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19 / 10 / 2018
Channel Image19:25 Overcoming Blockers: How to Build Your Red Tape Toolkit - Whiteboard Friday» Moz Blog

Posted by HeatherPhysioc

Have you ever made SEO recommendations that just don't go anywhere? Maybe you run into a lack of budget, or you can't get buy-in from your boss or colleagues. Maybe your work just keeps getting deprioritized in favor of other initiatives. Whatever the case, it's important to set yourself up for success when it comes to the tangled web of red tape that's part and parcel of most organizations.

In this week's Whiteboard Friday, Heather Physioc shares her tried-and-true methods for building yourself a toolkit that'll help you tear through roadblocks and bureaucracy to get your work implemented.

Click on the whiteboard image above to open a high-resolution version in a new tab!

Video Transcription

What up, Moz fans? This is Heather Physioc. I'm the Director of the Discoverability Group at VML, headquartered in Kansas City. So today we're going to talk about how to build your red tape toolkit to overcome obstacles to getting your search work implemented. So do you ever feel like your recommendations are overlooked, ignored, forgotten, deprioritized, or otherwise just not getting implemented?

Common roadblocks to implementing SEO recommendations

#SEOprobs

If so, you're not alone. So I asked 140-plus of our industry colleagues the blockers that they run into and how they overcome them.

  • Low knowledge. So if you're anything like every other SEO ever, you might be running into low knowledge and understanding of search, either on the client side or within your own agency.
  • Low buy-in. You may be running into low buy-in. People don't care about SEO as much as you do.
  • Poor prioritization. So other things frequently come to the top of the list while SEO keeps falling further behind.
  • High bureaucracy. So a lot of red tape or slow approvals or no advocacy within the organization.
  • Not enough budget. A lot of times it's not enough budget, not enough resources to get the work done.
  • Unclear and overcomplicated process. So people don't know where they fit or even how to get started implementing your SEO work.
  • Bottlenecks. And finally bottlenecks where you're just hitting blockers at every step along the way.

So if you're in-house, you probably said that not enough budget and resources was your biggest problem. But on the agency side or individual practitioners, they said low understanding or knowledge of search on the client side was their biggest blocker.

So a lot of the time when we run into these blockers and it seems like nothing is getting done, we start to play the blame game. We start to complain that it's the client who hung up the project or if the client had only listened or it's something wrong with the client's business.

Build out your red tape toolkit

But I don't buy it. So we're going to not do that. We're going to build out our red tape toolkit. So here are some of the suggestions that came out of that survey.

1. Assess client maturity

First is to assess your client's maturity. This could include their knowledge and capabilities for doing SEO, but also their organizational search program, the people, process, ability to plan, knowledge, capacity.

These are the problems that tend to stand in the way of getting our best work done. So I'm not going to go in-depth here because we've actually put out a full-length article on the Moz blog and another Whiteboard Friday. So if you need to pause, watch that and come back, no problem.

2. Speak your client's language

So the next thing to put in your toolkit is to speak your client's language. I think a lot of times we're guilty of talking to fellow SEOs instead of the CMOs and CEOs who buy into our work. So unless your client is a super technical mind or they have a strong search background, it's in our best interests to lift up and stay at 30,000 feet. Let's talk about things that they care about, and I promise you that is not canonicalization or SSL encryption and HTTPS.

They're thinking about ROI and their customers and operational costs. Let's translate and speak their language. Now this could also mean using analogies that they can relate to or visual examples and data visualizations that tell the story of search better than words ever could. Help them understand. Meet them in the middle.

3. Seek greater perspective

Now let's seek greater perspective. So what this means is SEO does not or should not operate in a silo. We're one small piece of your client's much larger marketing mix. They have to think about the big picture. A lot of times our clients aren't just dedicated to SEO. They're not even dedicated to just digital sometimes. A lot of times they have to think about how all the pieces fit together. So we need to have the humility to understand where search fits into that and ladder our SEO goals up to the brand goals, campaign goals, business and revenue goals. We also need to understand that every SEO project we recommend comes with a time and a cost associated with it.

Everything we recommend to a CMO is an opportunity cost as well for something else that they could be working on. So we need to show them where search fits into that and how to make those hard choices. Sometimes SEO doesn't need to be the leader. Sometimes we're the follower, and that's okay.

4. Get buy-in

The next tool in your toolkit is to get buy-in. So there are two kinds of buy-in you can get.

Horizontal buy-in

One is horizontal buy-in. So a lot of times search is dependent on other disciplines to get our work implemented. We need copywriters. We need developers. So the number-one complaint SEOs have is not being brought in early. That's the same complaint all your teammates on development and copywriting and everywhere else have.

Respect the expertise and the value that they bring to this project and bring them to the table early. Let them weigh in on how this project can get done. Build mockups together. Put together a plan together. Estimate the level of effort together.

Vertical buy-in

Which leads us to vertical buy-in. Vertical is up and down. When you do this horizontal buy-in first, you're able to go to the client with a much smarter, better vetted recommendation. So a lot of times your day-to-day client isn't the final decision maker. They have to sell this opportunity internally. So give them the tools and the voice that they need to do that by the really strong recommendation you put together with your peers and make it easy for them to take it up to their boss and their CMO and their CEO. Then you really increase the likelihood that you're going to get that work done.

5. Build a bulletproof plan

Next, build a bulletproof plan.

Case studies

So the number-one recommendation that came out of this survey was case studies. Case studies are great. They talk about the challenge that you tried to overcome, the solution, how you actually tackled it, and the results you got out of that.

Clients love case studies. They show that you have the chops to do the work. They better explain the outcomes and the benefits of doing this kind of work, and you took the risk on that kind of project with someone else's money first. So that's going to reduce the perceived risk in the client's mind and increase the likelihood that they're going to do the work.

Make your plan simple and clear, with timelines

Another thing that helps here is building a really simple, clear plan so it's stupid-easy for everybody who needs to be a part of it to know where they fit in and what they're responsible for. So do the due diligence to put together a step-by-step plan and assign ownership to each step and put timelines to it so they know what pace they should be following.

Forecast ROI

Finally, forecast ROI. This is not optional. So a lot of times I think SEOs are hesitant to forecast the potential outcomes or ROI of a project because of the sheer volume of unknowns.

We live in a world of theory, and it's very hard to commit to something that we can't be certain about. But we have to give the client some sense of return. We have to know why we are recommending this project over others. There's a wealth of resources out there to do that for even heavily caveated and conservative estimate, including case studies that others have published online.

Show the cost of inaction

Now sometimes forecasting the opportunity of ROI isn't enough to light a fire for clients. Sometimes we need to show them the cost of inaction. I find that with clients the risk is not so much that they're going to make the wrong move. It's that they'll make no move at all. So a lot of times we will visualize what that might look like. So we'll show them this is the kind of growth we think that you can get if you invest and you follow this plan we put together.

Here's what it will look like if you invest just a little to monitor and maintain, but you're not aggressively investing in search. Oh, and here, dropping down and to the right, is what happens when you don't invest at all. You stagnate and you get surpassed by your competitors. That can be really helpful for clients to contrast those different levels of investment and convince them to do the work that you're recommending.

6. Use headlines & soundbites

Next use headlines, taglines, and sound bites. What we recommend is really complicated to some clients. So let's help translate that into simple, usable language that's memorable so they can go repeat those lines to their colleagues and their bosses and get that work sold internally. We also need to help them prioritize.

So if you're anything like me, you love it when the list of SEO action items is about a mile long. But when we dump that in their laps, it's too much. They get overwhelmed and bombarded, and they tune out. So instead, you are the expert consultant. Use what you know about search and know about your client to help them prioritize the single most important thing that they should be focusing on.

7. Patience, persistence, and parallel paths

Last in your toolkit, patience, persistence, and parallel paths. So getting this work done is a combination of communication, follow-up, patience, and persistence. While you've got your client working on this one big thing that you recommended, you can be building parallel paths, things that have fewer obstacles that you can own and run with.

They may not be as high impact as the one big thing, but you can start to get small wins that get your client excited and build momentum for more of the big stuff. But the number one thing out of all of the responses in the survey that our colleagues recommended to you is to stay strong. Have empathy and understanding for the hard decisions that your client has to make. But come with a strong, confident point of view on where to go next.

All right, gang, these are a lot of great tips to start your red tape toolkit and overcome obstacles to get your best search work done. Try these out. Let us know what you think. If you have other great ideas on how you overcome obstacles to get your best work done with clients, let us know down in the comments. Thank you so much for watching, and we'll see you next week for another edition of Whiteboard Friday.

Video transcription by Speechpad.com


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Channel Image11:53 5 Ways We Improved User Experience and Organic Reach on the New Moz Help Hub» Moz Blog

Posted by jocameron

We’re proud to announce that we recently launched our brand-new Help Hub! This is the section of our site where we store all our guides and articles on how to use Moz Pro, Moz Local, and our research tools like Link Explorer.

Our Help Hub contains in-depth guides, quick and easy FAQs, and some amazing videos like this one. The old Help Hub served us very well over the years, but with time it became a bit dusty and increasingly difficult to update, in addition to looking a bit old and shabby. So we set out to rebuild it from scratch, and we’re already seeing some exciting changes in the search results — which will impact the way people self-serve when they need help using our tools.

I’m going to take you through 5 ways we improved the accessibility and reach of the Help Hub with our redesign. If you write software guides, work in customer experience, or simply write content that answers questions, then this post is worth a look.

If you’re thinking this is just a blatant excuse to inject some Mozzy news into an SEO-style blog post, then you’re right! But if you stick with me, I’ll make sure it’s more fun than switching between the same three apps on your phone with a scrunched-up look of despair etched into your brow. :)

Research and discovery

To understand what features we needed to implement, we decided to ask our customers how they search for help when they get stuck. The results were fascinating, and they helped us build a new Help Hub that serves both our customers and their behavior.

We discovered that 78% of people surveyed search for an answer first before reaching out:

This is a promising sign, and perhaps no surprise that people working in digital marketing and search are very much in the habit of searching for the answers to their questions. However, we also discovered that a staggering 36% couldn’t find a sufficient answer when they searched:

We also researched industry trends and dug into lots of knowledge bases and guides for popular tools like Slack and Squarespace. With this research in our back pockets we felt sure of our goal: to build a Help Hub that reduces the length of the question-search-answer journey and gets answers in front of people with questions.

Let’s not hang about — here are 5 ways we improved organic reach with our beautiful new Help Hub.

#1: Removing features that hide content

Tabbed content used to be a super cool way of organizing a long, wordy guide. Tabs digitally folded the content up like an origami swan. The tabs were all on one page and on one URL, and they worked like jump links to teleport users to that bit of content.

Our old Help Hub design had tabbed content that was hard to find and wasn’t being correctly indexed

The problem: searchers couldn’t easily find this content. There were two reasons for this: one, no one expected to have to click on tabs for discovery; and two (and most importantly), only the first page of content was being linked to in the SERPs. This decimated our organic reach. It was also tricky to link directly to the tabbed content. When our help team members were chatting with our lovely community, it was nearly impossible to quickly send a link to a specific piece of information in a tabbed guide.

Now, instead of having all that tabbed content stacked away like a Filofax, we’ve got beautifully styled and designed content that’s easy to navigate. We pulled previously hidden content on to unique pages that we could link people to directly. And at the top of the page, we added breadcrumbs so folks can orient themselves within the guide and continue self-serving answers to their heart’s content.

Our new design uses breadcrumbs to help folks navigate and keep finding answers

What did we learn?

Don’t hide your content. Features that were originally built in an effort to organize your content can become outdated and get between you and your visitors. Make your content accessible to both search engine crawlers and human visitors; your customer’s journey from question to answer will be more straightforward, making navigation between content more natural and less of a chore. Your customers and your help team will thank you.

#2: Proudly promote your FAQs

This follows on from the point above, and you have had a sneak preview in the screenshot above. I don’t mind repeating myself because our new FAQs more than warrant their own point, and I’ll tell you why. Because, dear reader, people search for their questions. Yup, it’s this new trend and gosh darn it the masses love it.

I mentioned in the point above that tabbed content was proving hard to locate and to navigate, and it wasn’t showing up in the search results. Now we're displaying common queries where they belong, right at the top of the guides:

FAQ placement, before and after

This change comprises two huge improvements. Firstly, questions our customers are searching, either via our site or in Google, are proudly displayed at the top of our guides, accessible and indexable. Additionally, when our customers search for their queries (as we know they love to do), they now have a good chance of finding the exact answer just a click away.

Address common issues at the top of the page to alleviate frustration

I’ve run a quick search in Keyword Explorer and I can see we’re now in position 4 for this keyword phrase — we weren’t anywhere near that before.

SERP analysis from Keyword Explorer

This is what it looks like in the organic results — the answer is there for all to see.

Our FAQ answer showing up in the search results

And when people reach out? Now we can send links with the answers listed right at the top. No more messing about with jump links to tabbed content.

What did we learn?

In addition to making your content easily accessible, you should address common issues head-on. It can sometimes feel uncomfortable to highlight issues right at the top of the page, but you’ll be alleviating frustration for people encountering errors and reduce the workload for your help team.

You can always create specific troubleshooting pages to store questions and answers to common issues.

#3: Improve article quality and relevance to build trust

This involves using basic on-page optimization techniques when writing or updating your articles. This is bread and butter for seasoned SEOs, although often overlooked by creators of online guides and technical writers.

It’s no secret that we love to inject a bit of Mozzy fun into what we do, and the Help Hub is no exception. It’s a challenge that we relish: to explain the software in clear language that is, hopefully, a treat to explore. However, it turns out we’d become too preoccupied with fun, and our basic on-page optimization sadly lagged behind.

Mirroring customers’ language

Before we started work on our beautiful new Help Hub, we analyzed our most frequently asked questions and commonly searched topics on our site. Next, we audited the corresponding pages on the Help Hub. It was immediately clear that we could do a better job of integrating the language our customers were using to write in to us. By using relevant language in our Help Hub content, we’d be helping searchers find the right guides and videos before they needed to reach out.

Using the MozBar guide as an example, we tried a few different things to improve the CTR over a period of 12 months. We added more content, we updated the meta tags, we added jump links. Around 8 weeks after the guide was made more relevant and specific to searchers' troubleshooting queries, we saw a massive uptick in traffic for that MozBar page, with pageviews increasing from around ~2.5k per month to ~10k between February 2018 and July 2018. Traffic from organic searches doubled.

Updates to the Help Hub content and the increased traffic over time from Google Analytics

It’s worth noting that traffic to troubleshooting pages can spike if there are outages or bugs, so you’ll want to track this over an 8–12 month period to get the full picture.

What we’re seeing in the chart above is a steady and consistent increase in traffic for a few months. In fact, we started performing too well, ranking for more difficult, higher-volume keywords. This wasn’t exactly what we wanted to achieve, as the content wasn’t relevant to people searching for help for any old plugin. As a result, we’re seeing a drop in August. There's a sweet spot for traffic to troubleshooting guides. You want to help people searching for answers without ranking for more generic terms that aren’t relevant, which leads us to searcher intent.

Focused on searcher intent

If you had a chance to listen to Dr. Pete’s MozCon talk, you’ll know that while it may be tempting to try to rank well for head vanity keywords, it’s most helpful to rank for keywords where your content matches the needs and intent of the searcher.

While it may be nice to think our guide can rank for "SEO toolbar for chrome" (which we did for a while), we already have a nice landing page for MozBar that was optimized for that search.

When I saw a big jump in our organic traffic, I entered the MozBar URL into Keyword Explorer to hunt down our ranking keywords. I then added these keywords in my Moz Pro campaign to see how we performed over time.

You can see that after our big jump in organic traffic, our MozBar troubleshooting guide dropped 45 places right out of the top 5 pages for this keyword. This is likely because it wasn’t getting very good engagement, as people either didn’t click or swiftly returned to search. We’re happy to concede to the more relevant MozBar landing page.

The troubleshooting guide dropped in the results for this general SEO toolbar query, and rightly so

It’s more useful for our customers and our help team for this page to rank for something like "why wont moz chrome plugin work." Though this keyword has slightly fewer searches, there we are in the top spot consistently week after week, ready to help.

We want to retain this position for queries that match the nature of the guide

10x content

Anyone who works in customer experience will know that supporting a free tool is a challenge, and I must say our help team does an outstanding job. But we weren’t being kind to ourselves. We found that we were repeating the same responses, day in and day out.

This is where 10x content comes into play. We asked ourselves a very important question: why are we replying individually to one hundred people when we can create content that helps thousands of people?

We tracked common queries and created a video troubleshooting guide. This gave people the hand-holding they required without having to supply it one-to-one, on demand.

The videos for our SEO tools that offer some form of free access attract high views and engagement as folks who are new to them level up.

Monthly video views for tools that offer some free access

To put this into context, if you add up the views every month for these top 4 videos, they outperform all the other 35 videos on our Help hub put together:

Video views for tools with some free access vs all the other 35 videos on the Help Hub

What did we learn?

By mirroring your customers’ language and focusing on searcher intent, you can get your content in front of people searching for answers before they need to reach out. If your team is answering the same queries daily, figure out where your content is lacking and think about what you can do in the way of a video or images to assist searchers when they get stuck.

Most SEO work doesn’t have an immediate impact, so track when you've made changes and monitor your traffic to draw correlations between visitors arriving on your guides and the changes you’ve made. Try testing updates on a portion of pages and tracking results. Then rolling out updates to the rest of your pages.

More traffic isn’t always a good thing, it could indicate an outage or issue with your tool. Analyzing traffic data is the start of the journey to understanding the needs of people who use your tools.

#4: Winning SERP features by reformatting article structure

While we ramped up our relevance, we also reviewed our guide structure ready for migration to the new Help Hub CMS. We took paragraphs of content and turned them into clearly labelled step-by-step guides.

Who is this helping? I’m looking at you, 36% of people who couldn’t find what they were looking for! We’re coming at you from two angles here: people who never found the page they were searching for, and people who did, but couldn’t digest the content.

Here is an example from our guide on adding keywords to Moz Pro. We started with blocks of paragraphed content interspersed with images. After reformatting, we have a video right at the top and then a numbered list which outlines the steps.

Before: text and images. After: clearly numbered step-by-step guides.

When researching the results for this blog post, I searched for a few common questions to see how we were looking in the search results. And what did I find? Just a lovely rich snippet with our newly formatted steps! Magic!

Our new rich snippet with the first 4 steps and a screenshot of our video

We’ve got all the things we want in a rich snippet: the first 4 steps with the "more items" link (hello, CTR!), a link to the article, and a screenshot of the video. On one hand, the image of the video looks kind of strange, but it also clearly labels it as a Moz guide, which could prove to be rather tempting for people clicking through from the results. We’ll watch how this performs over time to figure out if we can improve on it in future.

Let’s go briefly back in time and see what the original results were for this query, pre-reformatting. Not quite so helpful, now, is it?

Search results before we reformatted the guide

What did we learn?

By clearly arranging your guide's content into steps or bullet points, you’re improving the readability for human visitors and for search engines, who may just take it and use it in a rich snippet. The easier it is for people to comprehend and follow the steps of a process, the more likely they are to succeed — and that must feel significantly better than wading through a wall of text.

#5: Helping people at the end of the guide

At some point, someone will be disappointed by the guide they ended up on. Maybe it doesn’t answer their question to their satisfaction. Maybe they ended up in the wrong place.

That’s why we have two new features at the end of our guides: Related Articles and Feedback buttons.

The end of the guides, before and after

Related Articles

Related Articles help people to continue to self-serve, honing in on more specific guides. I’m not saying that you're going to buckle down and binge-read ALL the Moz help guides — I know it’s not exactly Netflix. But you never know — once you hit a guide on Keyword Lists, you may think to yourself, "Gosh, I also want to know how to port my lists over to my Campaign. Oh, and while I’m here, I’m going to check on my Campaign Settings. And ohh, a guide about setting up Campaigns for subdomains? Don’t mind if I do!" Guide lovers around the world, rejoice!

Feedback buttons

I know that feedback buttons are by no means a new concept in the world of guides. It seems like everywhere you turn there's a button, a toggle, or a link to let some mysterious entity somewhere know how you felt about this, that, and the other.

Does anyone ever actually use this data? I wondered. The trick is to gather enough information that you can analyze trends and respond to feedback, but not so much that wading through it is a major time-wasting chore.

When designing this feature, our aim was to gather actionable feedback from the folks we’re looking to help. Our awesome design, UX, and engineering teams built us something pretty special that we know will help us keep improving efficiently, without any extra noise.

Our new feedback buttons gather the data we need from the people we want to hear from

To leave feedback on our guides, you have to be logged in to your Moz account, so we are sure we’re helping people who engage with our tools, simple but effective. Clicking "Yes, thank you!" ends the journey there, job done, no need for more information for us to sift through. Clicking "No, not really" opens up a feedback box to let us know how we can improve.

People are already happily sending through suggestions, which we can turn into content and FAQs in a very short space of time:

Comments from visitors on how we can improve our guides

If you find yourself on a guide that helps (or not so much), then please do let us know!

The end of an article isn’t the end of the line for us — we want to keep moving forward and building on our content and features.

What did we learn?

We discovered that we’re still learning! Feedback can be tough to stomach and laborious to analyze, so spend some time figuring out who you want to hear from and how you can process that information.


If you have any other ideas about what you’d like to see on the Help Hub, whether it’s a topic, an FAQ, or snazzy feature to help you find the answers to your questions, please do let us know in the comments below.


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12 / 10 / 2018
Channel Image11:07 How to Create a Local Marketing Results Dashboard in Google Data Studio - Whiteboard Friday» Moz Blog

Posted by DiTomaso

Showing clients that you're making them money is one of the most important things you can communicate to them, but it's tough to know how to present your results in a way they can easily understand. That's where Google Data Studio comes in. In this week's edition of Whiteboard Friday, our friend Dana DiTomaso shares how to create a client-friendly local marketing results dashboard in Google Data Studio from start to finish.

Click on the whiteboard image above to open a high-resolution version in a new tab!

Video Transcription

Hi, Moz fans. My name is Dana DiTomaso. I'm President and partner of Kick Point. We're a digital marketing agency way up in the frozen north of Edmonton, Alberta. We work with a lot of local businesses, both in Edmonton and around the world, and small local businesses usually have the same questions when it comes to reporting.

Are we making money?

What I'm going to share with you today is our local marketing dashboard that we share with clients. We build this in Google Data Studio because we love Google Data Studio. If you haven't watched my Whiteboard Friday yet on how to do formulas in Google Data Studio, I recommend you hit Pause right now, go back and watch that, and then come back to this because I am going to talk about what happened there a little bit in this video.

The Google Data Studio dashboard

This is a Google Data Studio dashboard which I've tried to represent in the medium of whiteboard as best as I could. Picture it being a little bit better design than my left-handedness can represent on a whiteboard, but you get the idea. Every local business wants to know, "Are we making money?" This is the big thing that people care about, and really every business cares about making money. Even charities, for example: money is important obviously because that's what keeps the lights on, but there's also perhaps a mission that they have.

But they still want to know: Are people filling out our donation form? Are people contacting us? These are important things for every business, organization, not-for-profit, whatever to understand and know. What we've tried to do in this dashboard is really boil it down to the absolute basics, one thing you can look at, see a couple of data points, know whether things are good or things are bad.

Are people contacting you?

Let's start with this up here. The first thing is: Are people contacting you? Now you can break this out into separate columns. You can do phone calls and emails for example. Some of our clients prefer that. Some clients just want one mashed up number. So we'll take the number of calls that people are getting.

If you're using a call tracking tool, such as CallRail, you can import this in here. Emails, for example, or forms, just add it all together and then you have one single number of the number of times people contacted you. Usually this is a way bigger number than people think it is, which is also kind of cool.

Are people taking the action you want them to take?

The next thing is: Are people doing the thing that you want them to do? This is really going to decide on what's meaningful to the client.

For example, if you have a client, again thinking about a charity, how many people filled out your donation form, your online donation form? For a psychologist client of ours, how many people booked an appointment? For a client of ours who offers property management, how many people booked a viewing of a property? What is the thing you want them to do? If they have online e-commerce, for example, then maybe this is how many sales did you have.

Maybe this will be two different things — people walking into the store versus sales. We've also represented in this field if a person has a people counter in their store, then we would pull that people counter data into here. Usually we can get the people counter data in a Google sheet and then we can pull it into Data Studio. It's not the prettiest thing in the world, but it certainly represents all their data in one place, which is really the whole point of why we do these dashboards.

Where did visitors com from, and where are your customers coming from?

People contacting you, people doing the thing you want them to do, those are the two major metrics. Then we do have a little bit deeper further down. On this side here we start with: Where did visitors come from, and where are your customers coming from? Because they're really two different things, right? Not every visitor to the website is going to become a customer. We all know that. No one has a 100% conversion rate, and if you do, you should just retire.

Filling out the dashboard

We really need to differentiate between the two. In this case we're looking at channel, and there probably is a better word for channel. We're always trying to think about, "What would clients call this?" But I feel like clients are kind of aware of the word "channel" and that's how they're getting there. But then the next column, by default this would be called users or sessions. Both of those are kind of cruddy. You can rename fields in Data Studio, and we can call this the number of people, for example, because that's what it is.

Then you would use the users as the metric, and you would just call it number of people instead of users, because personally I hate the word "users." It really boils down the humanity of a person to a user metric. Users are terrible. Call them people or visitors at least. Then unfortunately, in Data Studio, when you do a comparison field, you cannot rename and call it comparison. It does this nice percentage delta, which I hate.

It's just like a programmer clearly came up with this. But for now, we have to deal with it. Although by the time this video comes out, maybe it will be something better, and then I can go back and correct myself in the comments. But for now it's percentage delta. Then goal percentage and then again delta. They can sort by any of these columns in Data Studio, and it's real live data.

Put a time period on this, and people can pick whatever time period they want and then they can look at this data as much as they want, which is delightful. If you're not delivering great results, it may be a little terrifying for you, but really you shouldn't be hiding that anyway, right? Like if things aren't going well, be honest about it. That's another talk for another time. But start with this kind of chart. Then on the other side, are you showing up on Google Maps?

We use the Supermetrics Google My Business plug-in to grab this kind of information. We hook it into the customer's Google Maps account. Then we're looking at branded searches and unbranded searches and how many times they came up in the map pack. Usually we'll have a little explanation here. This is how many times you came up in the map pack and search results as well as Google Maps searches, because it's all mashed in together.

Then what happens when they find you? So number of direction requests, number of website visits, number of phone calls. Now the tricky thing is phone calls here may be captured in phone calls here. You may not want to add these two pieces of data or just keep this off on its own separately, depending upon how your setup is. You could be using a tracking number, for example, in your Google My Business listing and that therefore would be captured up here.

Really just try to be honest about where that data comes from instead of double counting. You don't want to have that happen. The last thing is if a client has messages set up, then you can pull that message information as well.

Tell your clients what to do

Then at the very bottom of the report we have a couple of columns, and usually this is a longer chart and this is shorter, so we have room down here to do this. Obviously, my drawing skills are not as good as as aligning things in Data Studio, so forgive me.

But we tell them what to do. Usually when we work with local clients, they can't necessarily afford a monthly retainer to do stuff for clients forever. Instead, we tell them, "Here's what you have to do this month.Here's what you have to do next month. Hey, did you remember you're supposed to be blogging?" That sort of thing. Just put it in here, because clients are looking at results, but they often forget the things that may get them those results. This is a really nice reminder of if you're not happy with these numbers, maybe you should do these things.

Tell your clients how to use the report

Then the next thing is how to use. This is a good reference because if they only open it say once every couple months, they probably have forgotten how to do the stuff in this report or even things like up at the top make sure to set the time period for example. This is a good reminder of how to do that as well.

Because the report is totally editable by you at any time, you can always go in and change stuff later, and because the client can view the report at any time, they have a dashboard that is extremely useful to them and they don't need to bug you every single time they want to see a report. It saves you time and money. It saves them time and money. Everybody is happy. Everybody is saving money. I really recommend setting up a really simple dashboard like this for your clients, and I bet you they'll be impressed.

Thanks so much.

Video transcription by Speechpad.com


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