Proposal software for marketing consultants

Strategy work is hard to quantify and easy to misprice. Clients do not always know what they are buying. Your proposal has to make the outcome concrete before they commit to the investment.

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Phase-based scope

Divide the engagement into discovery, strategy, implementation, and reporting phases, each with clear deliverables. Clients understand what they are buying at each stage.

Milestone payments

Tie invoice triggers to project phases, not arbitrary dates. Clients sign off on the payment schedule before work starts and know exactly when they will be invoiced.

Track proposal engagement

Know when a prospect opens your proposal and how many times. A client who returns to the pricing slide three times is telling you something.

AI drafts the engagement

Describe the project: audit scope, strategic deliverables, implementation phases, reporting cadence. The AI generates a complete proposal draft. You edit the specifics rather than building the structure from a blank document every time.

Tiered engagement options

Present an audit-only option, a strategy package, and a full retainer as separate tiers. Clients choose their commitment level. You stop sending one big number with no context and hoping it lands.

Timeline and milestones

Show exactly what happens when: discovery, audit, strategy delivery, review session. Clients who understand the process before signing are easier to work with throughout the engagement.

Define what is included

Workshops, deliverable documents, review calls, implementation support, reporting cadence. Every inclusion is explicit. Clients know what they are getting before they pay for it.

See where they linger

Know when the proposal was opened and which slide they spent the most time on. If they read the pricing section four times and went quiet, that is useful information for the follow-up call.

Online signatures

Clients sign in the browser. The signed proposal is your agreed scope. When “is that included?” comes up mid-project, the answer is in the document they signed before work started.

Marketing projects expand because the original scope was written in broad terms. A precise proposal is how that stops.

Strategy work is difficult to define and easy to undervalue when the proposal is vague. What is the output? What does the client get to keep? What does implementation cover and what does it not? Prosperus gives you the structure to answer those questions in writing before the engagement begins. Deliverables per phase, payment milestones, what is out of scope. Clients who know what they are buying are clients who do not dispute the invoice.

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Scope the engagement before the engagement starts

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FAQs

Yes. Add discovery, audit, and strategy as separate services and combine them into packages with their own pricing and deliverables.

Yes. Add case studies with campaign outcomes, screenshots, and links to previous work in your case study library. Include the most relevant examples for each client.

Yes. Prosperus supports monthly pricing alongside one-time project fees in the same proposal. Structure ongoing engagement clearly from the start.

Yes. Define payment schedules tied to project phases within the proposal pricing section. Clients sign off on when they will be invoiced before work begins.

About 10 minutes to set up your services and brand. Each proposal generates in under 10 minutes after that.