Marketing
Email marketing setup and automation proposal template
Email automation is a setup project with data, messaging and operational decisions, not simply a collection of attractive emails. This email marketing setup and automation proposal template begins with an audience and platform audit, then builds a branded email template and three automated flows in Mailchimp or Klaviyo. Testing, consent-practice documentation and team training complete the handover. The price table separates platform investigation from automation production and verification, making the setup work easier to explain. One additional automated flow is optional. Before sending the proposal, replace the broad flow allowance with named customer journeys and agree the messages, triggers and audience rules required for each one.
What’s inside
- Email marketing setup and automation for [Client name]
- [Your company] proposes a focused engagement for [Client name]. Set up a practical email program with segmented audiences and automated customer journeys. We will agree on priorities at kickoff and keep you informed with clear progress updates.
- Scope and deliverables
- Investment
- Timeline
- Terms
- Acceptance
Suggested pricing
Example library prices, not market rates. Adjust for your scope and costs; optional add-ons and taxes are excluded from the base total.
- $480.00
Audience and platform audit
- $1,200.00
Email template and automation build
- $720.00
Testing, documentation and training
- $360.00
One additional automated flow
Optional add-on
Additional service outside the base scope.
Base total$2,400.00
When to use it
Use this template when a business has an audience it can lawfully contact and needs a practical foundation for automated email. It suits a focused setup engagement, not ongoing newsletter production or an unrestricted rebuild of customer data systems. The three-week outline puts the audit in week one, the build in week two and testing and handover in week three. Confirm platform access, list sources, available customer events and who approves message content. The client is responsible for confirming lawful audience consent. If data is unreliable or integrations cannot supply the intended triggers, resolve those constraints before promising a particular automation journey or retaining the sample timeline.
Tips for winning this kind of proposal
- Name each flow and its entry, exit and suppression conditions; agree the number of messages instead of assuming every automation has the same effort.
- Review list sources and existing opt-out records before importing contacts, and keep consent documentation distinct from a legal compliance guarantee.
- Assign ownership for copy, offers and brand assets before build week so automation approval is not delayed by unfinished messages.
- Test with representative contact records, checking timing, personalization and unsubscribe behavior, then show the client how to pause and maintain each flow.
Frequently asked questions
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