Search Strategy Marketing's owner was saving time on sales within the first month, with each prospect's SEO research now automated.
“Within this first month, I can tell already that we are saving time on our sales process. And for me, that's invaluable.”
Matthew PenchukCo-owner, Search Strategy MarketingSearch Strategy Marketing is a digital marketing agency, in business since 2009. Its sales process worked, but it was long and intensive. As the main salesperson, co-owner Matthew Penchuk carried most of it, and it cost him too many late nights.
Before a sales conversation is worth having, a prospect’s website needs an SEO analysis, a report and a view of its competitors. That research is specialist work, and it competed with everything else for Matthew’s time. The agency wanted to streamline it without losing its personal approach.
The agency had its sales process written down step by step. We worked through it to find what could be streamlined, what could be automated and where AI could do the work, while keeping the approach personal. We also added new sources of leads for the process to work on.
Timeline
Worked through the agency's written sales process to see how it found, researched and qualified new leads.
Built automated website SEO analysis, SEO reports and competitive mapping for each prospect.
Added lead sources beyond the agency's existing channels and automated qualification.
Map excerpt · sample data
Operating mapOrder to invoice
Handoffs0→12
System screens · sample data
Today
Owner pulled in, per week
31times a week, down from 31
Within the first month, the sales process was taking less of Matthew’s time. That time now goes to customers instead of the small tasks the process requires, and the agency plans to extend the work to other parts of the business.
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