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Adaptify Essentials 12: Proposal Mode

Welcome to another Adaptify Essentials! This video focuses on how to use our Proposal Mode to create a pitch perfect proposal - every time!

Summary:

Creating a New Proposal in Adaptify:

• Getting Started:
1. Log into your Adaptify dashboard and click on New Proposal.
2. Enter your client's URL and click Create. Adaptify will prepare the proposal by generating initial insights and content.
• Strategy Screen:
1. Review the Company Description, Client Persona, and Local SEO insights, all sourced from Google for accuracy.
2. Website Goals: Click Edit to view or adjust intake questions, which clarify the client’s primary SEO goals.
3. Export the intake questions as a PDF if you need your client’s input on any unanswered questions.
• SEO Deliverables Screen:
1. Export a Summary PDF to provide clients with an overview, including an SEO audit, keyword strategy, content plan, and backlink objectives.
2. Dive deeper into specific sections (e.g., Content Plan or Keyword Strategy) to explore and export content and keywords for further client review.
• Custom Plan Setup:
1. Choose a content package based on the client’s needs, including options for Unlimited Automatic Articles, Boosted Content Creation, or Manual Content Creation
2. Adjust link-building preferences, with a standard guarantee of 1 DR45+ backlink per month, or select plans offering up to 20 backlinks.
3. Optional: Add Human Editorial Review for $249 per month to ensure the highest accuracy and editorial quality.
• Activating the Site:
1. Click Activate Site if the client is ready to begin, initiating a 30-day trial.
2. To save the proposal for later, return to the client list by clicking the Adaptify symbol in the upper left hand corner. Revisit the proposal anytime by selecting the saved proposal from your list.

Additional Agency Resources:

• Useful Links Located at the Bottom of the SEO Deliverables Screen:
• Access an empty intake form to print and use with each client.
• Download the Adaptify Sales Pitch Deck as a PowerPoint or Google Slide to customize with your agency’s branding for proposal presentations.

For additional questions, contact Adaptify Support at support@adaptify.ai.

Video:

Transcript:

0:00 Hi, and welcome to Adaptify Essentials. Today, we're going to take a look at how to create a new proposal so that you can do a pitch-perfect proposal every time for your new clients, without having to add their site permanently to your Adaptify account. 0:15 Let's get Whenever you have a new client that you're attempting to sell your SEO services to, you can add them directly into your Adaptify dashboard so that you can get them a custom strategy, keywords, and even proposal content with a snap of a finger. 0:31 To do so, you're simply going to log in and click on New Proposal. From here, put in your client's URL. 0:38 And click Create. This will take a moment as we're getting your proposal ready. The first screen of your proposal that pops up is going to be a strategy screen. 0:49 This screen is mostly going to be for your agency's use and is going to show you things such as the company's description, the client persona, and the local SEO. 1:00 All three of these are pulled straight from Google, so it's good to get an overview of what Google already thinks about this site. 1:07 All three of these editable, but again, because it's coming straight from Google, you really shouldn't have to do much editing here, and it should be pretty spot on. 1:16 The fourth thing that you'll see on this screen is going to be the website goals. If you'd like, you can go ahead and click on Edit, and this is going to bring you to a set of intake questions. 1:27 These are going to help you figure out what your client's primary SEO goals for this site will be. Some of them will have filled out to the best of our ability, but you can feel free to change them if you'd like. 1:38 As you scroll down, you'll find that there are a few that we don't have any, examples for yet. As you keep going down, if there's any of these that you would like your client to fill out for you, all you need to do is click Export, and you'll get an exportable PDF that you can share with your client. 1:56 When you're done, go ahead and click the X. And that's it for the Strategy screen. The next screen is going to be showing you your deliverables, so go ahead and click continue. 2:08 And now we're on your SEO deliverables screen. There's two ways to view this screen. The first one is an overview. 2:16 If you click on Export Summary PDF, what you'll get is a PDF of everything you see here, including this little SEO audit, some keyword strategy with some keywords already preloaded. 2:30 You'll be able to see a little bit of a content plan, talk about backlink building, And for this site, it's going to come as balanced. 2:38 automatically for their objective. You'll also get a printout that includes everything that is included with this website for easy reference while you're talking to your client. 2:49 If you'd like to dive into any of these deeper, simply click on whichever section you'd like to dive into. And then from here, you can go ahead, plan more articles, and get a suggested content plan. 3:03 Again, these are things that you can export out and share with your clients so that they can have an idea of what's what it is that you're offering. 3:09 If we click go back, we can also take a look at the same kind of details for our keyword strategy. 3:17 You can export these out to a CSV. And again, the same thing, if you'd like to discuss the objective with the client, we can either prioritize accuracy, prioritize their SEO performance, or every site will come balanced by default. 3:36 Once you're happy with everything that you've grabbed from the deliverables page, the final page is going to be setting up their custom plan. 3:44 Through Adaptify, we now have a custom plan The top option that's going to be our recommended is what's standard and comes with every single site currently. 3:53 So if you're a current Adaptify user, this is going to be the unlimited articles, research, keywords that you're already used to. 4:01 If your client would like boosted content up to 40, 60, or 80 articles a month, we also have options for that. 4:10 If they want to save a little bit of money, we also now have a manual content creation option. This saves them $20 a month, but it does take away all of the auto publishing their account. 4:22 And then if you are on an agency plan, you can actually disable content, which will save your client a little bit of money a month as they won't be paying for of the content. 4:30 And if you do that, they'll only get backlinks. For now, we're going to put this back to our recommended standard and we'll take a look at our link building. 4:39 You also have some options here. The current standard that's coming with every account right now is going to be the one backlink a month guaranteed at a DR45 for $199 a month. 4:52 We also have additional plans here. If you would like to guarantee additional backlinks for your clients, Anywhere from 2, 3, 5, 10. 5:00 All the way through 20. Again, if your agency is on an agency plan, you will have the option to disable the backlink package if your client prefers only content. 5:12 And now we also have an additional offering, which is human editorial review. This means someone from our team actually comes through, looks at the articles, make sure that they sound human. 5:24 Everything is written, linked to correctly. There's no broken images, all of that kind of fun stuff that really. Really ensures that the AI hasn't had any hallucinations and it gives you the highest accuracy in all of your articles. 5:37 This is an additional $250 a month if your clients are interested. After you've chosen and configured your plan, you'll be able to see your total monthly price. 5:49 At this point, if your client is ready to start, you can go ahead and click on Activate Site. This will start their free 30-day trial and it will let you know when their billing subscription will start. 6:01 If you're not quite ready, however, to go ahead and activate the site, all you need to do is scroll back up to the top, click on the Adaptify symbol, and it will take you back to your list of clients. 6:12 Now, as you can see, I have a bunch of proposal sites here. The one that we just created is the one here up top. 6:19 So if your client comes back to you tomorrow and says we're good to go, all you need to do is click back in. 6:25 If they filled out any of their website goals, you at this point can come in and edit those and fill them out. 6:30 But if they haven't and they just want to get started, just click Continue Through and Activate Site. It's as simple as that. 6:40 One other thing that I do want to share with you. As you're going through this, under the Deliverables page, we also have some things just for you, the agency. 6:50 At the very bottom At the bottom of the page you'll find these two useful links. Useful resources. One is going to be a completely empty intake form if you just want to download this and print it off for every client that you do the proposals for. 7:01 And the other is going to be our sales pitch d***. You can download this either as a PowerPoint or a Google slide and feel free to customize it with your agency's name, branding, colors, all of that fun stuff. 7:15 Hopefully this has been helpful. As always, if you have any questions, do feel free to reach out. You can reach us at support at adaptify.com. 7:22 Have a great day.

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• Adaptify Essentials 12: Proposal Mode
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