A free marketing proposal template for agencies and freelancers: the client's goals, the strategy, channels, deliverables, budget and how results will be measured. Add your website and Cobl rebuilds it with your brand, your case studies and your rates.
Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.
Use this templateClients compare agencies on how well they understood the brief, what they will actually produce and how success will be measured.
Click “Use this template”. You start from a real example, with its structure, its method and its design.
Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.
Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.
A marketing manager has to report results upward. The proposal that makes that report easy is the one that gets signed.
The client sees what goes to the agency and what goes to the channels. It answers the first question finance will ask.
Posts, campaigns and reports per month replace phrases like "full-funnel support", so two proposals can be compared.
Each KPI starts from today's number, so progress shows in the first monthly report instead of being argued about.
Yes. Download it as it is, in Word or PDF, without an account. You only create one when you want Cobl to rewrite it with your own content, your branding and your case studies.
The client's objectives as numbers with dates, a short situation analysis, the strategy, the channels and what each one does, monthly deliverables in countable units, a timeline, a budget with agency fees and media spend on separate lines, the KPIs with their baseline and reporting cadence, and the terms. Separating fees from media spend is what finance checks first.
A consulting or agency proposal format leans harder on diagnosis, strategic approach, and the team, because the buyer is buying judgment and people rather than a fixed product. The same spine works; you simply give more weight to the sections that prove expertise.
Agencies and consultants often benefit from PowerPoint, because their pitches are visual and decks travel well inside a client's organization. An editable PPT lets a champion present your proposal to stakeholders who missed the meeting. That said, pairing a polished PDF for the formal record with an editable deck for working sessions covers both needs.
That is the point. Give Cobl your website and it reads your colours, your typography and your tone, then applies them to every page. Upload a past document and it locks onto your real design system.
Cobl runs your deals with full context: follow-ups, proposals, entire RFP responses, at the right moment.