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How to write your Business Marketing Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

Proposal Pack for Any Business

( Design themes, color schemes, fonts, and images are all customizable )

This document was created for a business seeking to outline its marketing services to prospective clients or partners. It is designed to showcase the company's marketing expertise, detail the proposed strategies, and provide financial details to support the marketing initiatives proposed.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases for the Business Marketing Proposal Template

  • A marketing agency presenting a comprehensive service proposal to a new client.
  • A corporation proposing an internal marketing project to its board of directors.
  • A small business outlining a strategic marketing plan to potential investors.
  • A startup seeking partnership with a larger corporation for co-marketing opportunities.
  • A consultant offering marketing strategies tailored to expand client's customer base.
  • A company proposing a digital marketing initiative to improve online presence.
  • A business seeking funding for a new marketing campaign.
  • A marketing firm detailing a proposal for event marketing services.
  • An agency providing a proposal for social media marketing enhancements.
  • A marketing consultant recommending updates to an existing marketing plan.

Chapters Suggested for the Business Marketing Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Needs Assessment, Goals and Objectives, Target Audience, Marketing Strategy, Services Provided, Technology Plan, Project Management, Schedule, Cost Summary, Benefits, Guarantee, Company History, Expertise, References, Back Page

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Business Marketing Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.

While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.

Components of the Business Marketing Proposal Template

Creating the Business Marketing Proposal Template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The Cover Letter serves as the formal introduction to the proposal, addressing the potential client or partner directly. It highlights the purpose of the proposal and briefly outlines the value the company aims to provide through its marketing services.

Title Page

This page includes the name of the proposal like Business Marketing Proposal, along with the company's name, logo, and the date of submission. It serves as the front cover of the document.

Table of Contents

This section provides an organized listing of all the chapter topics covered in the proposal, allowing readers to easily navigate to specific sections of interest.

Executive Summary

The Executive Summary offers a succinct overview of the entire proposal, emphasizing the key points such as the marketing services offered, the main strategies proposed, and the expected outcomes. It is designed to capture the reader's interest and encourage further review of the detailed contents.

Needs Assessment

This chapter identifies and discusses the specific marketing needs of the prospective client or partner, explaining how the proposed services directly address these needs.

Goals and Objectives

In this section, the specific goals and objectives of the proposed marketing campaign are outlined. This may include increasing brand awareness, boosting sales, or expanding into new market segments.

Target Audience

This chapter delineates the ideal customer or client demographic that the marketing efforts aim to reach. It includes details on the audience's behaviors, preferences, and demographics to tailor the marketing strategies effectively.

Marketing Strategy

Here, the document lays out the proposed marketing tactics and channels to be used in the campaign. It covers various aspects such as digital marketing, social media, traditional advertising, and more.

Services Provided

This section details the specific services the company offers, such as content creation, SEO, PPC advertising, etc., and explains how these services will be utilized in the context of the proposed marketing campaign.

Technology Plan

The Technology Plan outlines the technical tools and platforms that will be used to implement and manage the marketing strategies, such as analytics software, marketing automation tools, and CRM systems.

Project Management

This chapter describes the approach to managing the marketing project, including the team structure, roles and responsibilities, and the methods for ensuring project milestones are met.


The Schedule lists the timeline for the project's various phases and activities. Using the Proposal Kit software, this can be detailed with a line-item database that helps automate and organize the data efficiently.

Cost Summary

This section provides a detailed breakdown of the costs associated with the proposed marketing services. The Proposal Kit software's line-item database can be used here to automate the financial data for clarity and precision.


The Benefits chapter illustrates the advantages that the client or partner will gain from accepting the proposal, such as increased engagement, higher ROI, or stronger brand visibility.


This part of the proposal outlines any guarantees the company offers to assure the quality and effectiveness of its marketing services, aiming to build trust and confidence with the client.

Company History

Company History provides a brief overview of the company's background, years in business, and notable achievements, highlighting its credibility and experience in the marketing field.


This section showcases the specific skills and expertise that the company and its team bring to the table, particularly in relation to the proposed marketing services.


References include testimonials, case studies, or a list of past clients who have successfully utilized the company's marketing services, serving as proof of the company's ability to deliver effective results.

Back Page

The Back Page generally includes contact information for the company and any additional closing remarks. It may also restate the invitation for the client or partner to engage in discussions about the proposal.

This template is also referred to as

  • Marketing Services Proposal
  • Advertising Agency Proposal
  • Digital Marketing Plan Template
  • Marketing Strategy Proposal
  • Business Promotion Proposal
  • Marketing Campaign Planning Template
  • Online Marketing Proposal
  • Marketing Consultancy Proposal
  • Marketing Plan Pitch
  • Marketing Solutions Proposal

How to create the Business Marketing Proposal Template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

How to Build Proposal Template from an AI Outline

This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.

Key Takeaways

  • The Business Marketing Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
  • You can create unlimited custom variations of this template.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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