Scope of Work
Detailed description of services, tasks, excluded items, and any assumption about access to CMS, analytics, or dev resources.
A written Marketing SEO Proposal Agreement reduces ambiguity, aligns expectations, and creates a clear basis for billing and performance measurement. It helps limit disputes, supports predictable cash flow, enables enforceable remedies for breaches, and documents consent to electronic execution under federal and state e-signature laws.
Each party should ensure the person signing has authority and that the legal entity name matches tax documents and payment records.
Detailed description of services, tasks, excluded items, and any assumption about access to CMS, analytics, or dev resources.
List deliverables (monthly reports, audit, content briefs), reporting frequency, formats, and acceptance criteria for each deliverable.
Specify measurable KPIs (organic sessions, keyword rankings, conversions) and baseline metrics used to judge performance.
State fees, billing frequency, payment due dates, late fees or interest, and consequences for nonpayment.
Explain notice periods, termination for convenience vs. cause, final reconciliation, and obligations on termination.
Define ownership of content, deliverables, and any confidentiality obligations or permitted disclosures.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | Optional SMS OTP or KBA |
| Template Fields | Use conditional fields for milestones and payment approvals |
| Notification Settings | Auto-reminders at 3, 7, and 14 days past due |
| Integrations | Connect to CRM, analytics, and accounting systems |
Ensure the chosen platform supports required compliance features, audit trails, and secure storage consistent with your risk profile and any industry rules.
State how long the offer remains open (e.g., 30 days)
List weekly, monthly, or milestone delivery dates
Net 30 or net 45 terms with invoice cycles
Monthly analytics and quarterly strategy reviews
Specify notice period (commonly 30–60 days)
Client receives scope and pricing for review.
Execution triggers work and initial invoice.
SEO tasks performed per schedule and checklist.
Monthly reports drive adjustments and payments.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica deployed a standard proposal template to reduce review cycles and set expectations for deliverables.
A property management firm tied SEO fees to occupancy KPIs and monthly reporting.