Proposal template
Agency Proposal Template
Agencies have a special problem: the proposal is the first deliverable. A flat Word doc undercuts a creative pitch before the first page turn. This template keeps the persuasion and the paperwork together. The idea and the objectives up front, scope and deliverables underneath, investment by phase at the end. In a web document that looks like your studio made it.
A brand Verde Botanicals can grow into
Studio North × Verde Botanicals: the thinking, the work, and what it takes to get there.
The brief, as we heard it
Verde Botanicals has outgrown its current identity. The product has moved on; the brand hasn't caught up, and it shows in the places that matter: on the shelf, on the site, in the first thirty seconds of a sales call.
You asked for three things: a brand that matches where the company is going, a system your own team can run without us, and a launch that lands before the next season. This proposal is built around exactly those three.
What's getting in the way
A brand that matches the product
Reposition Verde Botanicals from farmers-market favorite to national shelf contender.
A system, not just a logo
Identity, packaging, and guidelines the in-house team can apply without us.
Launch-ready by Q4
Everything delivered in time for the fall retail reset.
Our approach
Four moves, each with a decision point before the next one starts. You're never surprised by a direction.
Discovery & positioning
Stakeholder interviews, competitive audit, and a positioning platform you sign off before design starts.
Identity design
Two creative concepts, two revision rounds on the chosen route, and the final identity system.
Packaging & applications
Primary packaging for three product lines plus core brand applications.
Guidelines & handover
A practical brand book and working files, with a handover session for your team.
Work we're proud of
Brands that grew into themselves
[Two or three sentences about the kind of clients you do your best work for, and the results they saw. Link to the full portfolio below.]
A relaunch like this one
[Where they were: the brand problem in a sentence.]
[What you did: identity, packaging, site, launch, in one or two sentences.]
“[A quote from the client about the process or the result.]”
Scope & deliverables
Everything listed is included. Additional rounds or deliverables are quoted as add-ons below.
| Deliverable | What's included | Rounds |
|---|---|---|
| Positioning platform | Interviews, audit, written positioning and brief | 1 |
| Identity system | 2 concepts, refined identity, logo suite, color, type | 2 |
| Packaging | Primary packaging for 3 product lines, print-ready | 2 |
| Brand applications | Social templates, sales one-pager, email header set | 1 |
| Brand book & handover | Guidelines, working files, 90-minute team session | 1 |
A round is one consolidated set of feedback from a single decision-maker.
How the project runs
Ten weeks, with your review windows built in.
Discover & define
Interviews, audit, positioning. Decision: brief approved.
Concepts
Two creative routes presented. Decision: route chosen.
Refine & extend
Two rounds on the chosen route; packaging and applications.
Deliver & launch
Final files, brand book, handover session.
Investment
Fixed fees by phase, invoiced at the start of each phase. Add-ons are optional and priced separately.
The engagement
Scope below, one number.
Excludes print production, photography, and font licensing, which we'll quote at cost. Valid for 30 days.
Who you'll work with
Leo Marchetti
Leads the work and every presentation. Your day-to-day contact.
[Designer name]
[One line on what they bring to this project.]
Let's make it
Approve the scope
Reply to this proposal or use the button below.
Kickoff
We'll schedule interviews within a week of approval.
First decision
Brief approved by end of week three.
Questions? Leo Marchetti · leo@studionorth.example
Terms
Fees invoiced per phase, net 15. Two rounds per deliverable as listed; additional rounds at our hourly rate. Intellectual property transfers on final payment. Either party may end the engagement with 14 days' notice; completed phases are billable.
A live render of this template with a sample deal, not a mockup. Your version uses your brand, pricing, and proof.
Who this template is for
- Creative, brand, and digital agencies pitching project work
- Retainer pitches that need scope guardrails from day one
- Teams tired of rebuilding the same proposal in InDesign
Veew drafts the played-back brief from your call notes, matches proof from your portfolio library, and applies your studio's brand kit automatically, so the document that scopes the work also demonstrates the taste the client is buying.
What's inside
The sections, and the job each one does
The brief, played back
Open by proving you understood the assignment: the client's goals and constraints in their language.
Our approach
How your studio thinks about this problem, and the shape of the work: enough to excite, not enough to give the strategy away for free.
Scope & deliverables
Exactly what the client gets, phase by phase: concepts, rounds of revisions, final assets. The revision-count line pays for itself.
Timeline
Milestones from kickoff to launch, with the client's review windows built in, because their delays are the usual delays.
Investment
Phased pricing tied to deliverables, with optional add-ons as separate line items the client can say yes to.
Next steps
How to green-light the work and what happens in week one.
FAQ
What should an agency proposal include?
The client's brief played back, your approach, precise deliverables (including revision rounds), a timeline with client review windows, phased investment, and next steps. Persuasion first, precision second, both in one document.
How do agencies handle scope creep in proposals?
Name the deliverables and revision rounds explicitly, list assumptions, and price add-ons as optional line items. It's easier to point at a line item than to renegotiate a paragraph.
Should the proposal look designed?
For an agency, yes. It's evidence. Veew renders proposals as web pages in your brand system, so the document itself makes the case that your studio ships polished work.
Templates are the start, not the point
Your deal writes the rest.
Start free and Veew will draft this template for one of your real deals: your brand, your pricing, your proof.
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