Marketing Consultant Invoice Template
A marketing consultant invoice bills month, lists services, fees and labour on separate lines and states the terms (Retainer billed monthly in advance, Net 7; project work Net 15). This template is pre-filled for marketing audit and 90-day launch plan for a direct-to-consumer skincare brand, plus the first month of campaign oversight: 7 lines totalling $14,329.00 before tax. Edit it and download the PDF.
Pre-filled for a marketing consultant: marketing audit and 90-day launch plan for a direct-to-consumer skincare brand, plus the first month of campaign oversight. Example prices: replace them with your own.
From
Fox Hollow Marketing Consultancy
311 Market Street
Georgetown, TX 78626
billing@example.com
(503) 555-0111
Invoice
Bill to
Avery Lindqvist
140 Orchard Drive
Franklin, TN 37064
client@example.com
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Marketing auditPositioning, website funnel, email flows, paid channel review | 1 project | $2,400.00 | $2,400.00 |
| Customer interview synthesis8 customer calls and a buyer persona summary | 10 hr | $125.00 | $1,250.00 |
| 90-day go-to-market planChannel mix, budget split, launch calendar, KPIs | 1 project | $3,200.00 | $3,200.00 |
| Monthly strategy retainer, first monthWeekly calls, campaign reviews, agency briefings | 1 month | $3,000.00 | $3,000.00 |
| Paid social ad spend, launch monthBilled at cost, platform invoices attached | 1 month | $4,000.00 | $4,000.00 |
| Ad management fee, 10% of managed spend | 1 month | $400.00 | $400.00 |
| Landing page testing tool, at cost | 1 month | $79.00 | $79.00 |
- Subtotal
- $14,329.00
- Balance due
- $14,329.00
Notes
Thank you for choosing Fox Hollow Marketing Consultancy. Terms: Retainer billed monthly in advance, Net 7; project work Net 15.
Payment details
Bank transfer or card. Please quote the invoice number.
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Marketing Consultant invoice at a glance
| Typical job | Marketing audit and 90-day launch plan for a direct-to-consumer skincare brand, plus the first month of campaign oversight |
|---|---|
| Main billing unit | month |
| Usual payment terms | Retainer billed monthly in advance, Net 7; project work Net 15 |
| Deposit practice | Project work commonly starts with 50% up front, while retainers are billed at the start of each month they cover. |
| Sample lines | 7 lines, $14,329.00 before tax |
| Largest line | Paid social ad spend, launch month: $4,000.00 (28%) |
| Labour hours billed | 10 h, $1,250.00 |
| Trade-specific fields | Retainer month, Campaign name, Ad account ID, Approved media budget, Client PO no. |
Sample marketing consultant invoice line items
Marketing audit and 90-day launch plan for a direct-to-consumer skincare brand, plus the first month of campaign oversight: 7 lines adding up to $14,329.00, split into services $8,600.00 (60%), fees $4,479.00 (31%) and labour $1,250.00 (9%).
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Marketing audit (Positioning, website funnel, email flows, paid channel review) | 1 project | $2,400.00 | $2,400.00 |
| Customer interview synthesis (8 customer calls and a buyer persona summary) | 10 hr | $125.00 | $1,250.00 |
| 90-day go-to-market plan (Channel mix, budget split, launch calendar, KPIs) | 1 project | $3,200.00 | $3,200.00 |
| Monthly strategy retainer, first month (Weekly calls, campaign reviews, agency briefings) | 1 month | $3,000.00 | $3,000.00 |
| Paid social ad spend, launch month (Billed at cost, platform invoices attached) | 1 month | $4,000.00 | $4,000.00 |
| Ad management fee, 10% of managed spend | 1 month | $400.00 | $400.00 |
| Landing page testing tool, at cost | 1 month | $79.00 | $79.00 |
| Subtotal | $14,329.00 | ||
| Total before tax | $14,329.00 |
What a marketing consultant invoice should include
- Your marketing consultancy name, address, phone and email, plus a tax ID if you are registered
- The customer's name and billing address (Avery Lindqvist in the sample)
- A unique invoice number (INV-6973) and the issue date
- Payment terms and a due date: Retainer billed monthly in advance, Net 7; project work Net 15
- Retainer month: for example 16 November 2026
- Campaign name: for example See notes
- Ad account ID: for example CUST-590
- Approved media budget: for example See notes
- Line items in month or per item, each with quantity, rate and amount
- How to pay you: bank details, card link or cheque payee
How marketing consultants bill
Marketing consultants often work on a monthly retainer for strategy and campaign oversight, quote audits and launch plans as one-off projects, and bill ad spend separately.
Marketing consultants commonly use "Retainer billed monthly in advance, Net 7; project work Net 15", so payment is due 7 days after the invoice date. Project work commonly starts with 50% up front, while retainers are billed at the start of each month they cover.
U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024: median hourly wage of Market Research Analysts and Marketing Specialists $37.00 (employees, not contractor rates). The sample's $125.00 per hour for "Customer interview synthesis" is 3.4 times that employee figure; a business rate also has to cover insurance, tools, travel, unbilled admin time and profit.
Marketing Consultant invoicing tips
- Never put media spend and your fee on one line: list ad spend at cost with the platform and month, then the management fee separately, so the client's accountant can book media and services to different accounts.
- Bill a retainer in advance for the coming month and name that month on the invoice, since retainers billed in arrears turn into negotiations about how many hours were really used.
- If the client pays the ad platforms on their own card, say so on the invoice and calculate your percentage fee from the platform's reported spend, quoting the reporting date range.
- Keep one-off projects such as the audit and launch plan on their own lines, so the client can cancel the retainer without reopening the price of strategy work already delivered.
Marketing Consultant billing disputes to head off
- Clients sometimes tie payment to the leads or sales they hoped for; describing lines as deliverables and activities rather than outcomes keeps the invoice defensible.
- Unused retainer hours turn into a request for a credit; stating on the invoice whether hours roll over or expire at month end settles it in advance.
Work a marketing consultant can bill for
Core tasks of Market Research Analysts and Marketing Specialists (O*NET 13-1161.00, O*NET 29.x task statements, CC BY 4.0). Each can become a line on the invoice.
- Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
- Prepare reports of findings, illustrating data graphically and translating complex findings into written text.
- Measure and assess customer and employee satisfaction.
- Forecast and track marketing and sales trends, analyzing collected data.
- Seek and provide information to help companies determine their position in the marketplace.
- Measure the effectiveness of marketing, advertising, and communications programs and strategies.
How to make a marketing consultant invoice
-
Add both parties
Enter Fox Hollow Marketing Consultancy (your business) and the customer, Avery Lindqvist, then retainer month.
-
Number and terms
Give it a unique number such as INV-6973 and set the terms to Retainer billed monthly in advance, Net 7; project work Net 15.
-
List the work
One line per item: the sample runs from "Marketing audit" (1 project) to "Landing page testing tool, at cost" (1 month).
-
Check the total
The 7 lines come to $14,329.00; add sales tax only if your state taxes marketing consulting.
-
Download and send
Download the PDF or print it, then keep a copy with the marketing consulting records.
Frequently asked questions
How do I make a marketing consultant invoice?
Add your marketing consultancy details, the customer, retainer month, campaign name, ad account id and approved media budget, then one line per item with quantity and rate. The template above is pre-filled with 7 lines for marketing audit and 90-day launch plan for a direct-to-consumer skincare brand, plus the first month of campaign oversight totalling $14,329.00; change the prices and download the PDF.
How do marketing consultants charge?
Mostly month. Marketing consultants often work on a monthly retainer for strategy and campaign oversight, quote audits and launch plans as one-off projects, and bill ad spend separately.
When should a marketing consultant invoice be paid?
Retainer billed monthly in advance, Net 7; project work Net 15 is the usual arrangement. Project work commonly starts with 50% up front, while retainers are billed at the start of each month they cover. Put the terms and the due date on the invoice so there is no doubt.
How much do marketing consultants earn per hour?
U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024: median hourly wage of Market Research Analysts and Marketing Specialists $37.00 (employees, not contractor rates). Self-employed rates are usually higher because they cover overhead and unbilled time.