6 Agency's Sales Templates (Steal Them FREE)

Last updated: Jun 28, 2023

This video is about providing access to six key templates that can be used in the agency sales process, including a discovery call template and a website analysis template, to help agencies qualify leads and present high-level solutions to potential clients.

This video by The Blueprint Training was published on Apr 24, 2023.
Video length: 12:04.

This video is about providing access to six key templates that can be used in the agency sales process.

The video begins by explaining the importance of agency sales and how it requires both sales skills and a deep understanding of marketing and SEO. The video then goes on to explain the different stages of the agency sales process, including lead generation, discovery calls, analysis, and presenting recommendations.

The templates provided in the video are meant to assist with these different stages and help agencies improve their sales process.

  • Agency sales requires sales and marketing/SEO knowledge.
  • The agency sales process starts with lead generation.
  • The discovery call template helps qualify leads and build rapport.
  • The analysis phase includes running a top 10 analysis and a traffic projection.
  • The analysis call is where the analysis and recommendations are reviewed with the prospect.
  • Verbal buy-in is necessary before setting up a proposal call.
  • Agencies often make the mistake of pitching a template instead of customizing proposals to meet client expectations.

6 Agency's Sales Templates (Steal Them FREE) - YouTube

6 Agency

Agency Sales Process

  • Agency sales is often misunderstood and requires two different skill sets: sales and marketing/SEO knowledge.
  • The agency sales process starts with lead generation.
  • The first step in the process is a discovery call to qualify the lead and build rapport.
  • The discovery call template helps guide the conversation and includes questions to ask and an elevator pitch.
  • If the lead is qualified, the next step is the analysis phase.
6 Agency

Discovery Call Template

  • The discovery call template helps qualify leads and build rapport.
  • It includes questions to ask, space for notes, and guidance on how to close the call.
  • Properly qualifying leads during the discovery call is crucial to avoid wasting time and resources on uninterested prospects.
  • If the lead is not qualified, they can be moved into marketing emails or future communications.
  • If the lead is qualified, the next step is the analysis phase.
6 Agency

Analysis Phase

  • The analysis phase includes running a top 10 analysis and a traffic projection.
  • The top 10 analysis template helps analyze the prospect's website and identify opportunities.
  • The traffic projection tool helps forecast the results of SEO campaigns.
  • Being consultative and understanding marketing and SEO at a deep level is crucial during the analysis phase.
  • The analysis phase is where high-level solutions are presented to the prospect.
6 Agency

6 Agency's Sales Templates (Steal Them FREE) - YouTube

Analysis Call and Presentation

  • The analysis call is where the analysis and recommendations are reviewed with the prospect.
  • The analysis call template includes notes from the discovery call, links to the traffic projection analysis, and SEO reports.
  • The presentation of high-level solutions is a crucial part of the analysis call.
  • Getting buy-in on the price is important during the analysis call.
  • The goal is to eliminate future objections and get the prospect to commit to the proposed solutions.
6 Agency

Qualifying Leads and Setting Up Proposal Call

  • Verbal buy-in is necessary before setting up a proposal call.
  • If the prospect is not qualified or disagrees with the analysis, they are moved to the marketing email list.
  • The proposal call is scheduled after the prospect is qualified and understands the price and scope.
  • The goal is to send proposals only to prospects who have fully bought into the process.
  • The proposal template is customizable and includes an ROI forecast.
6 Agency

Pricing and Scoping

  • Agencies often make the mistake of pitching a template instead of customizing proposals to meet client expectations.
  • A pricing spreadsheet is used to scope out the effort level and calculate the monthly cost for each service.
  • There are different ways to position pricing, such as using hours or monthly costs based on effort.
  • Proper scoping and pricing increase proposal close rates.
  • The process is built to tackle each aspect of the pitch, allowing for gradual investment and buy-in from the prospect.
6 Agency

Pitching and Closing

  • After the proposal, a pitch call is conducted to ask for a decision date and agreement on the scope of work.
  • The program teaches agencies how to pitch and close effectively.
  • Traffic projection and ROI forecasting tools are used to demonstrate the potential return on investment to prospects.
  • Showing projected ROI can make it difficult for prospects to say no or claim the agency is too expensive.
  • The ability of SEO to drive massive gains over time is emphasized during the sales process.
6 Agency

Traffic Projection and ROI Forecast

  • The traffic projection tool helps agencies build forecasts and show prospects the potential results they can expect.
  • The ROI forecast takes into account current traffic, conversion rates, projected organic growth, and cost of services.
  • Using data to build forecasts and consulting prospects throughout the process increases sales performance.
  • The traffic projection tool is impactful for both closing deals and attracting leads.
  • Clear communication about what will be worked on, when, and the expected outcomes is crucial for success.
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Summary

  • Offering a free analysis instead of a paid proposal can increase conversion rates.
  • The free analysis shows the impact of SEO on a website.
  • The sales process is centered around the offer of a traffic projection analysis.
  • There is a consultation included in the sales process.
  • The goal is to make the lives of SEO agencies easier by providing templates and training.
  • There are links provided for the templates, a traffic tool, and the slack channel for more training.

Watch the video on YouTube:
6 Agency's Sales Templates (Steal Them FREE) - YouTube

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