Email marketing proposal template

Prepared for [Client Company] by [Your Name], [Date].

Thank you for considering me to run email for [Client Company]. This proposal covers the automated flows that earn revenue while you sleep, the campaign rhythm that keeps your list warm, and how we will measure it all in revenue, not open rates alone.

[Client Company] has a list of [size] that should be producing more: email typically drives [20 to 30%] of revenue for businesses like yours, and today it drives [current share or 'far less'].

The core automations [describe: do not exist, are outdated, stop at one welcome email], and campaigns go out [describe: rarely, inconsistently]. Success means a measurable revenue lift from email within [90] days.

1. Phase 1, Audit and strategy. I audit your list health, deliverability, segmentation, and current flows, and map where the revenue is leaking. You get a prioritized plan before anything is built.
2. Phase 2, Core flows. I write, design, and build the automated flows that matter most: [welcome, abandoned checkout, post-purchase, winback], each tested before it goes live.
3. Phase 3, Campaign rhythm. We agree a monthly calendar. I write and design [X] campaigns per month, you approve, I send.
4. Phase 4, Optimize. I A/B test subject lines and content, keep the list clean, and review flow performance quarterly, so numbers keep improving after launch.

• A full email audit with a prioritized plan
• [4] core automated flows written, designed, and built in [Klaviyo / Mailchimp]
• [X] campaigns per month: copy, design, build, and send
• Segmentation set up so the right people get the right emails
• Deliverability monitoring and list hygiene
• A monthly report with revenue attribution per flow and campaign

• Platform subscription fees (paid by you, directly)
• List growth advertising (lead capture improvements are included, paid acquisition is not)
• SMS marketing (available as an add-on)

Prices are placeholders. Set your own before sending.

• Reported in revenue per email, not just opens and clicks
• Flows are built and tested end to end before they touch real customers
• Your list and platform stay in your name: you keep everything if we ever part ways

This proposal is valid for [30] days. A deposit of [amount or %] is due to begin, with the balance due [on delivery / per the schedule]. Work outside the scope above is quoted separately before it starts.

You own your list and your platform account. You confirm that your list was collected with proper consent; I build everything to comply with anti-spam law. Campaigns are approved by you before sending, or auto-approved after [3] business days if agreed.

To move forward, approve this proposal in writing and I will send the agreement and the deposit invoice. We can begin as soon as the deposit is received.

Accepted by: ______________________________ Date: ____________