Question How to manage tasks completed for SEO clients

Discussion in 'Building Your Business' started by murkr, Feb 27, 2017.

Share This Page

  1. murkr

    murkr Member

    Joined:
    Nov 15, 2016
    Messages:
    50
    Likes Received:
    2
    So when I started learning/doing SEO at the place I worked I just randomly did stuff. Now I want to create a step-by-step process of what needs to be done, when it's completed. and notes on that task.

    Then I want to create a template so I can easily apply it to new clients I take on.

    Maybe something that shows the task, and has an option to check off or something.

    Example,

    Week 1:
    • Website audit
    • picking keywords to target
    • on page optimization
    • social media setup

    week 2:
    • citation building
    • press release
    • web 2.0 backlinks

    And then have an option to check off the task, so I know its complete for that client. then I could wrap my head around what and when to outsource specific tasks once I have a plan in place.

    Thanks for the help :)
     
  2. Bender Bending Rodríguez

    Bender Bending Rodríguez Senior Member

    Joined:
    Mar 10, 2016
    Messages:
    507
    Likes Received:
    337
    Mmm Hmmm Yeah, let AlexForum create the operations for an SEO Agency for you.

    Good plan simpleton.
     
  3. cardine

    cardine Administrator Staff Member

    Joined:
    Dec 9, 2015
    Messages:
    1,064
    Likes Received:
    1,026
    I'm just embarrassed someone had to point it out to me before I noticed the one letter difference!

    @murkr I think at some point you just need to just make the plunge. Start actually trying to sell to customers before you have every part of how to run an agency perfected. Once you have customers do what you think works and will make them happy. Once you have several customers and you are doing this for many of them start to systematize everything you are doing and figuring out what works and what doesn't. An SEO Agency can cater towards a million different companies and cases and a plan for local small businesses will probably be different than a plan for affiliate sites which will probably be different than a plan for mid-sized energy companies, etc.

    I think making a huge comprehensive plan before you actually have some customers is a general waste of time. Imagine you wanted to create an SEO Agency that targets local restaurants, you spent 3 months developing a high quality systemized approach to doing SEO, only to figure out those customers aren't interested or you can't properly sell to them. If you started selling to them first you would have saved the wasted 3 months building something people don't need or that you can't sell!

    So go out, actually sell some services, and then come back and share with us what worked and what didn't and that might spur some even better conversation about better ways to optimize a workflow even further :)
     
    Cratos likes this.
  4. murkr

    murkr Member

    Joined:
    Nov 15, 2016
    Messages:
    50
    Likes Received:
    2
    You misunderstood my question. Thanks for being an ass though..

    My question asks: How to manage tasks completed for SEO clients

    Not give me a step by step guide to ranking a website.
    --------------------------------------------------------------------------------------------------
    I have my processes in place. But I use onenote and todoist jumping between tasks and I feel it is inefficient.

    I need a program to help me manage my step-by-step process of what needs to be done, when it's completed. and notes on that task.

    Off the top of my head, I was thinking something where I can check the task off, and create a note next to it if needed. But there might be better way to manage this that's why I asked the question.
     
  5. cardine

    cardine Administrator Staff Member

    Joined:
    Dec 9, 2015
    Messages:
    1,064
    Likes Received:
    1,026
    For something like that a good old fashioned Excel spreadsheet might have everything you need. I use spreadsheets (well Google Sheets) for a ton of process oriented things like this and its incredible flexibility makes it great for things like this.

    If you need client interaction you can always go with something like Basecamp but that might be overkill.

    And you should definitely look at creating a Journal on Apex Forum about the progress you are making with selling to SEO clients. Logging everything in a journal helps with accountability and I imagine as you are documenting what you are doing people will have different feedback or suggestions for you.
     
    murkr likes this.
  6. Bender Bending Rodríguez

    Bender Bending Rodríguez Senior Member

    Joined:
    Mar 10, 2016
    Messages:
    507
    Likes Received:
    337
  7. emp

    emp Senior Member

    Joined:
    Dec 15, 2015
    Messages:
    377
    Likes Received:
    289
    Trello for internal planning

    Name for project, 3 columns:
    To do, In progress, Done

    You can actually install an add on that lets you estimate things before and enter the really needed time after, so you'll get a fell for how wrong your estimates are.

    For client communication:
    Excel

    If managerial types:
    Powerpoint

    ::emp::
     
    murkr likes this.
  8. murkr

    murkr Member

    Joined:
    Nov 15, 2016
    Messages:
    50
    Likes Received:
    2
    Yeah, I was thinking about using Excel, but I was thinking of something more shareable internally with a better interface.

    Oh yeah I totally forgot about Trello. I'm going to start watching some tutorials now to see if its something I can use.

    Thanks.
     
  9. Cratos

    Cratos New Member

    Joined:
    Feb 14, 2017
    Messages:
    5
    Likes Received:
    1
    You use Google sheets for link reports??
     
  10. cardine

    cardine Administrator Staff Member

    Joined:
    Dec 9, 2015
    Messages:
    1,064
    Likes Received:
    1,026
    I do not - mostly because I don't give out link reports since I don't sell SEO services.

    My advice was for task management and keeping track of what is done and what is not done. With that being said I do not believe that Google spies on info in Google Sheets for link spam purposes - they would not risk their entire reputation as a safe place to store your data to catch a couple people trying to rank #1 for a payday loan term. If something like that came out that would be huge with regards to people's trust in Google and the stakes are way too high for them to abuse it.

    So I would be perfectly comfortable accepting or receiving link reports in Google Sheets if I were buying/selling SEO. With that being said I understand people in the SEO industry are paranoid and have no problem with sending a CSV document or something else like that (which will still probably get sent to the customers gmail account anyways!)
     
    Cratos likes this.
  11. Cratos

    Cratos New Member

    Joined:
    Feb 14, 2017
    Messages:
    5
    Likes Received:
    1
    You made some really good points. Like others out there, I've always been extremely paranoid about google looking into my reports, emails, etc. But with what you've mentioned here; helps me to quit being so conspiratorial.
     
  12. Stevenw

    Stevenw New Member

    Joined:
    Mar 19, 2017
    Messages:
    5
    Likes Received:
    2
    I definitely just go for getting clients first. Must have been through more than 500 and I only closed one client so far. One thing is for sure, you get prepared for any questions and you strengthen your improvised pitch. Try cold calling in another state to practice.
     
  13. jacob.johnson

    jacob.johnson Member

    Joined:
    Oct 25, 2018
    Messages:
    17
    Likes Received:
    1
    Time management for all the activities in SEO can be helpful for you.