Agency Pitch Response template for Google Docs and Word

The first pages of the Agency Pitch Response template

Every page (8)

Overview

Agencies lose pitches when the response is hard to score: the answers do not follow the brief, the idea has no evidence, and the fees are buried. This template answers in the buyer's order. It recaps the brief and your compliance, gives the insight behind the idea, sets a plan with dates, names the team and prices every package.

The sample is Valemont Solutions answering Larkspur Outdoor's brief for a June 2027 relaunch: insight on first-trip buyers, a trip-planner idea, a launch on September 7, and fees of $480,000 over two years as 24 payments of $20,000. Replace the client, evidence, team and fees with your own and keep the buyer's question numbers.

Useful for

A new-business lead answering a formal marketing brief with a scored, numbered response
A creative director presenting one idea backed by market evidence, with a plan and a named team
A bid manager checking that fees add up to the client's cap before the submission deadline

What's included

A cover with the client, the contract and the submission date
A brief recap page with key figures, compliance summary and four numbered points
An insight page with a sales trend chart, a research mix donut and the drivers of growth
An idea opener with a headline and standfirst, then a plan page with milestones and a Gantt
A team directory with the day-to-day team and the senior steering group
A fees page with three packages and a ruled table, plus a make-it-yours guide page

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Replace Valemont Solutions and Larkspur Outdoor, then paste the buyer's question numbers and scoring weights into the recap.
3
Swap the insight, chart data and idea for your own evidence, and cite a project, a figure and a named owner in each answer.
4
Update the plan dates, the team and the fee packages, and check that the total sits within the stated cap.
5
Delete the guide page, check every mandatory form and word limit, then submit the response.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

Should I follow the client's question numbers?

Yes. Keep the buyer's order and numbering so evaluators can find each answer and score it. Renumbering or merging questions is one of the most common reasons for lost marks.

How should the fees be shown?

Use the buyer's schedule, show each package separately and check that monthly parts add up to the total. The sample shows $20,000 a month for 24 months, or $480,000.

Are the agency and client real?

No. Valemont Solutions, Larkspur Outdoor, their people and every figure are fictional sample data. Replace them with your own details before you submit a response.

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#rfp-response
#tender-response
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#marketing-agency
#google-docs
#new-business

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