How to make a marketing proposal template.

Don’t reinvent the wheel every time you need to write a marketing proposal. Create a template to make the process faster and easier.

There are multiple parts that need to be included in a successful marketing proposal. To save time creating proposals from scratch every time — and help you remember what to include — it’s a good idea to create a template that you can fill out with information specific to the client.

What to include in your marketing proposal template.

When you create a marketing proposal, give detailed thought to the following points:

• Audience. It should be customized based on your audience, so make sure you know who that is. Think about why clients may be interested in your services and how your specific business can help with their pain points. What makes you stand out from the rest?
• Front matter. This is your proposal’s first impression. Create template placeholders for everything you might need, including the cover, table of contents, and opening statement. The length of this will vary depending on the rest of your content, but the point is to guide the reader and summarize the content you will present ahead.
• Solution statement. Explain the problem, how you’ll solve it, and the scope of the work. This is essentially an overview of the project. Refer back to the customer’s pain points and build this section based on them.
• Investment. Explain the total cost of the project and the timelines for all deliverables.
• Your team. Introduce your team and describe your qualifications, values, culture, and what working with you is like. This section is your time to shine and to show the value of your team. Give as many details as you can, and present your company’s unique value proposition.
• Case study. Add a case study to show how you’ve impressed other clients in the past. Seeing feedback from real clients is one of the most effective ways to attract a new client.
• Agreement. Finish the template with any contract terms, fine print, and signatures required to make the deal a reality.

Your marketing proposal template shouldn’t be a static document. Remember to make changes as you learn which elements work and which don’t work to strengthen your proposals in the future.

Marketing proposal format.

While marketing proposal content will vary from client to client, there are some general guidelines for marketing proposal formatting:

• Executive summary. This should be a quick, clear rundown of the contents of the proposal and what you are able to do for the client.
• Challenges and objectives. This section should tell your client the “what” of the proposal.
• Marketing strategy or solution. This section should explain the “how” of your proposal.
• Scope of the work. This section lays out expectations for the services provided including time and compensation.
• Financial. This section goes into specifics on how much each service will cost.
• Terms and conditions. This is the section where your client can officially sign to accept the services you offer.

Create fillable forms on marketing proposal PDFs.

Marketing proposals are a crucial first step to securing business with new clients. Creating an organized, readable document that answers all of the important questions, leaves a good impression on prospective clients. Adobe Acrobat can make creating marketing proposals a breeze with all the tools you need in one place.

Spreadsheets don’t always maintain their formatting across different devices. To make it easy for your team to collaborate across multiple devices, you can create a PDF with fillable forms using software like Acrobat. With fillable forms, you can share with your team marketing proposal PDFs that they can fill in, edit, and share without altering the formatting — no matter which device they use.

Discover how Acrobat can simplify creating marketing proposals for your business.