The campaign or project outcome
FOR SMALL AGENCIES
Create clear agency proposals without another sales platform.
For creative, marketing and small service agencies that need to document agreed client work—not manage another complicated sales workflow.
Create proposal freeEXAMPLE
Paid social campaign for Harbor Coffee Co.
Outcome: A focused Q4 acquisition campaign
Deliverables: Campaign strategy, paid social setup, creative and landing page recommendations
Timeline: November 16–December 1
Investment: $12,000
Terms: $4,000 per month, billed at the start of each month
WHAT TO INCLUDE
What an agency proposal should settle
Included creative deliverables
Dates and review windows
Total investment
Responsibilities and assumptions
PRACTICAL DETAIL
Make the boundaries obvious before the campaign starts.
Ad spend and third-party costs
State whether media spend, software, stock assets or external vendors are included.
Revision rounds
Define how many creative revisions are covered.
Approvals
Clarify who approves work and how quickly feedback is expected.
Retainer or project fee
Make the billing model obvious from the proposal.
Client-provided assets
List the access, brand files, copy or imagery the client must provide.
HOW IT WORKS
Call done. Proposal sent.
01
Finish the call
Keep the agreed scope, timing and price fresh.
02
Fill it out once
Add the relevant details in one screen.
03
Preview and send
Download the finished client-ready PDF.
QUESTIONS
Frequently asked questions
Is this built for enterprise teams?
CleanProposal is intentionally suited to simple client work for independent professionals and small agencies.
Does it include approvals or workflows?
No. CleanProposal focuses on creating and exporting the proposal itself.
Can proposals include agency branding?
Yes. You can add a logo and signature.
YOUR NEXT PROPOSAL
Send it while the conversation is still fresh.
Fill in the details, preview the proposal and send it.
Create proposal free