Guides and Templates

How to pitch web design and build work

Pitch better than ever for web design and build projects

How will this guide help me and my business?

The aim of this guide is to help you pitch and win web design work. Whether you're a new agency or just looking to improve the way you pitch for work, this guide is for you.

We originally created this template for client-side marketers to use to brief web design and build partners. We have pulled out the relevant elements from that document and recommend you access it and read alongside this one for deeper context.

Who is this guide for?

We created this guide for creative or marketing agencies who are embarking on new website design and build project for their clients. If this is a new service for you or one that is only occasionally undertaken; then you may not have a structured approach to creating a proposal to win the project. Or indeed to progressing the project should you win. This guide will inform both scenarios.

We have also previously produced a guide on how to create a proposal that wins you work and the principles of that are added to this resource also.

If you have your own web designers and developers, you should know the stages of a design and build project. In that case, you can use this guide to sense check your processes and focus on creating proposals that win you the business for years to come.

How is the guide structured?

The guide is structured around 3 stages of the pitching process with actionable and practical tips for perfecting your pitch.

The sections are:

  1. Client brief
  2. Discovery stage
  3. Proposal stage

Resource Details

  • Format: Online guide with helpful, practical tips.
  • Related recommended resource: We have also previously produced a guide on how to create a proposal that wins you work
  • Author: Mark Kelly

About the author

Mark Kelly

Mark KellyMark Kelly is a freelance digital marketing consultant working with agencies and direct clients of Mark Kelly digital consultancy. You can follow him on Twitter or connect on LinkedIn.



Business memebrship badge icon Professional Membership is required

Access this resource now

Professional members get full access to this and other resources in the Agency growth and management Toolkit.

Learn more about Professional membership Already a Professional member? Login here Guide cover

The How to pitch web design and build work is included in the

Agency growth and management Toolkit

Business members can access this and 224 other guides and templates in this toolkit

Learn more about business membership Already a Business Member? Login here

...or take a look at the other Guides and Templates in this Toolkit

Look inside content

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 170 countries to hit - and exceed - their targets.
Will you be next?

Globe illustration
Smart Insight partner logos over 165,000 consultants, agencies, entrepreneurs and SMB's in over 170 countries.

Get better results

Make your job easier

Tenfold improvement

Learn more about business membership
Smart insights logo