SEO proposals
Use Proposal Mode as an agency sales tool: create a persuasive SEO proposal, tailor it to the prospect, and move the deal forward faster.
SEO proposals in Adaptify
Proposal Mode helps agencies turn a prospect's website into a client-ready SEO sales proposal. It combines website analysis, technical audit findings, AI search visibility, keyword strategy, content planning, local SEO, backlinks, packages, proof points, and your agency positioning into one branded proposal.
What Proposal Mode is for
Proposal Mode is built to help your agency sell SEO retainers, GEO services, content, local SEO, and link building faster. Instead of starting from a blank proposal template, you start from live analysis of the prospect's site and then shape the story around the deal you want to win.
- Use the website URL to create an initial proposal shell and trigger the audit, SEO research, and AI visibility analysis.
- Use the generated rows to explain the prospect's current situation, the opportunity, and why your agency is the right partner.
- Use agency proof points, testimonials, recent wins, pricing, and packages to make the proposal feel like your own sales asset.
- Use share, email, and view tracking to follow up while the prospect is engaged.
Think of it as a sales conversation
A strong proposal should make the prospect feel understood, show a clear growth opportunity, and make the next step easy. The analysis is the evidence; your agency positioning is what turns that evidence into a deal.
Set up your agency before selling
Proposal Mode works best when your agency setup is complete before you send proposals. The prospect should see your brand, your proof, your team, your packages, and your contact details rather than a generic tool experience.
- Report header preview controls the logo, title, and proposal presentation.
- Custom domain makes the proposal and customer portal feel like your agency's own product.
- Email settings make proposal and reporting messages come from your agency identity.
- Testimonials, Google reviews, client wins, and case-study style proof help reduce buyer risk.
- Agency information explains who you are, what you do, and why the prospect should trust your team.
Shape the proposal story
The proposal builder is row-based. You can choose which sections are visible, reorder the story, edit copy, add custom rows, and configure pricing so the final proposal matches the sale you are trying to close.
- Header and summary rows establish the prospect, the opportunity, and the strategic recommendation.
- Initial assessment, site audit, AI visibility, competitive analysis, keyword strategy, content plan, local SEO, backlink building, and 90-day roadmap rows explain what should be fixed and what growth work comes next.
- Delivery approach, who we are, recent client wins, testimonials, and pricing rows explain why your agency can execute the plan.
- Manage Rows lets you hide sections that are not relevant, add stronger proof, and keep the proposal focused on the package you want to sell.
| Proposal section | Use it for | Common components |
|---|---|---|
| Header and summary | Set the prospect context and make the recommendation feel specific. | Hero image, title, label, summary blocks, priority rows, signature. |
| Initial assessment and site audit | Show the problem clearly before you pitch the solution. | SEO score row, SEO checks, GEO checks, SEO issues list, recommendations. |
| Audience, competitors, keywords, and content | Explain where growth will come from and what work is needed. | Audience personas, competitive chart, keyword clusters, content calendar, example articles. |
| Local SEO and backlink building | Connect ranking growth to maps visibility and authority building. | Local SEO blocks, backlink building summary, backlink strategy. |
| Proof and team | Reduce buyer risk and make the agency feel credible. | Client wins, testimonials, team members, image, text, icon blocks. |
| Pricing | Turn the strategy into a clear buying decision. | Pricing packages, recommended package label, checkout links. |
Can I add custom content?
Yes. Use custom rows and generic blocks like image, title, text, spacer, label, signature, priority rows, and icon blocks when the proposal needs a one-off sales message.
Should every proposal include every section?
No. Hide anything that does not support the package or buying decision. A focused proposal usually sells better than a complete inventory of every feature. Adaptify is giving you the tools, and the decision is yours to make.
Pricing packages
Pricing packages are reusable team settings, not one-off prices stored only on one proposal. When you configure proposal packages, Adaptify saves them under your team's reporting settings and uses those packages across proposals.
- Each package can have a name, price, label, description, feature list, and optional Stripe checkout URL.
- One package can be marked as most popular so the proposal has a clear recommended option.
- Packages can be reordered, added, edited, deleted, or reset to defaults.
Pricing packages are shared across proposals
Pricing packages are shared across proposals, so changing them updates the pricing story your agency uses for future proposals.
View tracking
Proposal view tracking helps your agency follow up based on buyer behavior instead of guessing. A white-label proposal records views, time on page, location, device/browser context, which proposal sections were seen, whether the pricing section was reached, and whether a pricing button was clicked.
Recent view
May 13, 2026, 4:20 PM • London, UK • Desktop Chrome
- The top proposal bar shows the total view count once views exist.
- Recent views opens a timeline of proposal sessions.
- Section progress shows how much of the proposal the prospect reviewed.
- Pricing tracking highlights stronger buying intent because the prospect reached or clicked the package section.
- Time on page, location, device, browser, referrer, and UTM details help the agency qualify follow-up context.
Best sales use
If a prospect views the pricing section or spends meaningful time in the proposal, follow up quickly with a specific next step. If they only opened the proposal briefly, send a lighter reminder or ask whether they want a walkthrough.
Automated proposal email flow
The Email button is a full proposal email flow builder. You can send the initial proposal email from your agency sender identity and schedule follow-up emails for Day 3, Day 7, and Day 14.
| Timing | What it does | |
|---|---|---|
| Initial proposal email | Immediately | Sends the proposal link with the subject and message you choose. |
| Follow-up 1 | Day 3 | Checks in while the proposal is still recent and invites questions or a walkthrough. |
| Follow-up 2 | Day 7 | Keeps the opportunity warm if the buyer has not replied. |
| Follow-up 3 | Day 14 | Gives the agency one more automated touch before manual re-engagement. |
- The modal stores the recipient, optional CC, subject, message, proposal URL, and follow-up configuration.
- Each follow-up can be enabled or disabled and edited before sending.
- After sending, the modal shows whether the first email was sent and which follow-ups are still scheduled.
- The sender identity comes from white-label email settings, so set up your domain and sender details before using automated proposal email.
Share, follow up, and close
When the proposal is ready, share it from the proposal screen or email it directly. Adaptify tracks proposal views so your team can follow up while the prospect is actively reviewing the offer.
- Share gives you a client-ready proposal link.
- Email sends the proposal through the configured agency identity.
- Proposal views show when the prospect has opened the proposal, which helps prioritize follow-up.
- Pricing and packages turn the strategy into a concrete buying decision.
Use the proposal to create urgency
The proposal should make the cost of inaction visible: missed rankings, weak AI search visibility, poor local presence, technical issues, thin content, or low authority. Then show the package that solves those gaps.