Pre-Sales management tool: SEO Project proposal Requirements table

Hello everyone, today and you share a SEO project management necessary requirements form. The new requirements of the regular SEO team come from the sales department, but in many cases information asymmetry occurs. That is: Sales of the proposed demand is often not comprehensive, or at the end of the customer demand has been changing, which will cause a lot of trouble to write the proposal colleagues. Wrote and changed, asked and changed, did not reply. In fact, this is the SEO project management before the pre-sale phase of the problem.

This SEO project proposal form is designed to reduce these problems, to make the pre-sales demand more accurate and comprehensive, and to make the demand more symmetrical. The table is divided into 2 large parts and displayed in the same interface, which can be filled in electronically and printed out.

Part 1 contains three chunks of project purpose, data collection, and project basic information. And with the selection of hook mode, reduce the difficulty of filling and improve the speed of sales. For each completed item also made an automatic scoring, if the total score below 80 points of the project needs to understand not thoroughly, can not be submitted to the proposal team for production. Virtually help the pre-sale management, reduce the demand for noise. OK, now take a look at the table design for each paragraph:

Purpose of the project

SEO Project purpose refers to the customer to do this SEO goal is what, according to the explosion of the teacher's multi-year proposal to the peace talks to the following 1 natural flow promotion 2 keywords rankings such as home page ratio 3 negative message squeeze 4) Advisory Services 5 customer has not yet decided.

The last item in these 5 items shows that the customer is not sure what they want, perhaps just to understand the product. So this kind of customer demand is not the best quality, as a professional SEO company can not spend too much time and resources on top. So sales in this form, I will first take out the purpose of the project to fill out, if the sales do not know this will not mention the customer is who, how much budget or what. Because just now said, do not know what they want, is a very time-consuming demand, in the project management has no positive significance.

Data collection

In this section of data collection, expand the description according to the project purpose. For example, you fill in front of the natural flow for the purpose, that corresponds to the number (1), sales need to provide any of the following data:

-Provide the natural flow per month in the last 6 months, the paid traffic must be excluded (please uniform unit UV)

-Customer provides data documentation independently

-Customers to provide information such as GA login

-Customers cannot provide

If it is the first type of data directly into the table, if the second type of the relevant document to fill in, if it is the third type of login information, if it is the fourth description of sales data acquisition is not in place.

In this section of the table, as long as you hook, the relevant cell will automatically add a light green background, let others see the sales of the supplementary data is which, but also automatically counted. If you remove the hook, the automatic background will be canceled.

Basic project information

The basic information of the project is the sales understanding of the background of the project, this includes the project cycle (how long the customer is ready to do), the budget range (total input or scope), the source of the customer (where it came from), the SEO knowledge (the understanding of the product determines the combining ability), the ratio (conversion possibilities), the self-assessment score ( A separate form for assessing the performance of a client, a decision maker (a Shang or a soldier who is playing with you), a time to account (whether there is a project cash flow risk).

These are the same questions I help you sort out some common options that need to be sold in contact with customers to ask to know, if the data are not known to apply for Proposal statement is not reliable, and the proposal can be difficult to do. In particular, some of the most basic data such as budget, you do not talk about 1 months to give a lot of proposals PPT and explanation, then the customer to sentence our budget only 50,000 dollars for a year, you are not going to vomit blood. For example, the customer's account period is three months (after receipt of the invoice), then your project cash flow must be a problem, especially when you are a small SEO company projects and no large fixed customers, would rather not do or be dragged to death (remember!) There is the customer executive Force evaluation, if the project began to find nothing can be changed, but also equal to a dead egg.

Finally, when you fill out the Part 1 form, there will be an automatic scoring and status bar. If the status display can submit a proposal request, you can fill in part 2. Do not show that your needs are not yet reliable, please continue to communicate with customers.

Inside Part 2 are mainly sales to the requirements of the proposal, for example, what is the language of the proposal, what is the language of the site to analyze, what content needs to be embodied in the PPT, here contains (not limited to): Company Introduction, Team introduction, company advantages, service products, case introduction, competition analysis, industry analysis, SEO basics Introduction, Seo screenshot analysis, seo strategy, SEO quotes, performance estimates, SEO schedule, SEO report template. It would be nice to have some place anyway.

This way the PPT sponsor knows what needs to be put in, what needs to be done, and so on. Clearly, and not like now, different people out of the project template are very homogeneous, not for customers to expand and subdivide the module. It's written a lot, but when it comes to talking, the client doesn't cut it. Of course, the last line you want to put on the project manager (or the sponsor) name, the latest time to submit the proposal and the need to approve the person who.

All right, that's it. This form is not to create trouble and time, just to try to standardize the functions of the Department, so that everyone in a standardized axis of collaboration, improve work efficiency!

The original text from the school, visit http://www.zvenue.cn/zclass/tactic-class/seo-demand-sheet-mgmt.html to see the video of this article.