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Templates / Proposal

Free Advertising Proposal Template

An advertising proposal covers campaign scope, tracking and reporting, roles, pricing, and the terms for setup, access, payment, and ad spend.

Advertising Proposal template preview

Language:

en

Last updated:

October 2026

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Clicks come in, money goes out, and then the hard question lands: what did that spend actually produce, and can anyone prove it. This advertising proposal gives the buyer a written scope for paid advertising work, then pins reporting to tracked calls, WhatsApp messages, forms, and purchases so the numbers can be checked, not argued over.

The document opens with What this covers, then backs the promise up with Account and tracking audit and Weekly performance summary, so the client reads the measurement plan before they see the price. The middle sections introduce Who you will work with and the Team, plus Selected work and Portfolio examples, and the look stays grounded with rust accents and Lora headings over Inter body text so the proposal reads like reporting, not a pitch... and the terms keep coming back to one idea: clean tracking first, then launch.

  • What this covers Explains what gets built and managed, how performance gets tied back to verified conversions, and what changes get made week to week.
  • Team Names the specialists involved and what each person owns across search, paid social, and B2B ads.
  • Account and tracking audit Describes the audit, the conversion tracking setup for calls and messages, and what has to be fixed before scaling spend.
  • Weekly performance summary Defines the weekly update, the search term and placement log, and the month-end report that sets the next tests and budget shifts.
  • Pricing Holds the single priced option, which means the only edit you have to make is swapping in your own monthly figure before sending.

Once the numbers and scope are right, you replace the price in Pricing, send the proposal, and the client signs online in Getting started. The signed copy sits with the exact scope, the budget and access requirements, and the rules around ad spend and platform decisions, so the first month doesn’t start with guesswork.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in an advertising proposal

PartWhat it covers

What this covers

Defines what “managed ads” means here, including tracked conversions and the week-to-week optimisation loop that ties spend to outcomes you can verify.

About us

Gives the background and working style, with an emphasis on attribution, tight targeting, and keeping accounts organised for reporting.

Who you will work with

States how ownership works across platforms so the client knows who is watching performance each week.

Team

Introduces the named roles and what each specialist handles, from measurement planning to search term and audience control.

Selected work

Frames the kind of engagements included in the examples so expectations stay anchored to fixes and measurable gains.

Portfolio

Summarises example outcomes across channels, including what was rebuilt, what was cleaned up, and what moved once tracking matched reality.

Account and tracking audit

Spells out what gets checked and documented first, then covers conversion tracking setup and how campaign build and launch get handled once measurement is sound.

Weekly performance summary

Explains what the weekly update includes, how exclusions get logged, and how the month-end report connects results back to tracking and next steps.

Pricing

Presents the Growth monthly option, with ad spend kept separate because platforms are paid directly.

Getting started

Carries the signature and fee summary, and explains the start sequence: confirm scope, secure access, approve the audit, then launch.

How much budget do we need before we learn anything useful?

Answers how budget relates to learning by tying it to the volume of tracked conversion events, not to clicks or impressions.

Who owns the ad accounts and data if we stop?

Confirms account and data ownership, describes handover materials, and explains why tracking checks come before moving fast.

Setup and monthly work

Separates one-off setup from ongoing paid media management, then covers payment stages, access and approvals, and how scope changes get handled.

Ad spend and platform decisions

Sets boundaries around ad spend versus fees, what platforms can control, how reporting gets validated against real conversions, and how ownership and handover work.

Who it is for

Paid media teams, agencies, and freelancers quoting ongoing ad management when a buyer wants proof of what spend produced, not platform screenshots.

The proposal in full

What this covers

You have campaigns that are live, tracked, and improving each week, with a short performance summary that connects spend to conversions you can verify.

You’re looking for results you can explain, not another month of mixed advice from platforms and freelancers. You’ll see where spend went, what it produced, and what we changed week to week. If you’d like to move ahead, we’ll confirm conversions first, then launch.

We start by checking the ad accounts, pixels and tags, and the path from click to call, WhatsApp message, or order. Then we build campaigns around the searches, audiences, and placements that can be measured, and we keep tightening them through search terms, placements, budgets, and bids as the data comes in.

About us

We’re a paid advertising team built around one job: turning budget into tracked enquiries and sales. We started by fixing the same problem again and again for owner-managers and marketing leads. The ads were running, but the tracking was missing, the targeting was loose, and nobody could say which clicks were worth paying for.

Clients pick us when they want calm control of spend and straight answers. We don’t leave tracking until the end, because a month of data with the wrong conversion is a month you can’t use. We also keep the accounts tidy, so the next change is based on clean search terms, clean placements, and a clear view of what is driving results.

Who you will work with

You’ll have named specialists on each platform, and you’ll know who is watching what each week.

Team

Nasser Al Lawati, Paid media lead. Nasser leads paid media management, sets the measurement plan, and makes the weekly calls on budget shifts so spend follows what is converting.

Aisha Al Kharusi, Google Ads specialist. Aisha builds and tunes Google Ads, with search term clean-up and match control that stops budget drifting into the wrong queries.

Hamad Al Balushi, Social ads specialist. Hamad runs Meta and TikTok ads, testing audiences and creative angles, then moving spend toward the combinations that bring tracked messages and orders.

Salma Al Maawali, LinkedIn ads specialist (B2B). Salma handles LinkedIn Ads for B2B, tightening roles, seniority, and company filters so lead volume stays connected to lead quality.

Selected work

Here are three recent paid media management engagements showing the kinds of fixes and gains you can expect across different channels and goals.

Portfolio

Search rebuild for lead gen. Rebuilt a Google Ads account around high-intent searches, added negative keywords weekly, and split campaigns by service so budgets stayed accountable. Cost per lead dropped from 38 to 24 in six weeks while lead volume held steady.

Meta lead volume stabilisation. Switched from broad traffic campaigns to conversion-led campaigns with clean event priorities and a simpler form flow. Leads rose from 110 to 165 per month, with fewer duplicate submissions after deduping events in tracking.

B2B LinkedIn pipeline lift. Restructured LinkedIn campaigns by role and seniority, tightened exclusions, and aligned landing pages to each offer. Qualified lead rate increased from 22% to 35% over eight weeks, with sales able to trace leads back to campaigns.

“We finally knew what was working, and the leads followed.”

Marketing lead, a growing service business

Account and tracking audit

A written checklist of what is set up, what is missing, and what would block accurate reporting. This arrives first, before we scale spend.

CONVERSION TRACKING SETUP

Configured events and conversions for calls, forms, WhatsApp clicks, and purchases, with a simple test that shows the event firing where it should.

CAMPAIGN BUILD AND LAUNCH

New or rebuilt campaigns across Google Ads, Meta, LinkedIn, TikTok, YouTube, and programmatic where agreed, with naming that keeps reporting readable month to month.

Weekly performance summary

A short weekly update showing spend, conversions, cost per conversion, and the changes we made. You can forward it internally without translating platform terms.

SEARCH TERM AND PLACEMENT LOG

An ongoing record of what we excluded and why, including negative keyword themes and placement exclusions. This updates each week as we clean up waste.

MONTHLY PERFORMANCE REPORT

A month-end report that ties results to the tracking setup, flags what limited performance, and sets the next month’s tests and budget shifts.

Pricing

Pick the tier based on how many platforms you want us to run and how fast you need clean learning. Ad spend is paid direct to the platforms. Prices are per month.

Priced items

Getting started

If you want paid media management to start this week, the fastest path is to lock access and tracking first, then launch.

1. Sign this proposal to confirm the scope. 2. Share admin access for ad accounts, site, and tracking tools. 3. Approve the setup audit, then we build and launch campaigns.

Signature

Fee summary

How much budget do we need before we learn anything useful?

We can learn quickly if the conversion is tracked and the targeting is tight. As a guide, we want enough budget to generate at least 20 to 30 tracked conversion events in a month, so we can separate signal from noise.

WHAT COUNTS AS A CONVERSION FOR YOU, AND CAN YOU PROVE IT’S TRACKED PROPERLY?

A conversion is the action you want more of, like a call, a WhatsApp click, a form submission, or a purchase. We’ll show you the event firing in the browser and in the ad platform, then confirm it matches what you see in your inbox or CRM.

Who owns the ad accounts and data if we stop?

You own the ad accounts, pixels, and data. We work inside accounts registered to your business wherever possible, and we’ll hand over access, naming notes, and tracking documentation so you are not locked in.

HOW FAST CAN YOU GET CAMPAIGNS LIVE WITHOUT WASTING THE FIRST WEEK?

We can launch quickly once access is in place, but we don’t skip the tracking check. In most cases we can audit, fix key events, and launch initial campaigns within 3 to 5 business days, with tighter clean-up in week two.

Setup and monthly work

Setup covers the account and pixel or tag audit, conversion events, and the first build and launch. Paid media management covers the weekly checks, budget and bid changes, and the monthly reporting.

Payment. Setup is billed 30% to start and 70% when it is handed over. Paid media management is invoiced at the start of each month. Every invoice is payable within 7 days of its date.

Access and approvals. You’ll provide admin access to the ad accounts, website, and any tracking tools we need. You’ll approve the initial conversion actions and the first campaigns before they go live so we don’t optimise to the wrong event.

Changes to scope. If you add platforms, new conversion actions, new markets, or new product lines mid-month, we’ll confirm the change in writing and adjust the next invoice so the management time matches the new scope.

Ad spend and platform decisions

Ad spend is paid directly to the platforms and sits outside our invoices. Platforms can approve, reject, or limit ads and accounts without notice, and we’ll adapt the plan around those decisions.

Tracking and reporting. We’ll show you conversions firing in the browser and inside the ad platform, then check they match what you see in your inbox or CRM. Reports use tracked conversions as the source of truth.

Account ownership and handover. You own the ad accounts, pixels, and data. If we stop, we’ll hand over access, naming notes, and tracking documentation so another team can run the accounts without rebuilding from scratch.

Timelines. Once access is in place, we can usually audit, fix key events, and launch initial campaigns within 3 to 5 business days. Week two is where we do the tighter clean-up and start trimming waste.

Questions about this proposal template

What should an advertising proposal include?

An advertising proposal should spell out campaign scope, who’s responsible for what, how conversions are defined, and how reporting ties spend back to outcomes. This one also covers access and approvals, setup versus ongoing work, pricing, and what happens around ad spend and platform decisions.

How do you prove paid ads are working?

Proof starts with conversion tracking that matches real calls, messages, forms, or purchases, then reporting that uses those tracked conversions as the source of truth. The proposal describes testing events and confirming they fire correctly before scaling spend.

What counts as a conversion in paid advertising?

A conversion is the action the business wants more of, such as a call, a WhatsApp click, a form submission, or a purchase. The proposal ties reporting back to conversions that can be verified against inbox or CRM records.

Who owns the ad account if an agency manages it?

The business should own the ad accounts, pixels, and data, with the agency working inside those accounts wherever possible. The proposal states that ownership stays with the client and includes handover notes and tracking documentation if work stops.

How fast can a paid media campaign go live?

Campaigns can go live once access is in place and the tracking check is done, because the wrong conversion event can waste the first week of spend. The proposal gives a typical window of 3 to 5 business days for audit, key fixes, and an initial launch in many cases.

Should ad spend be included in a marketing proposal?

Ad spend usually sits outside management fees because platforms get paid directly and the spend level can change with performance. The proposal keeps ad spend separate while still explaining how budget shifts and reporting decisions get made.

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