CRM Utilization:
Notes: Document Mike’s concerns about cost and effectiveness.
Follow-Up Task: Schedule a follow-up call to discuss pricing plans in detail and address any lingering concerns.
Reporting: Set up regular reporting within the CRM to provide Mike with transparent progress updates.
Stage 5: Closing the Deal
Objective: Secure the client’s commitment and finalize the agreement.
Conversation:
Sophia: “Mike, I appreciate your time and I’m SMS Gateway Serbia confident that our SEO services will bring great value to your restaurant chain. Are you ready to get started and see your business grow?”
Mike: “I think I’m ready. What are the next steps?”
Sophia: “Fantastic! We’ll start with a comprehensive website audit and then move on to implementing the SEO strategies. I’ll send over the agreement for you to review and sign. Once that’s done, we can kick off the project.”
CRM Utilization:
Deal Tracking: Move Mike’s lead status to “Closed – Won” and initiate the onboarding process within the CRM.
Agreement Management: Send the agreement for electronic signature through the CRM.
Project Management: Set up tasks and timelines for the SEO project in the CRM, assigning roles to team members and tracking progress.
Stage 6: Post-Sale Follow-Up
Objective: Ensure client satisfaction and lay the groundwork for a long-term relationship and potential referrals.
Conversation:
Sophia: “Hi Mike, it’s been a month since we started the SEO campaign. I wanted to check in and see how things are going. Have you noticed any changes in your website traffic or customer inquiries?”
Mike: “Yes, actually, we’re seeing more visitors to our website and even some new customers mentioning they found us online!”
Sophia: “That’s wonderful to hear! We’ll continue to optimize and monitor your site to ensure steady growth. Please feel free to reach out if you have any questions or need any additional support.”
CRM Utilization:
Client Satisfaction Surveys: Send a satisfaction survey through the CRM to gather feedback and identify areas for improvement.
Referral Program: Track referrals in the CRM and offer incentives for clients who refer new business.
Ongoing Communication: Schedule regular check-ins and updates to maintain a strong relationship.
Example 6: SEO Sales Role Play Scenario – Selling SEO Services to a Nonprofit Organization
Scenario Overview
Participants:
Sales Representative (Alex):
Nonprofit Director (Linda): Director of a nonprofit organization looking to increase online donations and raise awareness for their cause.
Objective: Alex aims to demonstrate the value of SEO services to Linda, addressing the unique needs of a nonprofit organization and leveraging CRM to manage the sales process effectively.
Stage 1: Initial Contact
Objective: Establish rapport and understand the client’s needs.
Conversation:
Alex: “Hi Linda, it’s great to meet you. I’ve been following your nonprofit’s work and it’s truly inspiring. How are things going for you?”
Linda: “Hi Alex, thank you. We’re doing well, but we’re always looking for ways to increase our online presence and raise more donations.”
Alex: “That’s fantastic. Have you considered enhancing your SEO strategy to improve your search engine rankings and attract more online donations?”
Linda: “We’ve thought about it, but we’re not sure where to start or if it’s worth the investment given our limited budget.”
Alex: “SEO can be incredibly effective for nonprofits, especially when it comes to raising awareness and attracting donations. It helps your website appear higher in search engine results, making it easier for potential donors to find you. Would you be interested in learning how SEO can specifically benefit your nonprofit?”
