Email Marketing Proposal Template

Thank you for the opportunity to propose our email marketing services for [Client Name]. We understand you want to [grow revenue/increase engagement/automate nurture/build list] through email—and that email remains one of the highest-ROI channels when executed strategically. Our agency has driven [X] in attributed revenue for clients through email, with average conversion rates [X]% above industry benchmarks. We specialize in [strategy, automation, design] and will develop a comprehensive email program that aligns with your business goals. This proposal outlines our strategy, automation approach, deliverables, and investment. We are confident we can transform your email marketing into a growth engine.

Our email strategy is built on segmentation, personalization, and lifecycle marketing. We will segment your list by [demographics/behavior/purchase history/engagement] to deliver relevant content that converts. Key segments include: [Segment 1—e.g., new subscribers], [Segment 2—e.g., engaged non-buyers], [Segment 3—e.g., past purchasers], and [Segment 4—e.g., at-risk/lapsed]. We will map the customer journey and design emails for each stage—awareness, consideration, purchase, retention, advocacy. Our content strategy will balance promotional and value-driven emails at a [ratio] mix. We will implement preference centers so subscribers control frequency and topics, improving engagement and compliance. Deliverability is a priority: we will establish sender reputation best practices, list hygiene processes, and authentication (SPF, DKIM, DMARC).

We will build and optimize the following automation workflows: Welcome series (3-5 emails over [X] days)—introduce your brand, deliver promised lead magnet, and segment by interest. Abandoned cart (for e-commerce)—triggered [timing], with [X] emails and optional SMS. Post-purchase nurture—thank you, cross-sell, review request. Re-engagement—win back inactive subscribers with [X]-email sequence. Lead nurture (for B2B)—educate leads through the funnel with [X]-email sequence over [X] weeks. We will also execute [X] promotional campaigns per month and [X] newsletters, with a content calendar aligned to your product launches and seasonal moments. All automations will be built in [platform] with clear logic, testing, and optimization.

We will design responsive email templates that render correctly across major email clients (Gmail, Outlook, Apple Mail, etc.) and reflect your brand. Templates will include modular blocks for flexibility—headers, content blocks, CTAs, footers—and will be optimized for mobile (60%+ of opens). We will conduct A/B tests on subject lines, preview text, and design elements to improve open and click rates. For list management, we will: audit your current list for health and segmentation; implement and maintain preference center; conduct regular hygiene (remove bounces, invalid emails, unengaged); ensure GDPR/CAN-SPAM compliance (opt-in, unsubscribe, data handling); and recommend growth tactics (lead magnets, pop-ups, landing pages). List growth and platform fees (e.g., ESP) are typically separate—we will specify.

We track and report on: Open rate, click-through rate, conversion rate, revenue attributed to email, list growth and churn, and deliverability metrics (bounce, spam complaints). You will receive a monthly dashboard and report with performance trends, segment analysis, and recommendations. We will conduct quarterly strategy reviews to align on goals and optimize. Investment: Option 1—Full-Service Retainer at $[amount]/month includes strategy, [X] automations, [X] campaigns/month, template design, and reporting. Option 2—Automation Setup at $[amount] (one-time) for [X] workflows plus monthly management at $[amount]. Option 3—Campaign-Only at $[amount]/campaign for design, copy, and send. Platform/ESP fees are typically $[amount]-$[amount]/month depending on list size. Minimum 3-month commitment for retainer. Payment: net 15, monthly.