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Unread 20th April 2013, 06:22 AM   #1
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Default How Are You Managing Your SEO Clients?

Hi

For mine,

Payment forms - Jotform then I reference & manually add the new clients into my Excel file.

Client management - I use Excel for mine (and in the file includes name,email,phone, campaign name, date ordered, requests).

Reporting - Reporb for creating backlink reports for clients.

Keyword Rankings - Scrapebox + their Rank tracker plugin & looking into Serpbook for clients.

But I personally have a hard time scaling it hard due to the amount of "non-automated" work this involves.

How about you & your SEO business on managing your SEO clients?

Who else needs a SEO Client Dashboard for their SEO services ?
Let your clients monitor their SEO campaigns (Rankings, Backlinks and Work Done)
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Unread 20th April 2013, 06:33 AM   #2
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Default Re: How Are You Managing Your SEO Clients?

I am using excel, backlinkwatch and a subscription for payments to get monthly payments

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Unread 20th April 2013, 09:07 AM   #3
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Default Re: How Are You Managing Your SEO Clients?

i setup direct debits so they are billed easily on a monthly basis, i only have a couple of monthly clients so dont need to do anything like spread sheets its all in my head, but in the long term i should start doing a databse so i know who has what.

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Unread 21st April 2013, 02:38 AM   #4
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Default Re: How Are You Managing Your SEO Clients?

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i setup direct debits so they are billed easily on a monthly basis, i only have a couple of monthly clients so dont need to do anything like spread sheets its all in my head, but in the long term i should start doing a databse so i know who has what.
Definitely, Excel is a good way to start managing your SEO clients.

If you are technical enough, you can even setup Google Docs & connect it with your database for more automation

Quote:
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I am using excel, backlinkwatch and a subscription for payments to get monthly payments
Which subscription do you use to collect your monthly payments?

Who else needs a SEO Client Dashboard for their SEO services ?
Let your clients monitor their SEO campaigns (Rankings, Backlinks and Work Done)
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Unread 21st April 2013, 03:07 AM   #5
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Default Re: How Are You Managing Your SEO Clients?

I spend most of my time tracking payments of clients in Paypal.

Wish there was some system that easily keeps track of it instead of browsing from page to page. Quite annoying when having 100+ clients.

The only thing I found is that you have to program some API

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Unread 21st April 2013, 06:52 AM   #6
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Default Re: How Are You Managing Your SEO Clients?

Yeah, the time tracking is such a pain. Especially if you send reports every 1 month from the day the client ordered.

Hiring a programmer to program a paypal api to keep track of the payments will be a good investment in terms of your personal time or employee's time.

Do you not use a payment form for your SEO business, nik0?

Quote:
Originally Posted by nik0 View Post
I spend most of my time tracking payments of clients in Paypal.

Wish there was some system that easily keeps track of it instead of browsing from page to page. Quite annoying when having 100+ clients.

The only thing I found is that you have to program some API

Who else needs a SEO Client Dashboard for their SEO services ?
Let your clients monitor their SEO campaigns (Rankings, Backlinks and Work Done)
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Unread 21st April 2013, 07:08 AM   #7
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Default Re: How Are You Managing Your SEO Clients?

Payment processor PayPal
Link Reports Excel + Client Management Excel
Rank Checker CuteRank PRO + Market Samurai for cross reference.

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Unread 21st April 2013, 08:56 AM   #8
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Default Re: How Are You Managing Your SEO Clients?

Quote:
Originally Posted by seoace View Post
Yeah, the time tracking is such a pain. Especially if you send reports every 1 month from the day the client ordered.

Hiring a programmer to program a paypal api to keep track of the payments will be a good investment in terms of your personal time or employee's time.

Do you not use a payment form for your SEO business, nik0?
Sorry I don't know what you mean with payment form. People click the subscribe button in my sales thread, end up at Paypal and after they get redirected to my website where they end up at a simple contact form where they can leave their keywords / url's.

Just signed up here a minute ago: https://www.subscriptionbridge.com

lets see how that works, they have a free trial now.

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Unread 21st April 2013, 09:06 AM   #9
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Default Re: How Are You Managing Your SEO Clients?

Surely I cant be the only one here using a cloud based crm? It's 2013 guys!

Any bits of client details, information, documents are api'd in or imported so everything is all in one place
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Unread 21st April 2013, 09:12 AM   #10
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Quote:
Originally Posted by ichl13 View Post
Surely I cant be the only one here using a cloud based crm? It's 2013 guys!
I tried 5 different (obvious paid) crm's, none of them suited my (imo) very basic needs.

My needs are:

- Quick overview of status of order without having to click it, so just a list with different indicatiors, for example a green/yellow/orange/red light indicator

- Being able to create different static packages and then selecting such package from a drop down menu instead of having to fill in each detail again

- Paypal integration obvious

- Automatically send e-mail to the customer when the light turns green.

- Being able to assign different delivery files to an order

- Accounts for my VA's to login to an order and upload the reports to the specific order

All 5 that I tested featured only "some" of these wishes, couldn't find a single one that did them all and then the auto-emailing when an order is complete wasn't even a must.

Almost none of them had paypal integration, with many it was a whole hassle to create custom templates for link packages, others lacked the feature of seeing the status of an order, instead had to click on it first. Have fun clicking a list of 50 orders to see in which stadium each one is.

Imo this is all pretty basic btw, but somehow all these web based CRM lack these basic functionality, I even send out a ton of e-mails to them asking why it was all so limited.

And on top of that some were crazy expensive.

I think there is a big market out there for a good and affordable CRM.

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Unread 21st April 2013, 09:14 AM   #11
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Default Re: How Are You Managing Your SEO Clients?

I don't have a lot of SEO clients, but I do have a lot of advertising & marketing clients - I use Sugar CRM - CRM Software & Online Customer Relationship Management | SugarCRM English (Americas)

This space will be awarded to the first WSO owner who can prove they make Million$ from their methods.
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Unread 21st April 2013, 09:16 AM   #12
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Quote:
Originally Posted by jxam69 View Post
I don't have a lot of SEO clients, but I do have a lot of advertising & marketing clients - I use Sugar CRM - CRM Software & Online Customer Relationship Management | SugarCRM English (Americas)
Does this allow for what I want? Will check it out anyway. Name does sound a bit familiar so possibly I already tried it.

Never mind, way too many options to quickly add new customers. This whole opportunity thing and all, won't work for me.

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Unread 21st April 2013, 11:09 AM   #13
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Default Re: How Are You Managing Your SEO Clients?

I use Payment Forms for my SEO clients. Advantages of this are :-
1. Fill in details before they pay (I believe this increases conversion rates as sometimes clients view a paypal form straight away and click X)
2. Multiple type of payments for clients & not only Paypal (Jotform has credit card options, 2checkout, google checkout, etc)

Stripe is actually the best payment processor I came across but they only serve US customers now and I live in Ireland

Quote:
Originally Posted by nik0 View Post
Sorry I don't know what you mean with payment form. People click the subscribe button in my sales thread, end up at Paypal and after they get redirected to my website where they end up at a simple contact form where they can leave their keywords / url's.

Just signed up here a minute ago: https://www.subscriptionbridge.com

lets see how that works, they have a free trial now.
With a CRM, which parts of your SEO business do you automate? I actually looked into CRM but I think they are too powerful & contains too many functions for SEO businesses.

Quote:
Originally Posted by ichl13 View Post
Surely I cant be the only one here using a cloud based crm? It's 2013 guys!

Any bits of client details, information, documents are api'd in or imported so everything is all in one place

Who else needs a SEO Client Dashboard for their SEO services ?
Let your clients monitor their SEO campaigns (Rankings, Backlinks and Work Done)
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Unread 21st April 2013, 11:20 AM   #14
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Default Re: How Are You Managing Your SEO Clients?

Quote:
Originally Posted by seoace View Post
I use Payment Forms for my SEO clients. Advantages of this are :-
1. Fill in details before they pay (I believe this increases conversion rates as sometimes clients view a paypal form straight away and click X)
2. Multiple type of payments for clients & not only Paypal (Jotform has credit card options, 2checkout, google checkout, etc)

Stripe is actually the best payment processor I came across but they only serve US customers now and I live in Ireland
Honestly I don't see a benefit in any of these options and this is why:

I use a Paypal buy now button in my threads so I don't think anyone will be surprised when they end up at Paypal

You know when I have to create payment forms, then they are one click further away from clicking the actual buy now button, that can kill the impulsive buyers.

Paypal allows for guest paying with credit cards so no need for other payment processors.

Quote:
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With a CRM, which parts of your SEO business do you automate? I actually looked into CRM but I think they are too powerful & contains too many functions for SEO businesses.
Just the way of processing the order, so that my employee's can login to the CRM and get their tasks and upload the reports when they are ready. Now I send it once a week to them, with a good functioning CRM I could send it on daily base and they just have to login to pick up the orders.

It would have only 1 benefit, a faster turn around time for the customer.

Problem is that most CRM's indeed have to many functions but not the correct ones to speed up the process order. It would take ME much longer to process. As right now I just copy their details to a text file and email it to my people, that's it. Hard to speed that up with a web-based CRM, especially when you have slow internet.

Perhaps I should just process the orders multiple times a week instead of saving it up, only reason why I save it up for a week is so we keep better track of payments for the VA's / workers.

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Unread 21st April 2013, 11:29 AM   #15
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Default Re: How Are You Managing Your SEO Clients?

Quote:
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Surely I cant be the only one here using a cloud based crm? It's 2013 guys!

Any bits of client details, information, documents are api'd in or imported so everything is all in one place
Cloud systems are a must in 2013.

Think mobile office!

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Unread 21st April 2013, 11:34 AM   #16
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Cloud systems are a must in 2013.

Think mobile office!
How about a laptop with an aircard?

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Unread 21st April 2013, 03:55 PM   #17
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Default Re: How Are You Managing Your SEO Clients?

Quote:
Originally Posted by nik0 View Post

My needs are:

- Quick overview of status of order without having to click it, so just a list with different indicatiors, for example a green/yellow/orange/red light indicator

- Being able to create different static packages and then selecting such package from a drop down menu instead of having to fill in each detail again

- Paypal integration obvious

- Automatically send e-mail to the customer when the light turns green.

- Being able to assign different delivery files to an order

- Accounts for my VA's to login to an order and upload the reports to the specific order

Dude it exists but you would have to piece together the system using various blocks - no system out of the box will do all that. I might have a video on that soon (part of a SEO as a business series long in development)soon.

Quote:
You know when I have to create payment forms, then they are one click further away from clicking the actual buy now button, that can kill the impulsive buyers.
Crappy customer that will not buy just because of a few forms to fill.

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Unread 21st April 2013, 04:10 PM   #18
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Default Re: How Are You Managing Your SEO Clients?

Great tutorials here for managing clients, well I haven't reached that level, I'm developing my business so I would apply this when I would need it..

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Unread 21st April 2013, 05:12 PM   #19
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Default Re: How Are You Managing Your SEO Clients?

I have always wanted to find some other way of doing things but like nik0 I haven't found that perfect fit.

We use shared Google Docs and Google Calender so my team can stay organized (all but my assistant are offsite.) We are heavy skypers too. We use Dropbox for big file transfers, the interface is easier for everyone to use though I prefer Filezilla myself

I use Hubstaff for monitoring and time tracking for all my employees. Payroll and client
payments go through Paypal, I check the account but my assistant handles all the day to day processing tasks and I just check her math when I get my weekly report

Powersuite makes reporting and tracking clients progress easy. I wish everything was that easy.
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Unread 21st April 2013, 07:40 PM   #20
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Default Re: How Are You Managing Your SEO Clients?

Quote:
Originally Posted by nik0 View Post
I tried 5 different (obvious paid) crm's, none of them suited my (imo) very basic needs.

My needs are:

- Quick overview of status of order without having to click it, so just a list with different indicatiors, for example a green/yellow/orange/red light indicator

- Being able to create different static packages and then selecting such package from a drop down menu instead of having to fill in each detail again

- Paypal integration obvious

- Automatically send e-mail to the customer when the light turns green.

- Being able to assign different delivery files to an order

- Accounts for my VA's to login to an order and upload the reports to the specific order

All 5 that I tested featured only "some" of these wishes, couldn't find a single one that did them all and then the auto-emailing when an order is complete wasn't even a must.

Almost none of them had paypal integration, with many it was a whole hassle to create custom templates for link packages, others lacked the feature of seeing the status of an order, instead had to click on it first. Have fun clicking a list of 50 orders to see in which stadium each one is.

Imo this is all pretty basic btw, but somehow all these web based CRM lack these basic functionality, I even send out a ton of e-mails to them asking why it was all so limited.

And on top of that some were crazy expensive.

I think there is a big market out there for a good and affordable CRM.
Couldn't agree more on the need for custom CRM, I'm looking at commissioning development for one towards the tail end of the year, once we've finalised a few other projects. That said, our process is well refined but works, it just means a lot of navigating between different applications.

1. Lead management is done via Zoho CRM - every stale lead is compiled into the contacts database and given a custom category i.e. "SEO reseller", "link building prospect", "SEO campaign prospect", "SEO training prospect", "link building client" etc. With Zoho, you can filter by category, export all contacts then mass e-mail via MailChimp, AWeber etc.

2. Contracts are sent via Signable.co.uk, an e-contract provider in the UK. Once the contract is signed, every invoice is managed in Free Agent. Invoice status is monitored in the workbook (the central excel spreadsheet for all campaign and link building clients).

3. The workbook shows the start date for each campaign i.e. 1st or 15th of the month, as well as a column for each specific deliverable i.e. "Content Created", "Content Submitted", "Blog Post Created", "Blog Post Submitted". Reports are then compiled in Excel and sent out on either the 10th or 22nd of the following month. Obviously, all documentation is synced via Dropbox/Google Drive. Most importantly, tasks are managed via synced Outlook Calendars and recurring events, which we simply couldn't live without i.e. I've set very specific dates for each and every deliverable and when each account manager has to complete the task by

PayPal for me just became an absolute pain in the ass, mainly because I got fed up with one shot clients i.e. "we'll do link building this month, and say we want it next month but by the time it gets to the middle of the month we'll cancel, and want to restart it 3 months later". Nah, not my type of client, to much administrative hassle.

It's easier getting everything done by BACS and invoicing etc. I also stay away from custom packages, it costs us £110 minimum to facilitate a link building package, and it all has to fit in to a seven step process from initial content creation to content review to account manager compiling the report, adding layers of customisation is just a massive hassle and makes scaling it a nightmare.

Again, though, totally appreciate your point about CRM (tried Sugar, Microsoft Dynamics, Salesforce etc, finally settled on Zoho and with customisation can achieve everything I want to do) - will let you know how I get on when I get it developed (a self-employed friend of mine knows a guy who's employed but creates amazing CRMs on the side for astoundingly cheap prices i.e. £12 per hour, thinking about just employing him!).
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Unread 21st April 2013, 07:48 PM   #21
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Quote:
Originally Posted by nik0 View Post

Problem is that most CRM's indeed have to many functions but not the correct ones to speed up the process order. It would take ME much longer to process. As right now I just copy their details to a text file and email it to my people, that's it. Hard to speed that up with a web-based CRM, especially when you have slow internet.

Perhaps I should just process the orders multiple times a week instead of saving it up, only reason why I save it up for a week is so we keep better track of payments for the VA's / workers.
It's much the same as most start-up small businesses who hack the hell out of Wordpress themes when they first start a business and think it's all that but as they grow, they realise it just doesn't cut it, irrespective of the fact it's the most customizable "CMS" (blogging platform) there is. A custom solution is always invariably required.

It's hacking through all the fluff, however a truly custom CRM would increase productivity massively:
  • Perform automated queries to pick up PBN submissions and display these in some form of cPanel/Admin area on-site.
  • Track and monitor progress through the main stages: lead capture >> lead contact >> further follow up >> contract signed >> invoice generated >> added to workbook >> on e-mail list etc. Then, managing deliverables month after month - I've got the perfect picture in my head re: how it should look, I think this alone will massively transform the business and increase productivity.
  • Even when it comes to expanding the service provision and marketing e.g. tracking lead captures, recording calls etc.
  • And obviously when it comes to expanding the service provision, and having custom CRM sections for each service provision etc.

It could go on forever.
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Unread 21st April 2013, 09:04 PM   #22
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Default Re: How Are You Managing Your SEO Clients?

I can even skip all the steps like lead generation / provide quote etc etc.

My work process is real simple:

- Client clicks buy/subscribe now, sends me an e-mail
- I confirm the order and move them to Open Orders folder in my Outlook
- Once a week I create a folder for each client and put a txt file inside with their data
- All those client folders end up in folders named like:
  • $69 packages
  • $119 packages
  • $199 packages
  • Monthly-month1
  • Monthly-month2
  • Monthly-month3

- On my desktop I have 3 other folders:
  • waiting to process
  • waiting for reports
  • end-phase

- So all those $69+ folders I created in "waiting to process"
- Then I zip the whole bunch to April-week3.zip
- E-mail that zip file to my 3 managers, and they know what to do
- Move all the folders from "waiting to process" to "waiting for reports"
- When I get the reports back it gets moved from "waiting for reports" to "end-phase"

- Then I zip each individual client folder and e-mail it to them.
- After that I move the $69 $119 $199 to a folder named "completed projects"
- And I move the monthly clients to a folder structure like:
  • month 2 waiting payment
  • month 3 waiting payment
  • month 4 waiting payment
  • month 5 waiting payment
  • etc

- Every week I check all the monthly recurring payments that come in and move them again to "waiting to process" folder and place them inside the correct month and the process starts over again

The best thing about this is that my managers know exactly what to do for the $69 clients or the monthly-month 3 clients.

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Unread 21st April 2013, 09:07 PM   #23
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Quote:
Originally Posted by Mike Anthony View Post
Dude it exists but you would have to piece together the system using various blocks - no system out of the box will do all that. I might have a video on that soon (part of a SEO as a business series long in development)soon.
If I have to start to piece everything together then I would be best of with my old fashion approach outlined in my last post.

Works so much easier for me.

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Unread 21st April 2013, 10:09 PM   #24
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Quote:
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If I have to start to piece everything together then I would be best of with my old fashion approach outlined in my last post.

Works so much easier for me.

That sucks (yes its becoming my favorite word to use here) but if you think that is easy then hey have fun with it.

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Unread 21st April 2013, 10:24 PM   #25
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Originally Posted by Gareth Mailer View Post
[*]Track and monitor progress through the main stages: lead capture >> lead contact >> further follow up >> contract signed >> invoice generated >> added to workbook >> on e-mail list etc. Then, managing deliverables month after month - I've got the perfect picture in my head re: how it should look, I think this alone will massively transform the business and increase productivity.

Agilezen comes close to this. Before you roll your own you might look into what I was trying to explain to Nik0. There are integration block tools that allow you to do some pretty amazing things in terms of automating the work flow. One of them is this one here

https://zapier.com/

For example you said you use Zoho CRM. You can hook that up to communicate with Paypal, wordpress , agilezen, sending emails, and like nearly a hundred other services - all using zapier without the need to do your own coding.

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Unread 21st April 2013, 10:55 PM   #26
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Agilezen comes close to this. Before you roll your own you might look into what I was trying to explain to Nik0. There are integration block tools that allow you to do some pretty amazing things in terms of automating the work flow. One of them is this one here

https://zapier.com/

For example you said you use Zoho CRM. You can hook that up to communicate with Paypal, wordpress , agilezen, sending emails, and like nearly a hundred other services - all using zapier without the need to do your own coding.
Yes sometimes I need a bit more detailed explanation

Will look into it, thanks!

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Unread 22nd April 2013, 03:07 AM   #27
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PayPal for me just became an absolute pain in the ass, mainly because I got fed up with one shot clients i.e. "we'll do link building this month, and say we want it next month but by the time it gets to the middle of the month we'll cancel, and want to restart it 3 months later". Nah, not my type of client, to much administrative hassle.

It's easier getting everything done by BACS and invoicing etc. I also stay away from custom packages, it costs us £110 minimum to facilitate a link building package, and it all has to fit in to a seven step process from initial content creation to content review to account manager compiling the report, adding layers of customisation is just a massive hassle and makes scaling it a nightmare.
You're not alone, Gareth. Those ins & outs clients are a nightmare especially when you have a lot of things to setup for a client. But you never know if a client is going to be "that-type" of client.

I'm currently reading a book called "The Pumpkin Plan" where this millionaire fires his clients/only pick the high quality clients and earns more revenue for his business. It might suit your needs since you're doing SEO at a higher level.

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My work process is real simple:

- Client clicks buy/subscribe now, sends me an e-mail
- I confirm the order and move them to Open Orders folder in my Outlook
- Once a week I create a folder for each client and put a txt file inside with their data
- All those client folders end up in folders named like:
  • $69 packages
  • $119 packages
  • $199 packages
  • Monthly-month1
  • Monthly-month2
  • Monthly-month3

- On my desktop I have 3 other folders:
  • waiting to process
  • waiting for reports
  • end-phase

- So all those $69+ folders I created in "waiting to process"
- Then I zip the whole bunch to April-week3.zip
- E-mail that zip file to my 3 managers, and they know what to do
- Move all the folders from "waiting to process" to "waiting for reports"
- When I get the reports back it gets moved from "waiting for reports" to "end-phase"

- Then I zip each individual client folder and e-mail it to them.
- After that I move the $69 $119 $199 to a folder named "completed projects"
- And I move the monthly clients to a folder structure like:
  • month 2 waiting payment
  • month 3 waiting payment
  • month 4 waiting payment
  • month 5 waiting payment
  • etc

- Every week I check all the monthly recurring payments that come in and move them again to "waiting to process" folder and place them inside the correct month and the process starts over again

The best thing about this is that my managers know exactly what to do for the $69 clients or the monthly-month 3 clients.
Sounds like a lot of folders/work, nik0. How are you not getting confused by that with all the creating, moving, editing folders every week, zipping folders on a bulk-level, zipping folders on a single client level and emailing them?

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Unread 22nd April 2013, 06:52 AM   #28
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Sounds like a lot of folders/work, nik0. How are you not getting confused by that with all the creating, moving, editing folders every week, zipping folders on a bulk-level, zipping folders on a single client level and emailing them?
It's not that hard at all, I just have one folder with a list of empty folders that I copy to my "waiting to process" folder.

Those folders cover all my packages:
  • $69
  • $119
  • $199
  • Monthly-month1
  • Monthly-month2
  • Monthly-month3
  • Monthly-monthx
  • Blog posts
  • Permanents
  • Custom orders

All my orders are inside a folder inside Outlook and as I have to check payments anyway I just login at Paypal, copy the transaction ID, find it, create a folder in one of the appropriate packages/months, create a text file, copy the url's keywords in. That is done in like a few minutes per client.

When working with a CRM it's more time intensive as you have way more single tasks.

Then just moving everything inside the folder with cut/paste to the next folder, 2 seconds work.

My workers get it supplied in the exact same folder tree, they create folders inside the client folders named "Content" and "Delivery", when they send it back to me, I only have to unzip 3 files from 3 different people and it's all ready to be e-mailed.

All together it costs me about 8-10 hours from start to end to process like 80 orders but that's more cause I browse the forums in between, and answer some e-mails here and there, sometimes I take a break to eat or do whatever. When I would work real fast I could process 80 orders in 2.5 hours.

Thing is I don't write a single piece of content or build any link. All is done by my team who know exactly what they have to do. Even tiny details are taken care of, like that both teams name the folder Month 1, and not month1 or Month1, otherwise I end up with double folders

Piece of cake

Only in the beginning it was a bit nasty with recurring payments as I wrote down the Paypal name of the people, while the name is not shown in the list of payments, yeah when you click "Details", while I did have the Paypal name in my to-do files so often I was searching like crazy to connect the payment with the client cause clients use a different e-mail address then there Paypal address when they send a mail so there's few stuff to connect it. Actually I should keep track of the payment profile ID, instead of the transaction ID.

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Unread 22nd April 2013, 12:30 PM   #29
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I don't have a lot of SEO clients, but I do have a lot of advertising & marketing clients - I use Sugar CRM - CRM Software & Online Customer Relationship Management | SugarCRM English (Americas)
I was using a free version of BoxBilling but it is never updated and has barely any support, only in a forum for free users with no responses from staff to tough questions. The billing and invoicing system hasn't been updated and so PayPal subscriptions no longer get set up, only one time payments... I liked the script's admin area and the integrated client area with, invoicing and support ticket system. It was quite easy to learn and get everything setup. Too bad it's filled with bugs that never get fixed so I won't upgrade to their paid version because I bet that it has flaws too. So I had been looking for a similar alternative but have given up and for now will just do things the "old fashion way"...

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Unread 23rd April 2013, 04:19 PM   #30
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With a bit of customization, BoxBilling can be a SEO business dream! Billing, client management & support tickets under 1 dashboard.

Quote:
Originally Posted by micksss View Post
I was using a free version of BoxBilling but it is never updated and has barely any support, only in a forum for free users with no responses from staff to tough questions. The billing and invoicing system hasn't been updated and so PayPal subscriptions no longer get set up, only one time payments... I liked the script's admin area and the integrated client area with, invoicing and support ticket system. It was quite easy to learn and get everything setup. Too bad it's filled with bugs that never get fixed so I won't upgrade to their paid version because I bet that it has flaws too. So I had been looking for a similar alternative but have given up and for now will just do things the "old fashion way"...

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Unread 23rd April 2013, 09:01 PM   #31
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Lots of great ideas!

I use excel as well and I have been using PayPal for about two years to invoice which is easy for me and I can keep track of my billing. Plus it's free (-2.9% +.30) so to speak…

I tried the others but could not agree to pay so much a month.

Thanks, I'll keep learning from the other post here. - RJ
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Unread 23rd April 2013, 09:19 PM   #32
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Default Re: How Are You Managing Your SEO Clients?

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It's much the same as most start-up small businesses who hack the hell out of Wordpress themes when they first start a business and think it's all that but as they grow, they realise it just doesn't cut it, irrespective of the fact it's the most customizable "CMS" (blogging platform) there is. A custom solution is always invariably required.
I'd have to disagree with that "fact" and say that Joomla trumps WP in terms of raw customization. Of course Drupal beats them both but isnt exactly newb friendly. Anyway, carry on...

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Unread 24th April 2013, 04:44 AM   #33
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Excel is a better way to manage this. I am using it, but have only 2 clients for seo!
Quote:
Originally Posted by RJRitchie View Post
Lots of great ideas!

I use excel as well and I have been using PayPal for about two years to invoice which is easy for me and I can keep track of my billing. Plus it's free (-2.9% +.30) so to speak…

I tried the others but could not agree to pay so much a month.

Thanks, I'll keep learning from the other post here. - RJ
Excel is definitely the best way to start

but it gets hard when you are scaling up and if you are running a monthly subscription seo service.

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Unread 2nd September 2013, 11:05 AM   #34
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Default Re: How Are You Managing Your SEO Clients?

Hey frettcarla, what online tools do you use to manage and keep track of your seo clients?

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Unread 2nd September 2013, 12:00 PM   #35
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Default Re: How Are You Managing Your SEO Clients?

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Hi

For mine,

Payment forms - Jotform then I reference & manually add the new clients into my Excel file.

Client management - I use Excel for mine (and in the file includes name,email,phone, campaign name, date ordered, requests).

Reporting - Reporb for creating backlink reports for clients.

Keyword Rankings - Scrapebox + their Rank tracker plugin & looking into Serpbook for clients.

But I personally have a hard time scaling it hard due to the amount of "non-automated" work this involves.

How about you & your SEO business on managing your SEO clients?
We use active collab's on-premise project management system in back-end for managing clients project, it does have CRM, invoice, billing, time-tracking, document sharing, online chat and everything in it. The only downside is making custom SEO reports for every client.

You can check these PMS :-

*Active collab
*Mangoapps

Mango apps does have same features as active collab + video conferencing system for collaborating with clients & team.

For SEO reports, we use link assistants program for analysing website audit. Ahref's report, Moz reports etc.


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Unread 3rd September 2013, 06:57 PM   #36
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Default Re: How Are You Managing Your SEO Clients?

I use Paypal for billing, Excel for reporting, and MySEOtools.com for keyword rankings and professional monthly reports.
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