Proposal Template For Marketing, Consulting, and Design Services That Win Deals

Creating proposals from scratch is a never-ending task. We get it. 

Every new client who is starting over has to format documents, rewrite the same sections again and again, and hope not to miss anything important. This scraps all the valuable time, which can also lead to response delays and cost you potential deals.

Our ClientManager Software understands it well. You can create ready-to-send professional proposals directly inside our platform instead of downloading random templates and juggling Word files.  

Along with it, we have built-in proposal templates for marketing, consulting, and design services, which are designed to save your time & to keep your branding never-falling. 

It’s your time to stop Googling templates and start sending smarter proposals in minutes with ClientManager.

Why Do You Need Proposal Templates to Win More Clients?

When you’re handling a business, time is the most valuable resource. Spending hours making proposals from scratch makes things slower. Truth? Your potential clients want professional proposals. If you are unable to deliver that on time, they will move on to someone who can. 

A proposal template flips the whole script. It gives you a solid foundation so you don’t have to do things from scratch. You can do all with well-structured proposal templates that give consistency, accuracy, and speed, everything without losing quality.  This way, your templates shine and you can win every client. 

What Makes a Winning Proposal Template?

An ideal proposal looks like a pretty document (an organized one). More than that, it’s a tool that convinces your clients to say “yes.” This means your templates should include all the essentials while still being customizable. 

Here are the key elements every winning proposal needs:

Cover Page & Branding

Initial opinions matter the most. A well-built cover page with your brand logo, company name, and the client’s details sets a professional tone from the beginning.

Executive Summary 

There is the possibility that you can explain the big picture to your clients, what they need, and how you are going to deliver it. It should be kept short, clear, and focused on their goals.

Scope of Work & Deliverables

Clarify exactly what is included in your service. Every client loves clarity. It builds trust and avoids misunderstandings later.

Pricing & Payment Terms

Transparently collapse your costs and make it easy for the client to understand what they are paying for.

Digital Signature & Approval

Do not make clients print and scan the documents. A built-in e-signature feature can do it all, like ClientManager, which means they can approve with a single click.

ClientManager is a place where all the sections are pre-built and fully customizable. With no more formatting headaches, you can create proposals just by selecting a template, refining the details, and boom! Sending them to clients within a minute.

Proposal Templates: Marketing, Consulting & Design Services

Every business has different needs, and your proposal should reflect that. 

It’s great that ClientManager gives you feature proposal templates designed for marketing, consulting, and design services. 

Here is how each one works:

Marketing Proposal Templates

• A marketing proposal template has to do more than look perfect. What’s more? It has to showcase the results. Clients want to know how their investment will bring measurable ROI. 

  
  

• Our built-in marketing proposal templates include sections for campaign objectives, strategy breakdowns, ad budget allocation, and performance KPIs.

  
  

• Instead of making it from scratch, you can pick a pre-built template inside the software. You can customize it according to your client's goals and send it to them within minutes. 

  
  

• Plus, you can track when they open it and follow up automatically.

  
  

Consulting Proposal Template

• Consulting proposals need to highlight the expertise and roadmap for your success. That’s why our consulting proposal templates come with committed sections to analyze problems, to recommend solutions, and to track success metrics.

• You will never have to reformat or copy-paste content again. You just have to open the template and add your insights and send it for further approval with a built-in e-signature.

  
  

Design Proposal Template

• When you are setting up creative services, presentation matters. 

  
  

• Our pre-built design proposal templates are here to impress, with space for the visuals, mood boards, revision policies, and even copyright terms.

ClientManager can make an attractive, branded proposal without spending hours making it manually or from scratch on Word or Canva. 

How Does ClientManager Beat Static Templates?

Sure, you can download a Word or PDF template, but that’s the hardest part. 

Static templates need manual edits, endless formatting, and countless email exchanges. But the ClientManager platform changes everything. Our built-in templates are smart because we’ve:

Ready-Made, Customizable Templates

No need to search for me for the perfect design or reformatting every time. You just have to select a template, customize it, and send it to your clients.

Built-in E-Signature

There is no need to print and scan. Clients can approve proposals instantly with a single click.

Automated Follow-Ups

You can know the moment your clients open the proposal and send a friendly reminder if they have not signed yet.

Integrated Payments & CRM

Once it is approved, you will convert the proposal into a project and invoice without leaving the platform.

With ClientManager, you are building an automated system that saves your time and wins clients faster.

How to Create Your First Proposal in ClientManager (Step-by-step)

Do you want to see how simple this actually is? Here is how it works:

1. Log in to ClientManager and choose the type of your service (marketing, consulting, or design).

2. Pick a pre-built proposal template according to your business needs.

3. Customize it within a few minutes, and add your client's details, the scope of work, pricing, and terms.

4. Send the proposal directly to your client through an email link.

5. Get your client approval with a built-in e-signature and track every step of your client in real time.

That is all about the Client Manager, no need to download. Just pre-built professional proposal templates, sent them, and signed in record time.

The Takeaway

Creating proposals with ClientManager is easy. It doesn’t feel like a full-time job. In this software, you will get not only the templates but also a smarter way to win the clients.

Our built-in business proposal templates are designed to give a perfect impression on your clients. These are easily customizable creations within a few minutes, and then you can send them for instant approval. So, stop wasting your time on downloading and doing things manually. Start sending proposals that close the deals faster, save your time, keep business organized, and impress your clients.  

Curious how it works? Start your free trial today and create your first impressive proposal with a click of your fingers.