CGC Digital — IBO Digital Retainer Proposal
CGC Digital
Digital Retainer Proposal
Prepared for
IBO — Tax Governance Advisory
ibo-usa.com
May 2026
Ongoing digital infrastructure · institutional credibility

Digital support
for IBO

IBO’s website is not simply a brochure. It is the first layer of validation for referred prospects, strategic partners, and anyone evaluating the firm through search, LinkedIn, or AI-driven discovery.

Context

These two retainer options are structured to maintain the quality of IBO’s digital presence month over month, while improving discoverability across traditional search and generative platforms.

The goal is not volume for its own sake, but sustained institutional presence with measurable technical upkeep, structured SEO/GEO, and optional authority-building content produced by CGC Digital.

Retainer Options

Two monthly structures, aligned to different levels of visibility and authority.

Both options preserve IBO’s digital standard. The difference is whether the engagement remains focused on technical maintenance and AI-assisted SEO, or extends into recurring content, LinkedIn, and press support.

Option A

Digital Foundation Retainer

$600 / month

Maintenance, technical health, and AI-assisted positioning.

Web Maintenance

  • WordPress core, theme, and plugin updates each month.
  • Security monitoring and uptime checks.
  • Speed and performance review with quarterly reporting.
  • Up to 2 content edits or page adjustments per month.
  • Broken link and 404 audit.

AI-Assisted SEO Kit

  • Monthly on-page SEO audit for titles, meta, headers, and schema.
  • Quarterly keyword map aligned to IBO’s positioning.
  • Technical SEO corrections applied directly to the site.
  • GEO structuring for ChatGPT, Perplexity, and Google AI Overviews.
  • Monthly SEO health snapshot delivered to client.
Choose Foundation Retainer
Retainer Notice. This monthly retainer is peremptory and non-cumulative. Any unused portion of the monthly service allocation expires at the end of the applicable billing cycle and does not carry over to future months. The only standing deliverables included under this retainer are the routine maintenance activities expressly described in the selected option. Any other monthly activities, requests, edits, or implementations must be initiated by the client, who is solely responsible for requesting them during each billing period.
Deliverable Comparison

A clearer side-by-side view of what is included in each option.

Deliverable Option A — $600 Option B — $1,200
WordPress maintenance, plugins, security, uptime
Quarterly performance report
Content edits per month Up to 2 Up to 4
Monthly on-page SEO audit + corrections
Generative Engine Optimization (GEO)
Quarterly keyword map
Monthly SEO health snapshot
Blog post produced by CGC
Short-form video produced by CGC
Press release / editorial submission
LinkedIn posts 4 per month
LinkedIn optimization audit ✓ onboarding
Monthly engagement summary
Operational Notes

Important scope notes for delivery, approvals, and billing context.

All content in Option B — blog posts, videos, press releases, and LinkedIn posts — is produced directly by CGC Digital, with client review before publication.
The 30-second video is delivered as a finished MP4. No in-person filming is required unless separately scoped.
Blog posts and press releases are written in IBO’s institutional register. LinkedIn content can be prepared in English or Spanish.
GEO is handled as a structured monthly effort to improve visibility across ChatGPT, Perplexity, and Google AI Overviews, distinct from traditional SEO.
Both options operate as month-to-month retainers with a 30-day written notice period. A 3-month minimum is recommended for measurable traction.
Hosting, domain registration, and third-party platform costs are not included unless specifically stated.

A cleaner ongoing structure for maintaining and elevating IBO’s digital presence.

This proposal is designed to preserve the credibility the brand already signals, while strengthening how that credibility appears across web, search, LinkedIn, and AI-assisted discovery.

CGC+Partners · CGC Studio · CGC Digital IBO Digital Retainer Proposal · May 2026 Confidential · For IBO Review Only