Digital Marketing Proposal Template

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Digital Marketing Proposal Template

Digital Marketing Proposal Template Walkthrough

Share digital marketing recommendations and pricing options with this template.

Who this template is for

Marketing teams, agencies, and consultants who need a clear, collaborative way to pitch digital marketing services and project plans to clients.

What this template is for

This template helps you build a clean, professional marketing proposal that goes beyond just pricing and deliverables. It creates a living workspace where you can outline your marketing strategy, goals, timelines, and case studies—all in one link. It's designed to make it easy for clients to understand your plan and get internal buy-in.

How to use this template

  1. Start by creating a free account in Dock.
  2. Create a new workspace and select the digital marketing proposal template.
  3. Customize the sections to match your specific services, pricing models, and client goals.
  4. Save your customized version as a new team template for future proposals.
  5. Create a personalized proposal workspace for each new client opportunity.
  6. Share the workspace after your discovery call to walk your client through the full proposal and collaborate in one place.

What’s in this template?

Section 1

Overview

Start with a concise executive summary outlining the digital marketing project strategy you're proposing for this specific client. Identify the main point of contact who will serve as the liaison between your team and the client throughout the engagement.

Section 2

Objectives

Use this section to define the scope of the digital marketing project and its primary marketing objectives. Include specific targets related to lead generation, relevant budget considerations, and a quick profile of the intended audience or customer persona.

Section 3

Recommendations

Organize your marketing recommendations into categories such as content marketing, paid advertising, and social media. Include a deck or other materials to expand on each strategy and how it supports the client’s lead generation and brand goals.

Section 4

Packages

List the service packages your company offers as part of the digital marketing project. Break down what each package includes—from content marketing deliverables to campaign support—so clients can easily compare timelines, resources, and pricing.

Section 5

Proposal

Present the investment needed for the selected package. Provide an itemized breakdown that includes one-time fees for the initial setup and monthly costs for ongoing lead generation and content marketing efforts.

Section 6

Ad Spend

Lay out your recommended ad spend allocation. Break it down by channel and include projections like click-through rates, impressions, and conversion estimates to show how the investment supports overall lead generation.

Section 7

Project Plan

Outline a timeline for the digital marketing project, showing progress in weekly or monthly phases. Make it interactive by allowing key tasks—like content delivery, campaign launches, or lead tracking setup—to be checked off as completed.

Section 8

Reporting

Include a sample dashboard or reporting view that shows how you’ll measure KPIs tied to lead generation and content performance. Make it clear how often updates will be delivered and what data the client can expect.

Section 9

Why Choose Us

Use this section to differentiate your team. Share proof points tied to successful digital marketing projects—especially those that improved lead generation or scaled content marketing—and include relevant case studies for context.

Section 10

Case Studies

Highlight past digital marketing projects with real results. Focus on measurable outcomes like increases in leads, improved conversion rates, or content marketing ROI, and include brief client testimonials to support your claims.

Section 11

Our Team

Introduce the team responsible for delivering the project. Include names, roles, and areas of expertise—like content marketing or paid media—and link directly to their email addresses and calendars for easy scheduling.

Why use Dock’s Digital Marketing Proposal Template?

Dock’s digital marketing proposal template is a faster, cleaner way to pitch your services and collaborate with prospective clients—all in one shared space. Instead of juggling PDFs, email threads, and decks, you get a streamlined proposal that actually feels like a conversation, not a document.

With Dock, your marketing proposal becomes more than just a static file. It’s a collaborative workspace where clients can review your digital marketing strategy, compare packages, ask questions, and approve the plan—all without needing a login. Whether you're focusing on brand awareness, web design, or performance-driven campaigns, Dock supports everything from video embeds to ad spend breakdowns, so your proposal aligns directly with the client's business and marketing objectives.

Dock’s flexible editor makes it easy to organize your proposal however you want. Rearrange sections, drop in a case study, tweak pricing, or build a custom layout around specific KPIs—without asking your design team for help. Once you’ve built a version you like, you can save it as a reusable template and spin up new workspaces in minutes.

Best of all, Dock helps you track exactly how prospects are engaging with your proposal. You’ll know which sections they’re spending time in, who’s viewing what, and when it’s time to follow up.

Here’s what else the digital marketing proposal template can do for you:

Make your proposals easier to buy from

  • Provide a single link with all proposal materials, timelines, and deliverables to create a strong first impression
  • Share video walkthroughs, decks, and project timeframes in one place
  • Skip email attachments—clients get everything they need in one click
  • Let stakeholders and team members collaborate without account logins

Tailor your proposal to each client

  • Customize layout, branding, and content based on the client’s goals and business type
  • Embed relevant case studies and industry-specific marketing solutions
  • Add pricing options or media plans aligned with the client’s timeframe and objectives
  • Reuse sections while keeping the content personalized

Streamline your proposal workflow

  • Create internal templates your team members can reuse across accounts
  • Standardize the layout for all packages, services, and pricing tiers
  • Track views, clicks, and engagement to prioritize follow-up
  • Replace scattered Google Docs and PDFs with one branded, centralized workspace
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Digital Marketing Proposal Template FAQs

How do I use this template?

Sign up for Dock for free, create a new workspace, and select the digital marketing proposal template. Customize the sections to match your services and client goals. You can save it as your own internal template and reuse it for each new proposal.

Is this template free?

Yes. Dock is free to try for up to 50 active workspaces. Every paid plan includes unlimited use of templates and workspaces, with no limits on sharing or customization.

Can I modify this template?

Yes. You can fully customize the template—edit the layout, update content, add sections, and change branding. You can also create a new version for each client.

Can I personalize this template for every client?

Yes. Dock makes it easy to tailor your proposal to each client’s needs, including custom pricing, strategy recommendations, and relevant case studies.

Can I share this template with my team?

Yes. You can keep templates private or share them across your Dock team. You control who can see or edit each template using workspace permissions.

What is a digital marketing proposal template?

A digital marketing proposal template is a reusable structure that helps digital marketing agencies and in-house teams present their digital marketing strategy, pricing, deliverables, and key milestones to potential clients. It serves as a professional business proposal to outline how your marketing efforts—across areas like SEO, pay-per-click, and email marketing—will drive measurable results.

Using Dock, the template becomes more than a static document—it’s a customizable, collaborative workspace. You can embed campaign videos, link calendars, connect integrations, and collect feedback, all without requiring your client to create an account.

What is a marketing proposal template?

A marketing proposal template is a document or digital workspace used to outline a proposed marketing campaign for a client. It typically includes details like target audience, goals, recommended tactics (such as search engine optimization or brand awareness initiatives), and pricing.

In Dock, this becomes an interactive space to share your full marketing plan. You can update content in real time, embed supporting materials, and collaborate directly with stakeholders—making it ideal for a digital marketing agency pitching complex services.

What should you include in a digital marketing proposal template?

Your proposal template should include:

  • Project overview and objectives
  • Digital marketing strategy recommendations (e.g., paid media, SEO, email marketing, social media marketing)
  • Package options with service breakdowns
  • Budget and pricing details
  • Recommended ad spend and projections (e.g., estimated conversion rates, cost per click)
  • Timeline and campaign milestones
  • Reporting process and key metrics
  • Team bios and relevant case studies

Dock’s editor makes it easy to arrange and update all of this in a single, client-ready workspace.

When should you use a digital marketing proposal template?

Use this template whenever you’re pitching a new client or new marketing campaign. It’s especially helpful when you want to present a complete digital marketing plan—one that aligns your recommendations with the client’s goals and target audience. With Dock, you can personalize your proposal and keep it updated with ongoing feedback.

Digital marketing proposal best practices & tips

  • Create a master version in Dock as your starting point for all marketing proposals.
  • Include relevant case studies that align with your client’s industry or target audience.
  • Embed a video walkthrough to explain the digital marketing strategy asynchronously.
  • Keep pricing, timelines, and marketing packages easy to compare.
  • Use Dock’s engagement tracking to follow up when potential clients are reviewing the proposal.

Digital marketing proposal mistakes to avoid

  • Don’t overload the proposal—stick to the most relevant marketing efforts for the client.
  • Don’t send attachments—Dock allows you to share one link with everything included.
  • Avoid generic, non-customizable templates—Dock makes personalization fast and easy.
  • Don’t forget to update important details like the ad spend breakdown or campaign milestones.

How to share a digital marketing proposal internally

With Dock, you can keep proposal templates private or share them across your digital marketing agency. Team leads can create internal templates that are reusable and customizable. Admins can control access and ensure proposal consistency across teams and service lines.

How to share a digital marketing proposal with clients

Share your Dock proposal via a single link—ideal after a pitch call or strategy session. Walk your client through your recommended digital marketing strategy, pricing structure, and ad plan. Dock tracks engagement so you know when potential clients revisit the proposal.

Can I include videos in my marketing proposal?

Yes. Dock lets you embed video content directly into your proposal—great for campaign explainers, walkthroughs, or showcasing previous marketing efforts.

What file types can I include in the proposal?

You can upload PDFs, images, spreadsheets, decks, or embed any third-party tools like Google Docs or Looker dashboards. Everything stays in one clean, professional proposal.

Can I use this for retainer or ongoing work?

Yes. Dock is perfect for monthly retainers, quarterly strategy reviews, or long-term marketing campaigns. You can build shared workspaces that evolve with the project and show progress over time.

Can I use this for social media or ad campaign proposals?

Yes. This template works for all campaign types—email marketing, social media, pay-per-click, content, and search engine optimization. It’s easy to adapt based on the client’s goals and channels.

Can I track whether my client has viewed the proposal?

Yes. Dock shows you when a client opens the proposal, which sections they view, and how often they return—helping you follow up more effectively and close deals faster.

How do I handle client revisions or scope changes?

You can update the proposal directly in Dock and make changes visible in real time. You can also duplicate the workspace to create a new version while keeping the original intact.

How do I price a digital marketing proposal?

Use Dock’s layout to clearly present your service tiers, project pricing, and any recurring fees. Include an itemized marketing plan with budget estimates, package deliverables, and projected conversion rates to help potential clients understand the value.

What makes Dock better than sending a PDF or deck?

Dock proposals are customizable, collaborative, and always up to date. Unlike PDFs, they support live content, real-time updates, and engagement tracking—all with zero friction for the client.

Can I include a contract or scope of work in the same workspace?

Yes. Many digital marketing agencies include the full scope of work, next steps, or contract links in the same Dock workspace—so clients don’t have to juggle multiple files or emails.