Marketing Agency Retainer Proposal + Scope and Pricing Calculator

Turn a vague monthly marketing offer into a clear, priced, and deliverable retainer with a Word proposal and an Excel scope-and-pricing calculator designed for marketing agencies.

The **Marketing Agency Retainer Proposal + Scope and Pricing Calculator** helps agencies connect the client’s situation to outcomes, methodology, deliverables, approvals, investment, and next steps—without treating a retainer as an unlimited request queue.

What’s inside

• Editable Excel Setup with agency, client, date, capacity, margin, payment, communication, and commercial assumptions.
• Service Library with service codes, service lines, deliverables, monthly quantity, internal hours, direct cost, client price, revision rounds, turnaround, and out-of-scope notes.
• Scope + Pricing Calculator with monthly retainer, setup fee, pass-through media budget, first invoice, internal hours, direct cost, gross profit, gross margin, and retainer price per internal hour.
• Scope Matrix for client-facing deliverables, cadence, revisions, turnaround, agency owner, client dependencies, and scope-change triggers.
• Six-month Retainer Schedule showing objectives, planned deliverables, approvals, reporting focus, and review points.
• Proposal Inputs, Dashboard, and Checks tabs for sales readiness and delivery control.
• Editable Word proposal with situation, outcomes, About the Agency, methodology, scope, engagement rhythm, investment, client responsibilities, scope changes, results boundaries, confidentiality/IP prompts, term/termination, next steps, and signatures.
• Four realistic Sharpline mockups, README, manifest, and QA notes.

Built for

Marketing agencies, creative agencies, SEO firms, paid-media teams, social-media agencies, content studios, growth consultants, and productized-service businesses selling monthly retainers.

Why this is different

It connects **situation → methodology → scope → investment → delivery rhythm**. The calculator separates recurring agency fees from setup work and pass-through media costs, while the proposal makes quantities, revisions, approvals, dependencies, and change triggers visible before signature.

Format

Editable Microsoft Word (`.docx`) and Microsoft Excel (`.xlsx`).

Important note

This is a working business-document and pricing template, not legal advice, a guarantee of performance, an advertising-policy interpretation, or a tax/accounting system. Adapt claims, scope, IP, privacy, payment, termination, and jurisdiction-specific terms before use.