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Marketing Attribution Models: A Definitive Guide for Digital Agencies
As a digital marketing agency, understanding how attribution works is critical to your success. Without a clear understanding of attribution models, you could be missing out on important insights that could help you optimize your campaigns and generate more leads and sales.
This blog post will take a comprehensive look at attribution modeling and dispel some common myths about how these models work. By the end of this post, you should have a firm grasp of marketing attribution concepts and how they can benefit your business. So let's get started!
What Are Attribution Models, and Why Are They Important in Marketing Today?
Attribution models are mathematical formulas used to track and measure the impact of marketing efforts on business initiatives. It involves assigning value to different marketing channels, campaigns, and touchpoints across the customer journey.
As digital agencies become more sophisticated, they require a clearer understanding of the contribution that each aspect of the marketing mix has toward conversions and outcomes.
Attribution models are essential for this purpose, as they enable data-driven decisions about budget allocations and subsequent optimization processes. By measuring attributed value against cost, marketers can gain crucial insights into their return on investment (ROI), guiding their strategies toward greater efficiency and effectiveness.

Image Source: RulerAnalytics
Consequently, attribution models provide an invaluable tool for optimizing the success of modern digital campaigns.
The Different Types of Attribution Models and Which One Is Right for Your Business
Understanding the different types of attribution models is essential for any digital agency looking to maximize its success in marketing.
Whether you are just beginning to dip your toes in the pool of marketing or have done extensive research before, understanding each attribution model and the specifics they focus on can be a game-changer.
After learning about the different types, like Last Click, Linear, and Time Decay, it is critical to evaluate your business dynamics and goals to determine which is right for you.
When it comes to attribution, there's no one-size-fits-all solution. Different types of marketing campaigns require different models and approaches. Some commonly used models are last click, first click, linear, time decay, and position based.

Image Source: ThinkWithGoogle
We tell you more about these below:
1. Last Click Attribution Model
The last click model gives 100% credit for a conversion to the last click or interaction leading up to it. This model is best suited for campaigns with long sales cycles, where multiple channels and interactions play a role in the decision-making process.
2. First Click Attribution Model
The first click attribution model assigns all of the credit for a conversion to the first touchpoint between the customer and your brand. It is a good model for campaigns where the customer journey begins and ends with a single interaction, such as direct mail campaigns or referral programs.
3. Linear Attribution Model
The linear attribution model gives equal credit to all of the touchpoints in the customer journey. This model works best if each marketing channel plays an independent role in influencing the customer's decision.
4. Position-Based Attribution Model
The position-based attribution model gives more credit to the first and last click in the customer journey. It also assigns some credit to all of the touchpoints in between ā but not necessarily equal amounts. This model is ideal for campaigns where there are a few key touchpoints that play an important role in influencing the customer's decision.
5. Time Decay Attribution Model
The time decay attribution model gives more credit to the touchpoints that occur closer in time to the conversion. It is a great model for campaigns with shorter sales cycles, where customers make decisions quickly and recent interactions have a larger impact on the outcome.
6. Data-Driven Attribution Model
The data-driven attribution model gives more credit to the conversion through data. The data is collected and used to calculate the contribution of each click and interaction on your ads. The model uses machine learning& automation to evaluate the type of devices, time of conversion, amount of interaction with the ad, and type of assets.
All working together in unison, these models can help you make better decisions backed by data-driven insights so that you can create more successful campaigns with an effortless workflow.
Attribution Model Mistakes That Digital Agencies Should Avoid
When working with attribution models, digital agencies should ensure they don’t fall into the trap of making mistakes. Some common mistakes that your agency should avoid with attribution models include:
- Not Accounting for Multiple Touchpoints: Not accounting for multiple touchpoints in their attribution model or failing to understand the data leads agencies to mistakenly attribute the success or failure of a campaign to particular marketing activities.
- Not Utilizing the Right Type of Attribution Model: As an agency, not utilizing the right attribution model based on your unique company goals is a mistake that must be avoided. If agencies select an incorrect model, such as a single-touch model when multi-touch is required, they can miss significant gains from their marketing efforts.
- Incorrectly Capturing Data: It’s also important to ensure that all user data, such as referrer URLs, is captured correctly when tracking different conversions from different sources. This helps your agency mark out the exact steps and touchpoints that led to a sale or conversion.

Image Source: RulerAnalytics
Digital agencies should take special care to refrain from these common pitfalls when implementing attribution models so that their companies have accurate and valid metrics for evaluating successes and failures.
How to Implement an Attribution Model Into Your Marketing Strategy?
Developing an effective marketing strategy is essential for businesses to understand how their customers interact with them and capitalize on investments in the digital realm.
One way to guarantee success is by implementing an attribution model into your overall strategy. An attribution model allows you to track the impact of digital efforts by breaking down the customer journey and measuring which channels positively or negatively influence its outcome.

Image Source: Adparlor
By understanding attribution models, agencies can efficiently determine their return on investment while avoiding critical mistakes.
Attribution models come in various shapes and sizes, including multi-touch, algorithmic, first/last click, time decay, and position based - so understanding which works best for your organization's goals is vital.
To ensure success, it's important to review data regularly and validate results as consumer behavior is constantly shifting in today's ever-changing digital landscape.
The Benefits of Using an Attribution Model in Marketing
Having an effective attribution model in place for your digital marketing is key to success as an agency. Below, we list some benefits of using attribution models in marketing:
- Helps You Get a Better Understanding of Your Marketing Efforts: Attribution models allow you to look past basic metrics such as impressions, clicks, or conversions to gain a clearer picture of the return on your digital marketing investment.
- Helps You Understand Which Channels Are Working: When paired with continual optimization, they provide unique insight into which channels drive performance and lead to more accurate budget allocation decisions.
It ultimately leads to cost savings while still driving meaningful results. - Helps You Better Understand the Customer Journey: Using an attribution model enables you to track and better understand user journeys across different devices, helping identify areas of opportunity in your campaigns that you may have been missing out on previously.

Image Source: MarTech Wiz
As part of any successful digital marketing strategy, implementing an attribution model should be at the forefront of your considerations.
Attribution Model Reports in Google Analytics
Google Analytics is an excellent tool for implementing and monitoring attribution models. With the help of advanced analytics features, you can easily create reports to track how well your digital campaigns are performing with different attribution models.
By utilizing the data available in Google Analytics, you can understand which channels are contributing most to your overall marketing goals and tweak existing strategies accordingly.
You can also use the reports to identify trends or issues with particular channels and customize your attribution model accordingly. It will help you better allocate resources and effectively increase your ROI on marketing and customer acquisition efforts.
Wrapping It Up
As a digital agency, it's vital that you understand and implement attribution models into your marketing strategies to make the most informed decisions about where to allocate resources. There are a variety of attribution models, each with its own set of benefits and drawbacks, so it's crucial to choose the one that makes the most sense for your business. Implementing an attribution model can help optimize your marketing strategy and improve your ROI by aiding your customer journey understanding.


How to Define Your Ideal Client: Developing a Client Profile (Template & Tips)
Are you struggling to attract your ideal clients? If so, you're not alone. Many businesses struggle with this issue. The good news is that there is a solution. Creating a client profile can help you focus your marketing efforts and attract the right people to your business. Keep reading to learn more about how to create a client profile, as well as some tips for making it work for your business.
What Is a Client Profile/Ideal Client Profile?
Understanding your ideal client profile is a crucial first step in developing an effective marketing campaign. A client profile describes what makes up the perfect customer for your business ā identifying their interests, values, background, and key motivators for their purchase.
It paints a detailed picture of who you'd like to target with your products or services. Knowing the types of customers who will be most interested in what you have to offer allows you to craft more relevant and effective messages that can help convert leads into the champions of your brand.
While a client profile is often confused with a "buyer persona," it goes deeper by examining individual motivators contributing to purchase decisions made by members of the identified demographic target segment.
With this information, you can create highly-tailored content that speaks directly to your potential buyers' needs, helping them make informed decisions while they shop.

Image Source: TheSmarketers
How Is an Ideal Client Profile Different From a Buyer Persona?
Many entrepreneurs need help understanding the differences between an ideal client profile and a buyer persona.
An ideal client profile matches your business offerings with particular characteristics and traits of your target clients. It helps you clearly define who you're targeting but isn't a complete representation of your target consumer. On the other hand, a buyer persona is a full description of all aspectsāfrom demographics to psychographicsāof the consumer you are trying to reach and persuade.
While both strategies should be used for making your marketing strategies more effective, understanding how they differ can help inform more successful marketing goals.
Five Ways an Ideal Client Profile Is Different From a Buyer Persona
- An ideal client profile is more focused than a buyer persona—it narrows down potential target customers based on specific characteristics and traits rather than providing an all-encompassing description of a potential customer.
- A buyer persona includes the demographic information of your target customer, whereas an ideal client profile does not.
- A more in-depth buyer persona provides insights into your target consumer’s interests, lifestyle, and purchasing habits. An ideal client profile often needs to provide more detail.
- An ideal client profile may include other information, such as age range, job title, and industry experience, to help you better understand who you are targeting.
- A buyer persona is a long-term strategy that provides the basis for your ongoing marketing activities. At the same time, an ideal client profile can be used to develop short-term campaigns or to target a specific market segment.
Why Should You Develop an Ideal Client Profile for Your Business?
Understanding and defining your ideal client is essential for any business. A well-developed client profile can provide invaluable guidance on how to tailor your content, pricing strategy, and marketing campaigns to the specific needs of your target group.
A detailed understanding of who you are targeting will help you create more effective strategies with budget-friendly resources that get you better results.
Developing an ideal client profile can also provide insights into the type of customer most likely to convert. Creating a profile that aligns with those needs helps ensure that your product or service investment is worth it at every step in the customer journey.
Ultimately, having an accurate client profile increases your brand trustworthiness, loyalty, and lifetime value ā making it an essential part of success for any business model.

How Do You Create an Ideal Client Profile Template?
Creating an ideal client profile template is valuable for any business, making it easier to determine your target audience.
The profile should go beyond the basics of demographics or buyer personas and consider factors such as needs, interests, and behavior. It lets you better understand the type of customer you want to work with.
To create an effective template for your ideal client profile, consider how each piece of data relates to the larger picture and ask yourself what other insights can be gleaned from that. Additionally, try to ensure your team considers all areas so there aren't any blind spots.
By taking some time at the outset to craft an ideal client profile template and continually refining it over time, you'll have much greater success in coming up with strategic marketing ideas that reach the right people.
Template for Creating an Ideal Client Profile:
While the ideal client profile design differs for each business, a general format you can begin with is given below.
- Name & Job Title
- Demographic Information (Age, Gender, Location)
- Interests & Lifestyle
- Industry Background/Experience
- Income
- Goals and Objectives
- Budget
- Key Motivators for Purchase/Pain Points
- What Makes Your Business Stand Out to Them/Benefits

Tips for Creating an Effective Ideal Client Profile
When understanding the myriad aspects of your ideal clients, creating a client profile is an invaluable tool for any business that hopes to succeed in the long run.
Crafting an effective profile involves gaining insight into your clients' demographic qualities and considering their interests, buying habits, and pain points.
A great way to start is by creating a template that lists out essential questions you need answers to. It helps you easily fill out individual profiles as they arise and allows you to compare and contrast different segments of customers more efficiently.
As you gather more data regarding what your ideal customers look like and how they behave, use this information to update and improve your profile ā creating a powerful tool for understanding your target audience on a deeper level.

Image Source: Expandi
Examples of Ideal Client Profile
When creating an ideal client profile, it’s important to be as detailed as possible when outlining the characteristics of your target customer.
- For example, an ideal customer profile could be a female entrepreneur between 25 and 35 years old who is in the early stages of business growth, seeking ways to simplify online marketing and step up her digital presence.
- Another example of an ideal client profile might be large companies in the B2B space, with upwards of 1000 employees, offering innovative products or services and looking to break into new markets.
No matter what industry you're in, developing thorough profiles of your ideal customers allows you to focus your efforts better and create more effective marketing materials that speak directly to these potential clients.
Summing Up
Developing and honing an ideal client profile is essential for any business owner serious about attracting and retaining the right clients. By creating an accurate and detailed profile of your ideal client, you can focus your marketing efforts on strategies that will likely reach them. Understanding your ideal clients will also help you tailor your sales pitch and services to meet their needs. While it may take some time to put together, developing an ideal client profile is well worth the effort.


SEO: The Biggest Challenges in 2022 and the Main Trends for 2023
As an agency owner or business owner, you're always looking for ways to improve your SEO and get ahead of the competition. But what are the biggest challenges you'll face in 2023 and what trends should you be aware of? Here's a look at the latest data from relevant experts.
The Challenge of SEO in 2023
Keeping up with the evolutions of SEO strategies can be intimidating, especially as the landscape shifts rapidly. In 2022, we faced the difficult challenge of ensuring that our SEO practices remain up-to-date and effective in light of continuously-evolving search engine algorithms.
In 2023, companies must devote significant resources to staying abreast of the latest developments in search engine optimization if they want their websites to remain frequently visited and accessible.

Image Source: BSquared
Keeping tabs on trends through blogs and industry experts and anticipating changes as technology evolves is crucial in securing your website's future success. For those willing to make the effort, mastering this challenge could be immensely rewarding in terms of website traffic and profits.
Five Main SEO Challenges in 2022
1. Mobile Optimization
With the ever-increasing use of mobile technology, search engines such as Google are continuing to prioritize mobile optimization. As such, companies must ensure that their content looks appealing and functions properly when displayed on smaller screens.
2. Voice Search Optimization
We saw more people using voice search to find content in 2022, and it's critical to optimize for voice search in 2023 as well. Ensure that your content is optimized for natural language search queries and includes phrases people use when talking aloud, not just text-based ones.

Image Source: SerpWatch
3. Structured Data
Structured data became increasingly important for SEO optimization in 2022, as it helps search engines understand the context of a website's content. Companies must ensure that their website's structured data is formatted and up to date if they want to stay competitive in 2023 and beyond.
4. Content Optimization
High-quality, informative content was essential for SEO success in 2022, and it's important to create SEO-optimized content with keywords that are relevant and useful to customers in 2023 as well. Quality over quantity should be your ultimate goal when it comes to good SEO.
5. User Experience
Good user experience was paramount for SEO success in 2022, and is poised to remain so in 2023 too. So, ensure your website is easy to navigate and provides an amazing experience for visitors.
The Main SEO Trends for 2023
1. Mobile-First
With the dawn of 2023 and ever-evolving digital landscapes, businesses need to be aware that one of the main trends is mobile-first optimization. With advancements in technology, devices are becoming more compact while providing powerful capabilities. A website optimized for mobile can no longer be an afterthought, but should instead be central to any business's decisions for website and customer experience design.
2. Voice-Search
Additionally, with the rise of voice search assistants like Alexa, there has been an increasing demand for hands-free experiences that give users easy access to information without manually typing in a query. Businesses that capitalize on these advances will benefit tremendously as customer engagement and customer satisfaction increases.
3. Awareness
Overall, SEO in 2023 will continue to be a challenge as the landscape continues to evolve. Companies must stay abreast of developments while staying on top of trends like mobile optimization, voice search optimization, and structured data. By doing this, they can ensure their websites are optimized for success and remain relevant in the years to come.
4. Personalization
It focuses on delivering content tailored to individual users through analysis of their preferences and behaviors. It involves user experience surrounding the design of products or services with an emphasis on ease of use.

5. Structured Data
Companies must focus on structured data; the organization of information in a way that it can be readily understood by machines, in 2023. Businesses that implement these concepts successfully will find themselves in a competitive advantage over companies that do not.
How to Adapt to Changes in SEO to Stay Ahead of Your Competition?
The landscape of SEO is continuously evolving, making it essential for all businesses to be mindful of the latest trends to remain competitive.
Staying abreast of new developments in SEO should be a priority and by dedicating time and resources to researching, understanding, and adapting to such changes, companies can capitalize on the opportunities presented by this ever-evolving field.

Image Source: Jootoor
As such, businesses must not only focus on keeping up with current occurrences but also prepare for what’s ahead. Continual adaptation will ensure businesses are able to take advantage of the best possible opportunities in the search engine space.
Tips on Staying Ahead of SEO Trends and Challenges
- Keeping your website ahead of the content, Social Media, and SEO trends is essential for ensuring continued success for any digital platform. To remain competitive, staying informed on the latest algorithms and content updates from search engines is key.
- Staying ahead of the competition also involves breaking away from traditional content creation methods and thinking beyond simple SEO keyword optimization. Modern SEO involves prioritizing topics, creating conversational engagements with customers, researching and understanding what resonates across different user personas, and providing valuable resources promptly.
- Additionally, leveraging analytics and research can help you identify gaps in the industry which are great opportunities to set your site apart from competitors. Finding ways to stay one step ahead will ensure you’re leading the way for modern SEO tactics.
Keep Your Website Updated
Keeping your website up-to-date with fresh, engaging, and relevant content is critical to keep your visitors engaged. Adding keywords and optimizing images and videos ensure that your website will stand out in the search results.

When these elements are incorporated into each page on your website, it will be easier for potential clients or customers to find you quickly and efficiently. Regular updates also give visitors confidence that your product or service is still relevant, as updating your web pages shows an effort to stay up with current trends.
Keeping a current website can improve credibility, and customer loyalty, and provide continued engagement with your existing and prospective customers.
If you are struggling with your SEO rankings and need help, we are here for you. At DashClicks, we have a full-fledged team of SEO specialists and experts who can help provide the best results for your client and grow your digital marketing agency. From dealing with challenges to staying on top of trends, we do it all. Join us today to reap the benefits of our white label SEO fulfillment services for your agency.
Summing Up
With the ever-changing landscape of SEO, it is essential to keep up with the latest trends and be prepared to adapt to them. This year, focus on mobile-first optimization and voice search. Other trends to include in your SEO strategy are personalization, user experience, and structured data. Besides these, keeping your website updated with fresh content, relevant keywords, and optimized images and videos can help you stay ahead of your competition.


Know the Best Practices to Extract Value From Customer Data
We all have days where we simply don't know what to do with the seemingly infinite customer data for marketing that we have with us. Moreover, it's always difficult to find effective ways to extract value from this sea of information. To further add to the predicament, customer data is ever-growing with more and more people accessing every kind of device, and even different software generating their own data about user behavior.
So, how does a business wade through this never-ending stream of information and get valuable digital insights needed for boosting profits, sales, and performance? After all, we know the importance of customer data for marketing in the growth of any business.
Fortunately, there are solutions for it ā You need to know practical ways that help extract value from your customer data for marketing. In this post, we are going to discuss 8 solid ways to do so. These will help you know where to aim your analytical efforts, helping you eventually achieve increased brand reputation, awareness, and profits for your business. Let's get started:
1. Big Data Isn't Going Anywhere
Have you ever looked at big data? If so, you might have sighed at its sheer volume and found it as a huge mess of random data. Unsurprisingly, many businesses tend to ignore big data because of this very reason. But, the thing is, they make a real mistake when they do so. When you are able to screen, filter, and interpret what's valuable in big data, you drive incredible value from it.
The bottom line? It's about time that businesses realize that big data is here to stay and acknowledge the fact that you can find useful data in it. This is the first step that businesses need to take if they want to extract valuable customer data to aid business growth.

Image Source: Instinctools
2. Find an Analytics Solution
To make use of customer data for marketing, you need to have the right talent and tools to wade through the mountain of information and find data that makes sense for your business.
If you take a look at established brands, a lot of them have already allocated an operational budget to analytics and dedicated entire departments to this job. Many small to medium enterprises, on the other hand, have found an analytics solution that is well-suited for their budgetary and size requirements.
In all, consider investing in analytics if you are looking to extract real value from customer data.
Note: Now that we are on the subject of analytics, we want to recommend the DashClicks' Analytics app for your business. The app allows you to monitor and report on all your marketing campaigns in a single place. You can also view granular data insights on the software to make smarter marketing decisions.
Here are some other important features of the Analytics app that you should also know of:
- Get a birds-eye view of all your marketing campaigns and see cross-channel reporting in real-time.
- The white label marketing analytics platform allows for integrations such as Facebook Ads, Google Analytics, Google Ads, and CallRail.
- You receive accurate white label reporting in real-time.
- You can create a custom date range to view all your data.
3. Streamline Your Operations
Another way you can get value from customer data for marketing is by using the insights for your internal operations. For instance, with composable CDP you can identify where to trim excess costs and where to invest more strategically. The insights can boost your efficiency and decrease the spend that would have otherwise been wasted, leading to a spike in revenue for your business.
Let's take an example to understand this point further. Your customer data shows that you are receiving an increasing amount of marketing responses from Instagram and Facebook. It also depicts that you are getting less of it from YouTube. Now, in such a situation, you must think of it as a signal that for your business offering and target audience, you can cut down your YouTube spend and dedicate more of your efforts to the social platforms that are working well for you.
4. Analyze Historical Data
When you talk of getting value out of customer data for marketing, individuals consider digital insights or metrics as a means to foresee the future. However, it's vital to note that the lessons taught from past data are some of the most significant ones. Therefore, you should use and analyze historical data from vital customer information. It's about time that businesses consider the fact that the data gathered over time is simply the best information available to them. Using historical data to understand your customers is always a step in the right direction.
Let's take an example to further understand the point we are making. For instance, you should be paying attention to your sales data from the last 5-10 years. Why? Because analytics put to the task of discerning previous customer sales information can provide extremely helpful information about customer purchase patterns and behavior.

Image Source: Databox
5. Think of Social Media as Dataā Too
Social media isn't just a channel to get in front of your potential customers. It shares an extremely large portion of the world's overall data. Now, the great news is, you can get real value from customer data for marketing if you examine different social media platforms and use the unsorted, unfiltered data that you find there. When you go deeper into social media data, it helps you know where your market is and what your market is actually looking for.

Image Source: SproutSocial
Tip: Ensure you check the trends that show up on social platforms as it will help you know the factors and trends you need to leverage for your own business. Doing so can even help you move ahead of your competitors and generate more business for your company.
6. Analyze Client Churn
One of the areas in which big data, coupled with analytics, can create a huge difference for your business is “client churn.”
For those who are new to the term, “client churn” means the turnover rate of clients or customers from being regular buyers to taking their business someplace else.
Analytics that focus on the specifics of your client churn can help you increase customer retention and become more profitable.
For instance, the process can involve looking at your customer data and making inferences that let you know why some customers support your business for a certain period and then don’t stick around. The process can also explain why others stay loyal to you.
7. Make Data Accessible
To get the best possible ROI (return on investment) from your customer data for marketing, ensure you share the digital insights with those who may need it. For instance, if you know something important about the behavior or needs of your customers, share it with someone in your company who can actually use the information and put it to use.
The bottom line?
Information can only be useful for your business if its access is given to people who know what to do with it. Think about it this way – Suppose a person handles customer support in your business, then they should be able to share a customer complaint with a department that can further offer insight into the problem or even provide a resolution for it

Image Source: Plytix
8. Consider Automation
A lot of people are of the view that automation is applied just to mechanical, physical activities. But, it is applied to data analytics too.
When you put your faith in software and algorithms to sift through the data rather than carrying out a line-by-line analysis of every bit of incoming data, you get more valuable insights about your customers. Also, automation helps you find only what's relevant to your needs.
All in all, while looking for a more effective solution when faced with the question of how to extract insights from data, ensure you consider implementing automation.
An additional benefit of using automation is that it frees up your employees for activities that best suit their talents. They are also able to focus more on innovative, ambitious activities.
Wrapping It Up
As more and more data is being generated with each passing day, it's becoming even more difficult for humans to keep tabs on it. However, this data has a lot of hidden insights that can help your business soar and reach new heights. With actionable tips and the correct strategies, you can select the right data, examine it, and put it to the best use. The different ways we have discussed to extract value from customer data will help you during this time.


5 Secrets to Marketing Agency Longevity & Success
Agency business has a massive demand, but an enormously high agency failure rate keeps jolting the business world.
There can be many culprits behind it, such as increasing competition, difficulty finding the right workforce, lack of tools, lack of proper strategy and processes, and vague goals.
Sometimes agency owners might be shooting in their feet when they don’t have structured processes, robust customer support, and smooth communication. But, these days, external factors such as financial downturns and increasing competition can also spoil the game.
Whatever the case, there is a workaround for it.
This article shares five agency growth secrets for running an agency business successfully.
1. Put Customers First
After the 2008 recession, the worst economic downturn since the Great Depression of the 1930s, approximately 170,000 small businesses went bankrupt. But Ruby Receptionists, the virtual receptionist service, survived it.
It could be possible because Jill Nelson, the company’s founder, focused on providing extraordinary customer service.
He wanted to establish his company as a trusted partner for businesses in their darkest hour. Business owners faced overwhelming challenges during the crisis, but Ruby sparked hope among them and offered its services as a generous and optimistic human voice guiding their customers.
Ruby not only survived but grew by 15%.
Pro Tip: Offer exceptional customer service and put your customer first. It becomes even more important during tough times such as economic downturns. If needed, go the extra mile to help them.

Image Source: Lexer
2. Focus On Your Core Competencies
David Sardinha, the ex-COO of The Marketing Machine (TMM), an agency based in North Carolina, focused on his core competency of creativity and design during the 2020 COVID-19 pandemic. He had to move his office to another location while his team was working from home. He lost many of his clients, but he discovered new opportunities amidst this darkness and chaos.
This time the opportunity came in the form of a restaurant, "Margaux's," an ex-customer of TMM.
Some of his previous clients came back to change how they did business in those tough times. The only mantra for businesses to succeed in those tough times was to show their customers that the service providers were still there with them.

Image Source: SuperOffice
Repositioning brands was the best option at the time.
TMM focused on their core competency, i.e., creative designs, to help their client, Margaux's, to reposition their business as a takeout restaurant during the pandemic.
The transformation was not easy.
But it helped them establish themselves as a brand that stood with its customers in extremely tough times, making many loyal customers for TMM.
3. Offer Helpful Resources and Tailored Guidance
B2B businesses act differently than their B2C counterparts. So customer relationship should be their top priority. The best B2B businesses act as consultants rather than retailers or product sellers. They are available at every step of the way for support and guidance, helping their clients achieve their goals.
It includes offering resources and providing tailored guidance.
So, a sale is not the ultimate objective for an agency business. It is actually the beginning of a long journey; you grow with your customers.
This is a crucial step in client retention.
Ask for their feedback and provide value. Be their savior and help them achieve their objectives. The most memorable companies are those that try to become a part of their clients' growth stories.
Pro Tip: You can use DashClicks' project management software to efficiently manage your project. It allows you to track processes and intervene if something goes wrong. It also enables you to finish the project on time and with the right resource allocation.
4. Differentiate Yourself From the Crowd
Every agency claims to be unique, so it sounds more like a cliche. The best agencies successfully differentiate themselves from the competition.
It requires creativity and innovation.
Businesses should have a reason to choose you over others.
Pro Tip: Find your unique selling proposition (USP) and promote it aggressively on the web, including your website and social media. Mention the facts and data to support it.

Image Source: Planium Pro
5. Hire the Best Employees and Put Them First
According to a Marketing Land study, hiring was a big challenge for 44% of the respondents, mostly agency owners.
The ideal employees are the most passionate, not those with the most experience. Agencies are already struggling with a high attrition rate. You won't find people sticking with one agency for a long time.
Extremely high pressure, burnout, and working with dozens of clients are the prime reasons for it.
So hiring and retaining the best people is always a challenge for agencies.
However, if you have the best processes and put your employees first, you can retain them for a long time.
Pro Tip: You should be transparent during the hiring process and honestly disclose your expectations. This way, you are more likely to find the right people for your agency.
Pro Tip: Allocate work evenly in the team, and don't overload your employees. Don't accept a new project if you don't have the bandwidth. You can hire DashClicks' white-label fulfillment services to scale your agency if you don't have sufficient bandwidth and expertise.
Pushing your employees beyond their limits is a sure way to attract attrition. Allow them to use their creativity, and don't blame them if something goes off course. Instead, try to find the reasons, so it never happens again.
Pro Tip: Avoid micromanagement and give your employees complete ownership of what they do. Be generous with support and guidance and set the right expectations.
Final Words
Last but not least, empower your staffers and outsource if necessary. Be lean, thin, and agile. Do your best to stay relevant in the dynamic digital landscape. Respect new ideas and use the best tools. For best results, work with a project management software program and other automation tools. It improves efficiency in your agency and saves time.
The key to success is to specialize in some industries and aggressively market your agency as a specialist in that particular vertical. Improve communication within your organization and with your customers, and keep everything transparent. You can also assign a specific team member to communicate with your client.


10 Powerful Tips to Find Social Media Clients for Your Agency
You need more social media clients for your agency, but when you search online for ways, you find stupid advice that hardly works today. Most "marketing gurus" will advise you to get the names and contact details of the websites and send them unsolicited emails.
But the reality points towards something else. We regularly receive annoying emails with messages such as "I've gone through your website and think I can help you make it look better and get higher rankings." Do we pay any attention to such emails?
How to Find Social Media Clients?
Most agency owners hire sales consultants and do a bunch of different things through trial and error until they find something that works. Or they follow random advice online to get the ball rolling.
The best tactic is to try inbound marketing, post valuable and engaging content on social media, try networking, and run paid campaigns. You can also try the irresistible sales formula we use and teach here at DashClicks. You'll find this proven formula in this article and other tips.
Here are some of the most powerful tips to find social media clients for your agency.
1. Try DashClicks' Irresistible Sales Formula
Selling digital marketing services and expanding the client base is easier said than done, especially for a newbie agency. There are many roadblocks in their way, such as a lack of trust, increasing competition, price wars, etc. So, why don't you try an irresistible offer that people have a hard time rejecting?
All digital marketing activities start with the creation of a professional website. So, many agencies sell their website development services with their SEO services package. The website's design, content, and user interface are crucial for high search engine rankings. A well-built website can be a game changer when you start online marketing for your venture.
Step-by-Step Formula to Sell Your Digital & Social Media Marketing Services
Here is the irresistible sales formula for selling your social media marketing services and expanding your client base. It begins with offering a professional-grade website of 30-40 pages you can effortlessly create using DashClicks' instant website builder, InstaSites.
A. Identify the businesses you want to target, make a list, and proactively create professional-grade websites for them using InstaSites software, and then do the following.
- Start a contact center.
- Train your sales reps (fronters or frontline salespersons) to pitch the people on your cold call lists and offer them custom websites free of charge.
- Ask your prospects to have a look at those websites through preview links.
- Make another call to get their feedback about the website after three days.
- Seek their permission and activate the website for them, if they are happy with the website preview.
B. Next week, make another call to know their opinion about the usability of the website and do the following.
- Tell them during the call that you also offer local listings on some major listing networks.
- Tell them the benefits of local SEO.
- If they need it, sign a contract.
- Outsource affordable local listing services through DashClicks' white label fulfillment center.
C. After two weeks, offer social media and Google paid advertising services to boost leads and conversions and get them fulfilled through DashClicks.
After six weeks, offer social media account management and posting services.
Click here to learn the details of this wonderful fail-proof formula that you can try subsequently. The article also includes the sales script for your sales reps.
Watch this video to know more:
2. Be Your No. 1 Client
If you're focusing too much on client acquisition and business expansion, it's time to focus on your own marketing and SEO. Treating your agency as your number one client will likely improve your online visibility and help you get loads of customers. Invest in your website and increase your social media presence.
3. Try Inbound Marketing
Inbound is the key. People will find you easily and flock to you if you act as an authority. To strengthen your inbound marketing, publish content vigorously. When you do it for some time, Google ranks your website higher on its organic search result pages, and people can easily find you through relevant search queries.
Most agencies focus on conversion and creating sales-oriented sites and fail as a result. So, focus on content publishing and inbound marketing.

Image Source: SuperOffice
Pro Tip: Most people search digital marketing agencies with keywords like top seo consultants, best digital marketing agencies near me, and best social media companies in Vancouver, etc. So, try to rank on SERPs with such keywords so that people can find you easily through organic search.
4. Focus on Service Quality
Provide quality services and achieve excellent results for your clients; happy clients will give you referrals. Successful agencies attract many clients as referrals from their existing or previous customers. Use your results to sell your services. You can use automation tools to do that. Soon, it will become autopilot. As a result, big agencies don't spend much on advertising. To catch big fish, they work on PR and brand building.

Image Source: SuperOffice
5. Tap Your Immediate Circle
As a newbie agency, tapping your existing circle is the key to finding social media clients. There can be many people in your friends, relatives and acquaintances who are running their own businesses or working as freelancers.
Get their contact details, make a list and tell them about your services. You can also send messages and emails to them. They can help spread the word about your agency if they haven't yet decided to hire social media marketing services for their businesses.
6. Try Social Networking
Try networking on social media sites and in local communities, clubs, and groups. While outreaching on social networking sites such as LinkedIn, Facebook, and Twitter, ensure that you tap everyone in your niche, not just your potential customers. These people can help you refer the client and close the deals.
While interacting with them, avoid the casual hellos and emojis and spark meaningful conversations.
Flaunt your expertise in social media marketing subtly by sharing strategies and tools you love to use.
7. Spend Time Where Your Target Audience Does
To gear up and embrace social marketing, you should significantly increase your online presence, especially in the places where your target audience spends most of their time. Here are some of these places -
- Facebook groups
- Twitter chats
- Sites such as Reddit and Quora
- Communities such as Slack and Discord
- Forums such as Black Hat World, Digital Point and CPAElites
8. Offer Freebies
Freebies attract crowds and sell like hotcakes. It's a proven strategy to attract new clients. Here is a list of freebies you can try -
- Social Media Content Calendar
- Daily Planners or To-Do Lists
- Instagram posting templates
- Free consultation
- List of Blog Headlines
- List of Social Media Captions
- E-Books
- How-To Guides
- Email Newsletter Templates
- Mini Courses
- Cheat Sheets
- Checklists
- Starter Kits
- Audio Trainings
Post about your free service everywhere online, where people recognize you as an authority. Highlight your free service on your website to create buzz and use it like a lead magnet.
See how Neil Patel offers his free 7-week action plan on his website to increase traffic on your website.

9. Boost Your Expertise and Authority Using Your Website
Businesses use their websites to list their services and how they function. However, you can also use it to showcase your expertise and authority.
For that, you can do the following -
- Add your case studies and make them available in downloadable PDF files. Subtly, prove how you can help your prospects.
- Give social proof of your previous clients, and add their logos.
- Add reviews and testimonials from happy clients.
- Share the awards and certifications you have earned, conferences you have attended, and journals in which you or your agency are mentioned.
- Add video testimonials of your clients.
Here is an example of reviews from happy clients -

Image Source: FreshBooks
Note that these are verifiable reviews with the name and details of the clients. It builds trust compared to the first name most agencies use.
See how Omada posted a customer video testimonial from one of its clients that cleverly captures the essence of visual interest.
10. Focus On Getting More and More Referrals
As per a Convince & Convert study, 83% of Americans say that recommendations from family and friends encourage them to buy a product or service. So, it's clear that referrals are the most effective way to find more clients for your social media agency.
Here are a few tips to get referrals -
- Offer excellent customer experience
- Politely ask your happy clients to provide referrals
- Collaborate with people offering similar services such as SEO and PPC
- Introduce a referral plan and reward people who refer clients to you
Final Words
Finding clients for your social media agency requires effort. You can apply the mix of tactics discussed above and find networking opportunities everywhere. Also, update your website to showcase your authority and build trust by adding video testimonials, reviews, certificates and case studies.
Use automation tools to your advantage to minimize manual work. You can use the DashClicks' Inbound App to manage and nurture leads. Similarly, you can use DashClicks' Deals App, the sales pipeline management software, to automate leads and deals management. Our Contacts App, the CRM software, will simplify your sales outreach by recording all the communication with your clients in one place.


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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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