Clients mix up your fee with the ad budget
When everything lands as one lump number, the client assumes you're overcharging for management when most of it is actually platform spend.
Build clear per-channel packages, with your management fee split from ad spend and the measurable deliverables clients expect every month.
Free to start. No card required for your first package.
When everything lands as one lump number, the client assumes you're overcharging for management when most of it is actually platform spend.
Without a repeatable structure per channel, every new SEO or ads proposal starts from zero, risking a deliverable you charged for last month getting dropped.
Without specifying how many reports, campaigns, or keywords the package covers, the client assumes a scope that was never agreed, and closing out the month gets awkward.
Create separate line items for your management fee and for the ad or tooling budget, so the client sees exactly where each dollar goes.
Your client reviews the monthly package through a professional link, no download required, and can comment directly on any line item before approving.
Once signed, the deliverables, fee, and allocated budget are documented — no reopening the conversation every time you invoice.
Real example
A consultant quotes a $1,500/month package that splits their SEO and Ads management fee from the ad spend going directly to the platforms. The client sees the breakdown, comments on the ad budget, and signs the same day.
Your management fee and ad spend are split and signed off separately, so the client instantly understands what pays for your work versus platforms.
Duplicate last month's SEO or Ads package and adjust only what changed, instead of rebuilding the line-item structure every time.
You know exactly when the client viewed the package and when they signed, no chasing approvals to start the month on time.
Create one line item for your management fee and a separate one for the ad or tooling budget, so the total is clearly broken down for the client.
Yes. You can create an independent package per channel or combine them into a single quote with separate line items for each service.
Add a line item or explicit note stating the number of reports, campaigns, or keywords included. Any extra deliverable gets quoted separately.
Yes. The client views the quote through the public link and can leave comments on any line item, including the ad spend one, before signing.
Yes. Duplicate the previous quote from your catalog and adjust only the line items that changed before resending it.
For digital marketing
Quote monthly per-channel packages, with the management fee split from ad spend and simple e-signature.
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