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.

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.
• Discounts can be saved for this proposal only when you need a one-off client offer, or applied to all proposals when you want to update shared team pricing.

Choose the discount scope carefully

Package details are shared team pricing by default. A proposal-only discount is materialized into that proposal's pricing block so the client sees the offer there without changing the shared discount used by other 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

3m 42s

Clicked on pricing Viewed 4/6 sections

Section progress67%

HeaderAuditStrategyContentPricingProof

• 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.

• The modal stores the recipient, optional CC, subject, message, proposal URL, and follow-up configuration.
• Open any email to edit its subject and message; each follow-up can also be enabled or disabled.
• After sending, the modal shows which emails were sent and which follow-ups are still scheduled. Scheduled follow-ups can still be edited, and you can pause the sequence at any time and resume it later.
• While editing an email, keep “Reuse this email in future proposals” ticked to save your wording as the default for new proposals. You can adjust it later under Proposal email template in white-label settings.
• The sender identity comes from white-label email settings, so set up your domain and sender details before using automated proposal email.

The {{proposal_link}} placeholder

In the initial email, write {{proposal_link}} wherever the proposal link should appear. When the email is sent, Adaptify swaps the placeholder for that prospect's unique proposal URL. This is what lets you save one reusable template and still give every client their own link — the saved template stores the placeholder, never a previous client's link.

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.