Mailchimp Setup Scope of Work Template

Pitch your next Mailchimp setup project with confidence with this fully customizable scope of work template that includes project phases, detailed services, and recommended pricing, so you can get to “yes” more quickly.

Mailchimp Setup Scope of Work

As a freelance email marketer, clients will turn to you for help when it comes to setting up Mailchimp for their email marketing initiatives. To help you determine how to pitch and price your next freelance Mailchimp project, use our Mailchimp Setup proposal template. 

Our Mailchimp Setup proposal template outlines three project phases with a full breakdown of services from setting up the Mailchimp account to customizing email marketing templates. The scope template also includes pricing recommendations powered by crowdsourced pricing data from over 50,000 other freelancers.

This template is fully customizable and editable – no locked files to download. Simply start editing and tailor your scope of work to align with your project requirements. Once customized, seamlessly share it with your client for approval and signature. It's that simple.

Included in this scope template:

Recommended overall price for the project based on crowdsourced data from over 100,000 freelancers.

Detailed breakdown of 3 phases and services to include in the project.

Edit and customize as needed to fit your project and client needs.

Turn a scope into a proposal for client sign off in just a few clicks.

Frequently Asked Questions

  • The services you include in your Mailchimp project proposal can vary depending on your client’s in-house resources and email marketing goals. You may offer to simply set up the account and create a template for them to use, or you might want to create an email welcome series to get them started.

    To get an idea of which services other freelancers offer for these types of projects, refer to our Mailchimp Setup proposal template. The community-sourced template breaks down the scope into three key phases:

    1. Welcome Emails

    2. Mailchimp Postcard Design & Automation

    3. Training

    Each phase incorporates a variety of customizable services that contribute to the overall project. When you use this template, you can use this scope as is or adjust the services and prices to fit your Mailchimp project needs.

  • How much you charge for a Mailchimp Setup as a freelance email marketer depends on the project's scope, the client’s email marketing goals, and more. Some factors to consider when determining your proposal pricing include the complexity of the email account, the types of email campaigns your client plans to send, and whether or not you want to offer ongoing email marketing support.

    Knowing how to price your services is one of the most challenging aspects of freelancing. With our Mailchimp Setup proposal template, you not only gain access to a detailed breakdown of services but also recommended prices for each. These pricing recommendations are derived from crowdsourced data from over 50,000 freelancers, ensuring accuracy and competitiveness.

    Use the Mailchimp Setup proposal template to access pricing recommendations and customize your next Mailchimp project.

  • Once you’ve checked out Wethos’ Mailchimp Setup proposal template, edit the phases, services, and prices however your project requires. When all looks good, save that scope of work to your library by creating your Wethos account. After you’ve created a scope, you can go on and add contract terms, send proposals for client signature, create an invoice, and get paid! 🤑

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