Marketing Services Proposal
Comprehensive Marketing Partnership
Prepared: January 2026
Prepared for: SMITH | ASHCRAFT
Thank you for the opportunity to partner with SMITH | ASHCRAFT on your marketing efforts. I'm excited to support your firm's growth by managing your digital presence, streamlining your operations, and driving qualified leads to your practice.
This proposal outlines a comprehensive marketing retainer designed specifically for your firm's needs — covering everything from website management to paid advertising to intake optimization.
What's Included
Website Content Updates & SEO Hygiene
Regular website content updates, blog management, on-page SEO optimization, metadata updates, and technical SEO maintenance to improve search visibility and keep your site fresh.
Social Media Planning, Coordination & Posting
Strategic content calendar creation, post copywriting and design, scheduling and publishing across platforms, and engagement monitoring to build your firm's online presence.
Paid Advertising Management
Full management of paid ad campaigns including strategy, setup, creative development, audience targeting, bid optimization, and ongoing performance monitoring. (Ad spend billed separately)
Lead Docket Management & Operations
Oversee and maintain your Lead Docket system, ensuring leads are properly tracked, assigned, and followed up on. Monitor pipeline health and identify opportunities for improvement.
Intake Workflows & Processes
Develop, implement, and continuously refine intake workflows to ensure potential clients are contacted quickly, qualified effectively, and converted efficiently.
Monthly Reporting & Recommendations
Comprehensive monthly reports covering website analytics, ad performance, lead metrics, and social media insights — plus strategic recommendations for continuous improvement.
Client Communication Templates & Internal Checklists
Create, maintain, and update client-facing communication templates and internal operational checklists to ensure consistency and efficiency across your team.