Creative Partner
Client · SEO Track C SEO Foundation Build · v02 · May 2026
White-label 8 workstreams · one-time foundation Phase 1 SEO live · July 1, 2026
02 · At a glance

Engagement snapshot

The shape of the whole engagement in eight numbers. The forecast below is honest — Map Pack ranking is the biggest SEO lever for a healthcare clinic given GBP-centric search patterns. Optimize accordingly.

Engagement model
One-time foundation
Ongoing retainer is a separate quote.
Workstreams
8W1 – W8
Keyword arch, on-page, internal links, external/citations, schema, technical, CRO, AI Overview.
Citation campaign
50–75listings · 3 tiers
Essential, healthcare-specific, general — sequenced over 30–45 days.
Schema types
12+across 21 URLs
MedicalBusiness, Physician, MedicalProcedure, FAQPage, Place dynamic, more.
Aggregator push
Data Axle · Localeze
Foursquare · Factual
Feeds hundreds of secondary directories + GPS + voice assistants.
DataForSEO pull
Done
Hyperlocal canonical row in Supabase. Tier A / B / C / D locked.
Phase 1 SEO complete
By July 1, 2026
W1, W2, W5, W6, W7 for 5 Phase 1 pages + tooling.
Phase 2 SEO complete
By August 31, 2026
Full Workstream coverage on 16 additional pages incl. 12 CMS items.

Honest 12-month visitor forecast

Map Pack ranking is the biggest SEO lever for this client given GBP-centric search patterns in healthcare. We forecast monthly visitor counts only — not revenue, not booked-patient projections. Conversion modeling is a Track-D + Track-E concern.

Phase
Monthly visitors
Month 1–3Launch + indexing
5–15
Month 4–6Map Pack movement
15–40
Month 6–9Map Pack stable
30–60
Month 9–12Referral compounding
40–80
03 · Locked vs flexible

What’s fixed, what’s yours

Two columns. Everything on the left is set — don’t quote it differently. Everything on the right is your professional call.

Locked

Set

Don’t quote differently — these are decided.

  • Keyword tiers per A1 addendum (2026-05-21) — Tier A (Lansing direct ~30/mo), Tier B (near-me national, geo-filtered to ~10/mo Lansing real), Tier C (topical authority), Tier D (per-city long-tail).
  • 21 indexable URLs — each gets full on-page optimization (Workstream 2).
  • DataForSEO hyperlocal pull complete (2026-05-21) — canonical row in Supabase keyword_research table. Row identifier provided under NDA.
  • 8 workstreams scope — Keyword Architecture, On-Page SEO, Internal Linking, External Linking (citations + aggregators), Schema Markup, Technical SEO, CRO Foundation, AI Overview/Generative Search.
  • Per-CMS-item content uniqueness ≥ 60% — your linking strategy and schema generation must handle this dynamically.
  • Citation campaign volume: 50–75 business listings in 3 tiers.
  • Data aggregator push: Data Axle, Localeze, Foursquare, Factual.

Flexible

Your call

Use your professional judgment.

  • Specific schema entity @id URI patterns.
  • Internal linking exact-match anchor variations per page.
  • Per-CMS-item dynamic schema generation approach (Velo code patterns).
  • AI Overview content patterns — which sentence structures to push.
  • Citation campaign sequencing within tiers.
  • Tool selection where alternatives exist (BrightLocal vs Yext vs manual citations).
04 · The work · Workstream 1

Keyword architecture & mapping

Deliverable: keyword-to-URL spreadsheet for all 21 URLs. No cannibalization, intent classified per page, full DataForSEO data per keyword, competitive landscape mapped, target ranking + timeline assigned, priority tier set.

Per-page deliverables

21 URLs
  • Primary keyword per page — no two pages share a primary keyword. Cannibalization is a launch-day failure mode; resolve it in the architecture.
  • 5–10 secondary keywords per page — semantic cluster supporting the primary.
  • Search intent classification per page — informational, navigational, commercial, transactional. Drives Workstream 2 + Workstream 7 decisions.
  • Monthly volume + difficulty + CPC per keyword — sourced from the completed DataForSEO pull in Supabase.
  • Competitive ranking landscape per primary keyword — who currently ranks 1–10 in Lansing-metro SERPs.
  • Target ranking position + timeline per keyword — realistic given KD + market depth.
  • Priority tier — which pages first to optimize for what.
  • Cannibalization risks identified + resolved.
  • Sources: DataForSEO research pull (already in Supabase), manual SERP review, Google Keyword Planner cross-reference.
04 · Locked keyword tiers

Tier A is hyperlocal-verified — not national-inflated

Per A1 addendum (2026-05-21). The hyperlocal-vs-national volume gap is the entire reason this engagement is intent-priced, not volume-priced. Quote Tier B optimization with the Lansing-metro column in mind, not the national one.

Tier
Keyword
Lansing vol
National vol
KD
Target page
A
suboxone clinic lansing mi
20/mo
0
MAT + Lansing location (manage cannibalization)
A
suboxone doctors lansing mi
10/mo
7
MAT
A
suboxone doctors in lansing mi
10/mo
7
MAT (variant)
A
mat clinic lansing
~3–5
low
MAT (long-tail H2)
A
outpatient recovery lansing
~3–5
low
Home / Services
B (near-me)
suboxone clinic near me
~10
14,800
4
MAT
B
suboxone doctor near me
~8
12,100
16
MAT
B
suboxone near me
~3
1,600
14
Home + MAT
B
mat clinic near me
~3
880
14
MAT
B
outpatient rehab
~15 Lansing
18,100
29
Home + Services
C (topical)
mat clinic
2,400
11
MAT
C
suboxone doctor
1,900
11
MAT
C
mat program
3,600
21
Services overview
D (per-city)
suboxone clinic [city] mi × 12 cities
long-tail
low
low
12 CMS items

12 service-area cities (Tier D CMS items). Holt, East Lansing, Dimondale, Waverly, DeWitt, Bath, Grand Ledge, Haslett, Okemos, St. Johns, Charlotte, Hastings. One CMS template + 12 dynamic items, each with unique Place schema + city-specific anchors.

04 · The work · Workstream 2

On-page SEO implementation

Per-page deliverables: 21 pages × full optimization. Title, meta, H1, H2/H3 hierarchy, URL slug, alt text, image filenames, body keyword density, internal links, outbound authority links, Open Graph + Twitter cards, canonical, robots.

Per-page optimization checklist

All 21 pages
  • Title tag — 60 char max, primary keyword in first 50 chars, brand at end.
  • Meta description — 155 char max, compelling, CTA-driven, keyword present.
  • H1 — one per page, primary keyword present naturally.
  • H2/H3 hierarchy aligned with semantic intent + secondary keywords.
  • URL slug optimized — short, keyword-present, no stop words.
  • Image alt text descriptive + keyword-aligned where natural.
  • Image file names descriptive + keyword-aligned.
  • Body copy keyword density + LSI keyword presence verified.
  • Internal link placement per Workstream 3.
  • External outbound links to authoritative sources — SAMHSA, NIDA, ASAM cited where relevant.
  • Open Graph + Twitter Card meta tags.
  • Canonical URL specified.
  • robots meta directives where appropriate.
04 · The work · Workstream 3

Internal linking strategy & implementation

Deliverable: documented Internal Linking Map. The MAT page is the primary conversion hub; the Lansing location page is the geographic hub. CMS service-area items link to both with city-specific anchor variants generated via Velo code.

Linking architecture

Hub-and-spoke
  • MAT (Suboxone) page = primary conversion hub. Every service area CMS page links to it with anchor variations.
  • Each service area CMS page also links to Counseling + Case Management with city-specific anchor variants (CMS-driven via Velo).
  • Lansing — Downtown Clinic page = geographic hub. Links to all 12 service area pages.
  • Services Overview links to all 4 dedicated service pages with primary-keyword anchors.
  • Home features curated links to MAT, About, Insurance with high-conversion anchor text.
  • Footer site-wide links to legal/compliance with nofollow on Terms/Privacy.
  • Breadcrumb navigation on every non-home page.
  • Anchor text variation library — exact-match, partial-match, branded, generic, contextual variants per primary keyword. Prevents over-optimization while maximizing relevance.
  • Implementation — hand-built pages: manual link placement. CMS service area pages: dynamic generation via Velo code reading CMS fields, emitting links with correct anchor variations per city.
04 · The work · Workstream 4

External linking foundation (off-page)

One-time foundation — NOT ongoing link building. Citation campaign, data aggregator push, NAP consistency audit, initial high-authority profile creation, healthcare directory positioning, backlink prospect list for future outreach. Ongoing link earning is a separate retainer.

Off-page deliverables

One-time
  • Citation campaign — 50–75 business listings across 3 tiers (table below).
  • Data aggregator push to Data Axle, Localeze, Foursquare, Factual — feeds hundreds of secondary directories + GPS + voice assistants.
  • NAP consistency audit — Name/Address/Phone IDENTICAL byte-for-byte across every citation, footer, schema, structured data.
  • Initial high-authority profile creation — LinkedIn Company, Facebook Business, Crunchbase, BBB, Chamber of Commerce.
  • Healthcare directory positioning — SAMHSA Behavioral Health Treatment Services Locator (FREE, federal, high-authority), state licensing directory verification.
  • Backlink prospect list — 50–100 targets for FUTURE ongoing outreach (recovery publications, Lansing-area community orgs, healthcare partner referral relationships, alumni newsletters).
  • Ongoing link earning is separate retainer.
04 · Citation campaign

Tier breakdown · 50–75 listings over 30–45 days

Sequenced by authority and time-window. Tier 1 essentials in the first 14 days; healthcare-specific within 30; general directories within 30–45.

Tier
Window
Listings
Tier 1 — Essential7 high-authority anchors
First 14 days
Google Business Profile (Track D), Bing Places, Apple Maps / Business Connect, Facebook Business, Yelp, LinkedIn Company, BBB
Tier 2 — Healthcare-specific~8 vertical directories
Within 30 days
Psychology Today, SAMHSA Behavioral Health Treatment Services Locator, Healthgrades, Vitals, WebMD Provider Directory, ZocDoc (if relevant for Medicaid), Findhelp.org, Recovery.org / Rehabs.com
Tier 3 — General~50 general directories
Within 30–45 days
Foursquare, Manta, Hotfrog, Yellowpages.com, Citysearch, Brownbook, Cylex, ezlocal, + 40 additional general business directories

Aggregator pass-through fees. Data aggregator cost is typically $0–$300 one-time per aggregator + annual maintenance. Quote those as pass-through in §quote (line: Data aggregator push). Tier 2 healthcare directories have ZocDoc / WebMD acceptance variability — pass-through fees uncertain until applications submit.

04 · The work · Workstream 5

Schema markup architecture

12+ schema types deployed across all 21 URLs. Entity relationships linked via stable @id URIs. CMS dynamic schema generated per service-area item via Velo code. Every schema block validates via Google Rich Results Test + Schema.org validator before launch.

Schema type
Applied to
Purpose
MedicalBusiness
Home, Lansing, second location
Medical entity; eligible for medical SERP features
LocalBusiness (extends MedicalBusiness)
Same
Local Pack eligibility, map integration
MedicalClinic
Location pages
More specific entity classification
Physician
Each team-member bio
Provider entity recognition
MedicalProcedure
MAT page (Suboxone)
Service-level entity
MedicalTherapy
Counseling page
Service-level entity
Service
All 4 service pages
General service markup
FAQPage
Insurance/FAQ, MAT, Service Area FAQs
FAQ rich results (high CTR)
BreadcrumbList
All non-home pages
SERP appearance
WebSite (with SearchAction)
Home
Sitelinks search box eligibility
Organization
Site-wide header/footer
Brand entity baseline
Place (dynamic, CMS-generated)
Service area CMS × 12
Location-specific entity per city

Entity relationship linking via @id

Architecture

Every schema entity gets a unique @id URI; entities reference each other via those IDs. Example wiring:

  • MedicalBusiness on home@id: "[domain]/#organization".
  • Each Physician references the organization — "worksFor": {"@id": "...#organization"}.
  • Each MedicalProcedure references organization + location — "provider": {"@id": "..."}, "areaServed": {"@id": "...#lansing-location"}.
  • Service area CMS pages dynamically generate Place entities referencing back to the Lansing location.

CMS dynamic schema generation

Velo code

For the 12 service-area dynamic pages, schema is generated by Velo code reading CMS field values and emitting valid JSON-LD per dynamic URL.

  • Per-city Place schema with @id: "[domain]/service-area/[city]/#place".
  • References to providing organization + parent location.
  • areaServed properties on parent organization schema dynamically populated.
  • Validation — every schema block validated via Google Rich Results Test + Schema.org validator before launch.
04 · The work · Workstream 6

Technical SEO

Sitemap, robots, canonicals, Core Web Vitals, mobile-first readiness, HTTPS/HSTS, 404 + 301 strategy, crawl budget, page speed, JS rendering verification on CMS dynamic, structured-data testing, indexability audit.

Technical deliverables

Audit + setup
  • XML sitemap properly generated, all 21 URLs incl. dynamic CMS, submitted to GSC + Bing.
  • robots.txt configured — block staging, allow production.
  • Canonical tag strategy — self-referential per page; CMS dynamic correctly generated.
  • Hreflang — N/A unless multilingual (Add-On 5 in Track A).
  • Core Web Vitals — LCP, FID, CLS verified post-launch (image optimization happens in Track A).
  • Mobile-first indexing readiness — every page renders correctly on mobile.
  • HTTPS implementation — SSL active, no mixed content, HSTS configured.
  • 404 handling — custom branded 404 page.
  • 301 redirect strategy — staging-to-production map documented.
  • Crawl budget optimization.
  • Page speed — Lighthouse mobile ≥ 85, TTI < 3.5s on 3G.
  • JavaScript rendering — verify Google can render CMS dynamic pages correctly (Wix Studio is SSR by default; verify, don’t assume).
  • Structured data testing — all schema validates via Rich Results Test.
  • Indexability audit — GSC URL Inspection on every priority page post-launch.
04 · Tools provisioned + configured

Tool stack · part of Workstream 6

Five tools provisioned + configured. GTM container connects them all. Microsoft Clarity rides on GTM — no separate install needed on the web layer.

Tool
Purpose
Setup
Google Search Console
Crawl monitoring, query reporting, index status
Property verified via DNS, sitemap submitted, all properties (web + GBP) linked
Google Analytics 4
Traffic, behavior, conversion measurement
Connected via GTM, custom events for form submissions + phone clicks
Google Tag Manager
Tag orchestration
Container installed via Wix custom code; all marketing tags routed through GTM
Microsoft Clarity
Session recording, heatmaps, dead-click detection
Installed via GTM
Bing Webmaster Tools
Bing crawl monitoring
Property verified, sitemap submitted
04 · The work · Workstream 7

Conversion rate optimization foundation

Foundational CRO — NOT ongoing CRO. Conversion path mapping, CTA hierarchy per page, form placement strategy, phone prominence, QR positioning, trust signal scaffolding, friction reduction, form confirmation flow, A/B-test scaffolding (Clarity), conversion event firing wired into GA4 + GHL.

CRO foundation deliverables

One-time setup
  • Conversion path mapping — every visitor path to inquiry documented.
  • Primary CTA hierarchy — every page: clear primary (intake form), secondary (phone), tertiary (resource access).
  • Form placement strategy — header, inline on Home + Service pages, footer, dedicated Contact page. Always 1 click away.
  • Phone number prominence — sticky on mobile, prominent in header desktop, click-to-call site-wide.
  • QR code positioning — Contact page (cross-references bus campaign + printed collateral).
  • Trust signals layered — owner story, mission, insurance accepted, compliance badges, professional credentials, GBP review widget.
  • Friction reduction on intake form — only 4 fields, mobile keyboard optimization, instant validation.
  • Form confirmation flow — what happens after submit (SMS handoff to EHR portal via GHL — Track E).
  • A/B test scaffolding — Microsoft Clarity for session recording; framework to identify friction after 30 days.
  • Conversion event firing — every form submission, phone click, QR scan → GA4 + GHL with proper attribution.
04 · Foundational tracking

Every conversion measured

Seven events wired into GA4 + GTM + GHL. Form submissions and phone clicks are the two business-critical events; the rest feed engagement scoring.

Event
Where fired
Routed to
Form submission (intake)
Wix → GHL workflow
GA4 conversion + GHL pipeline + the practice-owner notification
Phone click (mobile)
Click on tel: link
GA4 event + GTM data layer
QR code scan
UTM-tagged inbound URL
GA4 event with source attribution
Patient portal click
Click event on portal CTA
GA4 event
Careers form submission
Wix form
Careers inbox + GA4 event
Scroll depth (25/50/75/100%)
GA4 events
Engagement scoring
Time on page > 60s
Custom GTM trigger
GA4 event for engagement scoring
05 · Critical handoffs

What you give, what you receive

SEO sits in the middle of every track. You feed schema and meta to Track A, keyword + competitor data to Track B, citation strings to Track D, and conversion events to Track E. You receive final copy, URL slugs, GBP verification, GHL form embeds, and the practice owner’s ground-truth inputs (address, insurance carriers, provider credentials).

You DELIVER to:

To track
What
When
Track A · Web
via Chad
GTM container ID + install snippet.
Pre-Phase-1-staging.
Track A
via Chad
Schema markup JSON-LD blocks (all 12 schema types).
Pre-Phase-1-staging for Home/Lansing; Pre-Phase-2 for the rest.
Track A
via Chad
Canonical NAP string for footer + structured data.
Pre-Phase-1-staging.
Track A
via Chad
Per-page title tag + meta description (you optimize; Track B drafts).
Per-page during writing cycle.
Track A
via Chad
Per-CMS-item dynamic schema generation pattern (Velo code spec).
Pre-Phase-2-staging.
Track B · Content
via Chad
Per-page primary + secondary keyword assignments.
Pre-writing per page.
Track B
via Chad
Per-page competitor content depth comparison (top-3 ranking page word counts).
Pre-writing for MAT, Insurance/FAQ at minimum.
Track B
via Chad
FAQ topic pool for MAT + Insurance/FAQ schema markup.
Pre-writing.
Track D · GBP
via Chad
Citation NAP string + GBP-eligible category list.
Pre-GBP-setup.
Track E · GHL
via Chad
Conversion event firing spec (form, phone click, QR scan → GA4 + GHL).
Pre-Phase-1-go-live.

You RECEIVE from:

From track
What
When
Track A · Web
via Chad
URL slug confirmations per page (you may suggest, Track A confirms).
Pre-publish per page.
Track A
via Chad
Schema markup successfully injected via Wix custom code.
Pre-Phase-1-go-live.
Track B · Content
via Chad
Final body copy per page (for keyword density / LSI verification + internal link placement).
Per-page during writing cycle.
Track D · GBP
via Chad
GBP verification complete + posts cadence ready.
Post-address-confirmation.
Track E · GHL
via Chad
GHL form embed + GTM-routable form submission event.
Pre-Phase-1-go-live.
Practice owner
via Chad
Final Lansing clinic address + Insurance carriers (for citations + NAP consistency).
When lease closes.
06 · Risks we already see

Flagged upfront

Already known. None of these block kickoff — they’re flagged so your quote can accommodate them honestly.

Lansing address pending — citation campaign blocked

Workstream 4 (citations) needs real NAP. Phase 1 launch uses placeholder address; Tier 1 + Tier 2 citations push back until address confirmed. Tier 3 can pre-build accounts but not submit. Quote should not be conditional on the address landing by kickoff.

Wix Studio CMS dynamic schema needs verification

JavaScript rendering for CMS dynamic schema — needs verification, not assumption. First Phase 2 CMS item: validate via Google Rich Results Test BEFORE building remaining 11. If render fails, Velo schema injection has to swap to an alternate pattern.

AI Overview optimization (W8) — confirm familiarity

Most agencies’ first time touching it. If new to your firm, factor learning curve into quote. This is part of the client’s premium positioning — under-quote = under-deliver. Be honest in your §9 risk flags.

12 CMS items need dynamic schema with valid entity relationships

@id linking — Velo code complexity. Need to coordinate with Track A on Velo code structure pre-build. Don’t quote on assumption it’s trivial.

Healthcare SUD = elevated YMYL E-E-A-T scrutiny

Workstream 8 author / expertise signals must be deep — provider credentials, board certs, training institutions, medical-source citations. Plan for richer-than-average author / expertise infrastructure.

07 · Quote request

What we need from you

8 workstream quotes + citation detail + schema detail + AI Overview detail + timeline + dependencies + your honest risk flags. Use the section headers below as the structure of your reply.

1. Scope Summary

Briefly restate the scope as you understand it. If you understand it differently than this scope file, flag it here. Your 3–5 sentence restatement.

2. Hours / cost quote by workstream

Workstream
Locked deliverables
Your hours
Cost ($)
W1 — Keyword Architecture
Keyword-to-URL map, 21 URLs, intent classification, cannibalization audit
__
$__
W2 — On-Page SEO
Title/meta/H1/H2 + alt text/file names/internal links/OG/canonical × 21 URLs
__
$__
W3 — Internal Linking
Map + anchor variation library + Velo code spec for CMS dynamic links
__
$__
W4 — External / Citations50–75 listings, 3 tiers
See §4 below for citation detail
__
$__
W4 — Data Aggregator Push4 aggregators
Data Axle, Localeze, Foursquare, Factual
__
$__
W5 — Schema Markup12+ types × 21 URLs incl. CMS
See §5 below for schema detail
__
$__
W6 — Technical SEO + Tools
Full audit + tool provisioning (GSC, GA4, GTM, Clarity, Bing WMT) + Velo verification
__
$__
W7 — CRO Foundation
Conversion path mapping + event firing + trust signal scaffolding
__
$__
W8 — AI Overview / GEO
See §6 below for AI Overview detail
__
$__
BASE TOTAL (W1–W8)
__
$__

3. Add-on / optional

Each independent. Client opts in per add-on.

Add-on
Recommended?
Hours
Quote ($)
Ongoing SEO retainer — monthly: citations, content refresh, ranking monitoring
Recommend post-launch
$__/mo
Quarterly performance review + roadmap refresh
Recommend
__
$__/qtr
Manual outreach link earning — per the 50–100 backlink prospect list
Recommend Phase 2+
__
$__
Schema markup expansion as services grow
Conditional
__
$__
AI Overview citation outreach — proactive insertion targeting
Optional
__
$__

4. Citation campaign detail

Per-tier hours + cost. Some directories charge listing fees; quote those as pass-through.

Tier
Listings count
Your hours
Pass-through fees ($)
Tier 1 — Essential — GBP, Bing, Apple, Facebook, Yelp, LinkedIn, BBB
7
__
$__
Tier 2 — Healthcare-specific — Psychology Today, SAMHSA, Healthgrades, Vitals, WebMD, ZocDoc, Findhelp, Recovery.org
~8
__
$__
Tier 3 — General — Foursquare, Manta, Yellowpages, Citysearch, + 40 more
~50
__
$__
Data aggregator push — Data Axle, Localeze, Foursquare, Factual
4
__
$__

5. Schema markup detail

How many hours per schema type? Which require Velo code? How does dynamic CMS schema generation work in your approach?

Schema type
Method (manual / Velo dynamic)
Hours
MedicalBusiness
__
__
LocalBusiness (extends MedicalBusiness)
__
__
MedicalClinic
__
__
Physician × N team members
__
__
MedicalProcedure (MAT page)
__
__
MedicalTherapy (Counseling)
__
__
Service × 4 service pages
__
__
FAQPage × 3 pages
__
__
BreadcrumbList (all non-home pages)
__
__
WebSite + SearchAction (Home)
__
__
Organization (site-wide)
__
__
Place dynamic CMS (12 cities)
Velo dynamic
__
Total schema hours
__

6. AI Overview optimization detail (Workstream 8)

How will you approach AI Overview optimization? Specifically: question-and-answer patterns, entity-rich language strategy, E-E-A-T author/expertise infrastructure, ai_keyword_volume + llm_mentions_search monitoring setup, anti-hallucination signals. If new to W8, flag learning curve in hours.

7. Timeline

Milestone
Your est. date
Confidence (H/M/L)
Kickoff (signed contract by [date])
__
__
W1 — Keyword Architecture delivered to Track B
__
__
W5 — Schema for Phase 1 (Home, Lansing) delivered to Track A
__
__
W6 — Tools provisioned + GTM container to Track A
__
__
Phase 1 SEO complete — W1, W2, W5, W6, W7 for 5 Phase 1 pages + tooling
[Before July 1, 2026]
__
W4 — Citations Tier 1 launched (post-address-confirm)
__
__
W4 — Citations Tier 2 launched
__
__
W4 — Citations Tier 3 launched
__
__
W5 — Schema for Phase 2 (CMS dynamic, etc.) delivered
__
__
Phase 2 SEO complete — full Workstream coverage on 16 additional pages incl. 12 CMS items
[By August 31, 2026]
__

8. Dependencies — what you need from us

Brand approval + signed contract, final Lansing address (citations gate), Insurance carriers (Insurance page schema), GHL form embed (for conversion event firing), Track A’s CMS Velo code structure (for dynamic schema generation), client-supplied provider credentials + headshots (for Physician schema + E-E-A-T).

9. Risk flags — what YOU see

Be honest. Examples:

  • “Wix Studio CMS Velo schema generation has X gotcha — adds Y hours.”
  • “AI Overview optimization for healthcare YMYL requires deeper E-E-A-T than I’ve delivered before — quote +30% on W8 to learn it right.”
  • “Citation campaign Tier 2 healthcare directories have ZocDoc / WebMD acceptance variability — pass-through fees uncertain until applications submit.”

Be bulleted, specific, actionable. “Could be tricky” doesn’t help us.

10. Anything else

Open field. Tell us what we missed.

08 · Engagement & sign-off

Confirm quote & engagement

Return to chad@creativepartnersolutions.com. Subject: SEO Track C Quote — [Firm name]. By submitting this quote, [Firm name] confirms: we have read the scope + keyword strategy + README in full; the scope as quoted matches our understanding; we can meet July 1 Phase 1 SEO + August 31 Phase 2 (or flag in §7); we understand W8 (AI Overview) familiarity expectations; we will sign a white-label agreement (the client does not know we exist).

Quote prepared by
_______________
Lead reviewer name
Firm
_______________
Legal entity submitting quote
Email
_______________
Coordination contact
Phone
_______________
Date
_______________
Quote valid until
_______________
Default 30 days
Phase 1 SEO by July 1
Y   /   N
Phase 2 SEO by Aug 31
Y   /   N
Signature
_______________