Marketing Proposal Example — 6-Month Demand-Gen Retainer for a B2B SaaS
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Document: Marketing Proposal
Example Document
Last updated 6/4/2026
Marketing Proposal — 6-Month Demand-Generation Retainer
Prepared for: Priya Nadar, VP Marketing, Cohence Prepared by: Daniel Okafor, Brightwave Marketing Date: 4 June 2026 Valid until: 4 July 2026 Engagement type: 6-month retainer (Growth tier), then month-to-month
1. Executive summary
Cohence has a strong product and word-of-mouth growth, but inbound pipeline is flat and reliant on a single founder-led webinar. Brightwave will run a six-month demand-generation program — content & SEO, paid search, and lifecycle email — to build a repeatable inbound engine. Target: lift marketing-sourced demos from ~12 to 35 per month by month six, at a blended $8,500/month management fee.
2. Goals & KPIs
| Goal | KPI we will track | Baseline (today) | Target by month 6 |
|---|---|---|---|
| Grow inbound pipeline | Marketing-sourced demo requests / mo | 12 | 35 |
| Reduce reliance on founder webinar | Organic + paid sessions / mo | 4,200 | 11,000 |
| Make acquisition efficient | Blended cost per demo | $310 | ≤ $220 |
| Build a content moat | Ranking pages (top 10) | 6 | 25 |
Ramp note: Paid search drives demos from month 1. SEO and content compound from month 3, taking over as the efficient channel by month 5–6, which is what pulls the blended cost per demo down.
3. Audience & positioning
- Target audience / ICP: RevOps and sales-ops leaders at 50–500-person B2B SaaS companies who are stitching together spreadsheets and feeling the pain at quarter-end.
- Core message / positioning: Cohence replaces the spreadsheet sprawl behind revenue reporting — accurate numbers, in minutes, that finance and sales both trust.
- Proof points: 9-minute average setup, native CRM sync, SOC 2 Type II.
- Competitive angle: Positioned against "BI tool you have to build yourself" — Cohence is purpose-built, not a blank canvas.
4. Proposed strategy & channels
- Content & SEO — Bottom-of-funnel comparison and "how to" articles targeting buying-intent keywords, plus one pillar guide per quarter. Drives the ranking-pages and organic-sessions KPIs.
- Paid search — Google Ads on high-intent terms ("revenue reporting software", competitor comparisons), pointed at dedicated landing pages. Carries demo volume in the early months.
- Lifecycle email — A 5-email nurture for content sign-ups plus a fortnightly newsletter, converting traffic into demos rather than letting it leak.
- Conversion support — Two new landing pages and ongoing A/B tests on the demo form to protect cost per demo.
5. Deliverables & monthly cadence
| Deliverable | Detail | Quantity / month |
|---|---|---|
| SEO articles | 1,500–2,000 words, buying-intent | 4 |
| Pillar guide | Long-form gated asset | 1 per quarter |
| Paid search management | Campaigns + landing-page optimisation | Ongoing |
| Lifecycle email | Nurture maintenance + newsletter | 2 sends |
| Landing pages | New or A/B-tested | 1 |
| Performance report | Dashboard + written summary | 1 |
6. Retainer scope & pricing
| Tier | What's included | Monthly fee |
|---|---|---|
| Starter | Content & SEO only (4 articles + reporting) | $5,000 |
| Growth (proposed) | Content & SEO + paid search + lifecycle email | $8,500 |
| Scale | Growth + 2 extra articles, ABM, quarterly creative | $13,000 |
Ad spend: We recommend $6,000–$8,000/month in Google Ads, paid directly to Google. This is separate from the management fee above and is fully visible to you in the ad account.
Out of scope: Net-new channels (e.g. LinkedIn Ads), video production, and rush one-off campaigns — each quoted separately before any work begins.
Terms: 6-month initial term, then month-to-month with 30 days' notice. Invoiced monthly in advance, due within 14 days.
7. Reporting & reviews
- Monthly: Live Looker Studio dashboard plus a one-page written summary against the KPIs in Section 2, delivered by the 5th of each month.
- Quarterly: 60-minute strategy review — what's working, what we're cutting, and the next quarter's plan.
- Access: Read-only access to your Google Ads, GA4, and CRM reporting so every number is verifiable.
8. Next steps
To get started, reply to confirm the Growth tier or sign below, and we'll send your onboarding pack and book a Week-1 kickoff to align on messaging and access.
Accepted by: ______________________ Tier: ____________ Date: ____________
Notes
A realistic worked example showing how to commit to KPIs, separate ad spend from the management fee, and structure a tiered retainer. All numbers are illustrative.
About this Example
Part of the Marketing Proposal document collection
Document Type
Marketing Proposal
A proposal outlining a marketing strategy, campaign plan, or initiative for internal stakeholders or clients.