November 8, 2024

SEO Clients Onboarding Checklist for Agencies (Template)

Has your digital agency developed a tried and tested methodology for onboarding new SEO clients? How can you successfully improve the onboarding process for ultimate efficiency?

As your digital marketing agency welcomes new clients, it’s vital to follow a process to ensure that none of the important parts is overlooked. After all, your agency’s success hinges on a cohesive flow between your clients and your team. And when it comes to SEO, this onboarding process should be foolproof as it’s an extremely important aspect of digital marketing. One misstep could result in wasted time, money and potential problems in the future.

By implementing a refined onboarding process from the get-go, your digital agency will be able to better retain new SEO clients and work together successfully, ultimately improving your agency’s bottom line. Therefore, it’s to your agency’s best advantage to devise an easy-to-follow checklist to streamline your SEO clients’ onboarding process.

In this video, Waseem Ansari, Project Manager at Globital, reveals the best SEO client onboarding checklist for digital agencies. On this checklist are five items that, when implemented properly, will help your agency develop client relationships from the very beginning and ensure a positive working relationship.

Discover how to set up effective reporting and the role that research, auditing and questionnaires play in your effective SEO onboarding strategy. These are guaranteed to transform your agency’s onboarding process into a simple, easy and effective one.

So just how can your digital marketing agency successfully onboard SEO clients? Use this helpful SEO Clients Onboarding Checklist to do onboarding right from the first meeting with each new potential lead.

FREE: Are you looking to kick start your digital agency’s momentum? Try our 30-day kickstart program designed to get agencies unstuck and moving again: https://bit.ly/3ipvmjn

AGENCY SCALE SIMPLIFIED

5 Simple Steps That You Can Implement Today That Will Set Up Your Agency For Scale

It’s hard to set up an agency for scale. In fact, most often when we talk about scale in the digital marketing world, we are actually talking about growth. Scale means more than growth. Scale actually means achieving more growth with less resources. Scale generates higher rates of profit.

In this guide, we present 5 simple steps that you can easily implement to set up your agency for scale.  We cover:

  • Money
  • Time
  • Expertise
  • Team
  • Leadership

Grab your copy today. It is complimentary to you from us.

PROFIT PERFECT PRICING

How To Ensure Your Prices Guarantees That Your Digital Agency Will Earn a Profit On Every Project

How did you work out the prices for your digital marketing services?

So often, digital agencies work out their prices by comparing with the industry, by gut feel or by what their friends tell them they are worth. It is not a way to ensure your agency will make a profit. Rather, this is a way to trap you in a business that can’t grow. Did you know that pricing strategy (or lack thereof) is the number one reason why digital agencies today, hit a capacity trap and get stuck, unable to progress past a certain limit.

Striking your prices to ensure you run a profitable digital agency over the long term requires a strategy. It is not hard, but it does require some deliberate thought and planning. In this guide, we explain pricing in a way that will ensure you build an agency that can resource for the growth and then scale to profit. We do this in 7 simple steps that are easy to understand and apply today.

So if you have never given deliberate thought to a pricing strategy, or have hit capacity and cannot push through this guide is definitely for you. Your copy of this resource is ready for instant access, just fill out the form on this page so we know where to send it.

SEO CLIENT RETENTION RHYTHM

How to set up your client communication so your SEO clients stay forever, in 5 simple steps

Stop losing SEO clients that should stay with you for years.
So often businesses leave their SEO providers for reasons that have nothing to do with performance. More often than not, this is to their detriment as well as yours.
We’ve found that invariably, such client attrition can be solved with a communication framework that addresses five key elements. These elements include:

  • Expectations
  • Onboarding
  • Regularity
  • The Set-Up
  • Strategy

Nailing these five elements in your communication rhythm will drastically improve your client retention. In the SEO Client Retention Rhythm, we walk you through these five elements so you can set this all up in your business today.
Your copy of this resource is ready for instant access, just fill out the form on this page so we know where to send it.