1) Capture client context
Start with website URL, core service lines, target locations, budget band, and revenue goals from the discovery call.
2) Diagnose SEO opportunity
Summarize technical blockers, on-page gaps, local visibility issues, and quick wins that directly map to business impact.
3) Recommend scoped monthly work
Define monthly deliverables (technical fixes, content updates, local SEO, reporting) with a clear timeline and owner.
4) Present pricing + next step
Tie the recommended retainer to expected outcomes, then close with a simple approval step and kickoff timeline.