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Start creating your marketing proposal template

Streamline your process for writing proposals for winning marketing campaigns with our Project Proposal Template.

Our combined board and WorkForm provide a strong basis for you and your marketing project team to map out goals, objectives, problem statements, and more.

Use template
Marketing Proposal Doc

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for marketing service teams to create a winning proposal


When you write a marketing proposal, you’re taking the first step to tell internal stakeholders or in the case of a marketing agency — potential clients — that you’ve done the research and groundwork to warrant their support. Here’s how you can organize everything.
Groups

Organize details

The workdoc on our Project Proposals Template comes with embedded Groups from the board workspace to make it easy for your target audience to skim and find essential information.
Project timelines

Preview scope of work

Make it simple for stakeholders to understand the timeline of key milestones for your proposed solution, so you have a tangible discussion point if needed.
workdocs

Keep everything synced

Avoid clutter by using monday workdocs in the same place where you are tracking and planning other proposals, executive summaries, and projects.

Key marketing proposal template features

Take the hassle out of starting from scratch with our Project Proposals Template. Populate it and customize it for all case studies, from promotional strategies to a product launch. Here are a few more features for optimized proposal creation.

  • Custom logo Add a professional touch to your workdocs by adding creative flair with company logos and other assets that you can embed into your marketing proposal template.
  • Cost-benefit analysis Organize the critical numbers your stakeholders want to see with both cost-benefit analysis from your board and directly on the doc with a table.
  • File management Supporting documents are important, but nothing is less appealing than receiving endless attachments — upload it all the the board for easy access.
  • SEO LP Collumns drag Updated

    Write a marketing proposal that captivates with monday.com Work OS /b>


    Create an organized and tailored marketing proposal that you can refer back to and even duplicate.

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    Frequently Asked Questions

    Questions?
    • How to Make a Marketing Proposal

      1. Research your clients
      2. Include your scope of work
      3. Provide time frames estimates for deliverables
      4. Include costs and terms and conditions
      5. Show how you plan to measure results, whether it’s for social media or sales
    • In a nutshell, a marketing proposal is you or your team’s detailed plan that maps out potential advertising, marketing, and brand awareness efforts for a potential client's business. With all of these elements, it makes sense to use monday.com Work OS to draft and customize your marketing proposal.