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15 May 2026
Proposal · Acme Corp

Lead gen, as a service.

A partnership built around pipeline, not impressions.

Tight tracking. On-brand creative. Weekly performance reviews tied to your CRM, not your gut.

Prepared by
Adam Benz
Founder
For
Acme Corp
Founder
Valid through
30 June 2026
Situation
01 · Where you're at

We're spending the budget but the dashboards don't line up with the deals actually closing.

Discovery call · 8 May 2026

The team is shipping creative, the budget is going out the door, and the dashboards aren't lining up with what's actually closing in the CRM. The result: ad spend feels reactive, and every quarter the budget conversation gets harder.

Problem · Implication
02 · The cost of staying still
$0

is leaving your hands every year, in ad spend you can't tie back to a single closed deal.

Without a properly instrumented funnel, the marketing function ends up defending its existence instead of compounding value. Every quarter the conversation is harder, every executive ask is more sceptical, every dollar feels less defensible.

Need-Payoff
03 · What changes

Every dollar attributed. Every creative tested. Every quarter compounded.

Within 90 days you'll have full ad-to-CRM attribution, a creative library with winning patterns mapped, and a weekly performance review that connects every dollar of spend back to closed pipeline. No more gut feel. No more defensive budget conversations. Just a clear picture of what's working and what to do next.

90days
to full ad-to-CRM attribution
1×/wk
pipeline-tied performance review
100%
work product transfers to you on payment
04 · How we work

Lead gen as a service, not marketing theatre.

We treat lead gen like a service desk. You call us when the pipeline needs work, we sort it out. Every dollar spent gets attributed back to a revenue outcome. Every creative gets tested against a winning pattern library. Every email gets QA'd against accessibility and deliverability standards before it ships.

What that looks like in practice: tight tracking, weekly performance reviews tied to your CRM, and creative that's on-brand because it's built from your brand kit, not assembled by an account manager in Canva on a Friday afternoon.

We're accountable for the work product, the systems, and the attention. You're accountable for access, feedback, and showing up to weekly reviews. When both sides do their part, the results compound. That's the model.

05 · The right fit

Find the engagement that fits.

Based on your goals and where you're at, here's how we structure our engagements. We'll land on the right tier together. The recommended column is our starting point based on your discovery call.

Essential
One channel, clean tracking, consistent creative. The right starting point for focused growth.
  • Meta Ads management
  • Basic tracking setup
  • 2 ad concepts / month
  • Fortnightly check-in
  • Google Ads
  • CRM attribution wiring
  • Email campaigns
  • Weekly review
  • Creative pattern library
  • Executive summary
From $3,500 per month · ex GST
Recommended
Growth
Full funnel. Tight attribution. Every dollar tied back to pipeline — Meta, Google, email, CRM, weekly review.
  • Meta + Google Ads
  • Full CRM attribution wiring
  • 4 ad concepts / month
  • Weekly performance review
  • 2 email campaigns / month
  • Brand kit maintenance
  • Creative pattern library
  • Executive summary
  • Dedicated creative director
  • 6+ ad concepts / month
From $6,500 per month · ex GST
Scale
All channels, all outputs, executive-level reporting. Full service for businesses where marketing is the growth engine.
  • Meta + Google Ads
  • Full CRM attribution wiring
  • 6+ ad concepts / month
  • Weekly performance review
  • 4 email campaigns / month
  • Brand kit maintenance
  • Creative pattern library
  • Monthly executive summary
  • Dedicated creative director
  • Priority response
From $9,500 per month · ex GST

Based on your discovery call, Growth is the right starting point. You need full attribution wiring and multi-channel creative, not just a single-channel push.

06 · The plan

Foundation first. Then steady state.

01 Phase one · Foundation

Foundation, delivered in 6 weeks.

  • Full tracking audit with GA4 plus Meta CAPI fix-up
  • HubSpot deal attribution wiring
  • Brand kit consolidation, one source of truth for ads and emails
  • Creative pattern library built from your historical winners
  • Weekly performance dashboard set up and signed off
02 Phase two · Ongoing

Ongoing lead gen as a service.

  • Weekly 1hr performance review with your team and your CRM data
  • 4 new ad concepts per month, all platforms
  • 2 email campaigns per month, designed, QA'd, sent
  • Continuous attribution monitoring and leak fixes
  • Monthly executive summary tied to pipeline impact
07 · Who you're working with
AB

Adam Benz

Founder

15 plus years building marketing systems for Australian businesses across professional services, finance, talent, and SaaS. Hands-on at every stage. You'll never get an account manager as a translator. Direct line, direct work, direct accountability.

08 · Work that looks like yours

Results from businesses like yours.

OPO · Australian outsourcing

Doubled qualified leads in 90 days, cut CPL 40%.

Inherited a HubSpot setup with no source attribution. Rebuilt the lead-source plumbing, audited 6 months of ad creative, identified winning patterns, and killed 60% of spend on losers.

2.1×Qualified leads
−40%Cost per qualified lead
SiteLaunch · Tradie SaaS

From $8K / 4 deals to $6K / 11 deals in 60 days.

Discovery surfaced that 80% of Meta spend was going to broad-audience awareness creative that wasn't converting. We rebuilt the funnel around two proof-led offer angles, locked the attribution, and got the cost per booked call from $2,000 to $545.

2.75×Booked calls per dollar
−25%Total ad spend
09 · Your investment

Upfront setup. Then a monthly retainer.

Phase one · Foundation
$12,500
One-off · ex GST
One-time foundation: tracking, attribution wiring, brand kit consolidation, creative library, dashboard build.
Phase two · Monthly retainer
$6,500
Per month · ex GST
Ongoing service: weekly reviews, creative production, campaign management, attribution monitoring.
Everything included in your engagement
  • Weekly 1hr performance review with your team
  • 4 ad concepts per month, all platforms
  • 2 email campaigns per month
  • HubSpot attribution monitoring
  • Brand kit and creative library maintenance
  • Monthly executive summary
  • Direct line to Adam, no account managers
  • All work product transfers to you on payment
10 · When things happen

When we get started.

Phase 1 lands over 6 weeks. Phase 2 begins month two and runs continuously.

Week 1

Kick-off and audit

  • Tracking audit
  • Stakeholder intro
  • Brand kit pull
Weeks 2-4

Build

  • Attribution wiring
  • Creative library
  • Dashboard build
Weeks 5-6

Handover

  • Team training
  • First weekly review
  • Sign-off
Month 2+

Run rate

  • Continuous delivery
  • Compounding value
11 · What we need from you

To start fast, by week one.

  1. 01HubSpot admin access for the Adam Benz user, with deal and custom-property edit permissions.
  2. 02Meta Business Manager and Google Ads access at standard admin level for the brand accounts in scope.
  3. 03One 30-minute intro call with whoever owns the marketing budget and whoever owns the sales pipeline. Same call, both people.
  4. 04Historical creative library. What you've run in the last 12 months, even the losers.
12 · Partnership terms

The partnership, in plain English.

Payment. Phase 1 setup invoiced on engagement, payable within 7 days. Phase 2 retainer invoiced monthly in advance.

Cancellation. 30 days written notice from either side to end the retainer. Work in progress completes through to month end.

IP. All work product transfers to you on payment. We keep the right to anonymised case study use.

Confidentiality. Mutual NDA implied. Signed copy available on request.

Out of scope. Anything not explicitly listed in the phases above. Scope changes are documented and estimated separately before any work begins.

Accountability. We don't guarantee specific lead volumes. That's beyond our control. We guarantee the work product, the systems we ship, and the attention. You guarantee access, feedback turnaround within 48 hours, and attendance at weekly reviews.

13 · Let's go

Let's build this together.

Sign below to confirm scope and terms. We'll countersign and get the Phase 1 invoice out within one business day. If anything needs adjusting, reply to this email and we'll work through it.

🤝 This is a two-way commitment. We're accountable for the work product, the systems, and the attention. You're accountable for access, feedback, and showing up to weekly reviews. When both sides do their part, the results compound.
or reply to this email with any questions

By clicking Accept you are entering into a binding agreement based on the scope, timeline, and pricing in this document. Acceptance is timestamped and IP-logged for record keeping. A countersigned copy will be emailed to you within one business day.