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Optimizing Client Expectations

Optimizing Client Expectations

It is said that no two people view the same object exactly the same way. The same statement can be applied to organizations and how they view and define SEO success. Typically an organization’s perspective on SEO is largely based on their level of knowledge and education around the SEO space.

In my role as Director of Client Development here at BlueGlass, I work to educate prospective and current clients in order to manage their expectations from the beginning of the sales process all the way to after-sale support. It seems simple, but it is important to remember that before setting goals and diving into a new SEO relationship, there needs to be a significant amount of communication between agency and client.

The objective of these initial conversations is to ensure there is unified understanding of the initiative and expectations. Having open discussions from the beginning can prove extremely helpful when educating clients as to why and how we develop appropriate strategies to reach their goals.

Some examples of conversation starters might be “What are your key goals for determining success of your SEO program?” or “What are your expectations for this project and working with BlueGlass?”

Sometimes the biggest obstacle is selling the need to undergo a full review of our clients who have either been running SEO campaigns with other agencies and don’t want to believe that an overhaul is needed to move forward or those that are new to SEO and require a baseline understanding of their marketplace and opportunities.

This can be a sensitive discussion, especially if the client has invested a lot of their own time working with a previous agency in developing their SEO program.

The easiest way to sell this is by giving clients clear examples of issues they may be facing and what we need to do in order to identify and resolve them. If you stick to your guns and prioritize the foundation first, your clients will thank you in the end. Below you will find some tactics to help ensure a successful relationship:

  • Prioritize and Plan as Partners: Partner with your clients to identify 3, 6 & 12 month initiatives and work to prioritize goals against their business priorities and your SEO priorities.
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  • Sell Your Wins: When you start seeing gains in performance merchandise your successes to your direct contacts and give them reports and information that they can share internally with their bosses. Once clients understand these wins, they will trust your expertise and recommendations.
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  • Encourage Transparency: The more open you are with your clients about the status of the current account, issues on your team, etc. the more they are willing to trust you to make the decisions that they don’t have time or don’t really want to make.

The bottom line is that you can only develop a proper strategy and achieve mutual goals when agencies and clients take the time to communicate and solidify a common goal. Communication is the key to understanding and part of the ongoing education process. The more our clients understand about SEO and the tactics we employ, the better the long term relationship.

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Comments

  1. Great post! As a former Director of Operations for a large search agency developing the client services was a major role of mine. Getting clients is hard, but keeping SEO clients is even harder and you have to constantly re-sell them. Your opening paragraph had me sucked in too! :-)

    If I could take one thing away from this to give anyone as advice it would be to set the client goals and KPIs, as well as the timing, right away and make sure that both parties are crystal clear on what they are.

  2. Great advice, though generally it helps when you treat clients as having unique needs and solutions.

  3. Adam Lang says:

    Identifying a monthly initiative with your clients as well as offering them monthly reports is one of the biggest things to focus on when keeping client relations in good hands.

  4. Hi Miguel,

    Thanks for the great feedback! Managing client expectations is one of those phrases that I truly believe in, and when executed properly it aids in the process of exceeding those expectations as well. And you’ve got a great point about the need to re-sell current clients, as SEO is constantly evolving not only do we as experts need to stay abreast of the latest changes but we need to prioritize our clients’ understanding as well.

    Best of luck!

    Brooke