Free Marketing Plan Proposal Template That Wins Clients

Our completely editable marketing plan proposal template brought more than $144 million in sales to companies worldwide in 2023 alone. Add, delete, or change sections as you see fit, make it your own, and improve your market outreach fast and easy.

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Everything you need is included

Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.

  • Case study example
  • Pricing
  • Next steps with digital signing
  • Pre-written contract
  • Take payments from your clients
Stunning cover

As every high-level marketing expert knows, the best way to gain clients is to get their attention right away. The first thing your client sees when the proposal lands in their inbox is a visually attractive cover. That's why our carefully designed cover has everything you need to wow them the second they open an email.

You can change everything, from the text, logo, and background image to make it more appealing to your targeted market.

Pre-written introduction section

If you're struggling to find a way to explain to your clients exactly what creating a marketing campaign takes, we've got you covered. This pre-written introduction section has everything you need to write an executive summary in just a few minutes.

Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.

Processes and timelines

Explaining the structure of your marketing strategy and each of the tools and instruments you are going to use can be difficult. You want to give enough detail but not so much it seems overwhelming. Fortunately, we created a plan of action already sectioned to fit the perfect amount of information. You can adjust it to suit your exact process.

Case study example

As a marketing expert, you probably know a client's story is something that has to be included in every proposal. If you want to be taken seriously, you need to show that you understood the targeted customer's wishes and you came up with a practical solution for their problem statement.

In this marketing plan template, we've set out an example for your case studies page. All you need to do is replace our example with one of yours and use the structure we've used.


Our automatically calculated table is already in place for your quote. Just add content marketing labor hours, additional services, and anything else needed for your promotional strategy, and we will calculate the totals for you.

There is room to write descriptions for all services, so your customer will have a complete understanding of what their money is getting them.

Next steps with digital signing

Any business will eventually be tested in handling increased customer traffic. Lessen the strain of paperwork by choosing a digital signature over traditional mail. The 'Next steps' tab will allow you to explain your process after signing and offer a line for the customer to give their electronic consent.

Our digital signatures are 100% legal and compliant. When your client signs, you can see their digital signature certificate in your Better Proposals account.

Pre-written contract

Whether you're just starting a company or you're a seasoned professional, Terms and Conditions will probably slip your mind when you're closing a deal on your products or services. The bottom line is, we made sure your business is protected by adding fully customizable terms and conditions at the end of this template.

That said, to ensure they are a good fit, get a legal professional to read them over.

Take payments from your clients

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.

Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal.

Your docs, your branding

Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.

1. Let's begin

Marketing Plan Proposal Template

Reuse what works

Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.

Marketing Plan Proposal Template
Added Team 1 Block
Added Team 1 Block

Become flawless

Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.

  • {{company_name}}
  • {{first_name}}
  • {{last_name}}
  • {{email_address}}
  • {{brand_company_name}}
  • {{owner_first_name}}
  • {{owner_last_name}}
  • {{owner_email_address}}
Click to add a merge tag Click to add a merge tag

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.

What would you like to add?
add form
Add content
Add booking calendar
Add payment step
Redirect users
Add Calendar
Calendly added
Onboarding sidebar Onboarding users after they sign and collecting required information

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

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