What's in this template
Cover, Executive Summary, Understanding Your Business, Proposed Email Marketing Services, Our Email Marketing Approach (Audit → Flow Build → Optimize → Scale), Timeline, Investment (3 tiers), Why Us, Case Study, Next Steps. Tiers scale with broadcast cadence and lifecycle flow count.
How to price email retainers in 2026
Foundation: $1,500/mo + $1,500 setup, 1 broadcast/week + 1 lifecycle flow built (welcome OR cart abandon). Growth: $4,000/mo + $4,000 setup, 2 broadcasts/week + 5 flows + segmentation + bi-weekly testing. Scale: $10,000/mo + $10,000 setup, daily cadence, 10+ flows, SMS integration, predictive segmentation, dedicated strategist. Per-email pricing collapses your margin the moment volume spikes — go retainer.
Common mistakes this template fixes
1) No deliverability strategy — sender reputation tanks and the rest doesn't matter. 2) Skipping list segmentation — generic broadcasts to everyone is why open rates die. 3) Building flows without a measurement framework. 4) Pricing per-email instead of per-program — you'll always lose to in-house when scaling.
When to use this template
DTC brand or SaaS with a list of 5K+ ready to make email a top-3 revenue channel. They've tried in-house or a freelancer and hit a ceiling. They want a partner who can do strategy + production + analytics, not just a designer who lays out emails.
Editable in AgencyPitch
Swap ESP (Klaviyo, Mailchimp, Customer.io, HubSpot). Adjust broadcast cadence and flow count per tier. Add SMS scope as upsell. AI rewrites in your voice. Trackable share link.
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