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Marketing retainer proposal template

For ongoing marketing work billed monthly: what you’ll do each month, how you’ll report, and the monthly fee.

Already in every Bitrack workspace. You’ll be asked to sign in first.

What’s inside

The whole template, exactly as it opens in Bitrack: 8 sections, in the order your client reads them. The highlighted fields fill in from the client and your workspace, and every word can be changed.

Proposal

Marketing retainer proposal

Prepared for Client name by Your company

01Introduction

Thank you, Client name, for the opportunity to work together. This proposal outlines our recommended approach, timeline, and investment to deliver your project with confidence, on time and on budget.

02The Opportunity

You’re looking to achieve a specific outcome. Today, the main blockers are [the current pain points]. This engagement is designed to remove them and set Client name up for measurable growth.

03Scope of Work

Our engagement includes:
  • Discovery & strategy
  • Design of all key deliverables
  • Build, integration & QA
  • Launch & handover
  • 30-day post-launch support

04Our Process

We work in clear, collaborative phases so you always know what’s happening and what’s next:
  • Discover: align on goals, audience & success metrics
  • Design: shape the solution and review together
  • Build: develop in iterative, reviewable steps
  • Launch: ship, measure & refine

05Investment

ItemAmount
Monthly retainer$8,000
Ad management$2,000
Total$10,000

06Why Choose Us

  • Proven results: a track record of work that performs
  • Senior team: the people who pitch are the people who deliver
  • Clear communication: no jargon, no surprises
  • On-time delivery: we plan realistically and hit our dates

07Terms & Conditions

50% deposit to begin, 50% on completion. Net-15 invoicing. Either party may terminate with 14 days’ written notice. All intellectual property transfers to Client name on final payment.

08Next Steps

Ready to begin? Here’s how we start:
  • Accept this proposal below
  • We’ll send the agreement & deposit invoice
  • We book your kickoff within 5 business days
This proposal is valid until Valid until.
Use this template in Bitrack

Opens as a new proposal in your workspace, ready to edit.

Use it in three steps

  1. Step 1

    Open it

    Choose “Use this template in Bitrack”. A new proposal opens from it in your workspace.

  2. Step 2

    Make it yours

    Pick the client, change the words and prices, and choose your design.

  3. Step 3

    Send it as a link

    Your client reads it, picks options and accepts online. You see when it’s opened.

Questions about this template

Is this proposal template free?

Yes. You can read and copy it here for free. In Bitrack it’s already in every workspace, and Bitrack is free to start.

How do I use it in Bitrack?

Choose “Use this template”. Bitrack opens a new proposal from it in your workspace. Change the client, the wording and the prices, then send it as a link your client reads and accepts online.

Can I change the sections?

Yes. Add, remove, rename or reorder any section, and save your version as your own template for next time.

More answers: the help centre.

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