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Service proposal builder

Marketing retainer proposal.

Build a recurring marketing proposal with a service cadence, boundaries, reporting and packages clients can compare quickly.

10 proposals free · no card required · editable before sharing

Built to remove ambiguity

A proposal your client can understand—and act on.

Define what happens every week and month

Prevent scope creep with explicit boundaries

Position the retainer around momentum and outcomes

Before you generate

Bring the facts that make this proposal specific.

A useful first draft depends on the commercial detail only you learned in discovery. Capture these before writing:

  • The client’s current situation and desired outcome
  • The exact deliverables, dependencies and exclusions
  • Budget signal, currency and preferred payment milestones
  • Decision makers, approval process and timing
  • Relevant proof you can support
  • The next action you want the client to take

A better brief

Describe the decision, not only the deliverables.

For a marketing retainer proposal, explain why the work matters now, what a successful engagement changes and which trade-offs the client is weighing.

Useful brief direction

“Build a proposal that helps the client define what happens every week and month. Include growth context, monthly strategy, service cadence, clear boundaries, three meaningful options and a recommended next step.”

Use this starting point →

Questions, answered

Before you start.

Can I show monthly pricing?+

Yes. Write recurring fees clearly in each package and explain any one-time setup work.

Can clients choose add-ons?+

Yes. Optional services can be selected directly on the proposal.

Can I track opens?+

Paid plans show when the client first and most recently viewed the proposal.

Start with the right structure.

Add your client context and shape a complete first draft in minutes.

Create this proposal free →