Stop rebuilding proposal decks from scratch. DealPilot generates multi-service marketing proposals with retainer pricing, campaign deliverables, and team features — in 60 seconds.
Free forever plan · No credit card required
Marketing agencies juggle SEO, paid media, social, and content in a single proposal. DealPilot handles multi-service scoping so you can focus on strategy.
Technical audits, keyword research, content calendars, link building — structured into clear monthly deliverables with KPIs.
Google Ads, Meta Ads, programmatic — with ad spend management, creative deliverables, and ROAS projections.
Post cadence, platform strategy, community management, content calendars — all with approval workflows.
Blog posts, lead magnets, email sequences, content repurposing — scoped by word count, frequency, and funnel stage.
Good / Better / Best retainer tiers with clear service differentials. Clients self-select scope without back-and-forth.
Business plan: multiple team members, role-based access, shared templates, and unified client management.
AI generates dedicated sections for each service line. Clients see exactly what they're getting across SEO, paid, social, and content.
Present tiered retainer packages so clients choose their level of service. Each tier generates its own Stripe payment link.
When you're not a solo freelancer — you need team workflows.
Business plan gives your entire agency access. Account managers create proposals, strategists review, and leadership approves — all in one workspace with role-based permissions.
Manage all client proposals, contracts, and portals from one dashboard. Filter by client, status, or team member. Built-in CRM tracks every touchpoint.
Embed monthly deliverable checklists directly in the proposal. Clients see what's included in their retainer — SEO audits, blog posts, ad creatives, reports — with no ambiguity.
Join agencies that spend less time on proposals and more time on campaigns.
“We were spending 6-8 hours per proposal — customising decks, pricing retainers, listing deliverables. Now the whole team uses DealPilot templates and we're down to 45 minutes. We pitch 3x more per month.”
“The retainer pricing tiers are brilliant. Clients pick Growth, Scale, or Enterprise — no back-and-forth on scope. Our average contract value went up 40% because clients see the clear value in upgrading.”
“We onboarded our whole team in a day. Account managers create proposals, I review and approve, and the client gets a branded portal with everything. It looks like we built our own proposal platform.”
Common questions from agency founders, account managers, and marketing directors.
Yes. DealPilot generates dedicated sections for each service (SEO, paid media, social, content). Each section has its own deliverables, timeline, and pricing — all in one unified proposal document.
You set up Good / Better / Best retainer packages with different service levels and pricing. Each tier generates its own Stripe payment link. Clients choose the tier that fits — no negotiation loops.
Yes. The Business plan includes unlimited team members with role-based access. Account managers create proposals, strategists add service sections, and leadership reviews before sending. Shared template library across the agency.
Absolutely. The SEO proposal template includes sections for technical audit findings, keyword research, content calendar, link building strategy, and monthly reporting — all with measurable KPIs.
The proposal editor lets you create scope change addendums linked to the original agreement. Changes are documented, priced, and e-signed — so there's a clear record of what was added and when.
Yes. The branded client portal shows the proposal, contract, invoices, and deliverable checklists. You can link to external reporting dashboards (Google Data Studio, Agency Analytics) directly from the portal.
Your AI envoy. Every client, every deal.
Generate a multi-service marketing proposal with retainer pricing, campaign deliverables, and team workflows — in 60 seconds. Free forever.
Free forever plan · No credit card · Instant access