# Local SEO proposal

> Editable template. Replace every [placeholder], remove instructions, and confirm facts before sharing. No example outcome is a claim about an actual client. This is a scope-planning document, not a complete legal agreement.

Prepared for: [Client legal/trading name]
Prepared by: [Agency name and contact]
Proposal date: [Date]
Version: [Version]
Decision contact: [Name and role]
Proposed start: [Date, subject to dependencies below]

## 1. Business objective

[Client] wants to generate more relevant enquiries for [specific services] in [actual service area]. The priority audience is [customer type]. The business can currently deliver [confirmed capacity or operational constraints]. Work outside [excluded locations or services] is not part of this proposal.

The agreed business objective is [objective in the client's words]. We will review progress using [defined measures] over [review period]. Rankings and estimated search opportunity are observations, not guaranteed sales, profit or search positions.

## 2. Verified baseline and evidence

| Observation | Source and date | Scope/settings | Meaning and limitation |
| --- | --- | --- | --- |
| [Profile information issue] | [Public profile/account, date] | [Correct business/location] | [Verified fact; unresolved question] |
| [Map visibility observation] | [Scan/report, date] | [Keyword, center, spacing, depth, result surface] | [Sampled coordinates, not customer count] |
| [Website issue] | [Page/test, date] | [Affected URL and journey] | [Reproduction and known scope] |
| [Lead or sales baseline] | [Record/source, date range] | [Definition and attribution basis] | [Missing data or qualification] |

[Summarize two or three findings the prospect can verify. Explain why each matters to the objective. Do not infer a technical cause from a map color or label advertising-equivalent traffic value as recorded revenue.]

## 3. Deliverables and boundaries

| Deliverable | Included work | Completion check | Owner | Target |
| --- | --- | --- | --- | --- |
| Baseline and access | [Assets and measurements] | [Access verified; baseline reviewed] | [Name] | [Date] |
| Business Profile work | [Specific verified corrections] | [Approved changes checked publicly] | [Name] | [Date] |
| Website content | [Named pages and revision scope] | [Approved content published and checked] | [Name] | [Date] |
| Recurring measurement | [Keywords, locations, schedule] | [Comparable observations retained] | [Name] | [Cadence] |
| Client review | [Report and meeting scope] | [Evidence explained; actions assigned] | [Name] | [Cadence] |

Included revision process: [Who consolidates feedback, what counts as an included revision, and how final approval is recorded].

Not included: [Examples to assess and remove as appropriate: paid media spend, full website rebuild, additional locations, unlimited pages, unrelated account support, unlisted platforms]. Additional work requires a written scope decision before delivery begins.

## 4. Sequence and dependencies

- Preparation: [Verify business facts, contacts, baseline and required delegated access].
- Initial delivery: [Prioritized corrections and content with clear owners].
- Recurring delivery: [Defined measurement, maintenance and reporting].
- Review: [Compare observations, completed work and business evidence; agree next priorities].

Client inputs: [Approved service details, appropriate assets, access grants and reviewer availability].

Dependency register:

| Needed item | Supplied/approved by | Required for | Due | Effect if late |
| --- | --- | --- | --- | --- |
| [Item] | [Name] | [Deliverable] | [Date] | [Revised sequence or date] |

Dates depend on the agreed inputs and approvals. If a dependency changes, [agency contact] will explain the effect and agree an updated sequence with [client contact]. Independent work may continue where its own inputs are ready.

## 5. Measurement and reporting

Reporting period: [Calendar or agreed range].
Baseline date: [Date].
Core measures: [Define enquiry, qualified lead, recorded sale, and each visibility measure used].
Data ownership: [Who maintains lead/sales records and confirms corrections].
Comparison method: [Same locations, keywords, settings and comparable periods; explain any changed scope].

Each report will distinguish completed work, observed search results, modeled estimates and recorded business outcomes. A changed ranking does not by itself prove that a specific edit caused it. Missing records will be identified rather than treated as zero activity.

Review format and recipients: [Report link or file, meeting cadence, attendees].
Action tracking: [Where owners, next steps and unresolved questions are recorded].

## 6. Commercial schedule

| Item | Scope reference | Fee | Billing basis | Notes |
| --- | --- | --- | --- | --- |
| Initial setup | [Deliverables] | [Amount/currency] | [Timing] | [Assumptions] |
| Recurring service | [Deliverables] | [Amount/currency] | [Cadence] | [Included limits] |
| Optional work | [Separate scope] | [Amount or quotation process] | [Approval needed] | [Not included by default] |

Data/tool costs: [Included allowance or clearly described separate charge].
Expenses and tax treatment: [Confirm the applicable commercial arrangement].
Payment and agreement reference: [Link/reference to approved terms].
Proposal validity: [Date or review condition].

These placeholders are not market rates or product prices. Confirm the commercial schedule against your actual delivery plan and applicable agreement before sharing.

## 7. Scope changes and communication

Primary agency contact: [Name/channel].
Primary client contact: [Name/channel].
Approval authority: [Name/role].
Change process: [Describe request, effect on work/timing/cost, and written decision].

A request for additional locations, services, pages or review rounds will be assessed against the agreed scope. Where it replaces existing work, record that tradeoff explicitly. Neither party should assume a recurring obligation from an informal request without confirming its effect.

## 8. Decision and handoff

Decision: [Accepted for agreement / revisions requested / deferred].
Scope version reviewed: [Version/date].
Approved next step: [Execute agreement, collect access, schedule kickoff or other action].
Client decision maker: [Name/date].
Agency owner: [Name/date].
Outstanding questions: [List or none].

Before starting, confirm the governing agreement, authorized scope, access, first deliverable and responsibilities. Retain this proposal and its baseline as the delivery team's reference; update the plan when confirmed discovery changes an assumption.