Agency Service Catalog Template
The Agency Service Catalog Template below is free to preview and install in Zealos. A complete catalog of your agency's services, pricing tiers, and packages — with internal margin notes.
Preview: Agency Service Catalog
Agency Service Catalog
Customize this catalog with your actual services and pricing. Use the internal notes at the bottom for margin information that should never be shared with clients.
Core Services
Service | Description | Key Deliverables | Pricing Model | Price Range | Ideal Client Profile |
|---|---|---|---|---|---|
Search Engine Optimization (SEO) | Technical, on-page, and off-page SEO to grow organic search visibility and qualified traffic. | Technical audit, keyword strategy, content optimization, link building, monthly reporting | Monthly retainer | $2,500 - $8,000/mo | B2B companies with 50+ page websites targeting organic growth |
Pay-Per-Click Advertising (PPC) | Strategic paid search and display campaigns across Google, Bing, and programmatic networks. | Account setup/audit, campaign management, ad copy, bid optimization, conversion tracking, reporting | Retainer + % of ad spend | $2,000/mo + 10-15% of spend | Companies with $5K+ monthly ad budgets seeking measurable ROI |
Content Marketing | End-to-end content strategy and production — blog posts, guides, whitepapers, case studies, and more. | Content strategy, editorial calendar, writing, editing, publishing, promotion | Monthly retainer or per-piece | $3,000 - $10,000/mo | Brands that need consistent, high-quality thought leadership and SEO content |
Social Media Management | Full-service social media — strategy, content creation, community management, and paid social. | Social strategy, content calendar, creative production, posting, engagement, analytics | Monthly retainer | $2,000 - $6,000/mo | Consumer and B2B brands wanting consistent, engaging social presence |
Email Marketing | Strategy, design, and execution of email campaigns, automation flows, and list management. | Email strategy, template design, copywriting, automation setup, A/B testing, reporting | Monthly retainer or project | $1,500 - $5,000/mo | Companies with 5,000+ subscriber lists looking to improve engagement and conversions |
Web Design & Development | Custom website design and development — from landing pages to full site builds and redesigns. | UX/UI design, responsive development, CMS setup, performance optimization, QA | Project-based | $10,000 - $75,000+ | Companies needing a new website, redesign, or high-converting landing pages |
Brand Strategy | Brand positioning, messaging, visual identity, and go-to-market strategy. | Brand audit, positioning workshop, messaging framework, visual identity guidelines, brand book | Project-based | $8,000 - $30,000 | Startups, rebrands, or companies entering new markets needing clear positioning |
Analytics & Reporting | Data infrastructure, dashboard development, attribution modeling, and strategic insights. | Analytics audit, tracking setup, custom dashboards, monthly insights reports, attribution modeling | Monthly retainer or project | $1,500 - $4,000/mo | Companies with complex funnels needing better data-driven decision-making |
Add-On Services
These services complement core offerings and can be bundled for additional value.
Add-On | Description | Price | Pairs Well With |
|---|---|---|---|
Conversion Rate Optimization (CRO) | A/B testing, heatmap analysis, and UX improvements to increase conversion rates | $1,500 - $3,000/mo | PPC, Web Dev, SEO |
Video Production | Short-form and long-form video content for social, ads, and website | $1,000 - $5,000/video | Social Media, Content Marketing |
Influencer Outreach | Identify, vet, and manage influencer partnerships aligned with brand goals | $1,500 - $4,000/mo | Social Media, Content Marketing |
Competitive Intelligence | Ongoing competitor monitoring with monthly intelligence reports | $800 - $2,000/mo | SEO, PPC, Brand Strategy |
Landing Page Design | High-converting landing pages for campaigns, launches, and lead gen | $2,500 - $5,000/page | PPC, Email Marketing |
Marketing Automation Setup | HubSpot, Marketo, or ActiveCampaign setup and workflow configuration | $3,000 - $10,000 (project) | Email Marketing, Content Marketing |
Reputation Management | Review monitoring, response management, and online reputation strategy | $1,000 - $3,000/mo | Social Media, Brand Strategy |
Podcast Production | End-to-end podcast strategy, recording support, editing, and distribution | $2,000 - $5,000/episode | Content Marketing, Brand Strategy |
Package Tiers
Pre-built packages simplify the buying process and increase average deal size. Customize these based on your most common client needs.
Starter Package
Best for: Small businesses and startups looking to build a solid digital foundation.
Included | Details |
|---|---|
SEO (Foundational) | Technical audit, on-page optimization for up to 20 pages, local SEO setup |
Content Marketing (Light) | 4 blog posts per month, 1 lead magnet per quarter |
Social Media | 3 platforms, 12 posts/month, basic community management |
Monthly Reporting | Standard performance dashboard with key metrics |
Monthly Strategy Call | 30-minute call to review performance and priorities |
Price | $4,500 - $6,000/month |
Minimum Commitment | 3 months |
Growth Package
Best for: Scaling companies ready to invest in multi-channel growth.
Included | Details |
|---|---|
SEO (Comprehensive) | Full technical SEO, content optimization, link building (5-10 links/mo) |
Content Marketing | 8 blog posts/month, 2 lead magnets/quarter, content distribution |
PPC Management | Google + 1 additional platform, up to $15K ad spend management |
Social Media | 4 platforms, 20 posts/month, engagement management, paid social |
Email Marketing | Monthly newsletter, 1 automation sequence build per quarter |
Monthly Reporting | Custom dashboard + written analysis with recommendations |
Bi-weekly Strategy Calls | 45-minute calls plus async Slack access |
Price | $10,000 - $15,000/month |
Minimum Commitment | 6 months |
Scale Package
Best for: Established companies seeking an integrated, full-service marketing partner.
Included | Details |
|---|---|
SEO (Enterprise) | Full technical, on-page, off-page, international/multi-location SEO |
Content Marketing (Full) | 12+ assets/month, video content, thought leadership, gated content |
PPC Management | All platforms, unlimited spend management, RLSA, ABM campaigns |
Social Media (Full Service) | All platforms, daily posting, full community management, social listening |
Email Marketing (Full) | Full automation buildout, segmentation, personalization, re-engagement |
Web Development | Ongoing landing pages, A/B testing, site optimizations |
Analytics & Attribution | Custom attribution modeling, executive dashboards, data integration |
Dedicated Account Team | Named strategist, content lead, and designer with priority access |
Weekly Strategy Calls | 60-minute calls + dedicated Slack channel |
Price | $20,000 - $35,000+/month |
Minimum Commitment | 12 months |
Pricing Notes & Terms
All prices are in USD and exclude applicable taxes
Custom packages are available — contact your account manager for tailored solutions
Ad spend is billed separately and directly by the platform (not marked up)
Project-based work requires 50% deposit before work begins, balance due on delivery
Retainer agreements are billed monthly on the 1st, due Net 15
Price increases (if any) are communicated 60 days in advance and apply at contract renewal
Scope expansions beyond the agreed deliverables require a signed change order
Early termination fees apply: remaining contract value at 50%
Internal: Margin Targets & Cost Structure
This section is for internal use only. NEVER share with clients. Use these targets when scoping and negotiating deals.
Service | Target Margin % | Typical Cost Structure | Notes |
|---|---|---|---|
SEO | 65-70% | 12-15 hrs/mo at $45-55/hr blended | Higher margin at scale. Link building costs vary. |
PPC | 55-65% | 8-12 hrs/mo management + tools ($200-400/mo) | Margin improves with larger ad spend (% management fee stays flat) |
Content Marketing | 55-60% | Writers: $150-300/post, editing: $50-75/post | In-house writers improve margin. Freelance pool for overflow. |
Social Media | 60-65% | 15-20 hrs/mo at $35-45/hr + design ($100-200/mo) | Batch content creation improves efficiency significantly |
Email Marketing | 65-70% | 8-12 hrs/mo at $45-55/hr + tools ($100-300/mo) | Automation setup is project-priced at higher margin |
Web Design & Dev | 50-60% | Design: 40-60 hrs, Dev: 60-120 hrs at $50-75/hr | Scope creep is the margin killer. Tight SOW essential. |
Brand Strategy | 70-75% | Senior strategist: 30-50 hrs at $65-85/hr | High margin but harder to sell. Bundle with other services. |
Analytics | 70-75% | 6-10 hrs/mo at $55-65/hr + tools ($100-200/mo) | Highly leverageable once dashboards are built |
Discount guidelines:
Maximum 15% discount on any single service — requires director approval above 10%
Multi-service bundles: offer 5-10% bundle discount to incentivize larger engagements
Annual prepay: offer up to 10% discount for annual commitments paid upfront
Never discount below 45% margin — walk away from deals that aren't profitable
First-month trial pricing: up to 25% discount on month 1 to reduce risk for new clients
About this template
Stop quoting prices from memory. This comprehensive service catalog organizes every offering your agency provides — from core services to add-ons to tiered packages — with clear pricing models, deliverables, and ideal client profiles. Internal notes track margin targets and cost structures so your sales team can negotiate confidently while protecting profitability.
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