Creating a winning SEO proposal for a new lead is hard work.
You need to:
- Assess their SEO potential.
- Identify the right strategy for them.
- Showcase the business value you can create.
At the same time, you need to explain it in a way that is meaningful for the client.
A lot of proposals tend to jump directly to how the agency can do that for the lead, yet an important step is missing.
To make your business case compelling, the first thing you need to do is understand what success looks like for your potential client. Then you can speak their language, whether that’s revenue, transactions, conversions, or traffic.
Kevin Gibbons, CEO and founder of Re:signal and SEOmonitor Masterclass educator, points out that what you should do is tie your activity back towards key business outcomes. If you can’t understand and explain exactly what success means and why they need SEO, then there will be no real alignment.
That’s where, Gibbons adds, a reliable forecasting methodology makes the difference. Or as he puts it, a forecast done well will help you define:
- The WHY. What success can look like for the business and its growth potential.
- The HOW. The key areas of the market that the client can grow into.
- The WHAT. The necessary actions your agency can take to achieve those business outcomes.
If the what is pretty straightforward, the why and the how can become just as simple with the right forecast in place.









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