5 tools and tricks to deliver more value to your clients from our Insites experts

Sharlotte Briscoe • 19 July 2023

Are you new to Insites? Or are you a seasoned user? Either way, I’ve grilled the Insites experts and got the top 5 tools and tricks from them to help you deliver more value to your clients when presenting your reports.

1. Zoe says that less is more!

A clean and simple overview is key to making the reports not only look inviting but also easily digestible.

We understand the urge to activate all the tests to be able to have as many angles to go on as possible, but presenting your customer with a simple overview will not only help your sales rep to be able to focus on a few key points to talk about and execute them well, but it will also prevent overwhelm with the customer.

2. Selling SEO? Paul recommends using the organic search test

Paul recommends using the Organic search test when selling SEO. It’s a super quick way to engage your customer in language they can understand for the keywords they want to rank for.

Under our Keyword test, we provide 3 sections of easy-to-understand, invaluable information about the customer’s target Keywords, the keywords they’re currently found for and the keyword opportunities that they could expand on. All of this information comes from Semrush but is presented without all of the technical jargon.

3. Andrew suggests demonstrating the local competition

Andrew (our CEO) says that presenting a local business’s performance in relation to its local competitors can be a super effective method of captivating business owners. The competitor feature within the Insites platform has proven to deliver amazing results in boosting conversion rates.

With the competitor feature, you can easily compare a business with its three top-performing rivals, allowing the business owner to see the areas they come out on top and the areas in which they could make some improvements. Nothing wrong with rustling up a bit of healthy competition is there?!

4. Matt says you should fine-tune your test weightings

Matt says you should make sure your reports accurately reflect your product offerings by fine-tuning the test weightings.

The overall score is a weighted average of all of the tests in the account, so getting the test weightings right is crucial for a stand-out report that paves the way for conversations that convert!

Changing the weightings adjusts the influence each individual test has on the overall score. So for example, if you sell Google Ads you would increase the weight for this test, which would give it a bigger impact on the overall score and creates a focus on the products that you want to sell.

5. Louis recommends making the report your own!

Our head developer Louis says that utilising the customisability of the report layout will greatly impact converting when presenting your report to prospects and clients, by ensuring that you are prioritising the tests and sections of the report that are most relevant to the business.

You can customise the report in so many ways including:

  • Adding content blocks, throughout the report
  • Add and remove tests and sections
  • Adding product suggestions triggered by certain results
  • Having heading images on each section of the tests
  • Being able to change the names of the sections and individual tests

And lot’s more!

We’ve got lot’s more tips, so if you’d like any more info then get in touch with your Customer success manager!

by Coral Wood 7 May 2025
Small business owners often view keyword research as an optional extra or a luxury they can't afford. As a digital marketing provider, you know the truth is quite the opposite - poor keyword research can silently drain their resources while delivering underwhelming results. Let's explore how to effectively communicate these hidden costs to your SMB clients in language they'll understand. The invisible drain on marketing budgets When speaking with small business owners, it's crucial to frame keyword research as an investment rather than an expense. Without proper research, your clients are essentially throwing money into digital marketing efforts that may never reach their intended audience. For instance, a local plumber targeting generic terms like "plumbing services" instead of location-specific phrases such as "emergency plumber in Southampton" is competing unnecessarily with national brands and services far outside their coverage area. This means higher costs per click, lower conversion rates, and marketing spend that delivers minimal return. Time wasted on creating the wrong content Another hidden cost that resonates with busy small business owners is time wastage. Without strategic keyword research, businesses often produce content that simply doesn't align with what their potential customers are actually searching for. Explain to your clients how creating blog posts, service pages or social content without keyword insights is like opening a shop without researching what products the local community wants to buy. They might be investing hours creating content about boiler maintenance when their potential customers are frantically searching for "emergency pipe repair near me." Lost opportunities to competitors Perhaps the most compelling hidden cost is the competitive disadvantage. While your SMB clients hesitate on keyword research, their competitors may be capturing valuable search visibility.` Show your clients real examples of local competitors ranking well for lucrative keywords they could be targeting. This concrete demonstration of missed opportunities often resonates more effectively than theoretical discussions about SEO principles. Diminished trust and authority Small businesses rely heavily on reputation and trust. Without strategic keyword targeting, they miss opportunities to establish themselves as local authorities in their field. Explain how properly researched content that answers specific customer questions positions them as experts. Without this research foundation, they're missing chances to be the business that appears when a potential customer searches "how to choose the right accountant for my small business" or "best family dentist for nervous children." Making the case for proper keyword research When presenting solutions, focus on these practical benefits: More efficient marketing spend : Target customers who are actually looking for their specific services in their specific location. Better conversion rates : Attract visitors with actual purchase intent rather than casual browsers. Strategic content development : Stop guessing what content to create and start knowing exactly what your customers want to learn. Measurable results : Show how properly researched keywords provide clearer metrics for success. Start small and demonstrate value For SMBs unconvinced about keyword research, suggest starting with a focused pilot project. Choose one service area or product line and perform proper keyword research for just this segment. Track the results carefully and use this as evidence for expanding your research to other areas of the business. This approach allows sceptical clients to see real-world benefits without committing to a comprehensive strategy upfront. Once they witness the improved performance, the hidden costs of poor research become much more tangible. Translation before selling Communicating the hidden costs of poor keyword research isn't about technical jargon or intimidating statistics. It's about translating SEO principles into business language that resonates with small business owners' practical concerns: wasted money, wasted time, missed opportunities, and diminished market position. By framing keyword research as a crucial investment rather than an optional expense, you help your SMB clients understand why cutting corners here ultimately costs them more in the long run. Want to help your SMB clients avoid the hidden costs of poor keyword research? Discover the power of Insites Keyword Intelligence , part of the Insites for Sales solution. Book a discovery call today to learn more about our tools for digital marketing providers.
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