Workflow example · seo
Workflow Example: Sales Call to SEO Proposal
A 35-minute scoping call with a local bakery chain covered keyword targets, technical audit scope, content cadence, reporting frequency, and monthly retainer. This workflow example shows exactly how those commercial terms move from the transcript into a traced proposal, a contract clause, and a payment milestone without re-entry.
Call to proposal: the full trace
[06:12] Client: "We have three locations and none of them show up when someone searches bakery near me. That is the main problem." [06:20] Agency: "Got it. So local pack visibility across all three locations is the priority. Do you have Google Business Profiles set up for each one?" [06:28] Client: "I think we have one but it is not updated. The other two, I am not sure." [06:35] Agency: "OK, that is step one then. We would set up and optimize all three profiles, then move into the technical audit on your website. After that we start the content side, probably two blog posts per month targeting your key terms." [07:02] Client: "And what does that cost monthly?" [07:05] Agency: "For the scope we discussed, 1,800 per month on a six-month engagement. The first month is heavier because of the audit and profile setup, but the retainer stays flat." [07:18] Client: "That works. And we get a report each month?" [07:21] Agency: "Yes, a full report with rankings, traffic, and conversions. We review it together on a 30-minute call."
| Term | Value | Evidence |
|---|---|---|
| Primary objective | Local pack visibility · 3 locations | "none of them show up when someone searches bakery near me" [06:12] |
| Google Business Profiles | Setup and optimize · 3 profiles | "set up and optimize all three profiles" [06:35] |
| Technical audit | Full website audit · month 1 | "move into the technical audit on your website" [06:35] |
| Content cadence | 2 blog posts per month | "two blog posts per month targeting your key terms" [06:35] |
| Monthly retainer | CHF 1,800/month | "1,800 per month" [07:05] |
| Engagement length | 6 months | "six-month engagement" [07:05] |
| Reporting | Monthly report · rankings, traffic, conversions · 30-min review call | "full report with rankings, traffic, and conversions" [07:21] |
SEO Retainer · 6 months × CHF 1,800 = CHF 10,800 Includes: 3× Google Business Profile optimization, technical site audit, 2 blog posts/month, monthly reporting with 30-min review call
The Agency shall deliver search engine optimization services over a six-month period at a flat monthly retainer of CHF 1,800. Scope includes setup and optimization of three Google Business Profiles, a full technical website audit in month one, two keyword-targeted blog posts per month, and a monthly performance report reviewed on a 30-minute call.
Monthly invoice: CHF 1,800 due on the first business day of each month for six months. Total engagement value: CHF 10,800. Payment is collected through the client review link after each invoice is issued.
How does the transcript become a proposal?
The agency imports the call recording from their meeting tool. The AI reads the transcript and extracts every commercial term: objective, deliverables, retainer, timeline, and reporting cadence. Each extracted term carries a reference to the timestamp where it was discussed. The proposal is generated from these terms, with every line traceable to the conversation. The agency reviews the output, adjusts if needed, and sends.
- Terms are extracted, not invented. Every value links back to the call.
- Retainer totals and engagement length are calculated in code, not by the language model.
- The agency reviews before sending. The AI does not send proposals.
What does the client see?
The client receives a single link. The page shows the proposal with deliverables, timeline, monthly retainer, and total engagement value. If anything looks wrong, the client can request changes inline. After approval, the page moves to electronic signature. After signing, the monthly payment schedule is set from the same terms. The client never sees the raw transcript or the extraction step.
- One link for review, changes, signature, and payment.
- Change requests are visible to both sides before the contract is signed.
- Monthly invoices match the retainer agreed on the call.
How does a 6-month SEO engagement differ from a one-off project?
SEO retainers are recurring by nature. The proposal reflects this with a flat monthly fee and a fixed term rather than a single lump sum. The contract clause specifies the monthly cadence, and the payment milestones repeat each month. If the client wants to extend beyond six months, the consultant duplicates the proposal with updated dates rather than amending the original.
- Recurring retainers produce one invoice per month, not one at the end.
- The contract covers the full six months so both sides are committed.
- Extensions are new proposals, keeping the audit trail clean.
FAQ
Can the proposal include deliverables that were not discussed on the call?
Yes. The extraction is a starting point. If the agency wants to add a deliverable like schema markup or competitor analysis that was not mentioned on the call, they add it in the editor. The added line will not have a transcript reference, which makes it clear it was a manual addition.
What if the client wants to reduce the engagement from six months to three?
The agency edits the proposal before sending, or the client requests the change inline after receiving the link. Either way, the retainer, total, and contract clause update to reflect the shorter term.
Does the monthly report come from InkDraft?
No. The report is produced by the agency using their SEO tools. InkDraft handles the proposal, contract, and payment side. Reporting is a deliverable the agency fulfills outside the platform.
Try it with one real call
Use one call recording or transcript. See extracted terms traced back to the conversation, with the proposal ready to review and send.
Start with one call