Marketing automation setup proposal: Free template
Customize this free marketing automation setup proposal with Cobrief
Open this free marketing automation setup proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your workflow design, tools, and client 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 automation services, onboarding new CRM users, or delivering workflow buildouts. Whether you're working with startups or scaling teams, this version gives you a structured head start and removes the guesswork.
What is a marketing automation setup proposal?
A marketing automation setup proposal outlines how you’ll implement automated workflows to streamline marketing efforts — from lead nurturing and email campaigns to CRM integration and customer segmentation. It’s typically sent by consultants or agencies to businesses looking to optimize or launch their automation stack.
This proposal helps define the scope, tools, triggers, integrations, and expected outcomes of the automation work.
A well-crafted automation setup proposal helps you:
- Clarify what systems and actions will be automated.
- Outline the platforms, CRM logic, and campaign flows involved.
- Show your strategic thinking and technical expertise.
- Set expectations around timelines, testing, and handoff.
Use it to turn interest into implementation.
Why use Cobrief to edit your proposal
Instead of stitching together documents manually, Cobrief helps you create a polished, AI-enhanced proposal in minutes — all from your browser.
- Edit the proposal directly in your browser: No formatting or setup required — just start customizing.
- Rewrite sections with AI: Adjust tone, simplify complex tech explanations, or clarify your strategy.
- Run a one-click AI review: Instantly flag unclear, wordy, or vague sections and improve them with AI.
- Apply AI suggestions instantly: Accept individual AI suggestions or apply all improvements across the proposal in one click.
- Share or export instantly: Send via Cobrief or download a clean PDF or DOCX version instantly.
Cobrief makes it easy to communicate technical value with clarity and confidence.
When to use this proposal
This marketing automation setup proposal is ideal for:
- Pitching CRM or email automation setup to a new client: Clarify tools, logic, and deliverables.
- Offering HubSpot, Mailchimp, ActiveCampaign, or Klaviyo setup services: Define scope and integrations.
- Responding to inbound interest in lifecycle marketing or funnel optimization.
- Re-engaging existing clients with new automation opportunities.
Use this template when you want to clearly communicate what will be built, how it works, and what the client will gain.
What to include in a marketing automation setup proposal
This proposal is structured to guide clients through your automation plan and process. Here’s what to include:
- Executive summary: Introduce the automation opportunity — what’s being automated and why. Tie the automation work to outcomes like time saved, better lead conversion, or improved campaign performance.
- Scope of work: Break down the deliverables — email workflows, lead scoring, tagging logic, CRM segmentation, integrations, etc. Be specific about what platforms and processes are involved.
- Timeline: Define setup phases — discovery, mapping, buildout, testing, and launch. Include dates for reviews and handoff.
- Pricing: List fixed, hourly, or package-based pricing, including any platform setup fees or optional add-ons.
- Terms and conditions: Outline your payment terms, revision scope, access requirements, and what happens after handoff. Use plain English to reduce friction.
- Next steps: Include a simple CTA — e.g., “Reply to approve and get started” or “Book a kickoff call to finalize project setup.”
How to write an effective marketing automation setup proposal
This type of proposal needs to feel strategic and technically sound — while remaining easy to understand.
- Focus on business outcomes: Connect your automation setup to tangible benefits like lead quality or retention.
- Use plain language: Don’t assume the client knows what “lead scoring” or “segmentation logic” means.
- Visualize flows if possible: In a live version, a diagram or step-by-step outline can help clarify what you’re building.
- Set clear boundaries: Prevent scope creep by defining exactly what’s included in each automation flow.
- Make it easy to act: Keep your next step simple and confident.
Frequently asked questions (FAQs)
Can I reuse this proposal for different clients or platforms?
Yes — just adjust the scope, tools, and terminology based on the tech stack (e.g., HubSpot, Klaviyo, Mailchimp).
What if the client doesn’t have any tools set up yet?
You can include tool setup in the scope or offer it as a separate add-on service.
Can I use this for both one-time setup and ongoing support?
You can include tool setup in the scope or offer it as a separate add-on service.
Can I use this for both one-time setup and ongoing support?
Yes — the structure works for initial setup or monthly automation retainers.
Is this proposal also a contract?
No — this is a proposal. You can attach a formal agreement or SOW if needed.
Can I export this?
Absolutely — download a clean PDF or DOCX version instantly after editing.
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.