Full-service marketing agency proposal: Free template

Customize this free full-service marketing proposal with Cobrief
Open this free full-service marketing proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your agency’s offerings, the client’s goals, and the scope of the engagement. 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 end-to-end marketing partnerships that span strategy, branding, content, digital, paid media, and analytics. Whether you're a growth-focused agency or a creative-led team, this version gives you a structured head start and removes the guesswork.
What is a full-service marketing agency proposal?
A full-service marketing proposal outlines how your agency will support a business across multiple marketing channels and initiatives. It typically includes the strategy, execution plan, services covered, performance metrics, and pricing model.
This type of proposal is used to establish a long-term partnership where your agency functions as an extension of the client's team — delivering results across digital, creative, and performance layers.
A strong marketing proposal helps you:
- Show how your team covers the full marketing lifecycle.
- Align services with business outcomes like growth, awareness, or retention.
- Define priorities, phases, and KPIs clearly.
- Demonstrate value across multiple channels or functions.
Why use Cobrief to edit your proposal
Cobrief helps you build polished, high-trust proposals fast — with built-in AI to improve every section as you go.
- Edit the proposal directly in your browser: No setup or formatting tools needed.
- Rewrite sections with AI: Simplify, clarify, or reframe messaging instantly.
- Run a one-click AI review: Spot vague sections or structural gaps and improve them.
- Apply AI suggestions instantly: Accept changes individually or apply all in one click.
- Share or export instantly: Send via Cobrief or download a clean PDF or DOCX version.
Spend more time delivering results — and less time formatting your pitch.
When to use this proposal
Use this full-service marketing proposal for:
- Acting as a client’s outsourced marketing team.
- Supporting brand launches or growth campaigns.
- Managing ongoing digital, content, and performance marketing.
- Providing a mix of creative, paid media, SEO, email, and analytics.
- Responding to marketing RFPs or retainer opportunities.
It’s ideal for multi-channel or long-term engagements.
What to include in a full-service marketing agency proposal
Each section helps your client understand what you’ll deliver, how it works, and what outcomes to expect:
- Executive summary: Highlight the client’s marketing goals (e.g., traffic growth, conversions, brand visibility) and how your integrated strategy will help achieve them.
- Scope of work: Define services covered — e.g., strategy development, brand messaging, paid ads, SEO, content creation, email campaigns, social media, analytics, and reporting. Clarify the number of campaigns, deliverables, or hours included per month.
- Team and process: Introduce your agency structure, points of contact, and how you collaborate (weekly syncs, monthly reports, dashboards, etc.).
- Timeline and phases: Break the project into stages — strategy kickoff, onboarding, channel launches, optimizations — and estimate timeframes.
- Metrics and KPIs: Set clear performance goals based on the client’s funnel — traffic, leads, CAC, ROAS, engagement, or other growth benchmarks.
- Pricing: Present your fee structure — monthly retainer, blended hourly rate, or performance-based pricing. Include any setup fees, add-ons, or optional services.
- Terms and conditions: Cover billing cycle, client approvals, content rights, scope changes, and cancellation policies.
- Next steps: End with a clear CTA — such as “Reply to confirm,” “Schedule a kickoff call,” or “Sign to get started.”
How to write an effective full-service marketing proposal
This proposal should feel confident, structured, and business-focused:
- Anchor your offer to client outcomes: Show how you drive growth, not just activity.
- Avoid generic service lists: Link each service to a measurable business goal.
- Clarify your team’s working style: Let them picture the collaboration in detail.
- Keep language direct and professional: Avoid buzzwords unless they add clarity.
- Use smart formatting: Clear headers, bullets, and short paragraphs aid skimming.
- Make the next step simple: Help the client move forward with ease.
Frequently asked questions (FAQs)
Can I reuse this proposal for different industries?
Yes — just tailor the strategy, services, and KPIs to match the client’s sector and objectives.
Does this proposal work for both projects and retainers?
Absolutely. You can use it for either by adjusting scope and pricing structure.
Should I include previous case studies or client logos?
Yes — proof of past results helps build confidence and credibility.
Is this proposal legally binding?
No — this is a proposal. Attach or link to a contract or SOW as needed.
Can I export this proposal as a PDF or DOCX file?
Yes — after customizing, you can download it instantly in either format.
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.