visibly-seo-offer

SEO Offer / Proposal

Turn analysis + client context into a phased, priced, credible offer that survives procurement scrutiny.

Step 1 — Read everything first

Before writing a line, ingest: the Status-Quo and Potential outputs, any prior audits, call notes/transcripts, previous offers and emails. Recognising existing work is the single biggest trust signal — it makes you a partner, not a vendor. Never duplicate analysis the client already paid for; reference and build on it.

Step 2 — Capture client context

• Budget constraints and approval process (who signs off, at what threshold).
• Internal resources: team size, in-house vs. agency, dev/digital capacity.
• Existing stack: CRM, analytics, ticketing, CMS — the offer must fit their reality.
• Stated pain points and goals from the conversations.

Step 3 — Structure the offer in phases

Don't invent a layout — fill in the ready skeleton at templates/offer-template.md. It already has the phases, pricing table, ROI, milestone plan, KPQ/KPI, terms, assumptions and CTA.

For each phase give: scope · deliverables · timeline · investment.

• Phase 0 — Setup & data review. Onboarding, access, explicit recognition of prior work.
• Phase 1 — Audit. Technical + content SEO; optional SEA assessment.
• Phase 2 — Strategic accompaniment + enablement (monthly retainer). Roadmap execution, prioritisation, and teaching the team — enablement is what makes a retainer renew.
• Phase 3 — Optional advanced module (e.g. Neuro-SEO / GEO / AI-search visibility).

Step 4 — Add management-ready elements

• Executive summary (in English if the HQ is international).
• Quarterly milestone plan.
• KPQ/KPI framework — the questions leadership wants answered, and the metrics that do.
• ROI section tied directly to the Potential numbers (clicks → leads → revenue, and SEA spend saved). The offer's price must be visibly smaller than the value it unlocks.

Step 5 — Be specific

Vague offers lose. "Add 10 internal links from these 5 pages to /target" beats "improve internal linking". Give priority and estimated effort per workstream.

Python template — pricing & ROI math

Don't compute the Year-1 total, ROI multiple and payback by hand. Pass the phase prices and the realistic annual value (from the Potential analysis) to the Python template:

.\claude_tools_venv\Scripts\python.exe -m claude_tools.offer_economics `
    --phases "Setup:2500,Audit:6500,Retainer:25000" `
    --annual-value 120000 `
    --out "clients/<domain>/<date>_Offer/economics.xlsx"

It prints the section-8 ROI block (value : cost, ROI %, payback months) and writes a Pricing + ROI xlsx — keep the offer's price visibly smaller than the value it unlocks. Setup once: .\claude_tools\setup.ps1.

Output

clients/<domain>/YYYY-MM-DD_Offer/offer_<client>_<date>.md (copied from templates/offer-template.md) → then hand to /visibly-seo-pdf-build for the client-ready PDF. Slash command: /visibly-seo-offer <domain>. Methodology: docs/workflows.md.