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How to Design a Marketing Proposal to Stand Out (+Templates)

Learn the marketing proposal design best practices so you can design a marketing proposal that stands out, engages clients, and wins more deals.

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Short answer

How to design an effective marketing proposal?

To design an attractive and engaging marketing proposal, follow these steps:

Use scroll-based design
Ensure responsive design
Personalize the proposal
Maintain consistent branding
Add interactive elements
Include a clear pricing slide
Design for conversion
Use templates to save time

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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:

Generate your proposal with AI

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:

Generate your proposal with AI

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:

Generate your proposal with AI

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:

Generate your proposal with AI

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:

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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:

How to price your digital 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:

Generate your proposal with AI

8) Use templates to save time

Crafting a marketing proposal from the ground up can be an overwhelming challenge. But you don't have to work hard.

You can leverage professionally designed interactive marketing proposal templates that engage clients and help you close more deals.

We've made some you can take and use as your own. Grab one!

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Dominika Krukowska

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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How to design an effective marketing proposal? How to design a marketing proposal? Marketing proposal templates