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Templates / Proposal

Free Digital Services Proposal Template

A digital services proposal covers the work plan, what gets tracked, pricing, payment terms, and what happens to accounts and data if the work ends.

Digital Services Proposal template preview

Language:

en

Last updated:

October 2026

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Leads slow down, ad spend starts to feel like a gamble, and the hardest part becomes proving what caused the phone to ring without chasing updates. This digital services proposal holds the scope for ongoing digital marketing management, the tracking approach behind it, and the price the client accepts, in a teal and copper layout under Space Grotesk headings.

The proposal opens with In brief, then A bit about me and examples under Recent work and Portfolio so a client reads how the work gets measured before they reach the money. The middle sections spell out the tracking setup map, Google Business Profile work, PPC campaigns, and landing page tests in plain terms, including the line a buyer actually cares about: “changes you can point at.” The back half answers the questions that stall a decision, like what gets tracked, what access is needed, and what the client keeps if the relationship ends.

  • In brief States the outcome the work is measured against and the starting plan for tracking, SEO cleanup, Google Business Profile, and ads tied to landing pages.
  • Portfolio Gives concrete examples of SEO, Google Ads, and Meta work so the client can match the proposal to real deliverables and results.
  • Pricing Presents Setup + Management as the single priced option, with the price shown per month.
  • Get started Carries the signature and fee summary, plus the kickoff steps including access needed for GA4, Tag Manager, ad accounts, and the site.
  • Payment Defines the 25% setup start payment, the 75% handover payment, monthly invoicing for management, the 7-day due window, and how approvals and access delays affect progress.

After you replace the price for the one item and send the proposal, the client accepts it online and signs in Get started, with the fee summary shown at the point of signing.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a digital services proposal

PartWhat it covers

In brief

Frames the problem the work solves and the lead sources the work will be tied back to, then outlines the initial tracking and campaign cleanup approach.

A bit about me

Explains the consultant’s focus on tying spend and effort back to calls, forms, and bookings, and how updates get reported as specific changes.

Recent work

Introduces the kind of ongoing management work the proposal covers, with an emphasis on keeping tracking and lead quality visible.

Portfolio

Describes example engagements across local SEO cleanup, a Google Ads rebuild, and Meta leads tied to a single booking path, to show what “management” means in practice.

Tracking setup map

Defines the one-page tracking map and the GA4 and Tag Manager setup behind it, plus the keyword-to-page map and on-page fixes that get updated as priorities change.

Google Business Profile management

Covers monthly Google Business Profile upkeep, PPC campaign management across Google and Meta, and landing page and CRO tests with notes on what changed and what gets tested next.

Pricing

Holds a priced table with Setup + Management as the single option, and you replace the template’s price with your own before sending.

Get started

Collects the signature and shows the fee summary, then lists the kickoff steps including the setup payment and the access required to begin.

What are you going to track so we know what’s working?

Answers what gets tracked first, how GA4 and Tag Manager get set up to capture source and landing page, and how the tracking map stays auditable.

How much of this needs me, and what do you need access to?

Names the access required and what the client needs to decide in kickoff, then states that the accounts and data stay with the client if the work stops.

Payment

Spells out the setup payment split, monthly invoicing timing, the 7-day payment window, and what happens when access or approvals are delayed.

Accounts and data

Confirms ownership of GA4, Tag Manager, Google Business Profile, and ad accounts, and notes platform review limits and landing page constraints that affect what can be tested and measured.

Who it is for

Marketing consultants, SEO specialists, PPC managers, and agencies quoting ongoing digital marketing management and a tracking-led setup for service businesses.

The proposal in full

In brief

You’ll know what brought each lead in, what it cost, and what to do next week to get more of the same, without reading a 20-page report.

You’re at the point where referrals and walk-ins are not keeping the calendar full, and you do not want to spend on ads or a refresh without clean tracking. If you want to move ahead, I’ll confirm access and start with tracking and quick fixes.

I start by making measurement trustworthy, then I scale what produces leads you can count. That means GA4 and Tag Manager set up to record calls and forms, a keyword map and on-page cleanup so search traffic matches what you sell, a tidy Google Business Profile, then Search and Meta campaigns tied to landing pages I can test and improve.

A bit about me

I’m Hannah Middleton, a digital marketing consultant. I got into this work by building campaigns for service businesses that lived and died by the phone ringing, then I kept the same habit when I moved into SEO and analytics. If I cannot tie spend and effort back to calls, forms, and bookings, I treat it as unfinished.

Most people hire me after they have paid for “marketing” and still could not answer basic questions, like which ad drove the call or which page lost the booking. I keep the work simple on purpose: one tracking setup, one source of truth, and short notes that tell you what changed and why I am changing the next thing.

Recent work

These are the kinds of digital marketing management builds I run, where tracking and lead quality stay visible the whole time.

Portfolio

Local service SEO cleanup. Fixed page titles, headings, and internal links around a keyword map, then rebuilt the service pages to match what people searched for. Rankings moved, but the bigger change was more calls landing on the right services.

Google Ads rebuild. Rebuilt a messy account into tight campaign and ad group themes, added negatives weekly, and replaced “all traffic” landing pages with one page per service. Cost per lead dropped, and wasted clicks stopped showing up in the search terms.

Meta leads plus landing page. Built a Meta campaign tied to one offer and one booking path, then ran A/B tests on the landing page headline and form length. Lead volume increased after the second test, and quality held because the page filtered better.

“For the first time, I can see exactly which ads turn into booked work.”

Owner-operator, a local service business

Tracking setup map

A one-page map of what I’m tracking and where it fires, built during setup and updated when anything changes so you can audit it later.

GA4 AND TAG MANAGER SETUP

GA4 and Tag Manager configured to track calls, forms, and key page actions. This is set up once, then maintained as your site and campaigns change.

KEYWORD MAP AND ON-PAGE FIXES

A keyword-to-page map plus the on-page changes that follow from it, like titles, headings, internal links, and copy edits. This is updated as priorities shift.

Google Business Profile management

Ongoing Google Business Profile tidy-up and posting, including category checks, service edits, and review response guidance so local searches have accurate, current signals each month.

PPC CAMPAIGNS (GOOGLE AND META)

Campaign build and ongoing management with search terms review, negative keywords, creative refresh, and budget moves based on lead quality and cost. You get changes you can point at, not vague “optimizations.”

LANDING PAGE AND CRO TESTS

A landing page built for one clear action, plus split tests I can measure. You get the page changes and a short note on what won and what I am testing next.

Pricing

Most clients start with Setup + Management so tracking, SEO, ads, and landing pages all point at the same lead numbers. Prices are per month.

Priced items

Get started

If you want me to take this on, the next step is a signature and a short kickoff so I can start setting measurement up right away.

1. Sign this proposal. 2. Pay 25% of the setup invoice to start. 3. Send access to GA4, Tag Manager, ad accounts, and your site so I can begin.

Signature

Fee summary

What are you going to track so we know what’s working?

I track the actions that turn into revenue, starting with calls and forms. I set up GA4 and Tag Manager so each lead has a source and a landing page, and I keep a tracking map so you can see what fires and why.

HOW LONG BEFORE WE SEE LEADS WE CAN COUNT?

You will usually see clean tracking within the first setup window, then early signal from search and ads soon after campaigns go live. SEO takes longer than ads, so I use paid traffic and landing page tests to learn faster while SEO builds.

How much of this needs me, and what do you need access to?

I’ll need access to your website or CMS, GA4, Tag Manager, Google Business Profile, and ad accounts. Your part is a short kickoff to confirm services, service area, and what counts as a good lead, then quick approvals when I need a yes or no.

IF WE STOP, DO I KEEP THE ACCOUNTS AND DATA?

Yes. Your GA4 property, Tag Manager container, Google Business Profile, and ad accounts stay yours. When we wrap up, I hand over a simple account map and the current tracking setup so the next person can pick up without guessing.

Payment

Setup is invoiced 25% to start and 75% when I hand it over. Ongoing digital marketing management is invoiced at the start of each month. Every invoice is payable within 7 days of its date.

Access. To do the work, I need access to your website or CMS, GA4, Tag Manager, Google Business Profile, and ad accounts. If access is delayed, timelines move with it because I cannot configure tracking or campaigns blind.

Approvals and response. I will ask for quick yes or no decisions when something affects spend, messaging, or what counts as a good lead. If I do not hear back, I pause the affected change so I do not guess on offers or budgets.

Changes to scope. If you want to add channels, extra landing pages, or a bigger round of site edits, I will price it before I start. The work only changes when the scope and cost are written down in the same place.

Accounts and data

Your GA4 property, Tag Manager container, Google Business Profile, and ad accounts stay yours. When we wrap up, I hand over an account map and the current tracking setup so the next person can continue cleanly.

Ad platforms. Google and Meta make the final calls on ad review, delivery, and costs, and those rules can change without notice. I build campaigns to meet their policies, then adjust based on what gets approved and what converts.

Landing pages. Landing page and CRO tests depend on your site platform and permissions. If the platform limits editing or tracking, I will work within those constraints and tell you what I cannot test or measure with that setup.

Questions about this proposal template

What should a digital services proposal include?

A digital services proposal usually includes the work plan, what gets tracked to prove performance, pricing, and the terms for payment and access. This one also covers what happens to accounts and data when the work ends.

What tracking should be included in a marketing proposal?

A marketing proposal should name the revenue-driving actions being tracked, like calls and forms, and how attribution will be recorded. This proposal describes GA4 and Tag Manager setup plus a tracking map that can be audited later.

How do you explain lead attribution in a proposal?

Lead attribution reads clearly when the proposal says what counts as a lead, where the lead source gets captured, and how landing pages factor in. This template ties attribution back to calls and forms and keeps the tracking setup documented in a map.

What access does a digital marketer need from a client?

Access commonly includes the website or CMS, analytics, tag management, ad accounts, and the Google Business Profile. This proposal names GA4, Tag Manager, Google Business Profile, ad accounts, and site access, plus a kickoff to confirm what counts as a good lead.

Do clients keep their ad accounts and analytics if they stop working with a marketer?

Clients can keep ownership of their GA4 property, Tag Manager container, Google Business Profile, and ad accounts when the proposal makes that explicit. This template states that the accounts stay with the client and includes a handover of an account map and the current tracking setup.

What payment terms should a marketing proposal cover?

Payment terms should say when invoices go out, when they’re due, and what payments start work for setup and ongoing management. This proposal covers a 25% setup start payment, the 75% handover payment, monthly invoicing for management, and a 7-day payment window.

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