Digital marketing proposal template

A digital marketing proposal template: the client's goal in numbers, a channel plan with a budget split, a 90-day timeline, and three ways to engage.

How to use it: lead with the business goal and the numbers behind it, then the channels. A proposal that starts with your services list reads like every other agency's.

Example proposal: new-patient marketing for Cedar & Sage Dental, prepared by Ridgeline Search. 1 July 2026. Both companies are fictional.

The goal#

Cedar & Sage wants 60 new patients a month by March 2027, up from about 35. The practice can take the extra patients now: the second hygienist starts in August. Each new patient is worth about $1,100 in the first year, so the target is worth roughly $27,500 a month in first-year revenue.

Where new patients come from today#

Source	New patients per month
Google Maps and search	18
Referrals from existing patients	11
Insurance directory	4
Other	2

Maps and search already bring half. That is where the plan puts most of the effort.

Channel plan#

Channel	What we'll do	Monthly budget	Expected new patients
Local SEO	Business Profile, reviews, service pages for implants and emergencies	$1,800 (fee)	+13 by month 6
Google Ads	Emergency and implant campaigns, call-only on mobile	$2,500 spend + $600 fee	+8 from month 2
Patient referrals	Referral card and email to existing patients, tracked codes	$300	+4
Email	Six-monthly recall reminders and a reactivation campaign	$200	Retention, not new patients

Total: about $5,400 a month.

First 90 days#

Weeks	Work
1–2	Call tracking, conversion tracking, Business Profile rebuild
3–4	Launch Google Ads; start the review request process
5–8	Implant and emergency pages live; referral programme launched
9–12	First quarterly review: keep, cut or scale each channel

Ways to work together#

	Local only	Local + Ads	Full plan
Local SEO	✓	✓	✓
Google Ads management	—	✓	✓
Referral and email	—	—	✓
Monthly fee (excluding ad spend)	$1,800	$2,400	$2,900

How you'll see results#

A report on the 5th of each month, as a link, showing new patients by source, cost per new patient for each channel, and what changes next month.

Next step#

Choose an option in a comment on this page or by reply, and we'll start tracking set-up the following Monday.