Pitch agency services with your team, process and case studies
Template for creative agencies and marketing agencies. Team introduction, process, pricing model (retainer or project) and case studies with measurable results.
An agency proposal template is a pitch document that a creative agency, marketing agency or digital agency uses to present its services to a client, often in competition with other agencies. You use it when a marketing director, brand manager or CMO is looking for an agency for a brand campaign, rebrand or ongoing partnership. This template includes the agency's positioning and differentiators, a team introduction, the working process with client touchpoints, a high-level scope, a timeline, a retainer or project price and case studies with measurable results.
The template opens with the agency's positioning and its differentiators against competitors, followed by a team introduction with photos and roles. The weight sits in the working process with client touchpoints and the case studies with metrics, because that is where an agency proves it delivers what it promises. The high-level scope, the timeline, the retainer or project price and the contract term with next steps close the pitch.
This template suits creative agencies, marketing agencies, digital agencies and branding studios with five to fifty staff that pitch for brand campaigns, rebrands and retainers. The reader is a marketing director, brand manager or CMO who invites several agencies and looks at chemistry, process and proven results. PR and content agencies use it too, because the retainer structure fits an ongoing partnership.
Rewrite the positioning first so the differentiators speak to this client's brief. Then select two or three case studies from the same sector with concrete numbers such as conversion or reach. Choose the pricing model: a monthly retainer for ongoing work or a project fee for a campaign, and describe what is delivered each month. Adjust the team introduction to the people who will actually work on this account and set the contract term and notice period.