Email marketing proposal: Free template

Customize this free email marketing proposal with Cobrief

Open this free email marketing proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your service offering, the client’s audience, and campaign goals. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching newsletter services, automated drip campaigns, product announcements, or email optimization projects. Whether you're a freelancer or an agency, this version gives you a structured head start and removes the guesswork.

What is an email marketing proposal?

An email marketing proposal is a document used to pitch a strategy and service package to help businesses connect with their audience through email. It outlines the campaign approach, content strategy, frequency, automation, analytics, and pricing.

This proposal is typically sent after an initial consultation or inquiry, and it serves to align both parties on goals, deliverables, and timelines before launching a campaign.

A strong email marketing proposal helps you:

• Clarify campaign goals and audience segmentation.
• Define content themes, email frequency, and automation logic.
• Align on KPIs like open rates, CTR, and conversions.
• Establish your value through a structured, strategic approach.

Use it to build trust and move quickly into execution.

Why use Cobrief to edit your proposal

Instead of starting from scratch, Cobrief gives you a fast, AI-powered way to customize and send high-quality proposals — right in your browser.

• Edit the proposal directly in your browser: No setup or formatting required — just click and start customizing.
• Rewrite sections with AI: Adjust tone, simplify technical language, or make your pitch more persuasive.
• Run a one-click AI review: Get actionable feedback on clarity, structure, and messaging.
• Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
• Share or export instantly: Send your proposal via Cobrief or download a clean PDF or DOCX file in seconds.

Cobrief helps you create polished, professional proposals that are ready to send — fast.

When to use this proposal

This email marketing proposal is a great fit for situations like:

• Pitching a monthly newsletter strategy: Align on content planning, creation, and scheduling.
• Selling a welcome or nurture sequence: Define email logic, automation flow, and copywriting.
• Offering email audit and optimization: Detail what you’ll review and how you’ll improve performance.
• Responding to an inbound brief: Show how your service fits their audience and goals.

Use this whenever you want to clearly define scope, expectations, and outcomes for email marketing services.

What to include in an email marketing proposal

Each section of the proposal is designed to give your client clarity on what you’ll deliver and how you’ll do it:

• Executive summary: Highlight the goal of the campaign — lead nurturing, product promotion, retention — and your approach to achieving results.
• Scope of work: List services like content strategy, list segmentation, copywriting, design, scheduling, A/B testing, and analytics. Be specific about the number of emails per month, automation sequences, or platforms used (e.g., Mailchimp, Klaviyo).
• Timeline: Map out project kickoff, setup, campaign launch, and review periods. Indicate expected turnaround for reviews or new content.
• Pricing: Present your fees clearly — per campaign, per email, or as a monthly retainer. Be transparent about what’s included and any limits (e.g., up to X emails/month).
• Terms and conditions: Use plain English to outline payment schedule, approval windows, and client responsibilities.
• Next steps: End with a simple, clear action like “Reply to approve” or “Schedule a kickoff call.”

How to write an effective email marketing proposal

Your proposal should combine creativity, strategy, and clarity. Here’s how to make it effective:

• Focus on business goals: Link email strategy to revenue, engagement, or lead conversion.
• Be specific on what you’ll deliver: Define the number, type, and purpose of each email.
• Show your process: Explain how you research, write, design, and test emails to improve results.
• Keep it client-friendly: Avoid jargon like “ESP integration” unless the client knows the terms.
• Format for readability: Use bullet points, headings, and short paragraphs to make the proposal easy to scan.
• End with momentum: Suggest one easy next step to move forward confidently.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.