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Templates / Proposal

Free Marketing Strategy Proposal Template

A marketing strategy proposal covers the scope, deliverables, pricing, payment terms, and sign-off for a growth strategy plan and test roadmap.

Marketing Strategy Proposal template preview

Language:

en

Last updated:

October 2026

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A plan can sound convincing and still leave the buyer staring at a backlog they can’t ship, with no clear numbers behind the next steps. This marketing strategy proposal keeps the work tied to the current team, budget, and tools, so the buyer sees what gets decided, what gets delivered, and what happens next.

The proposal starts with What this covers, then How this runs explains how the strategy gets grounded in existing tracking and time to execute. The buyer sees a defined Growth strategy plan and Funnel and lifecycle map, plus what gets checked, what gets mapped, and what gets tested, before pricing shows up, with Fraunces headings over Inter body text and an anodized green palette with roasted amber used for emphasis.

  • What this covers Frames the decisions the buyer is paying for, including channel priorities, baseline KPIs, a 90-day backlog, and the reporting setup that checks if the plan is working.
  • A bit about me Introduces the strategist and the working style, including how recommendations tie spend to revenue and what gets ruled out when a win would require a rebuild.
  • Recent work Gives a short reference point for the kind of outputs included, like channel decisions, test backlogs, and operating numbers.
  • Portfolio Shows examples of past strategy work in plain terms, covering paid search guardrails, funnel follow-up fixes, and SEO priorities tied to intent and revenue.
  • How this runs Explains the phases of the work, starting with a baseline check and then mapping the offer and audience so channel recommendations match what can actually ship.

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 marketing strategy proposal

PartWhat it covers

What this covers

Frames the decisions the buyer is paying for, including channel priorities, baseline KPIs, a 90-day backlog, and the reporting setup that checks if the plan is working.

A bit about me

Introduces the strategist and the working style, including how recommendations tie spend to revenue and what gets ruled out when a win would require a rebuild.

Recent work

Gives a short reference point for the kind of outputs included, like channel decisions, test backlogs, and operating numbers.

Portfolio

Shows examples of past strategy work in plain terms, covering paid search guardrails, funnel follow-up fixes, and SEO priorities tied to intent and revenue.

How this runs

Explains the phases of the work, starting with a baseline check and then mapping the offer and audience so channel recommendations match what can actually ship.

Growth strategy plan

Describes the 90-day written plan, including audit and gap analysis plus channel mix and budget split tied back to baseline numbers.

Funnel and lifecycle map

Maps the customer path and drop-off points, then outlines the paid media test plan and the tracking and attribution plan used to measure wins.

Pricing

Holds a priced item table for Momentum, which you edit to match your own pricing before the proposal goes out.

Get started

Carries the signature and fee summary, then spells out the acceptance steps including the booking invoice and kickoff link after signing.

Booking and payment

States the 25% payment due on signing and the remaining 75% due on handover, along with invoice timing, access requirements, baseline data windows, and how out-of-scope work gets priced.

Reviews and questions

Covers the review round, handover and ownership after the final invoice is paid, and confidentiality and case study approval.

Who it is for

Growth strategists, marketing consultants, and fractional marketing leads who need a proposal for a 90-day strategy build tied to tracking, channel choices, and a test backlog.

The proposal in full

What this covers

You’ll know which channels to pause, which to lean into, and what to test next, with baseline KPIs, a 90-day backlog, and a simple reporting setup that tells you if the plan is working.

I’ll build you a growth strategy plan you can ship with your current team, budget, and tools. You’ll leave with clear channel choices, baseline numbers, and a 90-day test list. If you’d like to move ahead, the next step is a short kickoff call and access to your current data.

I start by checking what you can trust in your numbers, then I map the offer and audience so the channel plan has something solid to point at. From there I rank channels by expected return and effort, set a spend split you can afford, and turn the plan into a week-by-week experiment backlog with a reporting rhythm.

A bit about me

I’m Mariana Toledo, a growth strategist. I got into this work on the unglamorous side of marketing: tying spend to revenue, finding where conversion breaks, and fixing tracking before anyone touches budgets. Most of my time goes into the same questions founders ask in plain language: what’s working, what’s not, and what should we do next week.

People hire me when they want a plan that turns into shipping, not a deck that turns into meetings. I write recommendations as decisions with numbers behind them, using your current traffic, conversion rate, margins, and monthly budget. I also avoid big re-platforming projects.

If a win needs a new site, a new CRM, and a new team, I’ll call that out and focus your next 30 days somewhere you can actually move.

Recent work

A few strategy builds where the output was a channel decision, a test backlog, and numbers you can run the business on.

Portfolio

Ecom paid search reset. The account had spend but no clear guardrails. I rebuilt the baseline around margin, CAC, and contribution, then cut weak campaigns and wrote a two-week test plan. Spend dropped, profit per order held, and reporting got simpler.

Service funnel mapping. Leads were coming in, but follow-up and repeat work were inconsistent. I mapped the lead-to-repeat steps, picked two points to instrument, and rewrote the first-touch flow so the team could reply faster and measure show-up rate.

SEO topic map and priorities. Content was publishing regularly but not ranking for terms that drive sales. I built a topic map tied to intent, assigned priorities by effort and expected revenue, and set a simple publish-and-measure loop for the next 90 days.

“The plan told us what to do next, and the numbers held up.”

Founder, a growing ecom brand

How this runs

I keep this work grounded in the numbers you already have and the time you actually have to ship. You’ll see decisions in writing, the math behind them, and a short list of next tests that fit your budget and tools.

1. Baseline check Days 1-3 I review your current tracking and reporting and pick a baseline we can defend. That usually means traffic, conversion rate, CAC, AOV, margin, lead quality, and close rate, using the sources you already rely on. I’ll flag any gaps that would distort decisions. 2. Offer and audience Days 4-6 I look at what you sell, who it is for, and what makes it an easy yes. The point is to write channel recommendations that match reality. I’ll ask for your top offers, prices, margin notes, and any segments you want to push into next. 3. Channel decisions Days 7-10 I score channels based on expected impact, speed to learn, and how well they match your offer. You’ll see what I would drop, what I would keep stable, and what I would fund next, with a spend split tied to your monthly budget and learning goals. 4. 90-day experiments Days 11-14 I turn the strategy into a ranked backlog of experiments with clear pass or fail signals. You’ll get KPI definitions and a reporting rhythm that keeps the work honest. At the end, I walk you through the plan and help you pick the first 30 days of execution.

Growth strategy plan

A written plan that sets the direction for the next 90 days, tied to your baseline numbers and your current budget, tools, and team capacity.

AUDIT AND GAP ANALYSIS

A snapshot of what is working, what is unclear, and what is missing, with each gap linked to the decision it affects so you can fix what matters first.

CHANNEL MIX AND BUDGET SPLIT

A recommended channel priority list and spend allocation, with the reason for each decision and the metric I expect to move if it is working.

Funnel and lifecycle map

A map from first touch through purchase and repeat, showing the key steps you can measure and the points where drop-off costs you the most.

TEST PLAN FOR PAID MEDIA

A set of paid search and paid social tests with what to launch, what to measure, and what counts as a win, written so you can execute without guesswork.

TRACKING AND ATTRIBUTION PLAN

A setup plan for GA4, pixels, and UTMs, plus the KPI definitions and reporting cadence I’ll use so your results do not depend on ad platform screenshots.

Pricing

Pick the tier based on how much testing you want mapped in advance and how tight you want the numbers to be around budget, break-even, and channel mix.

Priced items

Get started

If you’re ready to lock in a start date, sign below and I’ll send the booking invoice and kickoff link.

1. Sign the proposal to confirm the scope and price. 2. Pay the 25% booking invoice within 14 days of its date. 3. Share access to the agreed accounts so I can start the baseline check.

Signature

Fee summary

Booking and payment

To book the work, you’ll pay 25% when the proposal is signed. The remaining 75% is due when I hand over the finished growth strategy plan. Invoices are payable within 14 days.

What I need from you. Before Day 1, I’ll ask for access to your analytics and ad accounts, plus recent performance exports if access is not possible. If access is delayed, the schedule shifts by the same number of days.

Baseline numbers. I’ll set the baseline from the last 30 to 90 days of data you have, depending on volume. If tracking is incomplete, I’ll use the cleanest available source and note the gaps in the plan.

Changes to scope. If you ask for work beyond what’s listed under “What you get”, I’ll price it separately before I start it. Nothing expands quietly, and you won’t see surprise hours added at the end.

Reviews and questions

You’ll get one review round on the draft plan, focused on corrections and clarifications. If you want a second pass after that, I can do it, and I’ll quote it as an add-on first.

Handover and ownership. Once the final invoice is paid, the growth strategy plan and its supporting docs are yours to use internally. I keep the working files and notes so I can support follow-up questions if you come back later.

Confidentiality. I’ll keep your numbers, customer data, and internal documents private, and I won’t share them publicly. If you’d like me to reference results as a case study later, I’ll ask in writing first.

Questions about this proposal template

What should a marketing strategy proposal include?

A marketing strategy proposal usually spells out what gets delivered, what inputs are needed, what the buyer can expect to see first, and how pricing and payment work. This one covers the scope, the strategy outputs, the payment schedule, a review round, ownership, and confidentiality.

What do you need from me before you start?

The proposal asks for access to analytics and ad accounts, or recent exports if access isn’t possible. The booking and payment section also notes that delays in access shift the schedule by the same number of days.

How will you decide which channels to drop or double down on?

The workflow described in the proposal starts by checking which numbers can be trusted, then mapping the offer and audience so the channel plan has something solid to point at. Channel choices get ranked by expected return and effort and tied to an affordable spend split.

What numbers will you use as the baseline?

The baseline gets set from recent data, typically the last 30 to 90 days depending on volume. If tracking is incomplete, the proposal states that the cleanest available source gets used and gaps get noted in the plan.

Will the proposal tell me what to test over the next 30 to 90 days?

The scope includes a 90-day backlog and a test plan for paid media with what to launch, what to measure, and what counts as a win. The deliverables also include a reporting cadence and KPI definitions so results don’t depend on ad platform screenshots.

When is payment due for a marketing strategy project?

The booking and payment terms in this proposal set 25% due when the proposal is signed and 75% due when the finished growth strategy plan is handed over. Invoices are payable within 14 days.

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