Partner Proposal For The Amazing

A Step-by-Step Proposal To
Over The Next 6 Months

Dear future partners,

I’m excited to walk you through this proposal. Thank you for taking the time.

My name is Preston Bates, and I’m the Chief Strategist at ROI Monkeys.

This proposal is customized for you, and is designed to:

  • Explain our main objective from working together over the next 6 months
  • Give you insight into the work being carried out and the thought process behind it all
  • Show you an accurate timeline of the work we will implement
  • Inform you of the investment required to begin this project

Ready? Let’s get started!

December 10th, 2018

Your Marketing Package

Over a six month subscription
$ 2500
Monthly Plus $1500 Set Up Fee

  • 10 Keywords
  • Website made local SEO friendly
  • Lead magnet and Opt In Page
  • 5 Email Autoresponder sequence
  • Links from trusted authority websites
  • GoogleMyBusiness setup & optimization
  • Exclusive area rights for your industry
  • Conversion rate optimization
  • Unlimited campaign support *
  • Retargeting ads & ad management **

* Unlimited support includes direct email access to Preston and calls booked in advance.
** Retargeting ads includes setup and management, advertising fees are paid by client.


Let’s Talk About

Our primary focus for this project is to increase the number of sales from your website.
To do this, the project will be split into 3 categories.

On-site Optimization
of project

This involves letting search engines know exactly what your website is about.


The most important part of the process and vital for ranking higher in search engines. This involves building links to your website.


If you successfully have on-site optimization and backlinks, you will have visitors on your website. Conversion is about making it easy for those visitors to become leads e.g. calls or online appointments.

We have this method down to a science. You may have also noticed that 83% of our strategy involves search engine optimization, or ‘SEO’ as we will refer to it throughout this proposal.

“How do you help me with SEO?”

Scroll down and let me explain…

First, Let’s Define Your

Before we can begin any of the project categories listed above, we need to determine the keywords that will generate the highest ROI when ranked top. 

A keyword refers to the phrases that your potential clients are likely to search for.

Below you will see some sample keywords we have selected out for you. This list will be changed and/or expanded in consultation with you before the campaign begins.

Keyword Research

For Valerie Fitzgerald Team

  • Top Real Estate Agent LA
  • Luxury Real Estate Agent LA
  • Luxury Homes LA
  • Luxury Homes Beverly Hills
  • Beverly Hills Real Estate Agent
  • Luxury Homes Bel Air
  • Bel Air Real Estate Agent
  • Valerie Fitzgerald
  • Coldwell Banker

Then, Let’s

After we have chosen the best keywords to target, we will implement “onsite optimization”. 

This involves tweaking your website to be more related to your chosen keywords, and making it easier for search engine bots to get what they need.

“How does applying keywords help with ranking?”

Let’s look at the graphics below…

This is how a website appears to you:

This is how a website appears to a search engine:

Search engines create “algorithms” to determine which factors influence your position or ranking. 

To “rank a website” it’s as simple as understanding the algorithm, then providing it what it wants. In total there are over 200 signals the algorithm looks for, split across 8 categories.

With targeted keywords and on-site optimization, we utilize the “algorithms” of search engines to improve and promote your website to increase the number of visitors the site receives from search engines.

Cool, right?

“Cool. Where exactly do keywords appear?”

Good question. Let me show you…

Here is an example of how the search results appear within Google:

  • You may notice the page name/directory includes the area we are targeting. It is important to include at least part of the keyword in the page name.
  • Another vital part of the content optimization is the description. The description tells potential clients and search engines what the page is about. It should be written in a compelling way to encourage people to visit your website.
  • Other tweaks in the content will include setting text descriptions of images (search engines cannot understand images), including the keywords in headlines, and organizing code.​​

In general,

We Will Create

to Make your Website content more search engine friendly


The first thing we will do is to create a keyword optimization plan that identifies the proper keywords to target on specific pages of your website.


After this plan has been created, we will set the title and mega-description of each page to include the chosen keywords and phrases.

Secondly, Let’s
To Your Website

Before the keyword targeting and on-site optimization we just covered can be truly effective, your website requires backlinks. Backlinks are links to your website from other websites.

We define a good link by 3 main components:

Anchor Text

The (anchor) text of your backlinks influences what keywords you rank for.

We follow a tested and proven formula for choosing anchor texts.

73% importance

Webpage Topic

The more relevant the webpage, the better the link.

When choosing or creating pages to link to your website, this should be kept in mind.

66% importance

Link Type

Contextual, footer and sidebar are the 3 types of links.

We primarily focus on contextual, which is links from within articles and content. But it is important to have a variety.

31% importance

1. Understanding

The text of the link is named the anchor text. For example, opening a link to under “GetMarketingHelp” – the anchor text is “Get Marketing Help”

We have a tested anchor text usage formula for best performance in rankings and to avoid penalties (that can be received from using the same anchor text too much.) 

Take a look at the formula below and the types of anchor texts:

Anchor Text

  • URL: This is just the website address as the anchor text e.g. []
  • Exact: The keyword you are targeting e.g. main keyword]
  • Branded Keyword: Your brand name and keyword mixed e.g. YourWebsite Keyword]
  • Phrase: This is the keyword mixed into a longer phrase e.g. best Keyword in area]
  • Brand: The brand / business name on its own is a natural anchor text to use
  • Related: Industry related keywords e.g. [keyword1, keyword 2, keyword3]
  • Generic: Click here, go to website, etc.

2. Understanding

For a backlink to be most effective, it should be on a page or within an article that is relevant to your website. There are two ways to do this:


Create a website directly related to your business.

For example, if a dentist comes to us for SEO, we build blogs about dentistry and link to your website from it within an article.


Write an article for another website that is related to your website and theirs.

For this method, we already own and will create more websites related to general topics. This gives you links from blogs within highly relevant articles to your business and allows us to use our anchor text formula (mentioned above) to have the best possible impact on your search engine rankings.​

3. Understanding


A link such as this (go to an article or content.


A link on the side of a webpage outside of the content area.


A link at the bottom of a webpage.

Third, Let’s
From Your Website

If less than 10% of people that visit your website from search engines are contacting you, you are losing a lot of customers.

Do you know your conversion rate? This is the percentage of visitors that contacting you after visiting your website.

The process of tweaking this is called Conversion Rate Optimisation.

Without doing this, spending money on SEO is a waste of your money. You’ll get an increase of visitors, but most of them will end up going to your competitors that have better converting websites.

Below are a few ways we’ll tweak your website to improve your conversion rate.

1. Make Your Content

Content is what really matters on a website. 

Great design and images are powerful. But if your content is bad, it’ll all fall apart.

All of our content is measured against 3 platitudes to judge the effectiveness, and how customer focused it is, these are:

Platitude #1: What is in it for me
Platitude #2: Well, I would hope so
Platitude #3: Who else can say that?

2. Make Your Website

If it takes a visitor more than 3 seconds to find your phone number, it’s not in the right place. If they struggle to find what they are looking for, struggle to navigate, or have any difficulties using your website – it is setup wrong.

You need to know who your audience is, so you can make your website easy for them to use. If you primarily target an older audience as an example, they won’t be as technical as younger people. In which case, you create your website very easy to use for this audience.

We studied and tested repeatedly to see exactly how to structure a website to make it easy for different demographics to use.

3. Encourage And Make It Easy

Most business websites have one focus, to get more enquiries. More phone calls, or online contact messages.

If this is the case, then it doesn’t make sense to not have a contact form on your website. Or to bury your phone number in the middle of your content.

Have a short call back form on your homepage (the most visited page on most websites), and have your phone number / contact button at the top right of every page.

Fourthly, Let’s Talk About

Even if your website is setup with the right conversion elements in place, the best you’re likely to get is 20% of visitors instantly contacting you.

That means 80% of the visitors you are spending money on advertising to send to your website, are not contacting you.

Here is how you can turn that around and convert “research now, buy later” prospects into your customers.

Below are a few ways we’ll help you bring back your potential customers.

Method #1:

Have you ever looked at a product on Amazon, then repeatedly seen this product advertised everywhere afterwards? This is retargeting.

After visiting your website, people will be browsing other websites, and seeing your adverts. It’s a great way of bringing prospects back and establishing strong brand presence.

Method #2:

Another way of turning this 80% into enquiries is through building an email list.

A lead magnet is something you give away for free, in exchange for their details. This can be as simple as a free report / white paper.

You then create a page on your website to promote this, offer it at the bottom of your other webpages, and advertise it through other mediums.

Method #3:

The problem with lots of people downloading the free report you offer, is that you then have to follow up with them. This can take a lot of time when a lot of people are downloading that.

It’s not easy to think of a new email to send all the time. Never mind trying to send it to hundreds of people.

Instead, you can use an autoresponder to fully automate this. You can pre-create the emails in a sequence, then have them automatically email out X days after someone subscribes.

Now you are building a relationship with these people. Building trust with them. And leading them closer to buying from you. All automatically.

Method #4:

The goal is to make sales! Sales is a function of qualified leads. Qualified leads is a function of leads generated. Lead generated is a function of impressions and lead sources utilized.

At ROI Monkeys, we guard your advertising dollars fiercely to squeeze every penny of value out of your budget. Therefore, we focus on optimizing your website for conversion before we turn on ad traffic. That way your site can capture and convert traffic into sales conversations.

Using a data-centric, testing process helps ensure that you get the best return on investment possible. You set the budget, we write the ad copy and creative. Then we test, optimize, and scale. Make sense, right? 

Channels recommended for you are Facebook, Instagram, and Google Ads.

Last But Not The Least, Here’s The

Phase 1: Renovate (Months 1 – 3)

Stage 1. Audit

-Optimize Architecture optimization and fixes.

-Fix crawlability and indexability.

-Find, diagnose, fix redirects.

-Uncover and fix user experience (UX) and user interface (UI) issues.

-Make sure website is setup for maximum conversion and sales (take advantage of organic traffic)

Stage 2. Create

-Create Content Strategy that you can easily execute. 

-Uncover content that is targeted for number one on google.

-Share content blueprints for reference.

-Learn how to build content google salivates over so that you win even while sleeping.

Stage 3. Implement

-Build assets (copy and creatives) discovered in stages 1 & 2.

-Update website with winning creatives and copy.

-Test implemented systems and fix bugs.

Phase 2: Convert (Months 4 – 6)

Stage 1. Promote

-Link building workflow.

-Backlink overhaul and revamp.

-Link prospecting.

-Optimize anchor texts.

-Niche down to dominate specific keywords and SERPs.

-Ad copy and creative written and begin testing with low budget.

-Winning copy and creative is selected for scale.

Stage 2. Scale

-Scale the ad copy and creative in the channel (instagram, facebook, or google) with maximum ROI.

-Monitor new results from organic search efforts.

-Monitor and report advertising results.

-CRO. Identify any leaks in the conversion funnel.

-Monitor new results from organic search efforts.

Stage 3. Optimize

-Monitor new results from organic search efforts.

-Refine copy, and creative as needed.

-Fix and optimize the funnel holistically to ensure maximum ROI from advertising.

-Identify new opportunities, niches, and target markets to help grow client’s leads, sales conversations, and sales.

Frequently Asked Questions

Why is it a 6 month agreement?

6 months is sufficient time to show you great results. It also gives both of our businesses a trial to evaluate whether we are a good fit to continue working together.

What will happen after 6 months?

We will evaluate the project to decide whether we are a good fit to continue working together. If we are a good fit, the campaign will revert to a month-to-month agreement.

Are my results guaranteed?

We are not in control of future changes by search engines, and possibly even your website. For this reason, even though we are 100% confident in the results we can get you, our legal advisors wouldn’t let us make any guarantees.

I have questions about your service…

No problem. We are a client-centric agency, so you can email Preston directly at

“ROI Monkeys increased my website conversion rate drastically! I used to get only a couple of leads online, but now, I have leads downloading my free guide all the time even when I’m not working!”

Samantha B.

Real Estate Agent

“I was skeptical at first about the 6 month commitment, but it turned out to be the best investment I’ve ever made on digital marketing. I am getting good ROI from ROI Monkeys.”

Josh D.

Real Estate Agent

Thank you so much for taking the time to review this proposal!

Next Steps:
I will email your team this proposal and have another conversation with you to answer all your questions.
If all goes well, I will send you the agreement to sign and get started on your marketing campaign.

Throughout working together, I will be your point of contact.
You can contact me at any time at

On behalf of everyone at ROI Monkeys, we wish you and your business all the best!

Preston Bates
Chief Strategist, ROI Monkeys

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