How Do You Update Your SEO Client List?

As someone having great success providing SEO client services, I feel that I could share some valuable insight on this topic with you today.

I personally think picking CRMs for SEO, and most industries for that matter, is very difficult to do. I’ve tried Salesforce Lightning, ActiveCampaign, Pipedrive, and right now I’m using Close.io.

The Downside to CRMs & SEO

There is a downside to using CRMs with SEO.

In this example, let’s say some of your leads are really hot.

They come to you. They know what they want. They’ve seen your brand and they have some interest. And they just want a game plan.

They are even happy to pay a reasonable amount for your services.

With leads like this, everything happens very quickly and in the blink of an eye you’re off to the races, contracts signed, invoice sent, invoice paid and we’re ready to rock.

If these are the only kind of clients you get, you have no real reason to update your leads list. But it’s very unlikely that these are the only clients you’re getting as an SEO agency.

Hypothetical Situations Based on Real-World Experiences

Let’s face it. You’re also getting a lot of people that are trying to figure out what’s going on and they are really, really vetting their agencies against each other.

Potential clients like this are testing the waters. More often than not, they aren’t even sure if they want to start this right now, six months from now, or maybe even a year from now.

Another hypothetical is that they already have an SEO agency that they are using, but they’re only testing them out for three months. So it’s possible you’ll have a chance at getting their business in the future if you pass their tests right now.

Or, there are other situations where you send a proposal and everything seems great, then suddenly out of nowhere they go dark.

In another situation, you may have even agreed to terms with a particular company. But then you send them the contract and then they completely go dark. You try to contact them but the only thing you hear is crickets.

I’ve seen all of this happen at some point or another.

I’ve learned one thing throughout this entire process. If you don’t really have a dialed in way to manage and filter things, then keeping your lead list updated is never really going to happen.

How to Handle Situations When Potential Clients Go Dark

When a potential client goes into the “waiting for response” category and then they go dark, are you just supposed to forget about them? It’s a potential $3000 a month deal. You don’t want to let it go if you don’t have to.

You absolutely do not let this lead go!

You put them into a pile, or add them to a list and follow-up with them every few months. Keep pounding away until you get a response. And stay on top of things to find out what’s going on.

The best CRM that I’ve seen is called close.io.

What I like about Close.io

I really like the fact that this CRM has two statuses.

Many of the other CRMs that I’ve used just have one status. As an example, they only share the status of where the lead is within the campaign.

With SEO, everyone just ends up in the “proposal presented” stage.

You don’t know when the cut them loose. And in reality, you never want to cut them loose if you don’t have to.

What I mainly like about close.io is the two status stages that I previously mentioned.

It has a lead stage and it also has an opportunity stage.

What I like most is that you can keep an opportunity hot and leave them in proposal presented because that’s where they belong.

But, if they stop responding for some reason, you can set the lead to cold. And then you can set up filters like…

Example: show me every lead that’s gone cold for three months that’s in this particular opportunity stage.

Cold Lead Follow-Up Options

Once you’ve generated this list of cold leads, you can send out a bulk email to reengage them. This is an awesome way to stay on top of your leads list, keep it updated, follow up with your potential leads, and even close out a few sales.

You also have the option to text through the system; they have voiceover IP calling, and other things that are pretty useful when it comes to inside sales.

This is the same system that I’m using to run my own business. I really hope you found it helpful. It’s helped me achieve great success with my SEO clients.

Thanks for taking the time to read my answer. I’m always happy to help whenever I can.

Give close.io a try if you’re looking for a CRM system to manage your leads.

Good luck with everything!

Leave a Reply

Latest From Our Blog​

What Does The Google Search API Ranking Factors Data Leak Mean for Linkbuilding, Digital PR, and SEO
Blog
Tomas Tasic

What Does The Google Search API Ranking Factors Data Leak Mean for Linkbuilding, Digital PR, and SEO

Early in May 2024, 2,500+ internal documents relating to Google Search’s Content Warehouse API were leaked. This constitutes the most comprehensive collection of Google Search API ranking factors any SEO has ever seen in the history of search engines.   Not only does this leak contradict numerous denials and false statements from Google over the years, but it also provides valuable insights for the whole SEO industry and, crucially, our clients. ​​TL;DR: Read on for details 👇 In this article, we are going to take a quick look at the details of the leak.  And then, crucially for businesses that need and use organic services to drive traffic and revenue growth: Quick Overview: What are the Leaked Google Search API Documents? Like every monopoly and corporate empire before it, Google is a gatekeeper. Google is the gatekeeper of the Internet. Other search engines don’t make enough of an impact for most

Read More »
Blog
Tomas Tasic

Best Practices for Google Penalty Recovery & Avoidance

If there’s one thing we know about Google, it’s that they keep tweaking their search methods to give users the best experience possible. And if you happen to go against their ever changing rules, your website could face penalties. Whether it’s through a manual action or a change in the algorithm, getting a Google Penalty can knock your website down in search rankings, costing you visitors and money. Losing your hard-earned spot on the SERPs sounds like a nightmare but all is not lost! With some effort and changes, it’s possible to bounce back and reclaim your rankings.  In this guide, we’ll highlight some best practices to recover from and prevent penalties, so you can build a penalty-free future for your website.  Let’s get started! Understanding Google Penalties Before jumping into the recovery process, it’s important to understand what a Google penalty implies.  Simply put, it’s when your website gets

Read More »
Broken Link Building 101
Blog
Tomas Tasic

Broken Link Building 101

Broken link building isn’t just another tactic; it’s among the top five most popular strategies for a reason. But, you need to know the ropes to really make it work.

Read More »
Blog
Tomas Tasic

How Many Backlinks Do I Need to Rank?

As you embark on your link building journey with an aim to boost your rankings, the first question you’ll ask yourself is: How many backlinks do I need to rank? That can be difficult to answer because it entirely depends upon a couple of dynamic variables. You have to figure out how competitive your keyword is, what domain authority you have currently, and how it compares to your competitors.

Read More »