Back

PPC proposal template

A PPC proposal has to show a client how their budget will be handled: what gets audited, how tracking is checked, how decisions are made, and what the management fee covers.

This is a practical example for media buyers, PPC freelancers, paid acquisition consultants and performance marketing agencies running Google Ads and Meta: audit, tracking, scope, testing, decision rules, risks, rhythm, fees and terms.

Below: a complete live example built in Pegasy, then each section explained, how to keep media spend separate from fees, and a checklist for your own proposal.

Proposal & TemplatesUpdated October 8, 20269 min read

Nathan C.

Founder@Pegasy

See a PPC proposal as a live page

Paid Media Growth System is a full example for media buyers, PPC freelancers, paid acquisition consultants and performance marketing agencies: a 12-week proposal for Meta and Google, sent as a web page the client can read, compare and accept. Fifteen sections, two monthly options, one recommended. It is an example proposal created to show the structure: Halcrest Media is a fictional agency, and no client relationship, spend or result is claimed.

proposal.pegasy.app/p/paid-media-growth-system-mshhaveLive proposal
Open the live proposal ↗
  • Opportunity: scale should come from better decisions, not simply more spend.
  • The challenge: tracking gaps, creative fatigue, budget fragmentation and reporting without decisions.
  • Scope: five workstreams, from measurement and tracking to reporting and decisions.
  • Decision principles and risks: how media decisions are made, and what could slow the work down.
  • Investment: Paid Media Core at $4,500 a month, or Paid Media Scale at $6,500 a month, recommended, with media spend paid separately by the client.
View the live proposal

When you are ready to send your own, you can create a proposal with Pegasy.

What a paid media proposal needs to prove

A client hiring a media buyer is handing over budget. Before the fee, they need to understand how that budget will be handled.

  • What will be audited before anything changes.
  • What will be managed, and on which platforms.
  • How tracking and conversion events are checked.
  • How campaigns are structured.
  • How creative testing works, and how often.
  • How optimization decisions are made.
  • Which costs are media spend, and which are the management fee.
  • How reporting works, and what it leads to.

The challenge: address operational risk, not just ads management

"Google Ads management" describes a task. A stronger PPC proposal names the problems the system has to solve. The example names four.

  • Tracking gaps: campaign structures become difficult to read and optimize.
  • Creative fatigue: performance declines when new angles arrive too slowly.
  • Budget fragmentation: spend gets distributed without a clear decision framework.
  • Reporting without decisions: dashboards describe what happened but do not define what happens next.

The recommendation follows from them: one acquisition system across measurement, campaign architecture, and creative and budget iteration. Track clearly, test deliberately, scale selectively.

Scope of work: five workstreams

  • Measurement and tracking, weeks 1 to 3: a conversion audit, a pixel and tag review, the event structure and attribution checks.
  • Campaign architecture, weeks 2 to 4: account structure, audience strategy, campaign creation, naming and governance.
  • Creative testing, weeks 3 to 12: a test roadmap, hooks and angles, creative briefing and performance feedback.
  • Optimization, weeks 4 to 12: budget allocation, bid and campaign adjustments, audience refinement and landing page feedback.
  • Reporting and decisions, weeks 1 to 12: weekly reporting, an experiment log, budget decisions and a monthly strategy review.

Not included in the example: media spend (paid directly by the client), creative production, landing page development and store changes. For the scope section itself, use the scope of work template.

Key numbers: the operating model, clearly labelled

  • $60k: an illustrative monthly media budget, a planning assumption paid directly to the platforms by the client. It is not historical spend.
  • 2 primary platforms, Meta and Google.
  • 4 creative testing cycles per month.
  • 1 weekly performance review.
  • A 12-week initial engagement.

Label any budget figure as illustrative or planned. A number that looks like past spend or a past result invites the client to read it as a promise.

Tools: the example stack

The example lists six tools, each with who owns the account.

  • Meta Ads Manager and Google Ads: campaigns, in the client's accounts.
  • Google Analytics 4: validated conversions, read before any budget moves.
  • Google Tag Manager: tags and conversion events, audited in week one.
  • Looker Studio: one dashboard for the Monday budget review.
  • Shopify: orders and revenue data, the store's source of truth.

This is the agency's own workflow, not a Pegasy integration. The proposal only needs to say which tools the work runs on and who keeps the accounts.

Process: stronger than "we manage your ads"

  1. Audit: tracking, account structure, historical performance and creative.
  2. Measurement: validate conversion events and reporting before scaling activity.
  3. Architecture: build the campaign structure and the testing framework.
  4. Launch: deploy the first controlled campaign and creative tests.
  5. Optimize: shift spend based on signal quality, not noise.
  6. Scale: increase budget only where economics and operational capacity support it.

The order matters: budget grows only after measurement holds. That is a commitment about method, which the client can hold you to, rather than a forecast.

Decision principles: write down how decisions are made

Performance work is a series of judgment calls. The example writes the rules down before the engagement starts.

  • Signal over noise: we do not rebuild strategy around one volatile day.
  • Creative before complexity: more account complexity is not a substitute for better creative.
  • Budget follows evidence: spend moves toward validated opportunities.
  • Economics over vanity: platform metrics matter only when they support the commercial objective.
  • Measurement before scaling: we do not scale what we cannot read.

Risks: name them without promising outcomes

Naming risks shows the client you have thought about what could go wrong, and who handles it. It adds clarity without guaranteeing anything.

  • Tracking gaps: validate measurement before budget expansion.
  • Creative fatigue: maintain a repeatable creative testing pipeline.
  • Platform volatility: decide from trends and controlled tests, not individual days.
  • Landing page mismatch: surface conversion friction outside the ad account.
  • Inventory and capacity constraints: align scaling with the client's ability to fulfill demand.

Project rhythm: what happens every week

A retainer should not feel like a black box. The example sets a weekly rhythm, so the client knows when decisions are made.

  • Monday: performance and budget review, 30 minutes.
  • Tuesday: campaign optimization, logged in writing.
  • Wednesday: creative performance review, and what to brief next.
  • Thursday: testing and launches on controlled budgets.
  • Friday: a written report and the decisions for next week.
  • Monthly: a strategic account review with the client's decision-maker.

The first two weeks are planned too: account access, a tracking audit, a historical performance review, a creative audit and baseline reporting in week one, then the campaign architecture, the testing roadmap, the budget framework, tracking corrections and the first launch in week two.

Pricing a paid media retainer: fees separate from spend

  • Paid Media Core, $4,500 a month: one primary paid platform, account management, weekly optimization, creative performance feedback and reporting.
  • Paid Media Scale, $6,500 a month, recommended: Meta and Google, cross-channel budget allocation, an expanded testing roadmap, creative strategy support, advanced reporting and priority optimization.
  • Initial commitment: 3 months.

Media spend is separate from the agency fee and paid directly by the client to the platforms. The example uses flat monthly fees, not a percentage of spend. These figures belong to a fictional agency and are not market benchmarks.

Commercial terms belong in the proposal

Terms written next to the price prevent the conversations that otherwise happen after the first invoice. The example states them in one place.

  • Initial term: 3 months, then month to month.
  • Billing: monthly in advance.
  • Media spend: paid directly by the client to the platforms, never part of the fee.
  • Creative production: unless explicitly included, production costs are separate.
  • Notice: 30 days, after the initial term.
  • Performance: no performance guarantee. The agency commits to the work, the rhythm and the reporting.

What to include in a paid media proposal

  • Context: the business, the channels and why now.
  • Audit: what you review before changing anything.
  • Tracking: how conversions are validated.
  • Channels: which platforms, and why.
  • Scope: the workstreams, and what is not included.
  • Testing: the creative testing cadence.
  • Optimization: how budget and bids are adjusted.
  • Reporting: what is reported, when, and which decision it feeds.
  • Budget responsibilities: who pays the media spend.
  • Fees: the management fee options.
  • Terms: initial term, billing and notice.
  • Next steps: accept, connect the accounts, start the audit.

FAQ

What should a PPC proposal include?

The audit, the tracking checks, the platforms, the scope by workstream, the testing cadence, how optimization decisions are made, the reporting rhythm, who pays the media spend, the fee options and the terms.

Should ad spend be included in a media buyer's fee?

Usually not. Media spend is paid directly by the client to the platforms, and the management fee is separate. Say so in the pricing and again in the commercial terms.

How do you price a paid media retainer?

Common structures are a flat monthly fee, a percentage of spend, or a mix of both. The example uses two flat monthly options with a 3-month initial commitment, so the fee does not move with the budget.

Should a paid media proposal guarantee ROAS?

No proposal controls the market, the offer or the client's capacity. Commit to the work, the testing rhythm and the reporting instead, and say plainly that performance is not guaranteed.

What should be included in Google Ads management?

Account structure, audience and keyword strategy, campaign creation, budget and bid adjustments, ad and creative testing, conversion tracking checks and regular reporting. Write each one into the scope.

How do you present paid media reporting in a proposal?

Say what is reported, how often and which decision each report feeds. In the example, a written report every Friday ends with the decisions for the following week.

Is Halcrest Media a real agency?

No. The proposal is an example created to show the structure. The agency, the client relationship and every figure in it are illustrative, and no spend, result or testimonial is claimed.

Start with the structure, send it when you are ready

Use this structure for your next PPC or paid media proposal. When you are ready to send it, build it in Pegasy as a live page your client can read, compare and accept. For a broader retainer across strategy, content and lifecycle, see the marketing proposal template.

Create a proposal with Pegasy

About Pegasy

Pegasy is a proposal and closing platform for modern service businesses. Create interactive proposals, structure offers and give buyers one clear place to review, decide, sign and pay.

Request a demo

Ready to close your next project in one place?

Create a proposal your buyer can review, decide on, sign and pay, without stitching the close together across separate tools.