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How to Build an SEO Client Management System?

Client Management System

As an SEO agency, you will have to provide lots of SEO services to the clients. If you want to run your business successfully, you will have to put all the things that are required to provide SEO services to the clients in one place. This process is known as an SEO client management system. It is the best way to provide a seamless and scalable experience to the users. By following this strategy, you can also synthesize the client management system. If you want to build an SEO client management system, you will have to follow some essential steps. These steps are explained below;

Offer Seamless Customer Service Experience:

According to a recent study, almost 51% of the customers are avoiding the vendors due to their poor customer services. Therefore, the vendors should offer seamless customer service experience. To provide seamless customer service experience, they have to keep in mind lots of things. First, they should use an intake form. Secondly, you should follow up on the details. It means that you should fill automate follow-ups if clients fail to provide the necessary detail. Thirdly, you should impose limits to get access to the forms. It means that you should give access to the paying candidates only to fill out these forms. At last, you should ask such information that you need. If you are adding extra fields in the form, it will increase the cognitive load. Moreover, it will also increase the friction of the customers.

Create A Branded Client Portal:

An SEO agency should also create a branded client portal for SEO client management system. The branded client portal will offer a professional look to the customers. By using it, you can also save the time of the customers. It is also the best way to increase revenue. While creating a branded client portal, you will have to include some essential sections. First, you should include a section for the clients to check their current projects. You should also allow the customers to download the reports of the previous projects. Secondly, you should provide an easy to access section for the customers to add the billing details. Thirdly, you should create live reports section for the clients. With the help of this section, they can get necessary information about the progress of their projects. At last, you should also try to add some extra services in the portal. These extra services are relevant to the upsells and cross-sells.

Choose The Best Communication Channel:

Most of the SEO agencies can’t provide the best customer support services because they are using various communication channels. For example, if you are using phone, email, live chat and social media platforms to get access to the customers, you can’t handle all of these communication channels. Therefore, you should show flexibility and try to choose one SEO client management system to communicate with the customers. You can easily provide the best solutions to the problems of the customers by using this communication channel. On the other hand, if you are using various communication channels to provide the best solutions to the problems of the customers, you will have to face lots of problems. Your customer support team can’t manage lots of communication channels. Moreover, to handle all the communication channels, you will have to pay extra amount.

You Should Offer Self-Service Options:

Recommended by a dissertation help firm, you will have to take care of the repeating customers if you want to get success in the SEO field. You should share the public pricing structure with them. You can also introduce the self-service option for the returning customers. Most of the experts are saying that after creating the self-service options for the clients, you can win the trust of the repeating customers. They will think that you are giving importance to them. As they are returning customers, they will like your services and they will trust your services. Therefore, they will buy your services. Therefore, it is the best way to increase the revenue of your SEO agency. If you are offering self-service options for the repeating customers, they will also recommend your services with others. It means that is also the best method to create partnerships with the resellers.

Automate The Project Management Process:

If you are running an SEO agency, you will have to manage lots of things through SEO client management system. It means that you will have to manage your projects. You will have to manage the tickets. The SEO professionals have to manage the payments. They have to provide communication service for the customers. To manage all of these tasks, you will have to use various platforms. Now, the problem is that if you are using different platforms to manage all of these tasks, you will find no connection between these services. That’s why you will have to face lots of problems to manage all of these tasks. The best way to save yourself from these kinds of problems is to connect all of these services. To connect all of these services, you will have to use a tool. Zapier is the best tool to manage all of these services in one place.

Generate Integrated Reports For The Customers:

When a client enters into SEO agency, he has to come across with lots of things through SEO client management system. Almost all customers want to generate detailed reports of the projects. They want to generate detailed reports on everything that they have accomplished with your customer support service. If you want to win the trust of the customers and to make your customers happy, you should show the value that your agency has created for them. To show the data to the customers, you can use various tools. You can use various rank tracking tools to show the data to the customers. After generating the data for the customers, you can create reports for the clients. For example, if you are providing SEO services to your clients, you can generate SEO reports for the customers. These SEO reports will show the customers how your SEO strategies are providing values in improving the ranking of your website. You can show this data in the form of graphs.