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Sales Pipeline Template For SEO Agency
For agencies specializing in SEO, this template guides the client journey from initial engagement to deal-winning, with milestones for audits, calls, and proposal presentations.
Template FAQ
What are the use cases of the sales pipeline template for SEO Agency
The use cases of this sales pipeline template are as follow:
Lead Tracking: A sales pipeline template allows SEO agencies to systematically track potential clients from initial contact through to final conversion, ensuring timely follow-ups and personalized communication strategies.
Performance Analysis: The template can be used to analyze the success rate at each stage of the sales process, identifying areas for improvement in client acquisition and retention specific to SEO services.
Revenue Forecasting: SEO agencies can use the sales pipeline template to predict future revenue by analyzing the progression of leads and the conversion rate of proposals to actual sales.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Cold: Identify and list potential clients who could benefit from SEO services.
Sales Pipeline Stage 2 - Engaged: Send initial outreach emails or messages highlighting the importance of SEO for their business.
Sales Pipeline Stage 3 - Contacted: Follow up with interested leads to discuss their specific SEO needs and challenges.
Sales Pipeline Stage 4 - Free Audit: Offer a complimentary SEO audit to showcase your expertise and the potential improvements for their site.
Sales Pipeline Stage 5 - Interested: Gauge the client's interest based on their response to the audit and open a dialogue about service options.
Sales Pipeline Stage 6 - Discovery Call: Arrange a call to delve deeper into their SEO goals and how your services can help achieve them.
Sales Pipeline Stage 7 - Proposal Sent: Send a tailored proposal outlining your SEO strategy, services, and pricing.
Sales Pipeline Stage 8 - Deal Won: Finalize the agreement and begin the SEO project upon the client's acceptance of the proposal.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
