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- Web Audit/Strategy Proposal Template
Website Audit Proposal Template To Close Deals
If you're a marketing agency offering web strategy services, our free website audit proposal template (also available in Word and PDF formats) shows an example of how to pitch website audit and strategy.
The scope of the website audit proposal includes deliverables like SEO and content audits, analytics review, user experience strategy, and includes a sample contract at the end.

Website Audit Proposal Template Details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
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What is included in this website audit proposal template?
Website Audit Proposal Overview and Goals
This section introduces the proposal, outlining the need to assess and optimize your site’s performance. It emphasizes identifying what's working, what isn’t, and how users interact with the site, so your prospect can start generating quality traffic, converting visitors, and improving ease of maintenance.

Scope of Services
This section of the website audit proposal template example includes a full analysis across several areas: analytics to review traffic and conversion patterns, user experience strategy including persona creation and user testing, content quality and structure, SEO performance, social media activity, email marketing efforts, branding consistency, site technology, and overall governance. These insights inform a roadmap for improvement.

Timeframe
Use this section of the website audit proposal template sample to outline the full audit and strategy process and how long it will take. As an example, it may begin with a discovery meeting, followed by two weeks of research and auditing, and wraps up with a strategy presentation in week four. Timelines can vary based on feedback cycles and customer needs.

Your Investment
This section of the website audit proposal outlines a flat-rate cost for the audit and strategy deliverable. The fee includes all analysis, recommendations, and the final report. Flexible adjustments to scope and pricing can be made available based on client needs.

Why Us?
The website audit proposal example highlights the team’s strength in crafting functional, user-centered websites that not only look good but perform well. It reinforces a mobile-first approach, user-friendly design, and a commitment to building digital experiences that convert.

Our Team
Use this section of the website audit proposal sample to introduce the audit and strategy team—designers, developers, marketers—each bringing expertise in different aspects of the site experience, from front-end development to SEO and branding strategy.

Case Study
Include a real-world example to demonstrate how the team helped a previous client overcome web performance issues, improve user engagement, and increase sales post-launch. This section of the website audit proposal offers context and confidence in the proposed process.

Statement of Work & Contract
This section of the website audit proposal, which should be reviewed by a legal professional, formalizes the agreement, outlining services, deliverables, payment terms, intellectual property rights, confidentiality, and other legal protections. It ensures alignment between both parties before work begins.

Next Steps
Clients are guided to review the agreement, ask questions, and electronically sign to move forward. Once the website audit proposal is accepted, the team will initiate onboarding and kick off the project immediately.
