Free client proposal and scope of work

AI Visibility Audit Proposal & Scope Template for Agencies

Copy a defensible proposal into your next prospect conversation. It frames the engagement, deliverables, timeline, fees, evidence controls, and acceptance criteria—without presenting a small sample as a permanent AI ranking.

Important

This is a proposal template, not a completed audit. Every future result should be labeled with its prompt, engine, date, market, and test conditions. No template can guarantee citations, recommendations, traffic, leads, or revenue.

Copy the working proposal

A proposal your client can inspect.

Replace the bracketed fields, agree on the commercial and evidence boundaries before testing, and keep every conclusion attached to observable evidence.

AI VISIBILITY AUDIT — PROPOSAL & SCOPE OF WORK

Prepared for: [client legal name]
Prepared by: [agency legal name]
Proposal date: [insert]
Proposal valid through: [insert]

1. Engagement summary
- Business decision this audit should inform: [insert]
- Brand, domain, product, or service in scope: [insert]
- Market, language, and planned audit window: [insert]
- One-sentence engagement outcome: [insert]

2. Client context
- Primary buyer and decision context: [insert]
- Priority products, services, or claims: [insert]
- Known competitors: [insert]
- Authoritative first-party sources supplied by client: [insert]

3. Objectives and buyer questions
- Recommendation questions: [insert]
- Comparison and alternative questions: [insert]
- Problem-aware questions: [insert]
- Brand and factual-verification questions: [insert]

4. Prompt and engine plan
- AI engines and access conditions: [insert]
- Number of agreed prompts: [insert]
- Market, language, device, or account conditions: [insert]
- Sample limitations agreed before testing: [insert]

5. Observation and evidence protocol
- Same controlled prompt set used as agreed: [yes/no]
- Exact answer, date, market, and conditions captured: [yes/no]
- Mentions, citations, competitors, and source URLs recorded: [yes/no]
- Screenshots or raw-response references retained: [yes/no]
- Observation distinguished from interpretation: [yes/no]

6. Deliverables
- Evidence-backed audit report: [included / not included]
- Prompt and observation register: [included / not included]
- Citation, competitor, and accuracy review: [included / not included]
- Prioritized action plan with owners: [included / not included]
- Client readout or working session: [insert format and duration]

7. Timeline and responsibilities
- Kickoff and client-source handoff: [insert]
- Observation window: [insert]
- Draft review date: [insert]
- Final delivery date: [insert]
- Agency responsibilities: [insert]
- Client responsibilities and approver: [insert]

8. Fees and payment
- Total fee: [insert amount and currency]
- Deposit or first payment: [insert]
- Remaining payment and due date: [insert]
- Approved out-of-scope work: [insert rate or change-order process]
- Proposal valid through: [insert]

9. Exclusions and dependencies
- This engagement does not include: [implementation / content production / platform access / other]
- Client access, source, and approval dependencies: [insert]
- Third-party platform behavior outside agency control: [acknowledged]
- Material scope changes require written approval: [yes/no]

10. Acceptance criteria
- Deliverables accepted when: [insert observable conditions]
- Consolidated client feedback due: [insert date]
- Acceptance window: [insert business days]
- Final approval owner: [insert]

11. Ranked action plan
- Action: [insert]
- Evidence supporting the action: [insert]
- Expected impact, confidence, and effort: [insert]
- Owner and next observation date: [insert]

REQUIRED CLIENT BOUNDARY
Each result is a dated observation from a defined sample—not a universal AI ranking. Findings do not guarantee future citations, recommendations, traffic, leads, or revenue.

Set the commercial frame

Define the decision, deliverables, fee, timeline, and approver before the work begins.

Freeze the sample

Agree on engines, prompts, conditions, and limitations before collecting answers.

Capture before scoring

Preserve the exact answer and source before summarizing what it means.

Rank only supported actions

Connect each recommendation to evidence, an owner, and a next observation date.

Client-ready handoff

What the finished engagement should make clear.

01 · EVIDENCE

What appeared

Dated prompts, responses, citations, screenshots, and test conditions that another reviewer can inspect.

02 · INTERPRETATION

What it may mean

A bounded narrative that distinguishes direct observation from inference and uncertainty.

03 · ACTION

What happens next

Ranked corrections, content or source work, owners, effort, and the next repeatable check.

From proposal to delivery

Use the outline free. Buy the operating system when a client says yes.

Signal OS turns this scope into a local evidence workflow, action board, report builder, and tier-specific delivery assets. It is a one-time purchase with no subscription.

Free resource

Proposal template

The proposal and scope text above for prospect and planning use.

No completed audit
No workstation
No client-use license

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