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Templates / Proposal

Free Lead Generation Proposal Template

A lead generation proposal covers signup sources, the offer and opt-in copy, deliverability safeguards, pricing, and the terms for approvals, payments, and cancellation.

Lead Generation Proposal template preview

Language:

en

Last updated:

October 2026

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Subscriber growth sounds simple until the list starts filling with the wrong people and inbox placement slips. A lead generation proposal like this gives an e-commerce team a written plan for where signups will come from, what the offer is, and what you’ll do to protect deliverability while the numbers move. The document uses rust red accents with Poppins headings over Roboto body text, so the safeguards and scope read like process, not hype.

The proposal walks the client through what the work covers, who’s doing it, and the recent work that backs up the approach, then it gets specific about the deliverables for audit, lead magnet, forms and popups, landing page copy, welcome series setup, and reporting. Pricing sits under Pricing as a single Setup + growth loop line item, and the back half answers the questions that usually slow approval down: what gets invoiced when, what changes look like when scope shifts, what you need for access and approvals, and what you won’t do with list acquisition.

  • What this covers Frames the outcomes, the approach to signup sources and offers, and how inbox placement gets watched alongside growth.
  • Recent work Summarises example engagements so a client can see the kinds of signup paths, incentives, and welcome work you’ve handled.
  • Signup source audit Defines the audit, lead magnet brief and copy, and forms and popups build so the client knows what gets delivered and when.
  • Pricing Holds the single Setup + growth loop item, which you edit to match your own fees before sending.
  • Get started Carries the signature and fee summary so acceptance, the deposit step, and access handover are spelled out in one place.

Once the lead generation proposal is in your workspace, you replace the numbers for the one priced item, send it to the client, and they accept and sign online. The signed copy records the fee summary and the terms you agreed, leaving you with the scope and safeguards in writing before any build starts.

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 a lead generation proposal

PartWhat it covers

What this covers

Explains the growth goal, where signups come from, and how subscriber quality gets tracked alongside inbox placement.

A bit about us

Introduces the team and the working approach, with the emphasis on list growth that protects sending reputation.

Meet the team

Sets expectations for who the client works with and how direct the decision-making loop stays.

Team

Names the roles and responsibilities so the client knows who owns audit, reporting, copy, and setup.

Recent work

Positions the portfolio examples so the client can match the approach to their own site and offer.

Portfolio

Gives project-style writeups of past engagements to show the kinds of placements, magnets, and welcome work involved.

How this runs

Describes the weekly cadence and what gets checked so changes don’t create deliverability surprises.

Signup source audit

Details the audit and build deliverables around placements, lead magnet brief and copy, and tracked form and popup setup.

Opt-in landing page copy

Covers landing page copy, welcome series setup, and the weekly report, including what gets revised as tests run.

Pricing

Includes a pricing table with Setup + growth loop as the single item, which you edit to match your fees.

Get started

Holds the signature and fee summary so the client can accept, then follow the deposit and access steps.

Payment

Spells out deposit and balance timing, ongoing billing, payment terms, scope changes, access needs, and the approvals loop.

Deliverability safeguards

States the list rules, ownership of copy once paid, and how cancellation works for setup and ongoing work.

Who it is for

Email marketers, lifecycle specialists, and list growth teams proposing on-site signup improvements, lead magnets, and welcome flows for e-commerce brands.

The proposal in full

What this covers

You’ll see steady week-to-week subscriber growth from known pages and placements, with reporting that shows who is joining and what it is doing to inbox placement.

Most e-commerce teams reach out when paid ads start costing more and the next campaign needs more new subscribers each week. You’ll have signup paths on your site that pull in the right people, plus a welcome flow that protects deliverability while it converts. Next, we’ll confirm the signup sources and the offer, then start build and copy.

We start by finding where signups can come from on your current site, then we earn the email with an offer people will take. We build the forms and popups with controls that stop low-intent signups, then we wire a welcome series that sets expectations early and keeps complaints down.

A bit about us

We’re Tay Rope Co, a two-person email team focused on one thing: email list growth that does not wreck your sending reputation. We came up through e-commerce lifecycle work where list size means nothing if complaints rise and inbox placement drops. So we built a practice around signup sources, incentive trade-offs, and onboarding that keeps the list usable.

Teams pick us when they want growth they can explain to their boss week to week. We don’t bolt on a discount popup and walk away. We map where the signups will come from, put friction where it stops bad-fit subscribers, and keep deliverability in the same working doc as the offer and the welcome series.

Meet the team

You’ll work directly with the two of us, so decisions stay quick and the feedback loop stays short.

Team

Eilidh Fraser, Email list growth lead. Eilidh leads email list growth, runs the signup source audit, and owns the weekly reporting around subscriber quality and inbox placement.

Ross Kinnaird, Copywriter and setup. Ross writes the lead magnet and landing page copy, then builds the forms, popups, and welcome series setup so everything is tracked and testable.

Recent work

Here are three recent email list growth engagements, showing how we handle different sites, offers, and signup paths without creating deliverability headaches.

Portfolio

On-site signup rebuild. Replaced a single footer form with targeted placements on product, collection, and checkout pages, then tightened the copy so signups matched the product range. Weekly signups rose from 90 to 260 without lifting complaint rate.

Lead magnet and landing. Planned an incentive that matched purchase intent, wrote the opt-in landing page, and added a confirmation step to reduce bot and bargain-only signups. The new magnet drove 1,140 signups in 30 days from existing site traffic.

Welcome series overhaul. Rewrote and rebuilt a welcome series to set expectations early, segment by first-click intent, and remove aggressive sales pressure in message one. Revenue per subscriber in the first 14 days increased by 22%.

“We saw more signups quickly, and our deliverability stayed steady throughout.”

Marketing manager, an e-commerce brand preparing a seasonal push

How this runs

We keep this work grounded in two weekly questions: where did signups come from, and did they help or hurt inbox placement. That means every change has a reason, a control, and a way to spot problems before they become a sending reputation issue.

1. Setup week Week 1 We review your current signup paths and traffic, then agree the first offer to test and the pages we will use to collect emails. We also check your current sending domain and list health so we do not add volume onto a shaky foundation. 2. First launch Week 2 We put the first forms and popups live with clear targeting and frequency limits, then connect tracking so every signup has a known source. We launch the welcome series at the same time so new subscribers get the right message the day they join. 3. Weekly growth loop Weeks 3+ Each week we review where signups came from, which placements are pulling low-intent subscribers, and what inbox placement signals look like. We make one or two changes at a time so you can point to what caused the lift or the drop. 4. Monthly reset Monthly At the start of each month we agree the next test focus, such as a new offer, a new placement, or a tighter filter on the current one. We also run a hygiene check so list growth does not silently turn into bounces, complaints, or spam-folder drift.

Signup source audit

A mapped view of where signups can come from on your site, with the first set of pages and placements we will use. Delivered in week one.

LEAD MAGNET BRIEF AND COPY

A single offer with the angle, rules, and the exact words for the page and form, written to attract buyers rather than freebie hunters. Delivered in week one.

FORMS AND POPUPS BUILT

Signup form and popup builds with targeting, frequency limits, and source tracking so you can see which placements drive usable subscribers. Built during week two, then iterated monthly.

Opt-in landing page copy

Landing page copy for the lead magnet or signup offer, written to match the intent of the traffic source and reduce low-quality signups. Delivered in week one, revised as tests run.

WELCOME EMAIL SERIES SETUP

A welcome series set up to confirm what the subscriber signed up for, set expectations, and guide the first clicks without spiking complaints. Launched in week two, refined monthly.

WEEKLY LIST GROWTH REPORT

A weekly report showing subscriber adds by source, what changed since last week, and any deliverability or hygiene signals we need to act on. Delivered every week.

Pricing

Pick the setup that matches how much is already in place. If you want ongoing growth, we can roll straight into the monthly loop once Week 2 is live. Prices are per month.

Priced items

Get started

If you want subscriber growth you can trust going into your seasonal push, the next step is to lock in the setup week.

1. Sign this proposal so we can reserve the start week. 2. Pay 30% of the setup invoice to begin the build. 3. Send access to your email platform and site so we can start the audit.

Signature

Fee summary

Payment

For setup, we invoice 30% to start and 70% when we hand everything over. For ongoing work, we invoice at the start of each month. Every invoice is payable within 7 days.

Changes. If the scope changes, we will write down what is changing and what it costs before we do the extra work. That keeps the weekly loop moving without surprises at invoice time.

What we need from you. We will ask for access to your ESP and site, plus brand notes and any existing incentive history. We can only keep to the timeline once access and approvals land when we request them.

Approvals. We will send copy and on-site placements for approval before they go live. If we do not hear back within two business days, we will pause that item and keep working on the next agreed task.

Deliverability safeguards

We will not use purchased lists, scraped emails, or auto-added subscribers. We will keep incentives and form volume within what your sending reputation can carry, and we will flag risks before we scale.

Ownership. Once invoices are paid, you own the lead magnet copy, landing page copy, and welcome series we write for you. Any templates and frameworks we use behind the scenes stay ours to reuse.

Cancellation. You can stop ongoing work at the end of a billed month by emailing us before the next invoice date. Setup work can be stopped at any time, and you pay for work completed to that point.

Questions about this proposal template

What should a lead generation proposal include?

A lead generation proposal usually covers where signups will come from, what the offer is, what deliverables get produced, and how results get reported. This one also includes payment terms, approvals, cancellation, and deliverability safeguards.

How do you address deliverability in a list growth proposal?

A list growth proposal should say what acquisition methods are off-limits and how risk gets flagged before volume scales. This template states that purchased, scraped, and auto-added subscribers won’t be used, and it keeps incentives and form volume within what the sending reputation can carry.

Where will the email signups come from on our site?

A proposal should answer that with a signup source audit and named placements rather than a vague promise. This template includes a signup source audit deliverable that maps pages and placements for the first build.

What deliverables should be listed for lead magnet and opt-in work?

Most teams expect a clear offer brief and the exact copy that goes on the page and form, plus landing page copy that matches traffic intent. This template includes a lead magnet brief and copy, opt-in landing page copy, and the form and popup build with targeting and tracking.

How fast will we see subscriber growth after launch?

A proposal can’t guarantee numbers, but it can set the rollout order so the client knows what happens first. This template describes setup work in week one, a first launch in week two, then monthly iteration with weekly reporting.

What payment terms are normal for lead generation projects?

Payment terms often split setup into a deposit and a balance, with ongoing work billed monthly. This template states 30% to start setup and 70% on handover, then monthly invoicing at the start of each month with invoices payable within 7 days.

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