numbers, show which channels you will run and what you will report, and price it as a monthly retainer they can approve.
Opens in the Salsox editor with 5 signing fields already placed for Client and Agency. Add their emails and send. The free plan sends 3 documents a month.
Who signs
- Client
- Agency (you)
Preview
Marketing Proposal
Prepared for: Little Scholars Montessori, attention Mrs. Efua Hagan, Proprietor Prepared by: Tidewave Digital Date: 29 October 2026
Goal
To fill 45 open places for the January intake, from 18 enrolments today.
How we will measure it
- 120 qualified enquiries from parents by 15 December;
- 40 school tours booked; and
- cost per enquiry under GHS 60.
Campaign plan
We will run three channels:
- Facebook and Instagram ads targeted to parents within 8 km of the school;
- Google search ads for nursery and Montessori searches in the area; and
- a WhatsApp booking flow for tours, linked from every ad.
Creative we will produce: two short videos filmed at the school, six photo ads and a landing page.
Investment
| Item | Amount |
|---|---|
| Agency retainer | GHS 7,500 per month |
| Advertising budget | GHS 6,000 per month, paid directly to the platforms |
| Set-up | GHS 4,000, one-off, for filming and the landing page |
Term: three months, from 1 November 2026. The retainer is invoiced monthly in advance; the set-up fee on acceptance.
Reporting
You will receive a weekly WhatsApp summary and a monthly call with a written report.
Terms
This proposal is valid until 10 November 2026. Ad budgets are paid to the platforms and are not refundable once spent. Creative produced for the campaign belongs to the client once paid for. Either party may end the engagement after the term with 30 days' notice.
Acceptance
Client: Little Scholars Montessori Signature: Signature · Client Date: Date · Client Name: Name · Client
Agency: Tidewave Digital Signature: Signature · Agency Date: Date · Agency
These templates are general starting points, not legal advice. Laws differ between countries and states: check that a template suits your situation, or ask a lawyer, before you rely on it.
About the Marketing proposal template
Marketing proposals fail when they promise activity instead of results. This template starts from the client's business goal (enrolments, sales, bookings) and translates it into three measurable targets, so both sides agree from day one what success looks like.
The plan section names the channels and the creative you will produce, in enough detail that the client can picture the campaign. Pricing separates your retainer from the ad budget the client pays to the platforms, and from one-off set-up costs; agencies that blur those lose trust fast. Reporting cadence is stated up front, because most client relationships sour over silence, not results.
Close it with a term and signatures. Sent through Salsox, the client signs from their phone, and the set-up fee can be paid as they accept.
- Signers
- 2
- Signing fields placed
- 5
- Details to fill in
- 18
How to use this template
Open it in Salsox
Choose Use this template. Sign up free if you have no account; the template opens straight after.
Fill in the details
Type your details into each blank, or start from the sample to see how it reads. Save it as your own template to reuse it.
Add signers and send
The editor already has every signature, date and initials field in place. Add each signer's email and send; they sign on their phone, and everyone gets the sealed copy with its audit trail.
Used in
Questions
Should ad spend be included in the agency fee?
Keep it separate. The client pays platforms directly, or you pass it through at cost, and your retainer covers your work. It makes both figures easier to judge.
What KPIs should a marketing proposal include?
Two or three that connect to the client's business goal: enquiries, bookings, sales or cost per result, each with a number and a date.
How long should a first marketing engagement be?
Three months is common: long enough to learn and optimise, short enough for a new client to commit.
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Send it for signature in minutes
Start from this template in Salsox: fill in the blanks, add your signers and send by email, WhatsApp or SMS. Signers sign one field at a time on their phone, and you can collect a payment in the same step.