Local SEO proposal template

The page provides an editable Markdown proposal and a CSV scope worksheet. The proposal contains the narrative, evidence, responsibilities and commercial placeholders. The worksheet organizes deliverables and completion checks. Both are ungated and contain blank fields rather than actual client results. Download the files directly, adapt them in your preferred editor and review the finished content before sharing it.

No. The files can be used independently in a text editor, document editor or spreadsheet workflow. The guidance links to relevant Agency Pilot features where useful, but the download itself requires no account. Keep your completed document wherever your team normally manages proposals, approvals and client information, using the access arrangements appropriate to that material.

Yes. The text can be copied into a document editor and formatted to match your brand. Depending on the editor, you may need to convert tables or heading markers manually. Check the resulting layout and placeholder fields before sending it. The downloadable source remains editable so you can also maintain it in a Markdown-compatible tool if that suits your workflow.

No. Bracketed fields are instructions or placeholders to replace with your own verified information. No prefilled result represents an actual client. Remove any instruction that does not belong in the finished proposal and leave uncertainty explicit where evidence is missing. A polished format should never make an unverified assumption appear to be a measured fact.

Begin with the client's objective, services and actual operating area, then verify the baseline evidence. Those decisions determine whether the proposed deliverables are relevant. Starting with a fee or a generic list of activities can make the proposal harder to adapt later. Once the scope is clear, fill the sequence, responsibilities and commercial schedule consistently.

Include enough detail for the recipient or delivery teammate to understand what was measured and why it matters. Name the source, observation date and relevant settings or scope. You do not need every available metric. A small number of well-supported observations is more useful than a large collection of figures whose relevance to the business is unclear.

A map scan measures sampled search results. It does not establish the sales the business lost. If discussing an estimated search opportunity or advertising-equivalent value, label the method and assumptions separately from recorded revenue. Keep the distinction in the proposal so the client can assess an opportunity without treating a model as money guaranteed to be recovered.

The template is designed to describe work, responsibilities and a measurement process. Search positions depend on factors beyond the agency's direct control, so do not turn a deliverable into a guaranteed ranking. Explain how you will review results and discuss outcomes with the client while keeping the commitment to the work you can actually perform clear.

Identify each location and the work that applies to it. Shared brand tasks can remain shared, but local baselines, contacts and profile corrections may differ. Add rows or references where needed rather than assuming every branch needs identical effort. The client and delivery team should be able to see which task, dependency and measurement belongs to each location.

State how someone will verify that the deliverable is done. Examples include checking approved content after publication or confirming access to the correct asset. Keep the check appropriate to the work itself. A future ranking gain is not a suitable completion check for publishing a page, because completion and later performance are different questions.

Use the change process described in the document and governing agreement. Identify the requested work and its effect on scope, timing or cost, then record the decision. If it replaces an existing activity, make the tradeoff explicit. A clear update prevents an informal request from becoming a recurring obligation neither side has defined.

The template is a scope-planning document, not a complete legal agreement. Reference the appropriate governing terms and confirm the arrangement before starting work. Use the proposal to make deliverables, responsibilities and assumptions reviewable, while keeping contractual decisions in the process your agency uses for them. Do not assume the presence of a decision section settles every agreement requirement.

Show whether an item is included or optional and describe the approval process for additional work. The client should not have to infer which amount covers which deliverable. If an option becomes part of the accepted package, update the scope and schedule accordingly. Keeping the commercial table aligned with the work reduces confusion during delivery.

Review client identity, dates, sources, figures and every remaining placeholder. Confirm that the deliverables match the final commercial offer and that dependencies have owners. Check any links and the intended recipients. Ask whether another teammate could understand the proposed work from this version alone; unresolved assumptions should be clarified before it becomes the reference for delivery.

Provide the accepted scope version, baseline evidence, contact and approval details, first deliverable and outstanding dependencies. Include the agreed next action rather than only forwarding a sales message. Keep changes recorded as discovery continues. A useful handoff connects the prospect's original objective with the tasks the team is authorized and prepared to perform.