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Templates / Proposal

Free Email Marketing Proposal Template

An email marketing proposal covers deliverability setup, list cleanup and segmentation, campaign and automation work, pricing, and the payment and approval terms.

Email Marketing Proposal template preview

Language:

en

Last updated:

October 2026

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The list is sitting there, a send needs to go out, and nobody wants to find out the hard way that one bad blast wrecked deliverability. This email marketing proposal puts the deliverability work, the campaign plan, and the approval and payment terms in one place, so a client can see what gets handled and what has to happen before emails start moving again. The pages run in postal red with enamel teal accents, with Lora headings over Roboto body text, so the document reads steady rather than salesy.

The first sections explain What this covers and A bit about me, then move into Recent work and Portfolio so the client sees how email marketing management gets handled in practice, not as a promise. The middle of the proposal gets specific about deliverability, list growth, and lifecycle campaigns through audit notes, template and build work, and a monthly calendar, then the later pages answer the questions that usually stall a decision, like platform and migration choices, what to automate first, and how to keep tracking clean enough to tie sends back to revenue.

  • What this covers Explains the outcomes the work is responsible for, including segmentation, automations between launches, and reporting that ties email activity back to revenue.
  • Account audit notes Details the list and tracking review, then names the first fixes by risk and impact, including segmentation and cleanup and deliverability setup like SPF, DKIM, and DMARC.
  • Template Covers the build work that follows the audit: an email template inside the ESP, automation flows starting with a welcome series, and a monthly campaign calendar with audiences and send dates.
  • Pricing Holds the single monthly priced item, which you replace with your own rate before sending.
  • Get started Gives the acceptance steps, with a signature and fee summary, plus the deposit and access needed to begin.

The Pricing section carries one priced option, and the last pages handle acceptance: you send the proposal, the client signs online, and the fee summary confirms what gets paid to start and what’s due at handover.

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 email marketing proposal

PartWhat it covers

What this covers

Explains the steady sending schedule, segmentation, automations, and reporting the work is responsible for, plus the first 30 days of audit and setup.

A bit about me

Introduces the specialist behind the work and the approach to deliverability, tracking, and naming so month two doesn’t get harder than month one.

Recent work

Shows the kinds of email marketing management engagements the proposal is built for, including cleanup, automation builds, and campaign rhythms under load.

Portfolio

Gives examples of deliverability foundations, newsletters, and ecommerce flows, so a client can match the work to their own list and sending needs.

Account audit notes

Spells out what gets reviewed first and what gets fixed first, including segmentation and cleanup, plus SPF/DKIM/DMARC configuration and a warm-up plan.

Template

Describes the build deliverables: HTML emails built in the ESP, automation flows turned on with testing notes, and a monthly campaign calendar that becomes scheduled sends.

Pricing

The Pricing section carries a priced item for Steady Monthly, which you edit to match your own rates before the proposal goes out.

Get started

The acceptance page carries a signature and fee summary, then states the deposit required to book setup work and the access needed to start the audit.

Which platform should we be on, and do we need to migrate?

Answers how the platform decision gets made, when a migration gets recommended, and how deliverability risk gets reduced without promising guaranteed inbox placement.

What automations should we build first for our situation?

Explains how automation priorities get chosen, starting with a welcome series, and what inputs and approvals the work needs each week to keep sending on track.

Payment

Defines the setup billing split, the ongoing monthly invoicing timing, and the approval responsibilities that keep links, offers, and compliance wording accurate before scheduling.

Platform and migration decisions

Clarifies which ESPs the work can run in, how migration steps and risks get approved, and who owns the templates, automations, and documentation once setup is paid.

Who it is for

Email marketing specialists, lifecycle marketers, and retention consultants who handle deliverability, list growth, and ongoing campaign and automation work for clients.

The proposal in full

What this covers

You’ll send on a steady schedule with a list you can segment, automations that keep working between launches, and reporting you can use to tie email activity back to revenue.

Most teams reach out when there’s a list in Mailchimp, Klaviyo, or HubSpot, but sending is irregular and it’s hard to see what’s driving revenue. I’ll get your list healthy, your sending authenticated, and your campaigns and automations running on a calendar you can trust. Next, I’ll audit what you have now and map the first 30 days.

I start by making sure your emails can land. That means a cleanup and segmentation pass, then SPF, DKIM, and DMARC set up and a warm-up plan so volume increases without tripping filters. From there I build a template that matches your brand, then I plan, write, build, and schedule campaigns around a monthly calendar.

A bit about me

I’m Camille Bouchard, an email marketing specialist. I got into email because it’s the one channel where small changes show up in numbers you can act on. My work sits between strategy and build, so the calendar, the copy, the segments, and the automations all match what your ESP can actually send and track.

Clients hire me when they want email under control without gambling deliverability. I don’t rush big sends onto an unprepared domain, and I don’t keep “segments” that are really just messy tags. I set up authentication, naming, and tracking first so month two is easier than month one, not harder.

Recent work

A few recent email marketing management engagements, showing list cleanup, automation builds, and campaign rhythms that held up through busy sales periods.

Portfolio

DTC launch email system. Built the sending foundation before launch: authentication, template, and a welcome series. Rolled out a 4-week campaign calendar so the first promotions went out on time with consistent tracking in place.

B2B newsletter turnaround. Cleaned a stale list and introduced simple segmentation by industry and lifecycle stage. Switched from sporadic blasts to a weekly newsletter with a repeatable build checklist and approval flow.

Ecommerce automation refresh. Rebuilt abandoned cart, post-purchase, and winback flows with clearer offers and tighter timing. Reduced overlap between automations and campaigns so customers stopped getting competing messages the same week.

“Email finally feels predictable, and the results are easy to explain internally.”

Marketing manager, a growing ecommerce brand

Account audit notes

A written audit of your list, segments, forms, automations, and reporting, with the first fixes ranked by risk and impact. You get this after my initial access review.

SEGMENTATION + CLEANUP MAP

A set of segments you can actually use for sending, plus a cleanup plan for inactive and risky addresses. This is the base for every campaign and flow I build.

DELIVERABILITY SETUP

SPF, DKIM, and DMARC configured, plus a warm-up plan that matches your sending volume and timeline. You’ll also get a checklist you can keep for future domain changes.

Template

+ HTML EMAILS

One primary email template built inside your ESP, plus campaign emails built from it so the brand stays consistent. New campaign builds arrive each month, ready to review and schedule.

AUTOMATION FLOWS

Core flows built and turned on inside your ESP, starting with a welcome series. Additional flows are added in order of revenue and customer experience, with testing notes so you know what changed.

MONTHLY CAMPAIGN CALENDAR

A campaign plan for the month with send dates, audiences, and what each email needs to do. Each planned campaign turns into scheduled emails with tracking that matches your reporting.

Pricing

Most clients start with a one-time setup, then choose a monthly level based on how many campaigns you need built and scheduled each month. Prices are per month.

Priced items

Get started

If you want me to take this on, the next step is to lock in the start date and get access to your ESP.

1. Sign the agreement on this proposal page. 2. Pay 25% of the setup invoice to book the setup work. 3. Share ESP access and brand assets so I can start the audit and cleanup.

Signature

Fee summary

Which platform should we be on, and do we need to migrate?

I’ll start by looking at what you’re on now, what you need it to do, and what’s breaking. If Mailchimp, Klaviyo, or HubSpot can cover it with clean setup, I’ll keep you there. If a move saves time or fixes limits, I’ll lay out the migration steps and risks before you decide.

CAN YOU KEEP US OUT OF SPAM AND FIX OUR DELIVERABILITY?

I can reduce the risk by tightening list hygiene, setting up SPF, DKIM, and DMARC, and ramping volume with a warm-up plan. I’ll also monitor complaints, bounces, and engagement signals so problems show up early, before a big seasonal send.

What automations should we build first for our situation?

I usually start with a welcome series because it sets expectations and captures new-subscriber intent while it’s fresh. After that, I’ll prioritize based on your business model, order cycle, and volume, often moving next to abandoned cart or post-purchase before winback.

WHAT DO YOU NEED FROM US EACH WEEK TO GET EMAILS OUT?

I’ll ask for your weekly priorities, any promos or inventory constraints, and access to brand notes so copy stays on-voice. I’ll also need one point person for approvals. In practice, most weeks run on a single review thread and one scheduled check-in.

Payment

Setup work is billed 25% to start and 75% when I hand it over. Ongoing email marketing management is invoiced at the start of each month. Every invoice is payable within 7 days.

What I need from you. To keep emails moving, I need one point person for approvals, access to your ESP and domain settings, and your weekly priorities and promos. If I’m waiting on inputs, send dates can slip.

Approvals. I’ll send campaigns and flow drafts for review in one thread. You’re responsible for confirming links, offers, prices, and legal or compliance wording before I schedule a send.

Changes. If priorities change mid-month, I’ll update the campaign calendar and tell you what gets bumped. If a change adds net-new builds beyond the monthly level, I’ll flag the extra work before I do it.

Platform and migration decisions

I can work inside Mailchimp, Klaviyo, or HubSpot, and I’ll recommend staying put when it covers your needs. If a migration makes sense, I’ll outline steps and risks for your approval first.

Deliverability limits. I’ll reduce risk with list hygiene, SPF/DKIM/DMARC, and a warm-up plan, and I’ll monitor bounces and complaints. I can’t control mailbox-provider filtering or guarantee inbox placement on every send.

Ownership. Once setup invoices are paid, you own the templates, HTML emails, automations, and documentation I build for your account. I keep the working files I need to support ongoing management.

Questions about this proposal template

What should an email marketing proposal include?

An email marketing proposal usually covers what work gets handled, what deliverability and list cleanup is included, what gets built each month, and how results get reported. This one also includes pricing and the payment, approval, and ownership terms.

How do you address deliverability in a proposal?

A deliverability section names the risk controls, like list hygiene and authentication steps such as SPF, DKIM, and DMARC, plus how volume ramps up. The proposal also needs a clear limit: nobody can guarantee inbox placement on every send.

Do you need SPF, DKIM, and DMARC before sending campaigns?

Authentication reduces the risk of spam filtering and spoofing, and it’s part of getting a sending domain ready for consistent volume. This proposal includes SPF, DKIM, and DMARC setup along with a warm-up plan.

How do you decide which email platform to use or whether to migrate?

The platform decision comes from what the account needs to do and what’s breaking right now, not from a default preference. This proposal explains that the work can stay in Mailchimp, Klaviyo, or HubSpot when setup can be cleaned up, and it describes how migration steps and risks get reviewed before a decision.

Which email automations should you build first?

Most programs start with a welcome series because it catches new-subscriber intent while it’s fresh and sets expectations. The next flows get prioritized around the business model and order cycle, often moving to abandoned cart or post-purchase before winback.

What information do you need each week to keep email sends on schedule?

Weekly sending usually needs priorities, promo and inventory constraints, brand notes for copy, and one point person for approvals. This proposal also states that send dates can slip when inputs or approvals don’t arrive in time.

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