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!

A woman wearing headphones is sitting in front of a laptop computer.
by Izzy Fletcher 20 February 2025
Google just released generative AI for creating people in ads, and it's a game-changer for digital marketing agencies. This post breaks down how this feature helps your sales team close more deals, removes creative barriers for SMBs, and transforms the ad creation process. Learn specific ways to leverage this update to upsell ad services to your clients and position your agency as cutting-edge AI experts.
A person is holding a magnifying glass over a map on a laptop.
by Izzy Fletcher 19 February 2025
The problem for SMBs: Price wars and lost connections You might need to hold your clients hands when breaking this news because this isn't great news for small businesses. Here's why: Price becomes everything When services are presented side-by-side with only price and availability shown, businesses are forced to compete solely on price. This is especially problematic for service businesses that differentiate on quality, experience, or specialised expertise. Personal connections disappear 42.4% of Millennials and 55.9% of Boomers still rely on Google Search first when discovering products (according to GRIN survey data). But with this new feature, traditional direct phone conversations where businesses could build rapport and communicate value could vanish. Workload increases while conversion drops Business staff have to handle these AI calls like any other inquiry, but with: Zero information about the potential customer Likelihood of lower conversion due to price-shopping No opportunity to qualify the lead Potential for spam abuse (competitors wasting staff time) Now none of this ideal for SMBs, but it’s happening. So that’s where your sales team come in - they’re there to help them compete, rather than lose out based on ranking. This changes everything for your sales team If you're selling digital marketing solutions to SMBs, "Ask for Me" just handed you an incredible opportunity. Here's why your sales agents using Insites should be excited: 1. Creates genuine urgency that closes deals Unlike other Google updates that might seem abstract, this feature represents a tangible, easy-to-understand shift in how consumers find businesses. When you get prospects to understand that: Only top-ranked businesses will receive these automated calls Their competitors might already be getting these leads Businesses with no clear differentiators will get trapped in brutal price wars Suddenly, digital marketing services become an urgent necessity rather than a "nice to have." 2. Local SEO becomes critical If Google only calls businesses from the top Local Finder results, ranking well isn't just about visibility anymore - it's about being included in automated lead generation. Your sales agents can use Insites to: Show exactly where prospects rank in local search Use Local Grid to demonstrate which competitors are likely receiving these calls instead Quantify the potential revenue impact of missing these leads Create data-driven proposals with clear ROI potential 3. Opens new service opportunities "Ask for Me" creates specific new needs for SMBs that your team can address: AI-Readiness Audits : Only 18.8% of Gen Z consumers use Google as their primary product discovery tool (compared to 30.4% using Instagram and 23.2% using TikTok). But Google's new AI features could change those numbers dramatically. Sales agents can offer: Technical optimisation for AI crawlers Schema markup implementation Page speed improvements (critical for AI indexing) Local business metadata optimisation Differentiation Strategies : Help businesses stand out when traditional differentiators are removed through: Review management (star ratings become even more important) Content strategies that communicate unique value propositions Website optimisation for conversion once customers engage directly Response Protocols : Prepare businesses for handling these new AI-generated inquiries with: Staff training programs Scripts that effectively communicate value beyond price Follow-up strategies to convert price-shoppers How to use Insites to prepare clients Your sales team can leverage Insites to help SMBs prepare for this new reality with concrete, actionable steps: Run comprehensive local audits to identify where businesses stand in local search rankings. Analyse competitor performance using the Local Grid to understand who's receiving these automated calls. Identify specific optimisation opportunities across Google Business Profile, local citations, reviews and more. Create ongoing monitoring plans to track performance as AI features evolve. This is a sales opportunity, not a threat While "Ask for Me" creates challenges for SMBs, it represents a massive opportunity for digital marketing providers who can help businesses adapt. Your job? Nurture them through the shift. The local businesses that will thrive aren't those with the lowest prices—they're the ones working with solution providers to optimise SEO and AI search results. And that's exactly what Insites equips your team to deliver. To learn more about how Insites helps sales team, book a call with us today ! 👋 Happy selling
A person is holding a cell phone in their hand surrounded by social media icons.
by Coral Wood 17 February 2025
How customer reviews impact SMBs and how your sales teams can help with digital marketing solutions.
A group of people are having a video call with each other.
by Coral Wood 17 February 2025
What impact does social media search have on small-medium businesses and how can digital marketing solution providers leverage social media upselling in their pitch
A man is holding a pen and a notebook.
by Izzy Fletcher 17 February 2025
The framework and step-by-step method for train sales teams quicker and more efficiently
An illustrated man and a woman are sitting at a desk with laptops.
by Coral Wood 18 December 2024
AI-powered website audits are bringing cold calling back, particularly for enterprise digital marketing sales teams. The post How AI-powered website audits are transforming cold calls appeared first on Insites.
A cartoon man and a woman are holding a board with a graph on it.
by Coral Wood 11 December 2024
Is your enterprise sales team struggling to sell digital marketing solutions to SMB prospects? Minimise the complexity; here are the 7 metrics that will help them sell. The post 7 digital marketing metrics your enterprise sales team needs to close more deals appeared first on Insites.
An illustrated yellow arrow is pointing up on a pink and black background to demonstrate an increase to demonstrate sales increase.
by Izzy Fletcher 4 December 2024
If managing the sales process is one of your biggest challenges, ask yourself: what could be automated? Too often, mid-large agencies with extensive sales teams let their sale reps spend more time on admin tasks, internal meetings, and lead qualifying, rather than on delivering value to customers. But remember: people buy from people. Your sales […] The post The growing need for sales automation in agencies appeared first on Insites.
Black Friday with a no entry symbol over the top to signify 'no Black Friday'
by Izzy Fletcher 28 November 2024
Forget our usual sales and productivity hacks – this week we’re doing something different… You might be wondering why we’ve been highlighting small businesses this week as part of our Anti-Black Friday campaign on LinkedIn. Let me give you some context… Insites is a SaaS tool but our founder Andrew created Insites with a genuine […] The post Anti-Black Friday – 25 small & sustainable businesses to support instead appeared first on Insites.
A header image with 'Black Friday' scribbled out and replaced with 'Small Business Saturday.'
by Coral Wood 25 November 2024
A few years ago, one of my favourite independent jewellery brands, Cult of Youth, felt the need to put a post out on Instagram about why they’re not doing Black Friday. The justifications were as expected; they already had tight margins, they couldn’t cope with increased volume because they were a one-woman band, and so […] The post Why this Black Friday you should support small instead appeared first on Insites.
Show More