For marketing agencies

Stop re-quoting the same work every week

Quote the campaign or retainer from a library of snippets you wrote once, promote it into a specification of exactly what is included, then hand delivery a clear task list.

Start freeSee how it works

No card needed. 2 clients and 5 quotes free forever. Unlimited teammates.

Marketing agencies sell recognisable units of work, an audit, a content pillar, a paid-social setup, a monthly retainer, over and over. Yet each proposal gets rewritten from memory, so the wording drifts, the hours are guessed, and the client's idea of "what is included" quietly diverges from yours. When delivery picks it up, they re-type the deliverables into a project tool and hope nothing was lost, and per-seat proposal tools mean not everyone who runs the account can even see the scope.

How marketing agencies use ScopeDeck

Build your services as snippets once

Each snippet carries its quote wording, spec wording, task seeds, default cost and hours. Insert it linked to stay in sync with your master version, or unlinked for a bespoke tweak on a single client.

Quote campaigns and retainers fast

Assemble a Quote from those snippets in minutes, with live pricing rolling up a total the client reads without seeing your internal hours.

Pin down what is included

Promote the approved Quote to a Specification, so there is an unambiguous record of the retainer's scope: the document you point to when a request falls outside it.

Offer structured extras

Use optional items to present client-selectable add-ons and packages, so upsells are part of the quote, not an awkward follow-up email.

Before and after

Before

  • Three account managers each quote "monthly SEO retainer" slightly differently.
  • One forgets reporting hours, one overpromises links.
  • Delivery re-types all three into a project tool.
  • Nobody who runs the account has a login to check the scope.

With ScopeDeck

  • Everyone inserts the same linked "SEO retainer" snippet.
  • Agreed wording, hours and task seeds come with it.
  • The Scope promotes to a spec that names exactly what is covered.
  • The combined task list exports to delivery unchanged.

Questions, answered

Yes. Build each service as a snippet and insert it linked, so an update to the master flows to every Scope using it. Insert unlinked when one client needs a bespoke variation.

Keep reading

Reusable snippetsOne library of services, linked or unlinked per client.Optional itemsClient-selectable add-ons built into the quote.Reusing proposal contentHow to standardise the work you quote every week.

Write your next quote in ScopeDeck

One Scope, from first quote to delivery-ready spec. Start free, no card needed.

Start freeCompare plans