July 26, 2024
10 min read

How to Craft a Winning SEO Proposal to Win Clients [+Free template included]

In this blog, we cover how to write a SEO proposal. Also, included are the best practices and tools to help you craft the best proposal which will win clients.
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Key Takeaways:

  • An SEO proposal is a document or a pitch to a client that outlines the SEO strategy you propose to improve a client's website search engine visibility.
  • Use our free, downloadable SEO proposal template designed to help you craft winning pitches.
  • An effective SEO Proposal should highlight past successes with similar clients and emphasize the return on investment your SEO strategies will deliver. Using an SEO proposal template could be a good starting point.
  • This guide outlines what goes into crafting a winning SEO proposal, offers tips on structure and provides a template that can help you make an impact.

A well-crafted SEO proposal can be your golden ticket to winning clients, including some of the big ones. It’s not just an introduction to your services, but a good SEO proposal is the blueprint that showcases your expertise in search engine visibility and also highlights how you can catapult a client’s website to the top of the search engines.

Given that the typical success rate for winning proposals is not that high, crafting an SEO proposal can be critical. Your proposal is more than just directions to get there: it is the strategic plan for the journey, with you as the trusted guide.

Creating a winning SEO proposal is about clear communication, data-driven strategies, and a genuine understanding of your client's goals. A great SEO proposal does more than just promise; it proves. In this article, we’ll take you through the steps and best practices for creating an effective SEO proposal document. We’ll also show you how Cone, which offers proposal software for different businesses, can help you streamline this process.

Also Read: The best proposal software for small businesses and how it can help you

If you are looking for a ready-made SEO proposal template, refer to this link.

What Is An SEO Proposal?

An SEO proposal is a formal, written document that outlines the SEO approach you will take to help a client improve their online visibility.

The success of your potential client's website relies on the execution of a strong SEO plan based on a suitable SEO proposal that you provide. Your proposal will include a multitude of elements such as the objective of the digital strategy, keyword research and analysis, competitive analysis, on-page and off-page SEO, content strategy such as including persuasive blogs or improving social media engagement, investment and performance analytics, among other things.

A comprehensive SEO proposal can give you the opportunity to demonstrate your knowledge and persuade the client that your SEO approach is the key to maximizing their virtual presence. Through a projection of improved website search engine ranking, higher qualified traffic, and eventually increased conversions, you can convince your client of your capabilities.

It is important to ensure that you prioritize achievable goals and transparent processes in your SEO proposal to build trust and position yourself as a valuable partner in their digital journey.

Step-by-Step Guide on How To Create An SEO Proposal?

Creating a winning SEO proposal requires a strategic approach. Here are five key steps to guide you:

1. Conduct a Client Needs Assessment

Begin by understanding your client's business goals and target audience. Analyze their current website performance through website audits and competitor research. This initial phase helps tailor your proposal to their specific needs and challenges, thereby laying the groundwork for effective client project management.

2. Define Measurable Objectives

Forget vague promises about "higher rankings." Instead, translate SEO improvements into real benefits for your client's business. Set clear, measurable goals that align with their needs. This could be a specific increase in organic traffic, a boost in conversions from targeted keywords, or even a rise in brand awareness within their industry. By connecting SEO to their bottom line, you'll show them the true value you bring.

3. Craft a Compelling SEO Strategy

Outline your proposed SEO strategy, detailing the tactics you'll employ to achieve the defined objectives. This might include on-page optimization, keyword research and integration, technical SEO improvements, content creation strategy, and link-building plans. Be transparent about the timeframe and resources needed.

4. Showcase Your Expertise and Value

Demonstrate your SEO proficiency through case studies of past successes with similar clients. Highlight relevant certifications and industry awards to establish your credibility. Focus on the value proposition: how your SEO expertise will translate into a positive return on investment for their business.

5. Include a Clear Call to Action:

Don't just drop off your proposal and disappear. Instead, propose a follow-up meeting to discuss implementation and establish a clear communication plan for ongoing project updates. This shows you are invested in their success and not just selling a service.

Remember, a strong SEO proposal goes beyond listing features. It positions you as a trusted partner who understands your client’s business goals. Tailor your SEO proposal as you would tailor a sharp project proposal outline: clear in language, and pointed in the value you bring.

To quickly get started, you can consider starting with this template of SEO proposal.

Crafting An Effective SEO Proposal

Crafting a strong SEO proposal requires strategy, clarity and a clear explanation of the goals you plan to achieve. It will be easy to construct a proposal if you work off your strengths: your offering, your experience, and the final destination. You can then persuade your client that you are the ideal partner for their online success. With the help of this guide, which outlines all necessary steps, you can work on chiseling your proposal. We'll divide the guide up into manageable chunks so you can concentrate on creating a successful plan rather than battling the format.

1. Executive Summary

Purpose:

The executive summary serves as a brief overview that draws the reader in and establishes the context for the remainder of your proposal.

Content Tips:

  • Focus on Clarity & Concision: Within 100 words, explain your purpose. Keep it succinct, clear, and direct.
  • Tailor the Language: While keeping a professional tone, use terms the client is familiar with from the industry.
  • Highlight Value Proposition: Emphasize how your SEO expertise translates into tangible benefits for their business.
  • End With a Call to Action: Encourage the client to delve deeper into the proposal and reach out to you for clarification on implementation.

Example:

“[Client Name] is a leading provider in the [client's industry] industry. Our analysis reveals significant opportunities to enhance their online presence. Technical issues and lack of targeted keyword optimization are impacting organic traffic and brand visibility. We propose a data-driven SEO strategy that targets these challenges, focusing on high-value keywords and strategic content creation. By implementing this approach, we project a substantial improvement in organic traffic, increased keyword rankings, and a rise in qualified leads or prospects. Let's explore how our expertise in SEO can move your business to the top of search results.”

2. Client Background & Needs

Purpose:

Demonstrate your in-depth understanding of the client's business landscape and goals.

Content Tips:

  • Leverage Client Insights: Use data gathered through initial consultations, website audits, and competitor research and study.
  • Highlight USPs: Describe the client's business and highlight any unique selling points (USPs) or differentiating characteristics.
  • Emphasize Empathy: Take into account the goals and challenges that the client may be facing to achieve them.

Example:

“[Client Name] is a company dedicated to [mission]. Their target audience includes [target audience description].

A recent website audit revealed technical shortcomings and a lack of strategic keyword optimization. These factors are hindering their ability to attract qualified leads and achieve their online marketing goals. We believe our SEO expertise can bridge this gap through a detailed keyword analysis and implementation of them to ensure their website resonates with the target audience. This will ultimately drive valuable and long-term conversions.”

3. Competitive Analysis

Purpose:

Showcase your understanding of the competitive landscape and how your SEO strategy will position the client for success.

Content Tips:

  • Identify Key Competitors: Identify and analyze the top competitors of the client, using keyword research tools.
  • Analyze Competitor Strategies: Examine these competitors by conducting research and inspecting their website, social media presence, profiles, and other details available online.
  • Highlight Strengths & Weaknesses: Determine benefits and drawbacks of the SEO tactics used by other companies and what may work for your client.

Example:

"We've thoroughly examined each of your biggest competitors, namely [Competitor Names]. Based on our analysis, the strengths are as follows: [Strength List]. A similar strategy that focuses on a carefully planned white-hat link-building strategy and focused keyword optimization, we could position [Client Name] as a pioneer in the market.

Based on our analysis, the weaknesses are as follows: [Weaknesses List]. We propose to tackle them as [Strategy]. By bridging these gaps, we believe that [Client Name] can overcome existing setbacks in the digital space and improve touch points with the target audience."

Further considerations:

  • Give a quick overview of the industry's general marketplace for clients.
  • To show the pros and drawbacks of competitors with respect to the client's existing situation, think about using visual aids like charts or graphs.

4. Proposed SEO Strategy & Tactics

Purpose:

Give an explicit clarification of your suggested SEO approach, containing the methods you'll use in fulfilling those goals.

Content Tips:

  • Keyword research: Identify the pertinent keywords with a high search volume.
  • On-page optimization: Make sure your meta descriptions, title tags, and content are optimized with the right keywords.
  • Content creation: Create informative, well-written content that targets the intended audience.
  • Technical SEO improvements:  Determine and resolve any structural or coding problems with the website.
  • Link building: Create a white-hat link-building strategy to raise the reputation and search engine rating of your website.
  • Budget: If necessary, think about laying out a budget and timetable.

Example:

“To raise the ranking of your website, we'll employ a few different strategies. In order to identify the ideal keywords—phrases consumers use to look for companies like yours—we will first conduct a thorough investigation. To ensure that the proper people see your content, we'll concentrate on keywords that have a lot of traffic but not much competition.

Next, we'll make additional search engine optimization changes to your website. Making content that is jam-packed with those potent keywords and has clear titles, descriptions, and body is part of this. In order to consistently provide interesting content to your website that draws in your potential clients, we'll also develop a content calendar.

In technical terms, we'll audit your website to find any issues that could be preventing search engines from finding it. Also, we'll use secure and efficient link-building techniques to improve the reputation of your website. This might involve guest blogging on relevant websites, getting listed in online directories, and even fixing broken links on other sites – all to show search engines your website is a valuable resource.”

5. Projected Results & ROI

Purpose:

Project the anticipated results of your SEO strategy, focusing on tangible outcomes that align with the client's goals such as increased website traffic, click-through rates, request emails, etc.

Content Tips:

  • Increased Organic Traffic: Quantify your projections for a percentage increase in organic traffic within a specific timeframe.
  • Improved Keyword Ranking: Project an average improvement in keyword ranking positions across a set of targeted keywords.
  • Lead Generation: Estimate a percentage increase in qualified leads generated through the website as a result of improved organic traffic and targeted content.
  • Potential Revenue Growth: While directly attributing revenue growth solely to SEO can be complex, you can connect some of the dots. Briefly explain how increased organic traffic, improved lead generation, and potential conversion rate improvements can translate into a projected percentage increase in online revenue.

Example:

"Based on the competitive landscape and our previous work with similar firms, we anticipate a considerable boost in organic traffic to your website. We expect a 20% increase in natural traffic within the first six months after starting our SEO strategy.

For the terms you have selected, this increased visibility will result in better search engine ranks.  We project an average improvement of 5 positions in the ranking of your top 10 targeted keywords within a year. We anticipate that a more visible online presence and engaging content attracting qualified visitors will result in a 30% increase in qualified leads generated through your website. Also, by combining conversion rate optimization and SEO tactics, we want to grow online revenue by 15% within a year.

This potential revenue gain is based on the expected rise in qualified leads as well as the likelihood of a minor improvement in conversion rates as your website becomes more user-friendly and tailored to your ideal customers.”

Further considerations for the Projected Results & ROI section:

  • Consider including visuals like charts or graphs to illustrate projected results over time.
  • Be clear about the assumptions underlying your projections.

Following these guidelines and customizing the material to your individual agency's strategy will allow you to create a compelling SEO proposal that effectively communicates your value proposition and secures new business.

5. Pricing & Terms

Transparency & Value: Your pricing structure should be transparent and reflect the value you deliver. Consider offering tiered packages outlining the services included in each option. This allows clients with varying budgets to find the right fit.

Tailored Solutions: Avoid offering a one-size-fits-all solution. Explain how you can tailor your SEO strategy to the particular industry and goals of the client. Emphasize the flexibility of your approach to ensure that pricing is consistent with the proposed services.

Engagement Options: Describe your choices for the engagement, including project-based pricing and monthly retainers. Project-based pricing is appropriate for certain SEO activities, while monthly retainers offer continuous support and flexibility. Clearly state the advantages and factors to be taken into account for each choice.

Contract & Terms: Specify revision policies and termination clauses to ensure a smooth working relationship with the client.

Pro Tip: You may also want to read how to write a stellar business proposal to get better insight on how to write convincing proposals.

Key Points to Consider in Pricing & Terms

  • Client Budget
  • Industry Standards
  • Value Proposition
  • Payment Schedule
  • Communication & Reporting
  • Revision Policy
  • Termination Clause

By addressing these key points in your Pricing & Terms section, you can build trust with potential clients and establish a solid foundation for a successful SEO partnership.

SEO Proposal Tools

To streamline the proposal creation process and ensure a professional presentation, you must leverage a variety of SEO proposal tools. These resources can assist with everything from keyword research and competitor analysis to crafting compelling content and generating visuals. Let's explore some valuable tools that can enhance your SEO proposal.

  1. Cone

Cone is a proposal management software that helps you streamline proposals, billing and payments in a single platform. Cone offers a number of proposal templates to make proposals easier to craft. One of them is the SEO proposal template that allows you to create an effective pitch within seconds. It is streamlined, customizable and flexible, making it perfect for your SEO proposal needs. Let us outline Cone’s software offerings in detail for you:

Key Features:

Streamlined: Cone’s SEO proposal template, just like all other templates, has everything you could possibly need. Designed for legal compliance, it strives to make the best first impression on your client.

Comprehensive: With our SEO template, you will not have to worry about missing out on anything. From comprehensive SEO analysis and strategies to performance tracking and reports, everything you need is covered in this template.

Flexible editor: All our templates are highly customizable to suit the varying needs of clients. From logos and color to cover letter and testimonials, you can add your own elements to match your brand voice.

Automated invoicing: Cone proposal software is a comprehensive one that includes an ability to create invoices automatically.

Payments: Cone also helps in collecting payment information at proposal signing itself so that you don’t have to chase clients for the payments.

Recurring services and milestone pricing: You can configure your services the way you need, price and quote it accurately to avoid scope creep.

Collaborative Proposals: Cone’s proposal editor and customizable templates make creating and collaborating on proposals a breeze.

E-Signature: Cone supports digital signatures, which promote the proposal acceptance procedure and accelerate contract closing.

Pros:

  • Flexible editor
  • Customisable and branded proposals
  • Automates billing and payments
  • Integrates with Stripe, GoCardless
  • Native integration with QBO, Xero
  • Comprehensive and modern, yet affordable

Pricing:

Essentials: For small businesses, $8/month per user, annual billing; $11/month per user, monthly

Growth: For growing businesses, $11/month per user, annual billing; $15/month per user, monthly

  1. Better Proposals

Better Proposals is a software option that streamlines your proposal process. It allows you to create polished proposals using pre-designed templates, secure electronic signatures, and gain real-time insights to close deals efficiently.

Used For:

  • Build Proposals
  • Send & Track
  • E-Sign & Close
  • Use Templates
  • Track Insights
  • Integrate Tools

Key Features Worth Considering:

  • Proposal Templates
  • E-Signatures
  • Client Tracking
  • Payment Integrations
  • CRM Integrations
  • Analytics & Insights
  • Professional Designs

Pros:

  • Can create proposals fast
  • Secure client sign-offs
  • Boost your sales efficiency
  • Track client engagement
  • Gain data-driven insights

Cons:

  • Limited free version is only available
  • Initial Learning Curve is recommended
  • Limit on proposals
  • Limited features on billing and payments.
  • Cost for extra users

Better Proposals Pricing

Starter: Ideal for freelancers and individuals. Priced at $19/user per month. Priced at $13/user per month when billed annually. Limits on number of documents you can send.

Premium Plan: Perfect for small businesses. Priced at $29/user per month. Priced at $21/user per month when billed annually.

Enterprise Solution: Designed for the sales team. The pricing is $49/user per month. Priced at $42/user per month when billed annually.

Betterproposals pricing

Pro tip: You may also want to check out Better Proposal Alternatives for more options on proposal software.

  1. Revv so

Revv simplifies crafting winning SEO proposals. It offers pre-built templates, streamlines workflows, and helps secure client approval with e-signatures.

Used For:

  • Write SEO Proposals
  • Streamline Workflow
  • Secure Client Sign-Offs
  • Boost Sales & Marketing
  • Impress Potential Clients


Key Features Worth Considering:

  • Rich Text Editor
  • Collaboration Tools
  • Automated Alerts
  • E-Signatures
  • Free SEO Template
  • Customizable Content
  • Proposal Sections

Pros:

  • Pre-built templates save time
  • Streamline proposal workflow
  • Get client approvals faster
  • Create professional-looking documents
  • Close more SEO deals efficiently

Cons:

  • May need an upgrade for advanced features
  • Accuracy depends on user input
  • Cost for additional users unclear
  • Limited compared to design-heavy tools

Pricing:

Contact the team for pricing structure according to your business needs.

Why Does Your SEO Proposal Matter?

In the fiercely competitive world of digital marketing, cracking the code to organic virtual visibility can feel like a jungle trek. Your SEO proposal is the key to convincing clients that you have the compass and map to navigating this space. There are multiple ways that a strong proposal can help in this regard:


First Impression: A well-structured SEO proposal establishes credibility and professionalism, showing clients you are serious, capable, and ready to deliver results.

Understanding Client Needs: An elaborate proposal shows that you have an in-depth knowledge of the exact requirements of a client and can offer solutions that are suited to meet their objectives and goals, thereby enhancing client relationships.

Clear Roadmap: A proposal gives you the opportunity to present your clients with a comprehensive strategy with due dates and checkpoints so they can understand the process better and track their progress.

Value Proposition: In order to justify the client's investment, you could emphasize the return on investment (ROI) of your SEO tactics and provide an explicit cost breakdown.

Decision-Making Tool: Offering a detailed, clear proposal can help clients make informed decisions, with a call to action guiding the next steps toward project initiation.

Trust and Confidence: To establish reliability, an SEO proposal with thorough methods, predictions of results, and reporting processes can increase trust. You can also use case studies and references that verify your claims.

Personalization: An SEO proposal will also allow you to pitch to the client how you plan to tailor your services to their needs. Using visual aids and other elements specific to the client, you can personalize the experience.

Competitive Edge: You can make a case for your unique techniques and distinctive ideas to achieve your goal in your proposal.

Your SEO proposal is essentially a value document that explains to potential clients why they should select your enterprise to meet their digital marketing goals.

Also Check tips on writing a digital marketing proposal.

Optimizing SEO Proposals with Cone Proposal Software

After securing approval for your SEO proposal, it is vital to establish a robust communication plan with your client. Set expectations and a timeline during an initial meeting. This ensures both parties are aligned with the proposal’s objectives, paving the way for a successful partnership and a clear strategic path forward.


Cone stands out as the top proposal software in the market. It offers seamless collaboration features that enable teams to work together in real-time. By producing suggestions rapidly and precisely while lowering the possibility of error, its sophisticated automation technologies save time. Cone makes it simple to monitor the status of proposals, get customer input, and make last-minute changes, guaranteeing a seamless and effective proposal process from beginning to end. This all-encompassing strategy raises the likelihood of obtaining new company possibilities while also improving productivity.

Cone's proposal software, with its integrated statistics, adjustable templates, and easy-to-use interface, is designed to streamline the proposal process. It simplifies the process of writing comprehensive, compelling SEO proposals with templates and also helps you with billing and payments in the same platform.

Implementing Your Winning Proposal

Although the SEO proposal template is a great starting point, it's important to keep in mind that this is only the beginning. When you customize the proposal to the particular client and their particular demands, the real magic happens. Weaving in insights from client interviews, competitor analysis, and industry trends elevates your proposal beyond a generic template.

Embrace the proposal as a collaborative effort. Encourage client feedback throughout the process. This fosters trust and demonstrates your commitment to understanding their vision. By incorporating their input, you create a proposal that truly resonates and secures their buy-in.

Don't view proposal acceptance as the finish line. The proposal establishes the framework for a fruitful SEO collaboration. Achieving long-term success and surpassing client expectations requires constant cooperation, open reporting, and regular contact.

The world of SEO is always evolving. The "winning" proposition is not something that gets produced only once. Modify your strategy in light of industry best practices and data-driven insights. You'll stay ahead of the curve and create winning proposals that regularly yield results for your clients if you continuously improve both your SEO tactics using Cone's template as a starting point. You could also improve your overall business strategy and impress clients with Cone’s Proposal Management Software to meet all your proposal needs in one place. Sign up now.

Frequently Asked Questions

  1. What is an SEO proposal?

A comprehensive plan outlining strategies for nurturing a client's internet visibility is known as an SEO proposal. It includes a comprehensive assessment, tailored methods, timetables, anticipated outcomes, and monetary data, all aimed at improving their online balancing and visibility.

  1. How much does an SEO proposal cost?

The prices of an online search engine optimization proposal will likely differ greatly regardless of factors such as how big or small the assignment is, the agency's abilities, and the particular aids that are required. It's a personalized financial commitment based on the unique needs and goals of the customer.

  1. How to send an SEO proposal to a client?

When dispatching an SEO proposal, consider attaching it as a PDF in an email or utilizing dedicated proposal software with engagement monitoring capabilities. It’s crucial to maintain a professional presentation that mirrors the caliber of your offerings.

  1. How to make an SEO quote?

To create an SEO quotation, itemize the services offered, assign a price to each, and present the aggregate expense. It should be straightforward, succinct, and reflect the worth you deliver, guaranteeing that the client grasps the magnitude of their investment.

  1. What is included in an SEO proposal?

A typical SEO proposal is easy to follow for improving the client's search engine optimization and represents a thorough review, a strategy, a plan of attack, a schedule, predicted outcomes, a cost breakdown, and the service conditions.

  1. How to outline an SEO strategy?

Achieving an SEO blueprint means determining clear goals, comparing the client's industry, and developing workable strategies to improve rankings with search engines that are optimized to the client's specific objectives.

  1. What is the duration of an SEO Campaign?

The duration of an SEO campaign can range from several months to a full year, highlighting the long-term strategy that SEO techniques require and also demonstrating the time frame needed to find consistent results.

  1. How to measure SEO success?

The effectiveness of SEO strategies is gauged by observing enhancements in search placements, augmenting visitor numbers, intensifying user interaction, and escalating conversion metrics, all of which collectively offer a transparent assessment of the strategy’s impact.

  1. What is an SEO audit?

To improve a site's search engine positioning, an SEO audit carefully points over the current state optimization strategies to see which ones work successfully and which ones need improvement.

  1. How to Choose SEO Tools?

Choose SEO tools that match your particular requirements, are user-friendly, and come equipped with functionalities that simplify optimization activities, thereby amplifying the effectiveness of your SEO strategies. Consider crafting Cone’s winning SEO proposal templates.