Digital Marketing Agency – Preliminary Scope of Work

Digital Marketing Agency – Preliminary Scope of Work

Digital Marketing Agency – Preliminary Scope of Work


We’ve seen a surge in referrals asking for proposals. We therefore created this page to help with intake interviews and preliminary scope of work to determine what tactics are key to our collaboration.

Below is a quick preliminary scope of work list to guide our collaboration.

  • Transform brands and professionalize corporate culture.
  • Encourage collaborative environments.
  • Facilitate process that taps into your creativity, getting into the heads of your leadership & management, and translate that vision into tangible results.

Happy Collaborating! 


Preliminary Scope of Work PROPOSAL =====

  • Brand Activation Set-up.

    • Audit, Assessment & Intake Interview
      • Situation Assessment
      • Competitive Analysis
      • Stakeholder / Client DNA Analysis
    • New Logo Development
    • Business Card Development
    • Develop e-Signature email + e-Letterhead
    • Facebook Fanpage Development
    • LinkedIn Profile Development
  • Dedicated Website Brand Development.

    • Research and Acquire domain matching brand and with search engine optimization (SEO) potential
    • Set-up hosting and install WordPress
    • Acquire WordPress theme that provides current and future functionality/design
      with ability for growth, integration of tools, expansion, serviceable by theme author, etc.
    • Create Site Map / Table of Contents and Website Menu- Create landing pages with strategic content
    • Include Security Protocol package to minimize any hacking and seal website
    • Include Website Analytics & SEO package to maximize website search success
  • SEO Package

    • Determine rich keywords and SEO friendly terms to maximize impact
    • Complete a “Googlization” of the site including Google Webmasters Tools, Google My Business set-up, Gmail account set-up, Search Console integration, Google Analytics set-up an integration, etc.
    • Onsite SEO package to get us started – Yoast Plugin, sitemap submissions, per page optimization
    • Offsite submissions and SEO – back-links included
    • Ensure Social Sharing integration – FB like, promote on Linkedin, tweet, etc.
  • Lead Generation Program

    • Develop lead generation / marketing plan
      (minimum 2-3 hours to develop together). Marketing can and SHOULD include other elements including website banner advertising, key organization/business-to-business/trade advertising, sponsored email advertising, sponsored advertising via social media channels, influencer marketing, blog advertising.
    • Social Media channel marketing
      Including specific campaigns for Facebook, Instagram, Linkedin, Slideshare, Pinterest, YouTube, Google+, Vimeo, etc.
    • Pay-Per-Click advertising
      Strategy, copy writing, keyword selection, image/asset collection and set-up of accounts.
    • Facebook Set-up
      Minimum 3-4 hours set up first campaign with 3-4 rotating ads/variations. Requires Facebook Ad Budget – minimum $100/wk – $400/mth
    • Google set-up
      Minimum 5-6 hours set-up campaign with 40 keywords and variations of ads). Requires Google PPC Ads Budget – minimum $400/mth
    • Blast Email Marketing.
      List cultivation. Design email blasts. Oversee distribution. Report Opens/Clicks. Monitoring leads/website visitors. Determine Return on Investment (ROI) AND Return on Engagement (ROE)
    • Direct Mail targeted campaigns. Could include EDDM (direct to door) marketing.
      Strategy, Design, Print & Oversee Fulfillment.

Who Are We?

Digital Marketing Agency specializing…


What We Do


Build & repackage brands leveraging integrity/history making them relevant, viable and competitive.

We transform brands and professionalize corporate culture. We bring visionary creative services. We encourage collaborative environments. We tap creativity by getting into the heads of your leadership & management and translate that vision into tangible results.
Brand Design & Management. We bring savvy ‘studio branding’ tactics, corporate marketing/PR initiatives, visionary creative services, and solid BizDev optics/perception-building tools to take you to the next level.


Marketing Director + Publicist + Social Media Director + Creative Director/Graphic Designer in ONE

Delivering high end high impact marketing firepower, brand strategy, creative identity platforms and promotional might for luxury companies throughout U.S., Europe, Costa Rica and Middle East. We will redesign your corporate identity – from logo, business card, website and social profiles to setting virtually all your print collateral, advertising, investor relations, public relations & digital collateral needs.


Since 2000, we’ve successfully created  brand management programs, identity campaigns, creative platforms and style guides. We understand that our clients sometimes need guidance, copy, messaging & direction – the plan; and others, they need the deliverables and marketing collateral. We listen to what you want and deliver what you need.



We build successful brands.
We make things happen with our infectious enthusiasm, our will for immediate action and our passion to serve.
We Tap creativity by getting into the heads of your leadership, management & marketing leaders through situation assessments, creative briefs, recon and research.
We then export your corporate identity while manifesting brand strategy & marketing/PR initiatives.
You walk away with a strategic creative platform / a visionary launch pad to drive your business.
It’s RARE when work with a firm that can handle digital marketing and design/printing/traditional marketing well… let alone an agency with  with sales, publicity, communications and marketing background in one.


As a publicist and communication/branding specialist, this is our daily mantra.

RATES & PROGRAMS – Please contact us and we’ll be happy to do a free consultation and give you a proposal based on your preliminary scope of work!


Did you know? We also….


We are charismatic connectors, motivational speakers, master networkers, change facilitators & innovation creators.

We create opportunities for your team to think together, collaborate effectively and team build. Effective strategic leadership through charismatic, direct, clear, concise and assertive communication practices. Effective feedback. Strategic planning. Team building.  Your management/leadership team will achieve a greater sense of personal buy-in, purpose and passion to drive the business successfully into 2018 and beyond.[/vc_column_text][/vc_column][/vc_row]

About Jeremy Broekman

As an expert in marketing, branding, advertising, social media, graphic design and website development, Jeremy trains corporate, entertainment industry, real estate, start-up and nonprofit C-suite and V-suite executives. Jeremy leads summits and seminars that show professionals how to launch successful marketing campaigns and manage effective promotions. He coaches and consults teams and individuals in the areas of business development, brand strategy and social media. Jeremy is a Spartan racer, charismatic connector and master networker. His presentations are highly motivational and energizing, showing teams how to overcome obstacles and develop a shared vision. Jeremy draws on his experience at Universal Television and Xerox Corporation to train senior managers of Fortune 500 companies.

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