Conversion Rate Optimization proposal template

In SendScope under Marketing, as Conversion Rate Optimization

A conversion rate optimization proposal with 2 packages, A$800 to A$3,000, paid in full when your client approves. Below is the template exactly as it arrives: the scope, the packages with their inclusions and timelines, and the starting terms your client accepts. Every figure is a starting point you edit before you send it.

Use this template free

What the client reads

The scope

This is the wording the template arrives with. Yours replaces it.

Analyze and optimize website conversion rates through testing and UX improvements.

The packages

2 to choose from

The client picks one, and the one they pick is the one they approve and pay on.

CRO Audit

Analysis & recommendations

A$800

1 week

  • Heatmap analysis
  • User flow review
  • A/B test plan
  • Quick win list
  • Priority recommendations
Most picked

Full CRO Program

Test & optimize

A$3,000

2 months

  • Comprehensive audit
  • 3 A/B tests
  • Landing page optimization
  • Form optimization
  • Copy improvements
  • Monthly reporting
  • 60-day program

The whole thing, live

The page your client opens

Not a screenshot. This is the real client page running on an invented deal. Pick a package and press approve to see what your client would see; nothing is sent or charged.

sendscope.io/d/sample

How it gets paid

Paid in full on approval

This template asks for the whole amount when the client approves, which is how advisory and ongoing work is usually sold. The payment happens on the same link the proposal is on.

Card or bank transfer, and you choose which per deal. If you want a package to bill every month instead of once, you set that on the package itself when you build the deal, and the client can cancel it from their own link.

Prices are a starting point in Australian dollars. Change the figures, the inclusions and the number of packages to suit what you sell.

The starting terms

What approving the page records

These sit above the approve button. The client reads them, and approving records that they accepted them.

These terms cover the work you approve on this page.

  • Scope. The deliverables, the channels and the reporting are those described above. Extra work and rush requests are quoted before they start.
  • Payment. The deposit shown on this page is paid on approval. Ongoing work is billed each period in advance as set out above.
  • Advertising spend. Ad spend is paid by you, directly to the platform, on your own account. It is not part of this price and is not handled on your behalf unless the package above says so.
  • Approvals. Content is sent to you for approval. Where approval does not arrive in time, the schedule moves and the fee for the period still applies.
  • What is promised. The work is the programme described above. No particular reach, ranking, lead volume or return is promised, and platform rules and algorithms are outside anyone's control.
  • Ending it. Either of us may end ongoing work in writing, effective at the end of the current period. Nothing rolls over automatically beyond that.
  • Access and ownership. Accounts, pages and ad accounts stay in your name. Work produced for you is yours once the period it belongs to is paid.

Approving this page records that you accepted this scope, this price and these terms.

Starting terms, not legal advice. Read them, change what does not match how you work, and have a lawyer look at them if the work is large enough to warrant it. Your own default terms in Settings replace these automatically.

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