Who this is for: Managers | Vertical: Marketing
💼 What makes this vertical different
Marketing estimates separate five service categories — strategy, content, paid media, reporting, and outsourced work — each independently priced. Most marketing engagements don’t use all five. Build only the sections that apply to this scope. The SmartScope strip gives you five dedicated calculators, one per category.
Strategy & Consulting #
The Strategy & Consulting section covers planning, discovery, audits, and advisory work. Tap Scope in the SmartScope strip to scope strategy deliverables by type and hours. Each row resets independently — tap the reset button (destructive) to clear the section if the scope changes.
Content Production #
The Content Production section covers blog posts, videos, social assets, email copy, or any content deliverable. Tap Content in the SmartScope strip — a picker lets you choose the content type to scope. Each content type has its own calculator with volume, complexity, and rate inputs.
Paid Media & Ad Spend #
The Paid Media & Ad Spend section handles paid channel costs — management fees, ad spend pass-through, or platform fees. Tap Ad Spend in the SmartScope strip to open the ad spend calculator — select the platform type to scope the right fee structure.
Reporting & Analytics #
The Reporting & Analytics section covers dashboard setup, monthly reporting, attribution work, or data analysis. Price reporting as its own line item — it’s frequently underpriced when bundled into the retainer scope without being explicitly listed.
Outsourced / Subcontracted #
The Outsourced / Subcontracted section is for work you’re passing to freelancers, contractors, or agencies — PR firms, video production houses, media buyers, SEO specialists. Price the pass-through cost and apply your coordination markup here rather than baking it into a category where it’s invisible.
SmartScope tools #
Five SmartScope calculators are available in the strip at the top of the estimate: Retainer (monthly retainer builder), Content (content type picker), Ad Spend (paid media scoper), SEO, and Email. Each opens a dedicated calculator that inserts its output into the relevant section. Use as many as the project requires.
Pricing Controls and summary #
The Pricing Controls section and Estimate Summary follow the same structure as the standard estimate builder. See Add Costs, Allocation, and Markup to Your Estimate for a full walkthrough. Tap the document icon (orange, top-right toolbar) to preview and share the PDF.
