EVERYTHING INCLUDED IN THIS TEMPLATE
A professional cover page
Start with a clean, modern cover that you can customize with your logo, branding, and client details.It's a simple way to create a proposal that reflects the level of strategic support you're offering.
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Set out the opportunity
The pre-written introduction explains why the client is looking for a fractional CMO and what they'll gain from bringing in executive-level marketing leadership.Use it to summarize their goals, outline the challenges you've identified, and introduce your approach before getting into the details.
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Define your role
Fractional CMO engagements can cover everything from strategy and reporting to team leadership and customer acquisition. This section lets you explain exactly what's included.Outline your approach to marketing strategy, lead generation, brand positioning, reporting, performance reviews, and working alongside internal teams or external agencies.
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Show what success looks like
Clients want to know how progress will be measured. This template includes a dedicated section for KPIs and expected outcomes, making it easy to explain the metrics you'll track and the improvements you're working toward.Whether you're focused on pipeline growth, marketing ROI, customer acquisition, or marketing performance, you can tailor the proposal to match each client's priorities.
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Build confidence with a client success story
Case studies help clients understand how your strategic guidance translates into real business outcomes. This template includes a case study section where you can explain the challenges a business faced, your recommendations, and the results that followed.Replace the sample with one of your own to show the value of your fractional CMO services.
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Flexible engagement options
Every business needs a different level of support. Whether you're offering a marketing audit, monthly strategy sessions, a growth-focused retainer, or a full fractional CMO service, the pricing table makes it easy to present your options.You can also include optional services like funnel audits or paid advertising support without creating a separate quote.
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Pre-written terms and conditions
This template includes pre-written terms covering engagement scope, payment schedules, confidentiality, intellectual property, and termination.Everything is fully editable, giving you a solid starting point for your own fractional CMO agreement.
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Get paid when the proposal is accepted
Once your client signs the proposal, they can pay immediately using Better Proposals' Stripe, PayPal, and GoCardless integrations.That means less time chasing invoices and more time focusing on strategy.
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SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Documents for all your project stages
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A great way to present your consulting skills is with a consulting proposal that is full of great tips and insight. Explain your business consulting strategy and how you’ll increase the number of customers for your clients with a consulting proposal.
