Getting started with QuoteCloud

Channel scopes written once, used in every proposal

SEO, social, paid, email and content at each tier, with deliverables in plain words, saved as library blocks your team drags into each proposal.

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Agencies keep each channel's scope in the QuoteCloud content library: SEO, social media, paid search and social management, email and content, each with its tiers, deliverables and monthly fee saved as price tables and text blocks. Account managers drag them into proposals, so every client sees the same scope for the same price.

A fictional agency's content library open on its channel scopes. Five channel tabs (SEO, social, paid, email and content) take turns; each shows that channel's scope block with three tiers, Foundation, Growth and Momentum, their monthly fees and a deliverable for each, with the tier used in the Kinroy retainer AD-R-2207 marked. The wording is locked. A note says the block was dragged into AD-R-2207: same wording, same price, every proposal.

Five channels, each scoped once

What every tier includes, in plain words, and the weeks it takes to get going. Pick a channel to see its block as an account manager drops it into a proposal.

Ambergrove DigitalScope block · SEO Library Library block · sample

Search engine optimisationSEO · three tiers

Locked library block

Search engine optimisation, written the way Ambergrove scopes it for every client: hours each month, the pages we work on, and what we never promise.

  1. Foundation

    $1,450/mo + tax

    • 10 hours technical and on-page SEO a month
    • Keyword map for 40 priority terms

  2. Growth In AD-R-2207

    $2,600/mo + tax

    • 20 hours technical and on-page SEO a month
    • 2 landing pages optimised a month

  3. Momentum

    $4,200/mo + tax

    • 32 hours technical and on-page SEO a month
    • Digital PR and link outreach

Not included: Rankings or traffic guarantees; Website development beyond page edits; Paid search (see paid media).

Your first 90 days Gantt chart · Business plan

  • OnboardingOnboarding questionnaire and strategy workshop
  • SEOTechnical auditOn-page work
  • ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12

SEO by hours and pages, not promises

Each tier names the hours a month and the pages worked on. What SEO never includes is written down too, so nobody reads a ranking guarantee into it.

  • Hours and pages per tier
  • A technical audit in the first two weeks
  • No rankings or traffic promised
Ambergrove DigitalScope block · Social media Library Library block · sample

Organic social managementSocial media · three tiers

Locked library block

Organic social management: how many posts, on how many channels, and who replies to your community.

  1. Foundation

    $1,200/mo + tax

    • 12 posts a month on 2 channels
    • Community replies on weekdays

  2. Growth In AD-R-2207

    $2,100/mo + tax

    • 20 posts a month on 3 channels
    • 4 short-form video edits a month

  3. Momentum

    $3,400/mo + tax

    • 30 posts a month on 4 channels
    • A creator shoot day each quarter

Not included: Paid social ads (see paid media); Influencer fees and product gifting; Replies outside business hours.

Your first 90 days Gantt chart · Business plan

  • OnboardingOnboarding questionnaire and strategy workshop
  • Social mediaCalendar and tone of voicePosting and community
  • ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12

Posts, channels and who replies

The number of posts, how many channels and when the community gets replies. Paid social sits under paid media, not here.

  • Posts and channels per tier
  • Calendar and tone of voice first
  • Ads and influencer fees excluded
Ambergrove DigitalScope block · Paid search & social Library Library block · sample

Paid media managementPaid search & social · three tiers

Locked library block

Paid search and social management. Each tier names the monthly ad spend it covers; the spend itself is paid by the client to the platforms.

  1. Foundation

    $950/mo + tax

    • Management of up to $5,000 monthly ad spend
    • 1 search and 1 social campaign

    Ad spend managed: up to $5,000/mo

  2. Growth In AD-R-2207

    $1,600/mo + tax

    • Management of up to $15,000 monthly ad spend
    • Creative refresh every month

    Ad spend managed: up to $15,000/mo

  3. Momentum

    $2,500/mo + tax

    • Management of up to $40,000 monthly ad spend
    • Weekly optimisation and testing

    Ad spend managed: up to $40,000/mo

Not included: The ad spend itself, paid by you to the platforms; Media buying and insertion orders; Results or return on ad spend promises.

Your first 90 days Gantt chart · Business plan

  • OnboardingOnboarding questionnaire and strategy workshop
  • Paid search & socialAccounts and tracking set-upCampaigns live
  • ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12

Management, with the spend it covers

Each tier states the monthly ad spend it manages. The spend itself is the client's, paid to the platforms and never in your totals.

  • Spend ceiling per tier
  • Accounts and tracking set up first
  • No media buying or insertion orders
Ad spend estimates & management fees
Ambergrove DigitalScope block · Email Library Library block · sample

Email marketingEmail · three tiers

Locked library block

Email marketing: newsletters each month, the automated flows we build once, and sending from the client's own platform.

  1. Foundation In AD-R-2207

    $750/mo + tax

    • 1 newsletter a month
    • Welcome flow built once

  2. Growth

    $1,300/mo + tax

    • 2 newsletters a month
    • Welcome and abandoned-cart flows

  3. Momentum

    $2,000/mo + tax

    • 4 campaigns a month
    • Full lifecycle flows and testing

Not included: The email platform's subscription; List purchase or data cleansing; SMS campaigns.

Your first 90 days Gantt chart · Business plan

  • OnboardingOnboarding questionnaire and strategy workshop
  • EmailFlows builtNewsletters
  • ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12

Newsletters and the flows built once

How many sends a month and which automated flows are built, sent from the client's own email platform.

  • Sends per month and flows per tier
  • Flows built in the first month
  • The platform's subscription excluded
Ambergrove DigitalScope block · Content Library Library block · sample

Content and copywritingContent · three tiers

Locked library block

Content and copywriting: long-form articles, guides and the plan behind them.

  1. Foundation In AD-R-2207

    $1,100/mo + tax

    • 2 long-form articles a month
    • Content plan each quarter

  2. Growth

    $1,950/mo + tax

    • 4 long-form articles a month
    • 1 downloadable guide a quarter

  3. Momentum

    $3,100/mo + tax

    • 6 long-form articles a month
    • Pillar page and guide every quarter

Not included: Video production; Translation; Printing and distribution.

Your first 90 days Gantt chart · Business plan

  • OnboardingOnboarding questionnaire and strategy workshop
  • ContentContent planArticles published
  • ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12

Articles, guides and the plan behind them

Long-form articles a month, the guides each quarter and the plan that decides what gets written.

  • Articles and guides per tier
  • A content plan before the first article
  • Video and translation excluded

Scope blocks in, a retainer proposal out

The account director builds Kinroy's retainer from the library: one scope block per channel at its tier, the add-ons, then the locked terms.

Content libraryAmbergrove Digital · Company · Channel scopesSample data

  • SEO scope · three tiersPrice table Locked
  • Social media scope · three tiersPrice table Locked
  • Paid search & social scope · with spend ceilingsPrice table Locked
  • Email scope · three tiersPrice table Locked
  • Content scope · three tiersPrice table Locked
  • Add-ons: video pack, review call, landing page sprintPrice table
  • First 90 days planGantt chart
  • Revision rounds and ad spend termsTerms Locked

AD-R-2207 · Growth retainerRetainer proposal, being assembled

  1. 1Cover and summaryFrom the retainer template
  2. 2SEO · Growth Locked block
  3. 3Social media · Growth Locked block
  4. 4Paid search & social · GrowthUp to $15,000 ad spend managed Locked block
  5. 5Email · Foundation Locked block
  6. 6Content · Foundation Locked block
  7. 7Add-ons to tick From library
  8. 8Your first 90 days From library
  9. 9Terms Locked block

  • Written once

    Each channel's tiers saved as a price table block, in a Channel scopes folder.

  • Who can edit

    Role permissions decide who changes a scope; everyone else drags it in.

  • Locked wording

    Content locking keeps the deliverables word for word in every proposal.

    Business plan

The content library

How to write a scope a client can read

Scope creep usually starts with a word that means one thing to you and another to the client. A few habits that keep each tier clear.

  • Count what you deliver

    "20 posts a month on 3 channels" beats "ongoing social support". Numbers are easy to check at the monthly review.

  • Change one thing per tier

    Growth should read as Foundation plus something clear: more hours, more posts, a guide each quarter.

  • Say what's not included

    Ad spend, shoots, platform subscriptions: list them under each channel so nobody assumes.

  • Use the client's words

    "Replies to comments on weekdays" rather than "community management SLA".

  • Promise work, not results

    Scope the effort. A forecast, if you share one, is labelled as your own estimate.

  • Put the rounds in the scope

    How many rounds each deliverable gets, and what an extra one costs: see scope and revisions.

Write your channel scopes once, use them everywhere

14 days free, no credit card. Save your tiers in the content library on day one.

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The same blocks build the first 90 days

Each channel's block carries its set-up and running weeks, so the retainer shows a plan the client can hold you to: onboarding in week one, accounts and tracking in the first fortnight, then work running, with a review at weeks 4, 8 and 12.

It is the agency's plan, written into the proposal. QuoteCloud shows it; it doesn't track the work or report on it.

  • Gantt chart with set-up and running bars
  • Review milestones on the week scale
  • Only the channels in this retainer

Gantt charts: Business plan

Retainer proposals & scope tiers
Ambergrove DigitalRetainer proposal AD-R-2207 Sample · fictional business

Your first 90 days Gantt chart · Business plan

  • OnboardingOnboarding questionnaire and strategy workshop
  • SEOTechnical auditOn-page work
  • Social mediaCalendar and tone of voicePosting and community
  • Paid search & socialAccounts and tracking set-upCampaigns live
  • EmailFlows builtNewsletters
  • ContentContent planArticles published
  • ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12

Channel scope questions, answered

How do we reuse the same SEO or social scope in every proposal?

Save each channel's tiers as a price table block, with its deliverables, in the QuoteCloud content library (Essentials and up). Account managers drag the block into a proposal and set the tier. Folders, pinning and role permissions keep the library tidy.

Can we stop the scope wording being changed in a proposal?

Yes, on the Business plan. Content locking lets account managers use a block but not edit it, so what each tier includes reads the same in every proposal. Unlocked blocks can still be tailored per client.

Can the scope include results such as rankings or followers?

That is your call, but we recommend scoping the work: hours, posts, articles and campaigns. QuoteCloud doesn't connect to ad platforms or analytics and doesn't report on results. If you share a forecast, label it as your own estimate.

Can we show a plan for the first few months?

Yes. On the Business plan a Gantt chart block shows set-up and running work per channel and the review dates. It is your plan in the proposal; QuoteCloud doesn't track tasks against it.

Can channel tiers live in the product catalogue too?

Yes. Add each tier as a catalogue item with its monthly price, category and SKU, or import them from a CSV. The catalogue keeps prices consistent; the library block keeps the wording consistent.

More questions from agencies

More for marketing agencies

Every page of the QuoteCloud marketing services microsite.

Every channel, scoped the same way

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