How to Streamline your Project Intake Process as an SEO Agency

As an SEO agency owner, you might be interested in ways of streamlining your business. One of the most difficult tasks is the process of receiving client data in a format that your team can easily work with.

The following blog post will detail a few different strategies you can apply to automate the project intake process. This will save you time, reduce friction, and help you scale your agency while reducing costs at the same time.

Managing client expectations through onboarding

Many agencies overlook the task of creating a client onboarding flow. Without it, clients are left wondering: what happens now that I’ve placed my order? Will the agency contact me, or should I send an email? This uncertainty creates friction from the moment your lead has become a client–not a great way to start off your business relationship.

As mentioned in this blog post about managing client expectations, many agencies are not clear enough of what their clients should expect next, while others are asking too many questions right off the bat.

To avoid this, SEO agency owners should come up with an onboarding flow that is just right: not too long, not too short, not too complicated. Here’s how:

  1. take a look at your current and past projects
  2. try to find pain points your clients are having
  3. analyze at what point miscommunication occurred

Use the data to come up with an onboarding flow that works for both parties. Here are a few ideas:

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How to Balance Personalized Customer Service and Automation with a Live Chat Software

Automating certain aspects of your business can save your company a whole lot of time and money. At the same time, sacrificing customer service can be highly detrimental to your brand. If you want to take advantage of today’s AI technology, it’s critical that you find that balance. A live chat software will help you do just that.

Live Chat Software

Today’s consumers still want that personal touch that only a human can provide. Yes, people are shopping online much more frequently, and that’s not going to change. However, the vast online market has made shoppers realize that they have plenty of options out there. That means you need to go above and beyond to stand out from the herd if you want to stay competitive.

Combining today’s automation options such as analytical and live chat software with person-to-person customer support lets you provide the best of both worlds, for your company and for your customers.

Let’s take an in-depth look on how you can balance personalized customer service and automation successfully.

First, we’ll start with ways to implement automation without driving customers away. Then, we’ll discuss ways to improve your overall person-to-person customer service so you can preserve (and even enhance) your company’s reputation, in spite of the automation.

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