marketing research proposal sample doc

Market Research Proposal

Setting the direction for any market research effort is an essential and critical step that you have to consider whenever you would like to look into the trends in the marketplace or assess the key factors that affect the purchasing decisions of your target audience. Before doing any program or activity related to the specified matter, you first have to know how to execute an effective proposal writing procedure.

Developing a comprehensive and detailed market research proposal can help you a lot in terms of organizing the market research processes that you would like to conduct as well as the resources that you will be needing.

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State the objectives, scope of work, research methodology, target market, and other such important information of your market research by downloading and using this above-shown research  proposal example  template. This ready-made template’s content can be edited and customized in various file formats such as MS Word, Pages, Gooogle Docs, and editable PDF. Hurry up and try it out now!

Market Research Proposal Example

Download and make use of this market research template so that you can conduct your market research effectively. Using this, you can conveniently outline the objectives and goals for your market research, thereby, saving you enough time to do other tasks related to the research. Edit and customize using  MS Word and Pages. You can also click on  multimedia project proposal examples .

Marketing Research Proposal Example

It is important to not let yourself get confused between a market research proposal and a marketing research proposal. The marketing research proposal deals with the presentation of potential promotional and advertising activities that can be implemented by a company to present and market its products, services, deals, and other offers while the marketing research proposal is focused on learning the market movement based on the market’s trends, activities, and size.

Proposal for Market Research Example

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If you want to create your market research proposal, one of the things that you can do to help you have an easier time when developing the document is to look into references like downloadable examples. Simply browse through the market research proposal examples in PDF that are available in this post so you can have an idea of how to properly create the best market research proposal for your business.

Free Market Research Proposal Example

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Importance of a Market Research Proposal

A market research proposal helps you properly think of the things that truly matter when it comes to the market research. With the help of this document, you can give priority to the factors and elements that can contribute to the advancement and growth of your business .

Using a market research proposal can also give you time to put together relevant and necessary processes that are most likely helpful in achieving not only the goals of your market research activities but the corporate goals of the business as well. Here are some of the reasons why you need to create and use a market research proposal:

1. A market research proposal is one of the most essential documents that are used by businesses to properly plan the entire process of their market research activities. It presents the outline of the market research’s goals and it also focuses on the action plans that can lead the business to the achievement of its objectives and vision.

2. A market research proposal can give an idea about the funding that is needed by the team to execute the activities for market research. Financial support from the organization is needed to be addressed to make sure that all plotted procedures will be implemented accordingly. You may also see business proposal examples .

Developing the market research proposal with the knowledge that funding will be given for its implementation can make the marketing team, as well as the other people involved in the activity, become more proactive and efficient as it is most likely that what they envisioned and planned will be realized.

3. A market research proposal, especially one that contains a marketing SWOT analysis and a market condition overview, can help you look into the external and internal factors that affect your business operations.

The knowledge about the nature of your business, the competition that you need to look out for, the threats and risks that you need to prepare for, the needs and demands of your audience, the movement and shifts in the marketplace, and the opportunities that you should grab can make you become more well-rounded and multifaceted when drafting the market research proposal that you would like to present. You may also check out project proposal examples .

4. A market research proposal can discuss the milestones that are expected to be achieved by the business with the help of market research strategies and general action plans . Hence, this document can persuade and convince its target audience that a proposed market research activity must be approved especially if expected results can excessively benefit the business or provide a solution to its current issues, problems, and concerns.

Sample Marketing Research Proposal Example

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Proposal for Marketing Research and Market Intelligence Example

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Market Research and Analysis Report for Proposal Referencing Example

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Market Research Proposal Content

Different market research proposals have different sections, clauses, or areas of discussion. The content of a market research proposal depends on the purpose of its usage, the scope of the activity, the expected returns of the business, the professional goals of the market research, and the relation of the document’s usage to the vision of the business.

Even if there are differences when it comes to the information that you can see in many market research proposals used in various industries, there are still common or usual information that is seen in any market research proposal. Some of the details that are essential to be included in a market research proposal are as follows:

1. Develop a hypothesis. This is very important as you need to present the potential impacts of the market research proposal when implemented. This can also help you identify the ways on how you can interlink or align all the elements that are essential for the successful execution of all the market research proposal’s areas. You may also see short proposal examples .

2. Present an overview of the market research activities that you would like the business to consider. You have to sum up the intent of the market research as well as the output that you expect from it. More so, you have to discuss the feasibility, attainability, and sustainability of your general plans . Being able to showcase these strengths can help your market research proposal become more appealing and relevant.

3. Just like when making a development project proposal , use a timeline that can give an idea of the entire duration of the market research proposal’s actual usage. You have to set time frames where specific deliverables should be seen or observed already. With this, you can ensure your target audience that the proposal is time-bound and realistic.

4. Especially if you will use technical terms, a proper definition of terms is highly suggested to be included in your market research proposal. This part of the document can make the general proposal more understandable for any reasonable person.

5. Know your targets so you can easily come up with the methodology that is relevant to your needs. All the practices and activities that you would like to immerse in should be thoroughly defined in the document so that the general analysis of the measures of your proposal can be objectively done.

6. Discuss the current market conditions in the marketplace where your business belongs. Aside from the trends that you need to consider, you also have to list down the opportunities that the business can take to help it achieve its goals and return of investments.

Marketing Information Management System Research Proposal Example

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Research Proposal Usable for Market Study Example

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Market Research and Developing a Marketing Plan Proposal Example

Market Research Conduct and Proposal Drafting Example

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Discussion Flow for a Simple Market Research Proposal

The format and discussion flow of the market research proposal can contribute to the document’s successes, or the lack thereof. This is the reason why you have to be careful with how you will present the market research proposal to your audience. You have to ensure that the document is visually pleasing and well-organized so that people will not have a hard time reviewing its content. You may also see  freelance proposal examples .

A basic discussion flow that you can use when presenting the details of your market research proposal are listed below:

• The title of your market research  proposal sample
• The date when the market research proposal has been made and the dates of its updates
• The name of the company who can benefit from the document
• The name of the person who prepared the proposal and the department or division where he or she is assigned at
• The executive summary of the market research proposal
• The objectives of the market research proposal
• The current condition of the business and the market as well as other important existing knowledge
• The expected output of the document’s usage, when approved
• The demographics targeted by the business with the help of the market research proposal
• The processes of data gathering, collection, assessment, and presentation
• The methodology that will be applied for the  research project plan intended for a particular market
• The dates and periods where particular tasks should already be done
• The budget proposed by the team or the individual who made the proposal
• Any ethical considerations that must be looked into before the implementation of the market research

Proposal to Conduct Consumer Experience of Care Surveys or Market Research

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Request for Proposal for Solicitation for Contract for Market Research Example

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Marketing Research Group Project Proposal Example

Marketing Research Firm Proposal Example

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Tips to Develop an Impressive Market Research Proposal

Aside from having an advertising and marketing business plan , you should also have a market research plan. It is not enough for you to rely on your knowledge about the things that you can control. You also have to think of the elements that are not within your hands like the trends in the marketplace and the reaction of your audience and competition with regards to these trends and/or any other market changes.

Listed below are a few of the tips that you can use if you want to develop an impressive market research proposal for your business:

1. Since a market research proposal is one of the first documents that you will be needing for your market research, you have to ensure that the content of the document is flexible enough to adapt to possible changes within the development of the market research planning and implementation phases. You have to ensure that there are windows where appropriate changes can be inserted as well as channels, mediums, or platforms where you can incorporate backup plans when necessary or called for.

2. Keep in mind that the language and tone that you will use when creating the content of the market research proposal must be highly considered.

You have to ensure that the document is formal, business-appropriate, and compelling. Aside from the fact that the market research proposal is expected to be complete with all the details about your proposed market research plan, it is also imperative for you to make sure that the document is understandable, well-defined, and clear. You may also see security proposal examples .

3. Know the basics of market research proposal organization. There are different kinds of structures that you can look into so that your market research proposal can look cohesive and well put together.

The structure of the document should depend on the length of your discussion, the details that you will incorporate in your market research undertakings, and the key factors that you need to give focus and highlight on when presenting the complexity of the market research. You may also like budget proposal examples .

It will rather be more efficient for you if you plan to use references like templates and examples while preparing your market research proposal.

Maximize the help that you can get from the downloadable examples in this post as well as the related discussion that we have presented. Always ensure that there is an organization in the procedures of market research proposal development so you can be well-guided in terms of getting the output that you would like to have for your market research undertaking.

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Table of contents

What is a Marketing research proposal?

A marketing research proposal is a document designed to sell your services by showing potential clients the research that you will carry out for their project. Whether you’re a freelance marketing consultant or you have your own marketing agency, a market research proposal will cover what research needs to be done, how you’ll go about it, and why they should choose you for the project.

A proposal is typically one of the first points of contact that you have with an organization. Therefore, it’s a chance to make a strong first impression.

Note: Sign up now to get your free marketing research proposal template that will make yours stand out for all the right reasons.

What to include in the Marketing research proposal

A market research proposal will outline your market research plan and each critical step you need to take to perform the necessary research. It usually consists of three parts.

• Introduction: This includes project objectives and scope, target market, and methodology, including data collection methods.
• Discussion: This covers existing knowledge of the market, case studies or competitor analysis, a project timeline, proposed budget, deliverables, and ethical considerations. ‍
• Summary: This concludes what you expect to achieve from the market research, how it will support the initial objectives, and why your company is the best for the job.

Introduction

At the top of any market research proposal template should be the title of your document followed by who it has been written by and who it’s for. You can also include both company addresses here if you wish.

Proceed to outline the project description and the purpose of performing the market research. What are you trying to achieve? Why is this research needed? Who will be conducting it? What problem are you trying to solve for the client?

You should also include a methodology section in your introduction. The research methodology should dive into what primary and secondary research will be conducted, how data will be collected, and the expected outcomes. As a freelance researcher, you’ll already know this, but it’s worth covering what’s included in each to the client:

• Primary research is research that you carry out yourself in the form of two research methods: qualitative and quantitative research. Qualitative research relies on first-hand observation from things like interviews, questionnaires, and focus groups. Quantitative research, on the other hand, relies on the collection and analysis of data from an online survey and polls.
• Secondary research is research that has already been published and comes from secondary sources. This may include academic literature, print publications, and online studies.

It’s important to give an overview of your target audience in your methodology too.

For instance, if your client is trying to determine whether it’s a good time to launch a new product, your methodology in your market research proposal would explain how you plan to arrange a focus group with their target audience of females aged 16-24. Being present in the meeting, asking the right questions, and making notes to refer to later on would confirm whether the prospective product could be useful and — ultimately — successful.

The discussion section of your marketing research proposal is typically the meatiest. It’s where you should demonstrate what you already know about the industry and company, while getting into the finer details of the market research project.

• Existing Industry Knowledge: Prospective clients are likely going to want to hire someone who knows what they’re talking about. Right? Demonstrate that’s you by discussing the market and how it’s being affected in terms of the PEST analysis (politically, economically, socioculturally, and technologically). You can also cover case studies or a competitor analysis of companies that have already undertaken the same research and achieved similar goals.
• Timeline: For the research items that you listed in your methodology, include time frames of when each one will be conducted. You don’t have to be super precise here — it’s more about giving your client a realistic idea of the timings of key project milestones. However, exact details can be tweaked and laid out in a marketing research contract once your proposal and project quote has been approved.
• Proposed Budget: Any market research proposal template has to include a budgeting section. This is where you would break down how much you expect the research to cost, while offsetting it with how the client can make the most out of their investment. Just like with the timeline, the information doesn’t have to be exact at this stage. It’s more a rough estimate to ensure that the project expectations of both parties align.
• Deliverables: This section should answer any questions that a prospective client may have on the general organization of the project. In other words, it should tell them how you plan to present the research and its findings, whether it’s in the form of a one-off report, series of meetings, or collaborative Google Docs. You may choose to hand-deliver a printed copy of your findings or email through a PDF file. Either way, this section is a significant part of a market research proposal as the findings taken from the document need to be actionable by the marketing team.
• Ethical Considerations: This part of the market research proposal should outline any ethical issues that may arise throughout the course of your research, from conflicts of interest to concerns about supplier relationships. It should also cover how you plan to deal with participants, data gathering, and privacy issues before the project has even begun.

For example, you may write something like the following: “Each participant will be told that their input in this research is voluntary. They will be provided with a form to assure them that their data will remain confidential for the purposes of this research and won’t be used by third parties. They must sign this form in person or we can accept digital signatures to consent to these terms.”

The summary tends to be the shortest section of your market research proposal. It’s where you would refer back to the initial project objectives and conclude the desired outcomes from the market research.

It’s a good idea to end on a punchy note by describing why your potential client should become an actual client.

• What can your company offer to this project that no other company can?
• Why are you the perfect person or team to perform the research?
• What makes this proposal unique?

Don’t lose sight of the fact that you’re trying to convince somebody (or some people) of your value. You want them to take action after reading your proposal, which is why you should include a compelling Call-To-Action (CTA). Let them know what the next steps entail, and how to take them.

How to write a Marketing research proposal

The truth is, it’s difficult to draft a market research proposal without some key information from your prospective client.

To gather all of the details you need to create a winning marketing research proposal, follow the below steps.

Find out exactly what the client wants to achieve

During your initial email or phone discussion, ask your client what they want to get out of the research. Are they rebranding and want to redefine their target market? Or are they testing out a new product with a small group of people before unleashing it to the masses?

Either way, it’s useful to know their final goals so that you can start to make a plan on how to help them achieve them.

Discuss the finer details

Alongside your prospective client’s research objectives, you need to find out more details in terms of their:

• Target demographics
• Project deadline
• Project budget

You should also ask them if there’s any other key information that they would like you to include in the market research proposal. This will ensure that you have everything you need upfront without having to make extensive edits later on.

Figure out what sets you apart

Keep in mind that you haven’t been awarded the job yet. A work proposal is essentially a sales document — it almost serves as a resume before the client decides that you’re the ideal person to hire.

As such, do some company research to put you ahead of your competition. Is there a link you can make with the company based on your background and interests? Why should they care about you? What do you offer that no one else does?

Be sure to feature all of this information in your market researching proposal, and don’t be afraid of highlighting your strengths and wins.

Creating a Marketing research proposal is simple with Bonsai

There's plenty to think about when conducting marketing research, which is why you can make life a little simpler with Bonsai. Bonsai's all-in-one tool for small businesses, freelancers, and entrepreneurs streamlines administrative tasks and covers all bases when it comes to proposals, contracts, and invoices.

You can find a template specific to market research and edit it to meet your needs in minutes. Then all you have to do is send it off to your client, which you can do without even leaving the platform. Talk about a time- and energy-saver!

The marketing research proposal template is professional and refined in structure. This provides clarity to your potential client by laying out exactly what you can do for them within their timeline and budget.

Simply enter your information, sit back, and be prepared to wow your prospective client so much that they hire you on the spot.

Note : Sign up for free and get started!

Marketing research proposal FAQs

How long should a marketing research proposal be.

A market research proposal should be concise and fluff-free. It should cover all the obligatory information without dragging it out. After all, prospective clients are busy reviewing other proposals and working on further aspects of their business.

The perfect length is between 1-2 pages, but try to ensure that it’s no more than 3.

What should the tone and writing style of a marketing research proposal be?

Because your market research proposal is only a couple of pages long, the writing style should be clear and easy to read. The language should be simple, everyday, and familiar, using short sentences that get to the point and won’t clutter up the document.

The tone of your plan should be informative and position you as the expert to leave a positive, long-lasting impression on your prospective client.

What is the main purpose of marketing research?

Marketing research aims to investigate and assess how certain factors influence consumer behavior. This provides key insights that are relevant to decision making.

Marketing research can identify new business opportunities and avoid business failures. That said, above all, it can be used to inform a company’s marketing strategy to help them achieve their business goals.

How do you write a marketing research proposal?

What is market research and examples, what is research proposal template.

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Market Research Proposal Template

Use this template to create a proposal for a market research study.

• Estimated time required: 4 hours
• Skills required: Proposal writing

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FREE 11+ Marketing Research Proposal Samples & Templates in PDF

Are you hesitating to put up your own business because you fear the fierce competition in the industry? Well, establishing your identity as an independent business takes time, but making it big in the industry does not need a miracle. Just so you know, all the big brands in the world needed to come up with an effective marketing strategy that is suitable for the customer base they are trying to establish.

Marketing Research Proposal

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Picture this: if the Coca-Cola Company does not have presence, authenticity, and commitment, they will not dominate the soft-drink market in the world. You have to learn that the famous branding style Coca-Cola used might or might not work for other companies. Knowing that, as a business and a team, you have to deliver a marketing research proposal as the entry into the business world.

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The surviving and thriving companies are persistent in being relevant and competitive in an ever-changing marketplace. When it comes to sustainability, these companies are obligated to have new ideas that would provide consumer satisfaction, but sometimes poorly-researched marketing ideas are deficient. Slacking off research analysis can discourage the company’s drive to swift decision making and essential techniques for success. What is the way around this?

According to Forbes, business decision-makers can consider the data and statistics from researches as a platform to understand the present and past characteristics and trends. This way, focusing on areas to sample plan , build, test, and emerge capitals for the customers’ needs and wants can be easily prioritized. But, for this process to be efficient, a framework should exist for well-defined measures that can track and report a continuous basis. This is when marketing research comes into the picture.

Before marketing research comes through, a proposal has to take place first. What is a marketing research proposal? It is simply put as a detailed suggestion in conducting marketing research. This proposal will explain who, what, when, where, and how of the research and overview of the sample planning process. The approval of the research depends on the decision of your team, whether to push through the study or not. More so, it will give you time to think about the impact of the research.

A proposal should foster the continuity of marketing plan . To achieve that, you need to come up with a strong proposal that will make your team stick to the process. Drafting the proposal could be a difficult start, but once you aim for success, that should be enough to drive you through the last lap. Here are some steps that you can follow through in making a proposal for marketing research as well as conducting the study.

A lot of times, you have to struggle in the industry so that you will learn how things work out. Your hard-earned lessons are good ways to start a marketing research proposal. If there is a problem that you want to address, and it leaves you with more questions, then never let the curiosity fall behind. The great research proposals are the ones that provide knowledge of the research instrument, explains the work plan , and indicate research cost. Also, it should provide a well-structured writing style.

Considering research takes a lot of discussions and debates about whether to go forth or not. Note that great things do not happen overnight, and it should be normal for your team to have long talks. Before the research statement proper, the basic questions that you should include in your discussions are: Who are your customers? What do they want to buy? Why do they purchase? What will make them consider your product beneficial? However, this could be insufficient if you want to know more specific information. On top of this, provide more ideas to test a new method so that you can be fluid with your decision-making.

In conducting the research, you should know that there could be no answers to all of your queries. So, make sure to focus on the attainable requirements that you are to set for your research paper essay . That way, you can slowly build up its framework as you continue working on how to gather more information. You can gather insights from customers by interviewing them through telephones. Or you can utilize social media, like Facebook, to get a grasp on people’s preferences based on their likes and dislikes.

It is a good idea to connect with external organizations so that you can access existing research. However, before partnering with them, make sure that they understand the objectives of your business and to why you need to push through the research. This way, you can ensure that their ideas have to align with yours. More so, work closely with your partners because it makes decision-making receive more attention.

Marketing research has two types: quantitative and qualitative. Quantitative research gathers data through interviews in the phone, email, internet, or in-person. On the other hand, qualitative research uses large numbers for its data gathering, which include hundreds or surveys to attain responses.

The importance of marketing research comes along with its purpose. Every business analysis relies on data and statistics in making decisions; that is why marketing research provides relevant, accurate, reliable, valid, and updated market information.

Marketplaces are made to coexist with other businesses. Hence, without potential customers, competitors, and other market players, a market would not exist.

Impulsiveness has no place in the business industry. You cannot make decisions based on what you want. Every step the business has to take should rely on data analysis and statistics. This way, the success of the marketing strategy is influenced by real-time results with an unquestionable basis. Your business, as a growing organization, could be the next big thing in the industry if you work hard on researching what people and your business are willing to bargain with.

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How to Create a Market Research Proposal (+Template)

Continuing the market research series, in this article, we’ll discuss what a market research proposal is and how to create one.

To recap, what we’ve covered so far in the series, we’ve talked about what market research is, the different types of market research you need to do to grow your business, and the benefits of conducting market research .

What is A Market Research Proposal

Conducting market research is expensive, and if you work in a large organization, then you would need to justify such expenses.

Before conducting your research you’d need to shed some light on past data about your market, gaps in the data, and why new research is necessary.

This is where a Market Research Proposal come in to play.

Typically, a research proposal is a document proposing a research project, usually, these proposals are done by a scientist or an academic. 

The proposals are then evaluated on the cost and potential impact of the proposed research, and on the soundness of the proposed plan for carrying it out. Research proposals generally address several key points:

• What research question(s) will be addressed, and how they will be addressed
• How much time and expense will be required for the research
• What prior research has been done on the topic
• How the results of the research will be evaluated
• How the research will benefit the sponsoring organization and other parties involved

The same principles apply here, only that your business market environment is what is being researched, which is your target market.

A market research proposal is a document that details the what, the where, the when and the how of market research and the information and costs associated with it.

If this sounds complicated, then here’s what you need to know about a market proposal. It addresses:

• Why market research is necessary and what you aim to gain from the research
• What resources are required for the research
• Past research done on your market
• How the data from this market research will be collected, stored and used
• How the research will benefit your business

Keep in mind that at this point you are not conducting the research yet, you are simply providing a rationale behind why market research is necessary.

In the next article in this “Market Research” series, we will discuss the process of conducting market research, but for now, we need to provide a compelling document on why, how, when and where the research will be conducted.

11 Steps to Create A Market Research Proposal

Now that you know what a market research proposal is, it’s time to create one. There are 11 steps to create a sound and compelling market research proposal

1. Market Research Proposal Summary

Start your proposal by briefly explaining the purpose of the market research and why it is required. Also, give an overview of what the desired outcome of the market research is.

If your business is interested in pouring resources into an in-depth market research then surely, there is something you hope to gain from it.

Remember to provide reasoning for the need of this specific market research and let whoever is reading this, such as the CEO, COO. know what contributions this research will make to the company.

TEMPLATE TO USE:

The market research project, entitled [RESEARCH PROJECT TITLE] hopes to discover more information regarding market trends in [SPECIFIC AREA]. The following summary will give an overview of the causes, processes, and possible effects of the market research proposal, detailed below.

2. Research Objectives

In this section of your proposal give full details about what problem has been identified that requires market research to be conducted. I.e. Show why there is a specific need for this research in the first place.

Explain what the market research results will be used for and how they will help achieve the overall goals. Describe the goals which you hope to achieve with this project.

The proposed market research project contains the following objectives:

• Objective one
• Objective two

3. Background Information on Past Market Research

Odds are you’re not the first person/company to conduct research on your market. This means that there is existing information on your market. However, this knowledge might be outdated, or might not provide the data your business needs.

So, in this section explain what information already exists on this topic and what is already known. Also, highlight the gaps in knowledge that the market research will hopefully fill.

Here you will show information from existing sources regarding the specific topic to be researched. It is great to provide cited sources, graphs, charts, and statistics. 

You will use this section to show that you know a great deal about the market you will be researching, but you also need to show the holes in the current knowledge.

You can then demonstrate the specific need for your proposed research plan, and how this market research plan will fill these holes and contribute to the knowledge of this subject.

4. Market Research Proposal Hypothesis

If your business needs to conduct market research, then you probably have a few ideas of what you hope to get or learn from the research.

In this section describe what you believed to be the likely outcome of the market research and what you hope to learn.

5. Research Target Audience

Your business doesn’t target everyone, and odds are your business targets different audience types. So who is this research targeted at?

This is a very important part of your proposal and you need to be as detailed as possible about the target audience or audiences you will be researching.

Also, describe how you will source this target audience and how you will ensure they meet the correct criteria.

6. Data Collection of Market Research

Time to get to the good stuff. In this part of your proposal, you MUST detail all the data collection methods that will be used during the market research and, how they will be carried out. 

You MUST also explain how the accuracy of data will be maintained, how potential candidates for the research will be approached and, if applicable, how they will be reimbursed for their time and contribution.

Use specifics and consider potential questions such as.

• How will you maintain the accuracy of data? 
• How will you approach potential survey or research candidates? 
• Will these participants be paid for their time? 
• At what times of day will you make phone calls? 
• In what ways will you ensure an accurate data sample? 

The more information you can provide in this section, the better.

Our methods of data collection will be best suited to the project at hand. Research methods will include:

• Focus groups
• Collection of social media data
• Surveys via the Internet, phone, or email
• Long range in-home consumer tests
• Distribution of samples
• In person promotionals

These individuals will be selected [HOW THEY ARE SELECTED] to ensure an appropriately constituted pool of data from which we can infer accurate insights and trends.

The pool itself comprises of individuals who have expressed to us an interest in participating in such surveys, and they will be compensated by [METHOD OF COMPENSATION]….

7. Research and Analysis Methodology

In this section of your proposal, you are to discuss the strengths and possible limitations of your research methods. 

Provide an overall blueprint for your methodology in approaching research data, and describe the implications of each method of data collection, and explain the methods you will use to interpret the data. 

Lastly, discuss the means of evaluating the collected data and how you will account for errors, holes in data, or inaccuracies.

8. Ethics to be Followed During Research

You’re almost done with your proposal, but there are still a few important details that need to be included. 

Explain how the market research will adhere to ethical codes by thinking about how issues such as participant confidentiality, data security, privacy, and consent of research participants will be addressed.

Include waivers or documents you plan to provide to research participants, if applicable

9. Market Research Timeline

In this section, provide a detailed timeline of when the research needs to begin and when a full report is required, ensure sufficient and realistic time for both data collection and data analysis are considered.

Market Research Timeline

• Task 1 ([DATE] [TIME])
• Task 2 ([DATE] [TIME])
• Task 3 ([DATE] [TIME])

10. Market Research Budget

We’re almost done with our proposal, but it’s time to include arguably the most important section. After all, if your company does not have the funds and resources then there would be no research in the first place.

Provide an overall budget for the proposed project. Make sure to include all possible cost considerations. You can provide a breakdown of those here. 

Don’t forget budgets for sections such as Participant Reimbursement, funds for documents, rental space.

11. Conclusion

This is the last part of your market research proposal. You can add ways in which this market research will provide further benefits or include unique applications of the potential results.

Now that you know the market research proposal process and the importance of market research, in the next article will discuss the actual market research process.

Comment with any questions you have about Market Research Proposals and I will get back to you ASAP.

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Free Market Research Proposal Template That Wins Clients

Do you want a completely editable market research proposal template that brought more than $133 million in sales to companies worldwide in 2023 alone? Add, delete, or change sections as you see fit, make it your own, and improve your market outreach fast and easy.

A look at everything in this Market Research Proposal Template

Stunning cover.

The first thing your client sees when your proposal shows up in their inbox is a nicely designed cover. As a business owner, you understand how hard it is to gain the client's attention, so the goal is to start the proposal with an attention-grabbing image.

You can change everything, from the text, logo, and background image to make it a better fit for your needs.

Pre-written introduction section

There is no better way to explain your market research plan to your potential clients than with our pre-written introduction section. It consists of a meeting summary, proposed research that includes everything from social media to focus groups, and a structured breakdown of your services. You just need to add a few client specifics and that's it.

Like everything else in this sample proposal, it's 100% editable - the colors, the text, images, layout - everything.

Processes and timelines

Explaining to the client the structure of each of the market research methodologies you are going to use can be difficult. You want to give enough detail about your data collection methods and how you generally conduct market research but not so much it seems overwhelming.

Fortunately, we created a plan of action already sectioned to fit the amount of information needed to design a perfect proposal. Just make a few adjustments to suit your exact process.

Case study example

A client success story is a powerful tool in convincing your clients to close the deal. It gives you the perfect opportunity to show them that you understand their goals and objectives and have a way to make them come true. In this market research proposal template, we've set out an example case study.

All you need to do is replace our example with one of yours and use the structure we've used.

No matter if your pricing strategy includes charging hourly, monthly, or optional up-sell services, like special images and videos, you can do it all with this automatically calculated pricing table. The final steps are simple - just enter your numbers and a short description, and both your market research proposal and quotes are ready for your client's eyes.

Next steps with digital signing

Any business will eventually be tested in handling increased customer traffic. Lessen the strain of paperwork by choosing a digital signature over traditional mail. The 'Next steps' tab will allow you to explain your process after signing and offer a line for the customer to give their electronic consent.

Our digital signatures are legal and compliant. When your client signs, you can see their digital signature certificate in your Better Proposals account.

Pre-written contract

Whether you're just starting a company or you're a seasoned professional, Terms and Conditions will probably slip your mind when you're discussing some new market research projects. To ensure your business is still protected, we have added fully customizable T&Cs at the end of this template.

Take payments from your clients

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.

Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal.

Don't take just our word for it

Here is what some of our 10,000 users across the globe have to say

Sara K. CEO & Founder

Shade O. Business Owner

Brent R. Marketing and Advertising

150+ other free proposal templates just like these are also available inside Better Proposals

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This mobile game development proposal can help you showcase your previous work, provide an overview of your game development process and serve as a contract that can be digitally signed.

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Common questions about plans, designs and security

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Market Research Proposal Template To Close Deals

Companies that conduct market research and analysis can use our sample marketing research proposal template as an example of how to write a market research proposal, and as a guide when preparing survey proposals, data collection proposals, or business research.

This template allows you to explain your methodology for gaining qualitative and quantitative research, and provides a section to break down your research timeline into phases. It also includes a statement of work section to clarify what the customer will receive from the research, along with a detailed contract

All Proposify proposal templates are 100% customizable.

Executive Coaching Proposal Template

Companies preparing proposals coaching services can use this executive coaching proposal template when pitching their services to potential clients.

AdWords & PPC Proposal Template

The perfect pitch guide for marketing agencies offering pay-per-click (PPC) advertising services like search engine marketing (SEM) and Google Adwords.

Learn why over 10,000 businesses love Proposify

Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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How to Write a Winning Market Research Proposal

The current pandemic may have curbed our travel, but that doesn’t mean we don’t all still know the value of having good maps and a suggested itinerary. Indeed, a solid plan of action makes any endeavor — whether it be a fun-filled vacation, an educational goal, or a professional enterprise — more focused, less stressful, and, thus, more effective. It doesn’t matter if life interrupts our plans (“Hello, COVID-19!”); in fact, interruptions are a given, but we still know that good plans prepare us for whatever lies ahead. They help us to define our priorities and clarify our needs so that we can better manage our resources. The result: we are better prepared to handle uncertainties and more formidable and more productive in whatever we choose to do.

For businesses, good plans are based on good research. More than good products and services, good information sets profitable companies apart from their competition, allowing them to prepare for — and plan for — success. This is why market research proposals are so important. A market research proposal is a document a company uses to map out its future. It unites company stakeholders in joint discovery of information so that everyone knows who and what really matters. In short, a market research proposal outlines the specifics of an information-gathering project. This is how to write a winning one:

Keep It Brief

A market research proposal is sometimes called a “market research brief” because it's just that: brief. It should also be clearly written with no unusual acronyms or industry jargon and only the necessary points to underscore the overall research objective (as well as how it will be addressed) highlighted.

Include a Company Overview

The beginning of the proposal should include a short overview of the company, including such details as its mission and vision statements; market performance history; industry facts, figures, and trends; competitor data points and any other past research findings that shed light on the issue(s) at hand and why further research is needed.

Clearly Define the Objective

The research objective is the most important part of the proposal, as it clearly outlines the information a company needs, and, thus, defines the overall goal of the project. It’s basically the question a company wants to be answered and needs to be specific and measurable (but not necessarily quantitative) with the desired outcome.

Explain the Research Methodology

Of course, a market research proposal should also include a section explaining how the information to address the research objective will be obtained. Details about data collection (including the definition of the target audience, sample selection criteria, and proposed methodology) need to be clarified (since specific demographic, technological, economic, political, and even environmental concerns inevitably impact research outcomes) and should be evident with reasons for their use thoroughly transparent.

List Expected Outcomes

Finally, a good market research proposal needs to include a list of expected outcomes. An estimation of budget concerns, as well as a timeline for specific research milestones and project completion, should be listed here, along with an overview of projected deliverables to be anticipated. This helps both company executives and researchers to remain focused and on point.

Ready to Learn More?

A winning market research proposal isn’t just the one that seals the deal on a research project. It’s the one that provides actionable insights for companies and researchers alike. Following a determined set of standards, a winning market research proposal has the potential to garner data that can be used to inform better business decisions. Our team at Research America has the expertise needed to craft winning market research proposals that yield meaningful results for all involved. Please contact us to learn more.

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How to Write Effective Marketing Research Proposals

Table of Contents

Are you struggling to write effective marketing research proposals that will leave a lasting impression? Are you unsure how to structure your ideas and approach in a way that resonates with clients?

If so, then this article is for you! Here, we’ll provide step-by-step guidance on  how to write marketing research proposal templates that get results.

We’ll also explore key tips used to create winning bids. Whether you’re an experienced market researcher or starting out, these tips will help you produce convincing proposals that deliver excellent outcomes.

What is a Marketing Research Proposal?

Market research proposals are documents that sell your services to potential clients. It aims to educate them about what they can accomplish by hiring you to complete their projects or research .

It typically outlines the research project’s objectives, methods, costs, timeline, and expected results.

Key Elements of Marketing Research Proposal

A summary outlines the purpose and objectives of the proposed marketing research project. It should provide an overview of what will be investigated, as well as how this knowledge can benefit the organization.

This section lists what information needs to be gathered from the research study and why it is needed. These should focus on gaining insight into customer behaviour, attitudes, or preferences that can help inform decisions made by the company.

Targets refer to the target audience who will participate in the research. This includes criteria like age group, gender, profession, and other demographic characteristics relevant to the topic being studied.

Methodology

The methodology defines the methods and techniques used to collect data during the research process. This may involve interviews, surveys, focus groups, field experiments, and so on, depending on the study’s scope.

A timeline provides a realistic schedule for carrying out the project. It should identify when each phase begins and ends while addressing potential roadblocks or delays.

Proposed Budget

A proposed budget outlines the estimated costs of conducting the research study. This ensures sufficient resources are available to cover all expenses for successfully carrying out the project.

How to Write Marketing Research Proposal Templates

Get to know the client..

You might already have written audience personas available that can help you shape your proposal’s tone, language, plan, or other components. If not, it’s best to start researching the client’s target audience, industry, products/services, keywords or topics, and other relevant details.

It also helps to ask about the client’s pain points so you can better address them.

Knowing their main pain points gives you an idea of how to market your products or services as the best solution for their problems. Consider how your experience, expertise, and background can benefit them.

List the scope of work.

Include a scope of work section in your marketing proposal , which describes all the services you plan to provide the client. It should fulfill marketing tasks that clients do not have enough time or resources to accomplish.

For example, the Scope of Work for a social media marketing proposal may outline the following tasks:

• Creating a content calendar
• Uploading or automating posts
• Analyzing social metrics.

Provide timelines for deliverables.

Based on the scope of work outlined, provide estimated time frames for each deliverable associated with the project. This will help keep track of progress throughout its development and establish expectations between both parties involved.

Include costs and terms.

Include a cost breakdown in your proposal and any applicable terms or conditions. Explain what they are paying for and how much they will be charged, so there are no misunderstandings later down the line. This section can include the following:

• Pay rate (by milestone, week, and so on.) or pricing strategy (flat or hourly rate)
• Payment requirements (deposit required before project start, full payment due upon completion, and so on)
• Work location (on-site or remote)
• Any warranties you may provide
• Situations that warrant the termination of a contract

Show how you plan to measure results.

Demonstrate how you plan to measure the effectiveness of the research once it has been completed. Present strategies for tracking key performance indicators such as response rates, ROI, sales numbers, and so on. This will make potential clients more confident that you know what you’re doing.

A well-constructed, persuasive marketing research proposal is essential to attracting and acquiring new clients. It should provide relevant details about your research goals and highlight what clients can gain from working with you.

With the help of these steps on how to write marketing research proposal , you should have no trouble getting started. Now get out there and start putting together those winning research proposals!

Abir Ghenaiet

Abir is a data analyst and researcher. Among her interests are artificial intelligence, machine learning, and natural language processing. As a humanitarian and educator, she actively supports women in tech and promotes diversity.

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Market Research Proposal

Executive Summary

Why [sender company], 1. in-house research, 2. panel expertise, 3. premium databases, 4. global coverage, 5. data visualization, our research approach, primary research, our primary research services, secondary research, ip research, social media listening & analytics.

Our Services

Market analysis, consumer research and insights, competitive intelligence, custom research, terms and conditions, 1. payment terms, 2. limitation of liability, 3. termination, 4. governing law, acceptance and signature, free market research proposal templates, this proposal template encompasses every possible details necessary for a market research proposal..

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What’s Included: Research Proposal Template

Our free dissertation/thesis proposal template covers the core essential ingredients for a strong research proposal. It includes clear explanations of what you need to address in each section, as well as straightforward examples and links to further resources.

The research proposal template covers the following core elements:

• Introduction & background (including the research problem)
• Literature review
• Research design / methodology
• Project plan , resource requirements and risk management

The cleanly-formatted Google Doc can be downloaded as a fully editable MS Word Document (DOCX format), so you can use it as-is or convert it to LaTeX.

PS – if you’d like a high-level template for the entire thesis, you can we’ve got that too .

Research Proposal Template FAQS

What types of research proposals can this template be used for.

The proposal template follows the standard format for academic research projects, which means it will be suitable for the vast majority of dissertations and theses (especially those within the sciences), whether they are qualitative or quantitative in terms of design.

Keep in mind that the exact requirements for the introduction chapter/section will vary between universities and degree programs. These are typically minor, but it’s always a good idea to double-check your university’s requirements before you finalise your structure.

Is this template for an undergrad, Master or PhD-level proposal?

This template can be used for a research project at any level of study. Doctoral-level projects typically require the research proposal to be more extensive/comprehensive, but the structure will typically remain the same.

How long should my research proposal be?

The length of a research proposal varies by institution and subject, but as a ballpark, it’s usually between 1,500 and 3,000 words.

To be safe, it’s best to check with your university if they have any preferences or requirements in terms of minimum and maximum word count for the research propsal.

How detailed should the methodology of the proposal be?

You don’t need to go into the fine details of your methodology, but this section should be detailed enough to demonstrate that your research approach is feasible and will address your research questions effectively. Be sure to include your intended methods for data collection and analysis.

Can I include preliminary data or pilot study results in my proposal?

Generally, yes. This can strengthen your proposal by demonstrating the feasibility of your research. However, make sure that your pilot study is approved by your university before collecting any data.

Can I share this template with my friends/colleagues?

Yes, you’re welcome to share this template in its original format (no editing allowed). If you want to post about it on your blog or social media, we kindly request that you reference this page as your source.

What format is the template (DOC, PDF, PPT, etc.)?

The research proposal template is provided as a Google Doc. You can download it in MS Word format or make a copy to your Google Drive. You’re also welcome to convert it to whatever format works best for you, such as LaTeX or PDF.

Do you have templates for the other chapters?

Yes, we do. We are constantly developing our collection of free resources to help students complete their dissertations and theses. You can view all of our template resources here .

Can Grad Coach help me with my dissertation/thesis?

Yes, you’re welcome to get in touch with us to discuss our private coaching services .

Further Resources: Proposal Writing

The template provides step-by-step guidance for each section of your research proposal, but if you’d like to learn more about how to write up a high-quality research proposal, check out the rest of our free proposal-related resources:

• Research Proposal 101
• Examples of research proposals
• How To Find A Research Topic
• How To Find A Research Gap
• Developing Your Golden Thread
• How To Write A Research Proposal
• 8 Common Proposal Writing Mistakes

You can also visit the Grad Coach blog for more proposal-related resources.

If you’d prefer 1-on-1 support with your research proposal, have a look at our private coaching service , where we hold your hand through the research process, step by step.

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Before companies can start to sell their business products or services and begin their operations full-time, they first conduct extensive studies to see if their offerings will be sustainable. These research studies are used by companies to assist them in their present and long-term decision-making.You may also see research proposal samples .

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Marketing Proposal Examples That Seal the Deal (+Templates)

Learn how to write a marketing proposal to outshine the rest with our guide. Dive into engaging examples and access versatile templates that make an impact.

9 minute read

helped business professionals at:

Short answer

What to include in a marketing proposal?

11 crucial sections of a marketing proposal:

• Introduction and overview
• Market context and challenges
• Target audience segmentation
• Key objectives and goals
• Strategic approach
• Tactical game plan
• Budget and financial planning
• Implementation timeline and milestones
• Performance metrics and KPIs
• Review and optimization strategy
• Conclusion and next steps

If your marketing proposal doesn’t stand out, it’s game over

You've invested hours into understanding your client's world—identifying their challenges, dreaming up solutions, and tailoring your approach. Now, it's time to present your marketing proposal, the moment where all your efforts should pay off.

But here's a challenge: if your proposal doesn't stand out, it will disappear in a pile of documents. Imagine all that hard work not even getting a second glance because your proposal looks and sounds like everyone else's.

Don’t worry, though, I’ve got you covered. I’m going to show you how to write a marketing proposal that makes the client sit up and think, "This is the one."

I’ll also show you successful marketing proposal examples that are usable as templates, so you can get started right away.

Let’s go!

What does a marketing proposal look like?

Traditionally, marketing proposals have taken the form of static, text-heavy decks, often created in PowerPoint (PPT) or saved as PDFs.

While this method has been the standard for years, it's becoming increasingly clear that it doesn't quite cut it anymore. Static proposals don't allow for easy customization or updates, and most critically, they fail to engage the reader.

Interactive proposals are a modern alternative that's changing the game. They can include elements like clickable tabs, embedded videos, or even interactive ROI calculators that clients can adjust to see different service scenarios.

This level of interactivity makes the proposal more engaging and allows for a level of personalization that static documents simply can't match.

Here's the difference between a static PDF and a modern proposal:

Static PDF marketing proposal

This is what eveybody uses. Using this approach will keep you looking like all the rest.

Interactive marketing proposal

This is what leading teams use to stand out, demostrate value, and eat their competitors' lunch.

Marketing proposal examples that win over clients

A proposal is more than just a pitch—it's your chance to tell a story that resonates and paint a picture of the future that your client can't wait to step into.

The best marketing proposals do more than suggest solutions—they build trust and excitement for what's possible.

In this section, we’ll look at examples of marketing proposals that manage to do exactly this, raising the standard for what it means to truly engage and captivate your clients.

Marketing consulting proposal

This marketing proposal is a great example of how blending in-depth analysis with targeted, innovative solutions can create a compelling narrative that not only meets client expectations but sets the stage for unprecedented success.

What makes this marketing proposal great:

Focus on efficiency and growth: It addresses critical pain points like process inefficiencies and scalability, offering solutions that promise improvement and transformation.

Customized strategy: The proposal shines in its ability to tailor solutions, demonstrating a deep understanding of the business landscape and client needs.

Clear implementation roadmap: With a step-by-step plan, from analysis to delivery, it reassures clients with clarity and precision, promising a partnership that leads to tangible results.

Digital marketing proposal for e-commerce website

This digital marketing proposal shows how a data-driven approach can address the specific needs of an e-commerce website, offering a clear strategy for growth and a stronger digital presence.

Targeted strategy for e-commerce: It goes beyond generic solutions, offering strategies specifically designed for the e-commerce context, focusing on increasing online conversion rates, social media engagement, and brand awareness.

Measurable approach: The proposal outlines clear objectives, such as boosting online conversion rates by 15% and expanding brand awareness to reach 3,000 unique users monthly, with a robust system for tracking results.

Detailed roadmap with timelines: It provides a month-by-month breakdown of activities, from discovery and planning to implementation and optimization, ensuring a clear path forward and setting expectations for both parties.

Digital marketing project proposal

This proposal presents a nuanced approach to digital marketing, focusing on enhancing online visibility, improving engagement and conversion rates, and carving out a competitive position in the market.

Efficient navigation: The proposal smartly includes an average reading time on the cover, setting expectations and respecting the reader's time from the outset.

Clear data visualization: It incorporates data visualization components, making complex information easy to digest and engaging, which helps in quickly grasping the proposed strategies and expected outcomes.

Expandable text sections: For those looking for deeper insights, expandable text sections allow for a deeper dive without overwhelming the main view, ensuring the proposal remains sleek and focused.

Digital marketing lead generation proposal

This proposal outlines a targeted strategy for boosting lead generation within the digital landscape, focusing on optimizing the customer journey from initial engagement to final conversion.

Client snapshot slide: A dedicated slide provides a snapshot of the client's current challenges and targets, offering a concise overview that sets the stage for the proposed solutions.

The option to personalize at scale: The proposal uses dynamic variables, allowing for personalization at scale. This approach ensures that the proposal feels tailored to each recipient, enhancing its relevance and impact.

Segmented success stories: Success stories are organized in tabs, which allows clients to explore relevant examples of past successes without overwhelming them with information.

Digital marketing company proposal

This digital marketing company proposal is crafted to showcase a strategic partnership approach.

It outlines a clear, actionable strategy aimed at overcoming common digital marketing challenges, such as improving online visibility, increasing engagement and conversion rates, and establishing a competitive edge in the market.

Strategic use of grayed-out content: The proposal uses grayed-out content to strategically direct attention to key areas, ensuring that the reader's focus is drawn to the most important information without distractions.

Narrator slide for timeline: A narrator slide provides a clear, visual representation of the project's phases. This approach makes it easy for clients to understand the project's flow and key milestones.

Clear pricing summary slide: It features a transparent pricing summary slide, providing clients with a clear understanding of the investment required and the value it brings, facilitating decision-making.

Digital marketing agency proposal

This proposal is designed to meet the digital marketing needs of businesses in a way that is engaging, brand-consistent, and informed by real-time data, setting the stage for a successful partnership.

Branding extraction: It features an option to extract branding elements from the client's website, ensuring the proposal is a seamless extension of the client's digital identity.

Calendar embedding: The deck simplifies the scheduling process by embedding a calendar within the proposal, making it easier for clients to book meetings.

Analytics panel access: It comes with access to an analytics dashboard, offering insights into how the proposal is being interacted with, which allows for real-time adjustments and a deeper understanding of audience engagement.

Social media marketing proposal

In this social media marketing proposal, innovative features take center stage, transforming a standard pitch into an interactive journey. It's about showcasing your social media marketing agency’s capabilities in a way that's as dynamic as the social media landscape itself.

Logo customization features: This proposal introduces logo customization tools, including placeholders and a feature to extract logos directly from websites. This ensures seamless branding integration throughout the document.

Intuitive design: Every added element, from images to text blocks, automatically adjusts to fit the proposal's layout. This means you don't have to worry about disrupting the overall aesthetic.

Multimedia embedding capabilities: The option to embed external videos or links directly into the proposal enhances its interactivity.

Simple marketing proposal

This marketing proposal demonstrates a deep understanding of marketing strategy and showcases a commitment to leveraging technology for enhanced client engagement and measurable results.

Media integration: The proposal comes with multiple image and video placeholders, allowing for a rich, multimedia presentation that can be customized to reflect the client's brand and message effectively.

Interactive ROI calculator: The option to add an interactive ROI calculator enables potential clients to visualize the tangible benefits of the proposed strategies, making the value proposition clear and compelling.

Direct Call-to-Action: The option to include an accept button directly within the proposal facilitates a seamless transition from proposal review to project initiation.

Professional marketing proposal

This marketing proposal combines a deep understanding of the digital marketing landscape with innovative solutions to propel businesses forward, focusing on increasing online visibility, engagement, and competitive positioning.

Scroll-based design: The proposal uses a scroll-based design, allowing for a seamless reading experience. This modern approach facilitates engagement by guiding the reader through the proposal in a natural, intuitive manner.

Easy personalization: Tailoring the proposal for each prospect is straightforward, thanks to easy personalization features.

Smart control measures: The proposal includes options for smart control measures like expiry dates or password protection. These features secure the proposal and create a sense of urgency, encouraging prompt responses.

Strategic marketing proposal

This marketing proposal outlines a detailed plan for enhancing online presence, driving engagement, and securing a competitive edge, all while leveraging the latest in digital marketing strategies and technologies.

AI-assisted content creation: An AI assistant is integrated to help with text and image creation. This ensures that the proposal resonates with the target audience by generating relevant and engaging content.

Inclusion of real-time data: The proposal stands out by offering the option to include real-time data, providing potential clients with up-to-date information and insights.

Editable after sending: The ability to edit the deck after it has been sent, without the need to resend it, ensures that the proposal remains current and aligned with evolving client needs or feedback.

Modern marketing proposal

This modern marketing proposal is designed to serve as a dynamic tool for businesses seeking to elevate their marketing efforts.

It combines a strategic approach with cutting-edge features, aiming to present a comprehensive marketing strategy and engage potential clients through an interactive and visually appealing format.

Data visualization components: The proposal incorporates advanced data visualization tools. This approach helps to clearly communicate the strategy's potential impact and expected outcomes.

Expandable text sections: An expandable text section for terms and conditions ensures that the proposal remains concise without sacrificing the detail necessary for legal clarity.

Option to add an accept button: Including an accept button directly within the proposal makes it easier for clients to commit and signifies a forward-thinking approach to closing deals efficiently.

Dark digital marketing proposal

This marketing proposal is designed with the end user in mind, ensuring that every element, from content organization to design responsiveness, aligns with the modern expectations of businesses looking to thrive online.

Intuitive editor: The editor is both intuitive and user-friendly, making it easy for the creators to customize and refine the content without needing specialized design skills.

Responsive design: With a responsive design, the proposal guarantees an optimal viewing experience across all devices.

Content segmented in tabs: You can organize content into tabs, which helps in presenting a large amount of information in a structured manner and enables readers to quickly find the sections most relevant to them without feeling overwhelmed.

Vibrant marketing proposal

This marketing proposal is a visually engaging document designed to outline a dynamic digital marketing strategy.

It's structured to present a compelling narrative of services and successes, reflecting the creativity and effectiveness potential clients can expect from their services.

Running numbers to highlight achievements: The proposal cleverly uses running numbers to showcase the agency's biggest achievements, providing a quick, impactful glance at success metrics that immediately convey value and capability.

The option to embed external media: Incorporating the option to embed and play videos directly within the proposal elevates the presentation, allowing for a richer storytelling experience.

Multiple smart CTAs: The inclusion of various smart call-to-action (CTA) buttons facilitates the next steps in the decision-making process.

Marketing partnership proposal

This marketing proposal is designed with the dual aim of showcasing the agency's innovative approach to marketing while also providing potential partners with a clear, customizable pathway to achieving their goals.

Pricing packages slide: The proposal includes a detailed slide dedicated to pricing packages. This transparency allows potential partners to easily understand the investment required and the value provided at each level of engagement.

Option to embed clickable links: By embedding links to case studies, you can add real-world examples of success to provide potential partners with a deeper understanding of the agency's capabilities and achievements.

CRM integration: A standout feature of this proposal is its ability to integrate with your CRM and pull client data to personalize content at scale.

How to write a marketing proposal that gets clients to act

Crafting a marketing proposal that truly resonates with your potential clients is about presenting a vision that aligns with your client's goals and challenges, offering them a clear path to success.

To navigate this process, we've distilled it into 9 essential steps, each designed to build upon the last, ensuring your proposal hits all the right notes from start to finish.

Research your clients: Dive deep to understand who they are and what makes their business tick.

Identify client needs: Pinpoint exactly what your client is looking for based on direct conversations and your research.

Set clear objectives: Define what success looks like with achievable, impactful goals.

Design your strategy & tactics: Map out how you plan to meet these objectives with a comprehensive strategy and detailed tactics.

Outline expected outcomes & KPIs: Be clear about what results you're aiming for and how you'll measure success.

Establish a timeline: Provide a realistic timeline that outlines when each key milestone will be achieved.

Detail costs & terms: Lay out your pricing and the terms of your service in a transparent way.

Craft the marketing proposal: Bring everything together into a compelling narrative that sells your vision.

Leverage an interactive marketing proposal template: Use an interactive proposal creator to turn your deck into an engaging experience that drives results.

For a deeper dive into each of these steps, check out our detailed guide on how to create a marketing proposal .

How to design a marketing proposal

With the right design elements, your proposal can stand out in a crowded field, making a compelling case for why your services are the best fit for the client's needs. Here are some expert tips on how to achieve that.

1) Use scroll-based design

Scroll-based design leverages the natural action of scrolling to engage readers and guide them through your proposal in a narrative fashion.

This approach allows for storytelling, where each scroll reveals a new piece of information or a different aspect of your proposal.

To implement this effectively, structure your content in sections that logically flow from one to the next, using visuals and headings to break up text and maintain interest.

Here's an example of scroll-based design:

2) Ensure responsive design

In today's mobile-first world, your digital marketing proposal must look great and function flawlessly across all devices.

Responsive design automatically adjusts the layout and content to fit the screen size on which it's being viewed, ensuring a seamless experience for the reader.

Here's an example of a mobile-responsive deck:

3) Personalize the proposal

Personalization can significantly increase the relevance and impact of your proposal. By integrating with your CRM and utilizing dynamic variables, you can tailor each proposal to the specific client the same way you would an email newsletter .

Mention the client's name, reference past interactions, and highlight solutions tailored to their unique challenges and goals.

This approach shows that you're not just offering a one-size-fits-all solution but a bespoke strategy designed to meet their specific needs.

Here's how you can easily personalize your proposal with Storydoc:

4) Maintain consistent branding

Your proposal should be an extension of your brand, featuring consistent use of your logos, color scheme, and typography.

Use a proposal creator that can extract branding elements and logos from a website URL. This can help ensure that your proposal aligns with your online presence, reinforcing brand recognition and trust.

You can also treat it as an extension of personalization, using your client’s logo, colors, and fonts.

This level of personalization shows that you view the relationship as a true collaboration, potentially increasing their engagement and investment in the proposal.

Here's an example of a branded deck:

5) Add interactive elements

Interactive elements such as ROI calculators, embedded videos, clickable links, and expandable pricing tables engage the reader and provide a dynamic reading experience.

These features not only make your digital marketing proposal more engaging but also help convey complex information in an accessible and user-friendly manner.

For example, an interactive ROI calculator allows clients to input their own data and see potential returns, making the benefits of your service tangible.

Here's what an interactive deck looks like:

6) Include a clear pricing slide

Daniel Pink once said, "To sell well is to convince someone else to part with resources -- not to deprive that person, but to leave him better off in the end." This idea is at the heart of creating a marketing proposal that truly resonates.

Include a clear pricing slide that breaks down your costs, what's included in each package, and importantly, what isn't.

It's also important to articulate the value you bring to the table. Don't assume clients will automatically understand the amount of effort, creativity, and strategy that goes into their campaign.

Take the time to explain the process, the rationale behind your strategies, and how each element of your proposal is designed to achieve their goals.

Here's a great video explaining how to price your marketing services:

7) Design for conversion

Ultimately, your proposal should drive action. Including a clear and prominent ‘Accept’ button reduces friction and can significantly shorten the deal-closing time.

This call-to-action should be positioned in a strategic location within the proposal, ideally after you've presented your value proposition and just before the conclusion.

Make it as easy as possible for the client to say "yes" by streamlining the acceptance process.

Here's an example of a deck with an 'Accept' button:

Interactive marketing proposal templates

Crafting a marketing proposal from the ground up can be an overwhelming challenge, especially when the success of your pitch hinges on this one document. It's a task that requires marketing savvy, but also a flair for design.

Marketing proposal templates come pre-designed with interactive elements, such as clickable links, dynamic pricing tables, and an ‘Accept’ button, allowing you to focus on tailoring the content to your client's specific needs and objectives.

This streamlines the proposal creation process and ensures a high level of professionalism that might be hard to achieve when starting from a blank page.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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