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How to Create White Label SEO Reports and Automate Them?
Just the idea of generating SEO reports may cause many to shudder. Yes, most digital marketers would agree that generating reports is not only time-consuming, it’s tedious. The truth is, you could do it within a few seconds using a white label automation software. What’s more, these reports are engaging, exhaustive, and beautiful.
White label SEO reports provide your clients with complete SEO analysis complete with insights into traffic and rankings of your website. People love them because they help them in decision-making. These colorful reports fetch data directly from the dashboard and present it in an easy-to-understand manner using the metrics crucial for decision making.
So, you can very well use it for prospecting and impressing your clients. Wish to leverage white-label reports to boost conversion, save time and increase productivity?
This article will discuss the advantages of and how you can set up white-label SEO reports.
This article covers the following topics:
- What is a white label report?
- What are automated SEO reports?
- What are the benefits of automated SEO reporting?
- How to choose an automated SEO reporting tool?
- How to create automated white-label SEO reports for your clients?
What is a White-Label SEO Report?
White-Label SEO reports are standard reports downloaded from a tool like InstaReports. They are different because you won’t find any traces of the software that created them. Instead, the reports carry your branding and logo.
White-Label SEO reporting tools save you enormous time by fetching data from various sources and arranging it in aptly presented graphics and charts. For many agencies, they are a life-saver as they would otherwise spend countless person-hours to generate such reports.
What are Automated SEO Reports?
Most agencies send SEO reports periodically to their clients. A lot of time and effort is required to generate such reports. On top of that, some of their most productive employees are assigned this tedious manual task, hurting their productivity badly.
Automation software comes as a blessing to help you in this. Automation tools such as DashClicks InstaReports can send reports automatically regularly. No hustle is required from your side.
Set up the most crucial metrics you want on your report, add the recipient’s name, and set the frequency, i.e., weekly, fortnightly, or monthly.
InstaReports will gather your data and present it in a professional graphics-rich SEO report.
It saves you from:
- Scheduling reports repeatedly
- Errors while sending those reports, i.e., address and date mismatch, etc.

What are the Benefits of Automated SEO Reporting?
Here are the significant benefits of using automated SEO reporting -
1. It Allows You to Invest Your Time in Planning and Other Strategic Activities
Ready-to-go reports save you time, money, and productive hours of experts. It frees you to devote your resources and attention to other crucial tasks such as planning campaign activities, content creation, measurement, and supervision.
2. It Allows You to Delegate Monotonous and Boring Jobs to Machines
Most agency owners love delegating monotonous and boring routines to advanced software and tools. And it has become a trend now.
3. It Saves You Enormous Time and Money
Every minute is precious for digital marketing strategists and executives, and you shouldn't waste that on meager tasks such as preparing reports and sending them to different clients.
The number of tasks you handle per day also increases with the business growth. You can automate certain specific tasks, but you can't automate all.
4. It Helps You Get Insights Into Your Business
Sometimes, the daily grind prevents you from analyzing the growth and rankings of your agency. With automated reporting, you can fetch your website's SEO reports and share it with your team, so they can fix the issues well within time and prevent loss of traffic and revenue.
Since it takes no time, you can add it to your weekly tasks to keep your SEO team informed about the latest developments.
Most agency owners know that they should involve their team members in their website's performance and overall business growth. A little effort in this direction will pay you recurringly.
How to Choose an Automated SEO Reporting Tool?
With increasing competition in the market, it's natural to ask how to choose an automated SEO reporting tool.
Here are a few things you should keep in mind.
1. Don't Get Impressed by Their Marketing
Loud marketing doesn't mean that you are getting the best deal. Know your basics and assess how the software can help you deal with your specific issues and add value to your business. It should help you in your client retention.
2. Your Software Should Be Easy to Set Up
If it requires more time and hassle to set up, then it defeats the very purpose it's created for. DashClicks' InstaReports is easy to set up and offers many features that will stun you.
3. It Should Help You in Prospecting
Your automated SEO reporting tool should help you in prospecting. It's one innovative use of the tool that we recommend to our users. The beautiful reports presented by the tool can instantly be created and used to impress your prospects. This approach helps you get an appointment quickly. Here is the entire modus operandi of prospecting with InstaReports you can try for excellent results.
4. It Should Help You Structure Your Sales Process
Your SEO reporting tool should help you structure your entire sales process. The following video explains what each sales process step is meant to accomplish. It also explains how to structure your closing call. Learn what to say to your prospects and how to ask for money.
5. It Should Offer Real-Time Data
Since your reporting software is all about analytics, it must provide updated and fresh data. It should search, collect, and analyze the information in real-time. Since the reports are used for decision-making, it may affect the quality of strategic decisions if you don't get updated data.
6. It Should Allow Customization
Your reporting software should allow customization according to clients' specific needs. InstaReports is the best SEO reporting tool in the market as it enables you to choose the metrics according to your clients' needs and set different report-sharing frequencies. You can decide how often the reports are sent in a month and when. You can choose to send weekly, fortnightly, monthly or bi-monthly reports from its frequency settings.
7. It Should Allow Keywords Segmentation
At times, you need to track thousands of keywords for different clients, and you also want your reports to be neat and clean at the same time. So, if your reporting tool offers keyword segmentation, you can easily separate branded keywords from popular ranking keywords. You can also combine keyword groups. It allows you to customize your reports' setup to get the required insights.
8. It Should Also Provide Insights About On-Page or Technical SEO
Your reporting tool should provide in-depth information about on-page SEO, also known as technical SEO. On-Page SEO is a crucial factor in ranking, and you can't ignore it, especially if you have a large website with multiple pages.
9. It Should Provide Progress Reports
The ultimate purpose of an SEO report is to provide a bird’s-eye view of the progress made. It should also figure out the milestones to achieve. Most users need the following information points in the reports:
- Overview of position/ranking changes
- Search volume and potential of the keywords
- Traffic brought by different keywords
- Distribution of positions across the website
To provide stunning SEO reports, your reporting software should use state-of-the-art technology and be glitch-free. Still, it can't be ideal for all kinds of customers as many use their tools for branded SEO reports. However, agencies should have access to a tool that offers impressive features, works in real-time, and provides insightful reports for quick decision-making.
DashClicks' InstaReports, for example, comes very close. Apart from monitoring the performance of your website, it also provides you with the action steps required to fix those issues.
Furthermore, you can use it for business purposes as it offers precise reports in seconds.
It's not a standalone software, as it works on the DashClicks white-label platform and is powered by DashClicks' ecosystem comprising many other applications.
How to Create Automated White-Label SEO Reports for Your Clients Using InstaReports?
InstaReports uses the contact information available in your Contacts app to generate standard SEO reports. You can use it to sell your services.
InstaReports will automatically analyze a user's website performance when you feed the necessary information to it. It also provides a list of errors in your website and the optimizations you need to perform.
To access the InstaReports app, go to the app drawer in the top right corner of the DashClicks white-label dashboard>>Click on InstaReports>>Go to Templates.

The default page contains eight unique templates. However, only one is currently available, titled “Digital Overview.”
It provides a complete overview of the client’s online presence.
It includes the following:
- Social media presence
- Directory listings
- Business reviews
- Google ads and Facebook ads
- Website health SEO
A specific score is assigned to each metric. Click on “Preview” to see the demo report. Navigate further and see what it looks like.
Now hover over and click “Build.”
The second tab in the InstaReports app is “My InstaReports.” It includes the table of InstaReports your team builds. If a report is pending from your side, the table will appear empty.
For more details, click this video link.
Final Thoughts
Reporting is a necessary evil for many, but it shouldn't be taxing and time-consuming. We hope this article explains why it's so crucial to use automated SEO reports and how to use these reports for prospecting, evaluating website performance, and decision making. We also explained how to use these SEO reporting tools and the main factors that will propel you to use automated reports from now on. Let's hear your thoughts in the comment section below.


How to Develop an Irresistible Offer Selling Websites That Takes Seconds to Create?
Selling digital marketing and SEO services can be challenging for a newbie agency. Increasing competition, lack of trust, and price wars are some reasons. So, why don't you develop an irresistible offer that people can't reject so quickly?
Digital marketing starts with the creation of a professional website. Agencies should sell websites to their clients as part of their SEO and digital marketing package. Sometimes, the website's look, design, and user interface can be a game-changerāa good website matters when you start web-marketing your business. After all, things that are well begun are already half done.
This article will explain how you can instantly create a professional-grade niche-based website of 50-60 pages using the InstaSites tool and resell it for free to your prospects.
What is the "InstaSites" Tool?
A brilliant marketing idea is to create a content-ready website for prospecting purposes. When a client sees a pretty-looking yet professional website that can engage and convert visitors and has the potential to rank high on search engines, they are impressed. But creating professional websites in bulk for prospecting purposes is easier said than done. If you have the experience of getting a website designed by designers and developers, you must be familiar with the back and forth involved with the process. It involves multiple rejections and endless rounds of feedback to even get one website up and running.
DashClicks came up with a beautiful solution to this problem. We combined the power of software with strategy, and a lethal prospecting tool was born, namely InstaSites. With InstaSites, you can create multiple websites with a single click and show them to your prospects. All you need to do is choose a template based on your client's specific niche and enter the essential details. You can create multiple functional websites this way.

DashClicks Platform is created explicitly for agency owners who want to scale their business. Apart from that, you can also use the platform to use important agency tools and client reporting tools, gain education, and access a single dashboard to monitor campaigns.
This article will explain how you can build and sell professional websites that can be created instantly and used for prospecting.
InstaSites was developed as an instant website creation tool almost three years ago. The idea was to create something that nobody has produced so far.
Creating an Irresistible Offer
Cold calling is the best way of prospecting, but are you doing the same thing everybody else is doing? Most agencies offer a free consultation, website analysis, and reporting, so what else are you bringing to the table? How can you win the deal if you don't differentiate yourselves from others?
How to Create a Website with InstaSites?
The tool's free version offers three insight belts per month and a single site builder. So, you can fill out the given form, and the software will create a professional website for you. It will remain in the tool's internal storage until you buy it and make it live.
You can choose from different templates meant for specific industries. We have dedicated web developers to develop these templates and content writers to add well-researched, quality content to them. If you select the insights plan, you can buy the website by paying a one-time fee of just $97 and a monthly fee of $25 for hosting. You also get access to the drag and drop platform. Once you do this, your client gets added to the dashboard automatically.
As far as conversion rate is concerned, SMS and email marketing both are effective, but SMS is far more effective as it has more chances of being seen.
DashClicks also allows you to send a link for the newly-created website to your clients through email or SMS, whichever is your preferred way of communication.
DashClicks' website builder "InstaSites" is different from the GoDaddy site-builder that most business owners use. It offers niche-based templates developed individually by our developers, so the websites don't look similar. It has relevant sections for each niche. For example, a residential painting website will include every single residential painting service such as roof painting, interior painting, and exterior painting docks, etc.
So, apart from access to the drag and drop web builder, your clients also get access to an actual dashboard, which is entirely white-labeled for your agency. Now, they can edit the site whenever they want. Along with that, your client also gets access to the CRM, where they will be able to review and get new leads.
How to Resell a Website Created with InstaSites?
The best way to sell digital marketing or SEO services is to create an irresistible offer. DashClicks has come up with a sales strategy for agencies that is ten times more effective than traditional sales strategies. In this, you resell a professional-grade website created with InstaSites for free and turn your prospects smoothly into your customers. Afterward, you can upsell your SEO and digital marketing services to your existing clients, which is more straightforward than selling your services to a stranger.
1. Making an Irresistible Offer
We have already explained how you can create a 50-60 page website using the InstaSites tool. The next step is to approach your prospects.
2. The Perfect Script for Your First Sales Call
How about approaching your clients saying,
"Hey! I have scanned your business and took the last couple of weeks to build a niche-based custom website as I felt that your current website was not serving the purpose. When you run paid ads, visitors come to your old website and may get turned off. My team and I have spent the last few weeks building a custom website designed specifically to attract and convert visitors to your business. I think you'd like it. Here is the quick link for you to view it. I can share the link via email, SMS, or instant messaging so that you can check it right away."
Your prospect is more likely to say "yes" if you approach them that way. Most people will be tempted to see how the new custom and responsive website looks. What's more, you've written the entire content, created graphics, and made a 40-50 page website for them. It sounds crazy, doesn't it? Why would someone do that and spend so much time and resources on it? That is, unless they're already serious about working with you!
This helps your prospects trust you from the get-go, and is one of the best ways to differentiate yourself from others. Now, think about taking it to the next level.
3. Take It to the Next Level and 10X Your Results
Build a call center, call your prospects, share the newly created website you've designed explicitly for them, and fix an appointment.
This approach breaks the barriers of cold calling in which the prospect has no idea who you are and why you have called them. It happens in the absence of the trust factor. It increases the rejection rate and makes sales one of the most challenging jobs in the world.
4. Building Trust
Notice the difference in approach here. You're not begging for someone's precious time or attention. Instead, you have already spent time on their website and business and worked hard to build trust. All they need to do now is simply take a look at the website. This way, you break that crucial barrier of trust and help the relationship grow further.
Imagine calling someone, offering them a product with immense value, something they can clearly see. And the best part, you don't ask for their credit card first.

The Secret Formula to Get 100 Sales Appointments a Day
Do some simple math to check how practical this approach is. Let's consider you make about 100 or 150 calls a day. Out of these, only 50 answered the phone. Out of these 50 people, only 30% gave you an appointment. You will do good if you have just 15 confirmed appointments every single day. It can be a game-changer.
Now, if you have ten telemarketing executives in your call center, the total appointments booked per day can easily exceed 150. Even if these numbers fluctuate a bit, you'll end up getting at least 100 appointments every day.
How to Subscribe to InstaSites?
To subscribe to InstaSites, sign in to your DashClicks account and click on agency>>Main Menu>>Agency Tools>>Insights.
Now you'll reach the subscriptions page.
One option is to offer the website for free and then package it with other marketing services. DashClicks usually charges $4K-5K for a 50-page website.
Step By Step Formula to Sell Your Digital Marketing Services
Here are the steps to sell your digital marketing services, beginning from offering InstaSites.
- Create professional websites using InstaSites for your target audience, and then:
- Set up a call center
- Ask your sales rep to offer custom websites free of charge to your prospects
- Send preview links for the websites to the prospects
- After three days, call up again to know their feedback about the preview
- Ask their permission to activate the site if they are happy with the preview
- After one week, call them again to know their feedback on the website, and:
- Offer local listings on some major listing networks
- Get these services fulfilled through DashClicks’ white label fulfillment center
- After two weeks offer SEO or Google Ads services and get them fulfilled through DashClicks.
- After six weeks offer social media account management and posting services and get them fulfilled through DashClicks.
When you offer an InstaSite to a client, it’s not complete in all respects. You can assure the client that you will complete it and add the desired content since you’ve already built it.
You can also add that you can help them with the SEO and Google Ads for their business and drive traffic to their brand new website that you are offering them for free. “Do you think it would be cool?” Most people will respond in the affirmation.
One week after you have shared the link to their dream website, you can call them again, introduce yourself, and say that you had activated an excellent website for them a week ago; and that you just wanted to know if they liked the website. Add that you wanted some feedback for your team. You have worked hard on the design and got it up so fast, so it looks better than your prospect's existing website.
Furthermore, you're offering a 60-page website for just $200, whereas they usually pay around 4K dollars for such a website. That's awesome! You can say that since you are calling from the customer service department, you also took a look at the web marketing of your website, and you can help them a bit with traffic and online marketing as well.
You can inform them that they aren't receiving enough traffic. Your prospect's Google Maps listings are insufficient, and they are not posting on social media consistently. If they want to increase the traffic to their website, you can sign them in for an ongoing promotion, where you'll create 70 crucial local listings on some major listing networks for just $199. These listing networks include some fantastic networks such as Google Business listing and Yelp, etc. Tell them that you will send a list of networks after the call.
Pro Tip: Don't be too aggressive, especially in the beginning. Be strategic with your offerings, fees, and outreach.
People make the mistake of offering everything in the beginning for several thousand dollars and, as a result, lose most of the prospects. Offer value but most importantly, approach gradually and slowlyā in bits.
After three weeks, you can call again. We are assuming that they have already activated the website and availed of the local listing services at this stage. Ask them for their feedback so you can share it with your team. When you hear about the positive feedback for your exemplary services, you can move to the next level.
Congratulate your clients and wish them more success. Also, add that they are not consistently posting on their social media channels, and you can provide this service for a reasonable cost. Tell them that social media is an excellent source of leads and brand building, and they shouldn't ignore that. You can also inform them that their website is not ranking for the popular keywords in their niche and that you also provide quality SEO services to them. As you're running a promotion these days, they can get a decent discount on these services.
Again you can price your SEO services @$99 a month, and that's a promotional price. You'll not win the contracts frequently if you offer the combined services at $10K per month. Selling twenty websites at $199 per month is always better than selling one website for $10K a year. So, aim for volumes and add them in a sequence. Avoid overselling. Keep it realistic and repeatable.
If you charge $49 per month for a website and sell 20 such websites, your monthly earnings will be $980.
When you pay the fees for white-label dashboards, you consistently earn a handsome income. Moreover, you don't savagely charge thousands of dollars from a single customer. Besides that, you earn recurring revenue.
Furthermore, DashClicks doesn't charge any setup fee from the agencies, so you can keep that in your pocket.
When you sell SEO services, don't charge a setup fee of $99. Instead, set a reasonable price of $99 per month because you can justify that.
After two months, when your client's website starts ranking for specific keywords, you can offer your PPC services as well.
The idea is to offer a website to interest your prospects, and let DashClicks do all the hard work. It's that simple.
Sales Call Script for Call Center Executives
Here is a sample sales call script for your reference.
"Hey Sam, how are you doing? My name is XYZ. I'm calling from ABC digital marketing agency, and I would like to tell you that I was going through your website. I see that your website design is outdated, and it has content that is not optimized for search engines. As a result, the website is not performing well in Google. So, I discussed it with my web development team and built a brand new website for you. It may sound crazy since I'm making a random call, but we are passionate about working with you.
So, I took the time to find the critical issues with your website and created a professional-grade website relevant to your niche that contains optimized content to rank better on search engines. I'm looking for similar businesses in this area to work with as I have expertise in this niche. I would love to send you the link to the website specifically created for you. This link contains the preview. If you are interested, I can activate that for you. So, may I know your email address, or if you want, I can also send you the preview link via SMS.
I'll send you the link through an email and a text message, which will include my contact information at the bottom. All you need to do is fill out a form and enter your industry. So, would it be okay if I send you this link?”
If your prospect is busy and can't check their email right away, reschedule and call at some other time. Keep on sending notifications to remind them that you are willing to talk to them.
Conclusion
As an agency owner, you can access the InstaSites and DashClicks dashboard and start marketing your services today. It's a proven plan. Create and offer professional-grade websites for free. If the client likes it, tell them about the additional digital marketing services you provide. You can easily start getting more clients and make more money from your existing services this way.
The DashClicks dashboard also allows you to send custom emails for your outreach efforts. By doing all this, DashClicks makes your life easier as an agency owner. To know more about how InstaSites are built and marketed, click here.


12 Proven Tactics to Increase Your Customer Lifetime Value (CLV)
Increasing customer lifetime value (CLV) is more vital than acquiring new customers for growing businesses.
It can cost five times more to acquire new customers than to nurture existing ones. Several factors contribute to how costly it is for a brand to acquire new customers including:
- Industry
- Marketing channels utilized
- The efficiency of your marketing strategy
- The current economic climate
Spending budget and resources to acquire new customers simply for a one-time purchase will hurt your bottom line in the long term. That's why learning how to increase your customer lifetime value is essential if you want to remain profitable.
In this article, we're going to help define customer lifetime value, how to calculate CLV, and the 12 most effective tactics you can implement to increase yours starting today.
What is Customer Lifetime Value?
Customer lifetime value is a metric that defines how much a single customer is worth to a business for the duration of their lifecycle. In other words, the more a customer spends on your brand, the higher their CLV.
You can calculate CLV in the following way:

The customer value is equal to their average purchase value times the average number of purchases in that lifespan. The lifespan simply defines the length of time since your brand acquired them as a new customer.
Therefore, the way to increase CLV is to convince customers to either make more purchases or spend more per transaction.
How do you make this happen? Let's dive into our top 12 tactics every business should use to increase the lifetime value of a customer.
Tip 1 - Make it Easy to Get Started
Whether you're selling a physical product or a service, your business must prioritize its onboarding process. The easier it is for a customer to get their foot in the door, the easier it will be to get them to convert.
According to a study, up to 67% of customer churn may be attributed to bad experiences during the onboarding process. The same study shows that more than half of buyers would be willing to pay you more just for a better experience.
The easiest way to optimize your customer experience is by interviewing clients directly. Investigate their pain points and formulate an improved process that grants consumers access to what they want faster.
You can do this by creating separate onboarding processes based on what the person is consuming. If you acquire a new prospect due to interest in a specific service, avoid wasting their time by having them fill out unnecessary paperwork that benefits you only and provides no value to them.

Businesses can also determine what information is necessary to create the initial account. That way, users can get started with the service, while you notify them at a later point to finalize the process at their convenience.
Furthermore, don't hesitate to remind consumers of why they're signing up throughout the process. Sometimes, a lengthier process may be necessary, so don't let them lose sight of the value they'll obtain at the end of the minor inconvenience.
Tip 2 - Offer a Personalized Experience
A survey shows that up to 65% of buyers are likely to switch to a different brand if the current one doesn't offer personalized communications. Similar surveys suggest that those same buyers are looking for personalization over speed, which is something to consider when reviewing the tip above.
Consider some of the most popular websites on the internet like Amazon or Facebook. Prepare your customer-facing teams with the right interview prep to ensure they align with your brand’s values and enhance customer loyalty. Both sites focus on different types of service, but both tailor the experience to the individual.
Those who log in experience recommendations specific to their interests, communications with their name, and product promotions based on previous activity. They never have to waste their time sifting through information that doesn't apply to their buyer persona.
Your brand must consider how to personalize the user experience for each individual that logs in to your website.

eCommerce sites can store browsing history and promote similar items.
Subscription service sites like DashClicks offer each account user the ability to create their client dashboard and notification settings.
That personalized experience not only makes the customer feel special but makes it easier to discover new ways to spend money. For every additional purchase they make, you successfully increase their CLV.
Tip 3 - Upsell and Cross-Sell
Offering upsells and cross-sells is a powerful way to offer that personalized experience described above.
When a new customer moves toward the checkout process, they've already decided to spend money on your brand. With that persuasion process successfully out of the way, the customer is now primed to potentially spend more if the offer is right.
However, you wouldn't offer an unrelated product or service and call it an upsell. An example of a proper upgrade would be to sell a keyboard or mouse to someone who's already buying a new computer. The consumer is already committed to spending the bulk of the value, so adding a bit more to the purchasing cost is an easier sell.
Meanwhile, those suggested products offer additional value to the customer by enhancing the benefits of the original product or service. Instead of simply trying to sell more, your brand appears helpful by understanding exactly what they'll need to be satisfied.
Upselling is not always about offering additional products but can be used to push a higher-tier subscription service. You can collect data about your users and make recommendations when you notice that they are reaching current account limits or restrictions regularly.

These types of actions can be automated, and you are once again personalizing those suggestions to that user's personal experience. They'll be grateful that you are aware of their needs and the offer reminder will inevitably convince many customers to convert and spend more.
Tip 4 - Address Payment Issues
Did you know that up to 40% of a company's customer churn can be attributed to payment failures? That makes it the premier cause of involuntary churn, which is devastating for your CLV.
Both new and existing customers can have their payment method declined at any point for the following reasons:
- Incorrect card number / CVV
- Change of address
- Insufficient funds
- Flagged activity
- Communication errors
There are dozens of additional reasons that payment can fail at any time that is not the fault of you or the customer. Nonetheless, one too many failed payments can cause a customer to abandon your brand for another where they can avoid these types of interruptions.
An easy, cost-effective way to combat this issue is to automate reminders to those who need to update their payment method. If your system notices a card is reaching its expiration date, send a gentle reminder to the user to empower them to avoid service interruptions.
Additionally, you should consider utilizing a billing system that allows for payment retries if you don't have one already. If a customer that regularly pays without incident suddenly experiences a failure, you can manually retry the payment without having to bother the customer.
Software like Retain or ChargeSentry promises to offer automated solutions for this specific problem. Avoid letting this solvable problem get in the way of your business growth.
Tip 5 - Emphasize Value & Benefits
A proven method for increasing customer retention is to regularly remind them of the value and benefits they receive through your brand.
When a customer has been paying for a service for a long period, it can be easy to take it for granted. They may face a period where they are examining their spending and considering cutting your brand from their budget.
Virtually every major online storefront from Amazon to Best Buy, to Home Depot, keeps track of customer activity throughout the year. Using this data, these companies can and do create personalized messaging that highlights metrics such as:
- Amount saved by shopping with that brand
- Amount saved through promotions & offers
- Number of additional rewards obtained through loyalty or rewards programs
- The number of exclusive discounts obtained
While these examples apply to more retail and eCommerce-oriented environments, service and software companies can also apply these principles.
For another example, we use software like Grammarly for this very content. Grammarly then sends weekly email updates demonstrating how often we use the software and how many words they check and optimize for us.
After reminding us of how often we depend on the software, they occasionally throw in mention of exclusive offers or updates to take advantage of to further enhance the value and benefits we obtain.
This type of internal messaging or email marketing is far superior to sending out the same standardized content you would send to any prospect. Remember that personalization is essential for not only getting more from customers but for keeping them onboard indefinitely.
Tip 6 - Offer Superior Customer Service
A huge advantage to bringing your brand online is the ability to provide stellar customer service.
Any time you can communicate with your audience and solve a problem, you are providing that service. With that in mind, you can utilize countless marketing channels such as your website, social media, live chat, and more to provide constant support.
Customers will measure your brand by this, as well. A Microsoft survey found that 96% of respondents feel that customer service is a determining factor in making a purchase. Likewise, a similar study found that 89% of consumers switched brands following a poor customer service experience.
In other words, your brand must make customer service a priority. However, simply being polite and offering your expertise is just the baseline of what's expected in 2022.
More customers are likely to turn to customer support options in areas other than your dedicated live chat on a website. Younger demographics, especially, are likely to search for your brand on social media before going anywhere else. If you're on social media, they want a prompt response in 60 minutes or less.
This highlights one of the many reasons that having a dedicated social media manager is essential for digital marketing. Not only will they help your brand connect and gain exposure, but they can also be on hand to address customer queries throughout the day without delay.
You can also improve your customer service response times by leveraging a chatbot to handle basic queries. Sites like ManyChat or Chatbot allow you to create customized scripts to help customers get the answers they need.
Brands can supplement automation like chatbots by linking to additional resources. Help center libraries can often help users solve basic issues without the need for an actual human response. That interaction is becoming less necessary as more people are becoming capable of using technology to overcome hurdles.

Meanwhile, you'll still have your dedicated support team on standby to aid with support requests that cannot be solved alone.
Be quick with your responses. Be ready to provide accurate knowledge and solve the problem quickly. Finally, have company rules in place to empower your support team to keep customers happy in those tricky scenarios where there isn't a spectacular solution to the issue.
Tip 7 - Deploy a Rewards Program
Rewards programs are everywhere. You can't shop anywhere in person or online without an attendant asking you to sign up for one.
The reason for this is that a customer rewards program provides a built-in loyalty incentive. Your marketing has already done the job of persuading a person to shop with your company. You can then reward that customer simply for choosing to shop with your brand.
Those rewards can come in a variety of forms. The most common type is to offer some form of money back compensation for every dollar they spend. Consumers can then convert those points into coupons, sweepstake entries, or anything else you might be able to offer without hurting your bottom line.
Credit card companies also offer cash back incentives, while transportation companies typically offer some form of mileage incentive for each trip purchased.
Consider how your brand can create an attractive, customized rewards program that provides even more value to your customers. If a loyal customer may consider shopping elsewhere, thinking of their potential rewards can often be enough to keep them focused on you.
Tip 8 - Start a Customer Feedback Program
If you want to learn how to keep your customers loyal, ask them directly.
Something you never want to do as a business owner is to get caught in the trap of believing you always know what's best for the customer. Despite your best efforts, it can be very easy to overlook what seems like a minor issue. However, mild problems and small annoyances can be enough to cause customer churn when there's always a better option available.
This type of program does not have to be fancy. Utilize your email marketing to follow through with customers that utilize any aspect of your services.
Check-in with customers that purchase products or services and ask them to provide feedback. If they're particularly satisfied, you can use those testimonials to further your social proof online. If they share criticisms, take note. If enough customers share similar criticisms, your team can get to work on making the proper changes.
You can also gather customer feedback by making sure that your brand is listed on listing websites like Yelp or Google My Business. This grants additional exposure and provides another channel for customers to rate and review your company.
Finally, you should also ask for customer feedback when it comes to your customer service. This can help you smooth out your support process, analyze the performance of each representative, and let your customers know that their thoughts and feelings are valued.

Tip 9 - Offer Upgrades and Bonuses to Loyal Customers
Everyone loves getting something for free. Consumers love it, even more, when those gifts come unexpectedly from a brand they already use.
This provides a similar effect to a Rewards program. However, the surprising nature of it will make the consumer realize that you do think of and value them as an individual customer. Some may simply value the gesture, while others may choose to remain loyal in hopes of additional bonuses.
The key is to come up with bonuses that provide value without actually costing you additional money. If you're selling a product that directly competes with similar items, consider what bonus items you could add to the order for free. A bonus gift with purchase is a useful tactic that can tip the purchasing decision in your favor.
Other examples of this tactic can be seen in airline companies. Due to the hectic nature of the industry, your plane may be full or there may unexpectedly be empty seats. Loyal customers are always the first names picked when offering that free upgrade. The brand takes care of the consumers that take care of them.
Bonuses do not have to be limited to existing customers, however. With the right strategy, you can create a welcome package for first-time customers to make an excellent first impression.
After all, each customer is new at some point, and the extra attention and care may be just the solution to keep them coming back.
Tip 10 - Create Annual Memberships
Almost every SaaS company now provides multiple membership options to its customers.
Consumers can typically choose between monthly, bi-annual, or annual membership plans. Those brands then typically offer discounted rates for those who commit to the longer plans as opposed to going month-to-month.
The reason for this is that when a customer commits to an entire year, you automatically boost your customer's lifetime value. Meanwhile, they obtain a better value right out of the gate as the math works out to be less per month for the annual plan.
The trick to a structured tier plan is to work out the pricing in a way that's advantageous to your brand. Companies are not taking a hit when offering annual discounts.
Instead, pricing is configured in a way that allows the brand to remain profitable while incentivizing consumers to commit to the long-term. If they cannot commit to an annual membership, they'll typically end up paying more for the monthly membership.
Let's look at the popular streaming service Disney+ as an example:
- Monthly Membership - $8/Month or $96/Year
- Annual Membership - $80/Year
Both memberships offer affordable pricing, but the annual plan saves consumers nearly $20 overall.
The monthly plan stays in place for those that are not comfortable with paying the lump sum in one transaction. However, they pay almost $2 more per month for that convenience.
Regardless of what plan the customer chooses, both serve to increase your CLV. You make a greater profit from the monthly customer while rewarding those loyal customers that choose to commit for the long-term. In either case, your company makes the desired revenue.
You can structure your tiers to offer customers something that makes sense for your brand and industry. The most vital tip is to make sure that each of those tiers provides value to the customer. You still want your monthly customers to feel appreciated while providing a natural incentive for them to choose a different tier whenever possible.
Tip 11 - Start a Referral Program
Referral programs can sometimes be conflated with the rewards program we discussed previously.
Rewards programs offer bonuses to a single customer for continued purchases from your company.
Referral programs reward those customers for sharing your products and services with those in their social and professional circles.
Referral programs can boost your CLV differently by effectively giving you free advertising. That customer doesn't necessarily need to make an additional purchase to add value. If your brand obtains five new customers as a result of one person's referral, you gain more revenue for what you paid to acquire a single customer only.
Customers may naturally refer to your brand provided that you offer exceptional products, services, and customer care. However, incentivizing customers to refer to your brand doesn't hurt your cause.
In the B2B space, 78% of marketers claim that leads from referrals are of better quality than from other sources. For marketers overall, 60% stated that such programs generated a higher volume of leads.
That marriage of both quantity and quality of leads is exactly the ingredient every brand needs to boost their average CLV.
Common incentives to encourage referrals can include:
- Discounts on future purchases/subscriptions
- Actual cash rewards
- Bonus products/services relevant to the core offering
You can learn more about designing a quality referral program by checking out this handy guide courtesy of ReferralRock. They are a high-quality referral software provider that can help your program get up and running quickly.
Tip 12 - Make All of it Convenient
Last, but certainly not least, our top tip is to ensure that your brand offers convenience.
What makes digital marketing so intense is that there are thousands of companies vying for the same audience's attention 24/7. While many of these strategies may be new to you, countless business owners are already deploying their programs to cement customer loyalty.

With that said, your customer experience will be nothing if it is not as easy and intuitive as possible for consumers to navigate.
However, your brand can continuously optimize the buyer journey to be more convenient by deploying each of these previous tips listed above.
Simplify the onboarding process, make it easy to add and update payment information, and provide exceptional customer support options at every step. While you may be online, think of each customer interaction as if you were face-to-face with them. Provide swift responses, high-quality information, and let them know that you're invested in their problems.
The better you understand the consumer experience and address those pain points, the better you will become at making your process more convenient for your unique audience.
Start Increasing Your Customer Lifetime Value
You can summarize all twelve of these tips in one important lesson: value your customers.
If you treat customers as disposable, they will just as quickly find a competitor that's happy to succeed where you are failing. Anyone adept in digital marketing can bring new leads to the door, but it takes an exceptional customer experience that only you can provide to make the difference.
Even as you explore new options and finetune your programs, showing appreciation and listening to your audience will keep customers satisfied. However, by delivering a unique, personalized experience, you'll find ways to convert everyday people into customers for life.

How to Create a Blog That Generates Continuous Traffic and Revenue (Ep. 7)
Welcome to episode seven of Whiteboard Wednesday. Today, we will address a serious issue most agencies face; attracting traffic to their blog. With a staggering 7.5 million blog posts published every day, this problem becomes even more critical.
We will Whiteboard the entire process of creating killer blog posts that will help you attract traffic to your website. It will ultimately help you generate tons of revenue for your business.
Subscribe to our YouTube channel to watch other episodes of Whiteboard Wednesday, where Chad Kodary, the CEO of DashClicks, shares tips on how to run a digital agency successfully in a highly competitive market.
We upload a new session of Whiteboard Wednesday on YouTube at 1:00 p.m. EST every Wednesday.
How to Convert Blogs Into Hard Cash?
The mission of DashClicks is to help agencies do business successfully. So, here we will share the step-by-step procedure of leveraging your blogs to increase traffic and revenue for your website.
We will also share some pro tips that will help you increase conversions.
Step #1: Buy a Professionally Designed Website From the DashClicks Platform
First of all, you need a professional website. Using a niche-based template, you can create a 30-page website with our website builder software. The tool creates a content-ready website that can readily host several products and service pages.
Make sure you have a blog section on your website. Most websites have a built-in blog section, so you need not create that separately. All you need to do is to post new blogs on it regularly. We suggest making a well-defined content calendar for this purpose.

Otherwise, you will pump out random blog articles without any proper schedule and oversight. It is not going to work for you or your team.
So, let's dive into the entire process of generating traffic through your blogs.
Step #2: Conduct Proper Research
Pay attention. This is Important. DO NOT write blogs before conducting proper research. Research is where the magic happens. Randomly creating blog posts without having proper facts at hand will not yield any results.
How to Research Blog Topics?
Find trending topics using tools such as SEMrush or BuzzSumo. You can also use Google Trends. Enter a title into SEMrush, and it will provide you with trending topics having high search volume.
Since we have years of experience and expertise in SEO, we will share highly effective tactics that we use here at DashClicks.
We recommend using SEMrush for topic research as it provides different categories to choose from.
For example, let's say we want to write a post about SEO.
There can be several categories, such as:
- SEO secrets
- SEO tactics
- SEO algorithm updates
You should also check the search volume of each blog.
A blog with a search volume of 3000 is better than one with just 50. Blog posts on trending topics will create an impact on your target audience.
Step #3: Choose The Ideal Frequency of Blog Posts
You can start with ten blog posts a month. If you have an excessive workload, you can start with one blog a month and increase the number as you go.
However, one blog a week is a good number, to begin with.
Open Google Docs. The first thing you need to do is write the blog's title. You should use your title as a clickbait. It should be attractive, and something people love to see in their search results.
Your blogs should follow a specific structure to rank better.
Step #4: Add Interest and Intrigue to Your Title
Here, we consider the title:
"Top 10 secret SEO tactics that will help you drive conversions for your website."
Aim to create a title like this. Such headings add interest and intrigue to your blog and attract eyeballs.
Also, make sure that you have the focus keyword inside the title. It should be the keyword that you are trying to rank for. SEMrush and other software can also help you with the title.
If "SEO secrets" is your focus keyword, it should be in your title. It helps in ranking your blog at the top of search results.
Step #5: Optimize Your Meta Description, HTML Headings, and Meta Tags
You should also pay attention to your meta description and meta tags and optimize them with the focus keywords.
The H1 tag also helps in ranking your blog, so make sure you have an H1 tag on your blog.
Now let's discuss the structure of your blog. You need to add a lot of stuff to your blog to optimize it for search engines.
Our focus keyword in this example is "SEO tactics." We can find different variables of this keyword.

Here are some of the variables for the keyword “SEO tactics.”
- SEO secrets for 2020
- Top 10 SEO secrets
- SEO secrets you can’t live without
- SEO secrets to help you generate more traffic
After searching such variables using any of the software mentioned above (i.e., SEMrush, etc.), you can start incorporating these keywords into your blog.
Pro Tip: Divide your blog into small paragraphs to make it visually appealing and easy to understand and read. Chunking the content into meaningful small paragraphs makes it interesting, otherwise, it may appear as a boring, monotonous long-form article.

Pro Tip: To explain complex facts and make the text easy to comprehend, take the following steps:
- Use bullet points
- Add quotes and descriptions
- Use formatting to highlight text
- Put specific phrases in bold and italics if needed
Step#6: Turn Your Post Into a Masterpiece
To make your article a masterpiece, start with the title.
Pro Tip: Use an opener. It can be a one- or a two-liner to tell the reader what they will learn from the article and how they can use this information to improve their campaigns and processes.
The idea is to pull people to your blog.
As people read the blog from top to bottom, the content at the top should be exciting, amazing, and unique. It should be so compelling that the reader feels gravitated to go down the article and take action on your CTA.
Pro Tip 1: Write your CTAs carefully as they are crucial for conversion.
Pro Tip 2: Brainstorm to find ways to keep people on your page.
Pro Tip 3: Have a sidebar and post your call to action (CTA) as a form.
Emulate SEO agencies while designing your form (with CTA) on the sidebar. You can offer a free business report or content piece that may provide value to the reader. Keep it floating on the side. So, if somebody scrolls up and down, it should be static and shouldn't move. It's where your primary CTA should be. In this example, we want readers to fill out the form.
If you want a phone call, the box should contain a phone call button, and so on.
A Foolproof Formula to Succeed With Blogging.
If you don't have an account, go to www.dashclicks.com and get your free account now.
If you don't have any automation tool in your arsenal, you can start with InstaSites and InstaReports. These two are unique tools. So, if you are an SEO agency, you can get the form filled out for instant digital marketing reports and instant websites. Once you receive the filled form, you can send the report or the link to the free site created using the InstaSites tool via email.
Your readers will get value from filling out the form as they access a professionally created niche-based website.
So, you can successfully add them to your sales pipeline and start the conversion here as your CTA leads to a valued offer. They are likely to become a paying customer if they like the instant website.
Pro Tip: Write good quality articles if you aim to bring traffic to your website.
Here are the three steps to producing quality content.
- Focus on your copy, title, headlines, and other things first and foremost
- Make your article interesting and engaging
- Focus on fixing the sales pipeline and conversion
On the DashClicks platform, as soon as the visitor fills out the form, it goes to the “My Deals” application and becomes a part of the sales pipeline.
In the next stage, you should focus on retaining this customer. So, you can embed a video at the top of your blog post, as shown on the Whiteboard below..

The blog you are reading is also created using the video shot by Chad and posted on our YouTube channel. So, you have both the original video format and the copy on the landing page.
You must be wondering why we suggest embedding the video in the blog on your website. We usually create 20-minute videos, which help increase a crucial Google metric known as “Average Time on Page.”
It decreases the bounce rate and signals to Google that we have amazing and engaging content on our website.
As a result, Google starts pushing up your rankings.
Your bounce rate becomes extremely low when you upload more such videos and blogs based on those videos, and conversions go up. Remember, Google notices this quickly and rewards your website by boosting your rankings.
The practice helps you keep people on your site. Now you need to do the following:
- Add descriptions
- Add bullet points
- Add images with CTA
Make sure the graphic you use as CTA:
- Are Small
- Aren’t overwhelming
- Aren’t blocking the article content
- Are correlating with your message
- Are focusing on the intended result

Step #6: Leverage Content to Boost Your Rankings and Conversions
Sign In to the DashClicks platform today, and we'll do all the legwork for you, including writing superb blog posts.
Log into your dashboard and select from various content packages available.
Our content packages start from $59 a blog. It is a reasonable price as it entails research, formatting, writing, optimizing for SEO, and editing.
We create content to help you boost your rankings and conversions. So, it can be a boon for your agency.
Now, onto how to leverage your blog to boost your rankings and conversions. First, add a random CTA to connect. And then add the primary CTA. Add a comment section below, and your blog is good to go now.
As you start riding up the search engine ranking ladder, you'll see exponential growth in your traffic.
Suppose you are at the number three spot and attracting 5000 visitors a month; two months later, you can be at the number one spot with 15000 visitors a month.
It happens automatically as Google notices that people spend more time on your site. The formula remains the same, and you don't have to do anything to boost rankings. All you need to do now is post a blog with a video.
Take care of the blog's structure while posting it, such as headings, subheadings, small paragraphs, bullet points, images, CTAs, meta titles, meta descriptions, etc.
Also, use a focus keyword, optimize the title with it, and use its several variables throughout your blog post.
You are now ready to scale.
Learn from DashClicks
In the last 12 months, DashClicks has posted about 200 blog posts.

We have targeted several keywords, and now these optimized blogs are floating on the web, attracting Google's attention. These posts attract traffic to our website on autopilot and bring much-needed conversions.
Step #7: Share Our Link With Your Content Team
If you want to know how to crack the code of using a blog to boost traffic and conversions on your site, visit DashClicks' blog section.
Focus on topic selection, optimization, structuring, and using CTAs and content chunking. If you are the owner of an agency, share our link with your content team so that they can study it.
Call to Actions
Our primary call to action is getting people to sign up for a free account on dashboards, so we use our blog post-CTAs to speed up these sign-ups. Connectors bring even more visitors to our blog.
Pro Tip: Blog about the content you have a connector for.
Your blog topics should be related to the services you offer. There shouldn't be a topic mismatch. For example, if you provide SEO services and blog about a spaghetti recipe, you'll attract food lovers to your website, and they will wonder how SEO services will help them. It's a sheer waste of time and money.
You can get a form filled out for your agency, and DashClicks will run a free report for you. We will provide you with SEO and blogging services for your clients.
At DashClicks, we have a target to publish at least one quality blog post every week. It starts getting traffic for the target keywords, and with time, it gets stronger and stronger; it collectively lifts our website's domain authority. When the entire website acquires a high domain authority, it has a domino effect on other blog posts. The whole process helps you achieve some significant results.
Step #8: Consistency Is the Key to Success
If you go to our dashboard and buy just one blog package, you will likely see no results.
Pro Tip: Blogging is an ongoing investment, and results come with consistency.
As I emphasized at the beginning of this blog post, we continued publishing blog posts for about one year and didn't see any significant results until we reached 200.
DashClicks is comparatively young when it comes to domain age. It was created in June 2018, just three years and nine months old.
So, if you are thinking of posting only a few blogs, don't do it as it will not yield any results. You need to dedicate at least a few hours every week to this activity to attract quality traffic. Google crawls your website almost every day, so be consistent with publishing.
As Google notices that the website owner has published a terrific blog titled "SEO secrets in 2022," they decide to push your rankings. Google needs fresh content, but they also check whether or not you're publishing consistently.
Takeaway: Consistency is the key to success and driving real blogging benefits.
Before we sign off, we again recommend you to publish killer blogs on your website and do it consistently for a year or more. You'll likely be surprised with your rankings and traffic by the end.
Subscribe to our YouTube channel to be the first to watch these valuable tips every Wednesday.
Please leave your comments below, and if you are happy with this session, you can also leave some positive feedback here to encourage us!
See you in the next session of WhiteBoard Wednesday. Have a fantastic day!

5 Tips for Selecting Marketing Technology
Marketing technologies are a necessity for achieving success and growth in the digital age.
However, simply subscribing to a new platform or purchasing new software will not make you an overnight success. Opting into the wrong digital marketing technology can increase costs, hinder productivity, and hurt your bottom line.
B2B marketing technology should primarily aid in making your team more efficient at what they do best. Here are five tips for selecting marketing technology that your brand can use today and for the years to come.
Tip 1 - Choose B2B Marketing Technology That Can Improve Your ROI
First, and perhaps, most importantly, B2B marketers need software that can provide actionable insights.
Brands and marketers alike are well aware of typical strategies for netting new leads.
Design an elegant website.
Run an ad campaign on social media.
Create the perfect landing page.
The problem is that even the best marketing team will face limitations without access to the right metrics. B2B marketers need to know where traffic comes from, who's converting, and what specifically appeals to unique customers.
For that reason, your B2B marketing team requires high-quality, data-driven marketing software for your tech stack above all else. Even if new software comes with a learning curve, any meaningful improvement in your marketing insights is worth considering.

The best B2B marketing technologies should feature built-in analytics tracking for your website, profile, and/or marketing campaigns.
Specifically, sites like LinkedIn allow you to build profiles for free. You can then bridge into creating groups or running targeted ad campaigns that fit accordingly with your budget. You'll have access to a continuous stream of insights around the clock, which ultimately help to improve your bottom line.
Businesses can also find success on other social media platforms, email marketing campaigns, or video marketing. There are numerous affordable options for each that will inform you of daily clicks, traffic sources, engagement, shares, and much more.
Tip 2 - Choose What's Easy and Intuitive to Use
The overall goal when purchasing and using digital marketing technology is to improve efficiency. That hot new tool might work well for some companies, but the benefits are lost if it takes the average team member twice as long to complete a task as it would otherwise.
Ascend2, a research-based marketing company surveyed marketers and found that more than half value ease of use above all other factors. This is unsurprising for several reasons.
First, we want our tools to help us become even more productive than we already are. We're looking to eliminate the tedious aspects of B2B digital marketing so that we can place greater emphasis on those tasks more deserving of our attention.
Second, our team members need to be able to utilize those same tools just as effectively. Ideally, we want to be able to share ideas, creatives, and insights without necessarily possessing the same level of expertise with particular software.
Finally, we want to plan and think about how easy it will be for new team members to adapt to our current marketing technology stack. The more intuitive the toolset is, the less time and resources you need to invest in training, which can impact your bottom line.
Tip 3 - Ease of Integration
This tip effectively goes hand-in-hand with tip 2 but is worth taking note of on its own.
The latest, sexy marketing technologies might boast better ROIs, better insights, and more ease of use, but how does it integrate with your current marketing tech stack?
Any time you look to adopt new technologies, you need to run a cost-benefit analysis of what it will take to integrate your existing data with a new platform.

Does the new software offer open third-party integrations? Is it easy to customize your account and establish those integrations on your own? Will you need to back up data and manually reincorporate it within the new marketing tools?
Some of the newest, most innovative digital marketing solutions are prioritizing ease of integration more than ever. For example, the DashClicks platform offers seamless transitions in the following ways:
- Incorporate all data from any pre-existing CRM
- Incorporate any sales data from any pre-existing sales CRM
- Third-party integrations with popular analytics software
- Third-party integrations with popular campaign software
- Ability to incorporate new apps with an open API call
When choosing new B2B marketing technology, you'll want to look for these types of benefits. This will allow you to take advantage of new apps and features, while still making use of your hard work to date without any additional interruptions to your workflow.
Tip 4 - Invest in Tech That Can Scale
As your B2B marketing company progresses, you'll inevitably look to invest in new marketing technologies.
Because growth is your ultimate goal, you'll want to create a foundation for success by investing in tools that remain relevant as you scale.
This could mean taking advantage of tools and platforms that offer ever-increasing resources and account limits with corresponding price changes. As your team and your customer base grow, you'll be able to make a simple upgrade to your team's account without any interruption to the service.
Continued growth also means experimenting with new marketing channels and resources. You may specialize your efforts in PPC campaigns now but may wish to offer services like web design, report building, or improved CRMs as demands grow.
Platforms like DashClicks, Salesforce, and HubSpot offer these types of expansive platforms so that you can leverage the tools you need when the time comes. Because your company data is already located within that data system, expanding and upgrading becomes simple and intuitive for any user.
Failure to future proof your marketing technology can cause your team to find itself in the same position it's in now. You'll be researching better tech, juggling countless account passwords, and looking for safe ways to transfer existing account data.

Help yourself today by choosing tech that will satisfy your needs both now and in the future. This will keep your team mobile, agile, and allow them to continuously improve their skills within a specific platform over a long period.
Tip 5 - Run a Cost-Benefit Analysis
Finally, choosing the right B2B marketing technology for your team can be as simple as running cost analysis.
There are hundreds of free and paid marketing tools available that can aid your team in every area of digital marketing. While many offer tremendous benefits, that doesn't mean investing in a new tool is the right call at this point.
When looking to cut down on costs and improve profit margins, one of the most commonly recommended suggestions is to eliminate unneeded subscriptions or services. For that reason, you will benefit yourself from closely examining how a particular tool will benefit your team daily before sinking valuable dollars into something unnecessary.

Even if that new technology would be beneficial, you do not always need to leap today. Make a business goal of incorporating new technology into your marketing strategy by a specific date after you successfully reach certain milestones.
When your business continuously hits its marks and finds itself ready to scale healthily, you can look to invest in new marketing tech provided that it satisfies the other tips mentioned previously in this article.
Implement New B2B Marketing Technology the Right Way
Investing in the right digital marketing technology is simple when you follow these basic guidelines.
Marketing rapidly evolves every day with software creators providing new, specialized solutions to different companies. While those benefits and features may seem appealing, not every piece of new tech or software may be right for your team.
Your priority should always be on that which makes your team more efficient and allows them to attain superior results. If the new tech is not directly aiding with everyday tasks or dilemmas, it's not necessary for your marketing stack.
Follow up by researching the tech to ensure it's user-friendly, allows for simple integration with existing tools, and is capable of scaling with you as you grow. Finally, verify that you can safely enjoy all of these benefits without unnecessarily exhausting your budget.

4 Digital Marketing Tools For SME Owners
SME owners require the best digital marketing tools to succeed online.
Whether it be due to a lack of budget or expertise, many SME websites are basic and fail to utilize best practices for digital marketing success.
Websites can be slow to load, are not intuitive to navigate, or lack vital information. Meanwhile, the business listing might feature outdated information, which prompts Google to bury your result where it will never be seen in SERPs.
The fortunate news is that SME owners can remedy all of these issues today with free or low-cost digital marketing tools.
Here’s a quick list of four essential digital marketing apps for small businesses to help you get started.
1. Google Analytics
Analytics drive digital marketing, which is why we listed Google’s free online marketing software first.
Google Analytics allows any user to constantly track data for your website, funnels, or landing pages 24/7. All you have to do is create a free account here and verify ownership of the website you wish to track. After you create your account, you’ll be able to analyze:
- Daily/weekly/monthly website traffic
- Average session duration
- Website traffic sources (how users find you)
- Which pages receive more clicks
- Which pages have high bounce rates
- Common navigation routes users take within the site
In addition to this, you can also utilize this digital marketing tool to set up custom goals for better conversion tracking. You can analyze how often users take specific actions, the success rates for filling out forms, adding items to a cart, making a purchase, etc.
All SME owners require this data if they wish for their websites and campaigns to perform well. Without these essential metrics, you’ll be operating blind and be unable to understand what parts of your marketing efforts are getting results and which require a bit of TLC.
The Google Analytics dashboard is exceptional. It’s intuitive, easy to navigate, and provides everything you need. But, if you want to future proof how your company operates, you may also benefit from additional software such as DashClicks’ Analytics application.
This marketing analytics software is also free for users and allows you to consolidate all of your analytics trackings into one dashboard.

For example, if you start using GA and expand into Google Ads or Facebook Ads, you can simply log in to one account as opposed to managing three separate accounts for each.
Nevertheless, Google Analytics alone will provide everything an SME owner needs to start entering a competitive space online.
2. A Listings Profile Manager
Online directory listings are essential for SME owners.
These listings allow you to profile your company on countless websites throughout the web. When a user performs a search for businesses within a specific industry, they can identify names, hours, phone numbers, addresses, and more.
Examples of listings websites are Yelp, Yellow Book, and Google My Business. These are some examples of listings we would consider essential, but there are effectively 80+ possible listings sites you can utilize in the USA.
Not only do these sites allow users to discover your SME in new ways, but it’s also an easy way to acquire some high-quality backlinks that point back to your website.
However, if you wanted to leverage all of these listings websites, you would need to actively keep manage those accounts and keep them up to date at all times. This is not a very realistic task, which is why most brands will settle for a handful of essential listings.
DashClicks offers White label business directory software for small businesses that addresses this exact problem. For a small monthly fee, you can syndicate all of your available listings by using one profile.

Users can complete their business profiles, upload images, and make edits at any time with one account. The software automatically publishes those changes and updates to every available listing in your area. Then, you can easily review the status of each listing at any time within the same dashboard.
Be aware that this digital marketing tool is only available to small businesses in the US, UK, or Australia at this time.
3. A Sales CRM
Once you start increasing your amount of qualified traffic, you need effective tools to aid your sales team in driving conversions.
A sales CRM is not unlike a traditional contact tracking application. However, instead of managing individual user data, a sales CRM focuses on helping sales personnel track all of your deals within your various sales pipelines.
Popular examples of these digital marketing apps for small businesses would be Pipedrive, Salesforce, or DashClicks’ very own Sales CRM System (Deals App). Within your platform of choice, you’ll be able to track:
- Deal status
- Deal values
- Deal stages
- Success/failure rates by sales rep
Certain apps like Deals offer a more seamless experience by connecting your free sales CRM directly with your free Contacts book. Instead of managing leads in one place and your deals in another, you can automatically integrate data from either app at any time. This saves time and offers quick access to any data you need within the same platform.

Furthermore, Deals allow you to automate every routine task that’s involved in deal management. You won’t need to manually scribe emails, text messages, or generate reports for every prospect that moves on to the next step of the sales journey. You simply drag the deal record to the next stage and the software automatically completes the tasks you have set to automate.
This grants your sales team a better visualization of the entire sales process and affords them more time to focus on strategies that work. You’ll have access to additional sales metrics to analyze each step of the sales journey as well as the performance of each team member.
4. Campaign Management Software
When they graduate beyond your website and listings, SME owners are likely to look toward additional marketing channels that allow them to run customized campaigns.
Here are just a few examples of essential ad campaign platforms SME owners can use depending on their needs:
- Facebook Ads (PPC ads)
- Google Ads (PPC ads)
- CallRail (for phone campaign)
- ClickFunnels (sales funnels & landing pages)
There is no one-size-fits-all solution as each digital marketing platform helps in key areas. Facebook is a low-cost advertising space that allows brands to connect with users on social media. Meanwhile, ClickFunnels will grant you the ability to create elegant landing pages that promote highly-personalized offers to qualified users.
Any of these recommendations are excellent places to begin and will accommodate a large variety of budgets for small business owners. Paid ads are highly common as they allow brands that do not have strong organic results to remain competitive by paying for premium ad space.
These platforms range from being free to sign up (Facebook Ads, Google Ads) to having paid membership plans.
As you begin to leverage these different channels to promote your SME, you’ll further benefit from having an app that can consolidate your campaign tracking into one dashboard. Fortunately, DashClicks provides such a tool with its Lead Management Software or Inbound application.
Inbound is free to use, and SME owners can quickly integrate and track marketing campaigns from:
- Facebook Ads
- ClickFunnels
- CallRail
- Instapage
- Kartra
- PhoneSites
- ManyChat
- Unbounce
After you create your campaigns and integrate them with Inbound, you and your sales team can track all of them simultaneously at once. You’ll also be able to pause or terminate campaigns within the same dashboard.

The Inbound app is also part of the same free ecosystem as some of the apps described above. This makes it easier for all branches of your team to communicate, leverage vital information, and gain critical insights that make your SME more effective as a whole.
Leverage Free Digital Marketing Apps for Small Businesses Now
Getting your brand started online can prove a challenge, but it’s simultaneously never been easier. There are free, high-quality options of each tool mentioned in this article for SME owners to start using today.
Some of these naturally scale with your unique business budget, while others offer paid subscription plans that grow with your brand as you increase your customer base.
Because all of these digital marketing tools are accessible, there is no excuse to delay any longer. Start exploring some of these key suggestions today, sign up for your free accounts, and find the best way to coordinate them into your existing marketing strategy.


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Unlimited Sub-Accounts
Unlimited Users
All Apps
All Features
White-Labeled
Active Community
Mobile App
Live Support
100+ Tutorials
Unlimited Sub-Accounts
Unlimited Users
All Apps
All Features
White-Labeled
Active Community
Mobile App
Live Support
100+ Tutorials
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