SEO Aii – Full Sales & Lead Guide

Complete step-by-step instructions, scripts, and techniques for your sales team.

Step 1 – How to Get Leads (Supply)

  1. Pick Your Niche & City: Example: Plumber Toronto, Roofer Mississauga.
  2. Search Local Businesses: Use Google search & Google Maps: “[Service] + [City]”.
  3. Check Website CMS: Confirm WordPress by right-click → View Source → look for wp-content / wp-includes.
  4. Identify SEO Weaknesses: Not ranking top 3? No blog? Weak Google Maps? Outdated website?
  5. Collect Lead Info: Name, Website, Phone, Email, City, Niche, Notes on SEO issues.
  6. Save in CRM: Use Google Sheets or Excel. Include Status, Last Contact, Next Follow-Up, Notes.
  7. Daily Target: 30–50 leads scraped, 10–15 calls/day, 5–8 conversations/day, 1–2 deals/week.
  8. Optional Tools: Hunter.io, Snov.io for emails, LinkedIn for business verification.

Step 2 – Phone Scripts

Script #1 – Short & Direct

  • Hi, is this [Name]? I’m [Agent] from BusyZ. Quick call — we help small businesses get more customers online while cutting marketing costs.
  • We handle everything: Google Maps, SEO, Social Media, Paid Ads, Website updates.
  • Question: Are you paying different companies or doing it yourself?
  • If yes: Offer a free custom marketing plan showing savings and potential ROI.

Script #2 – Businesses Already Doing Marketing

  • Hi [Name], this is [Agent] from BusyZ. Many local businesses spend money on marketing but don’t see results.
  • We bundle SEO, Maps, Social Media, Ads, Website Updates — all in one plan.
  • Offer a free review of current spending to show potential savings.

Script #3 – Fast Close / Budget Based

  • Hi [Name], we help small business owners get more calls & customers — often for less than they spend now.
  • Custom plans based on budget ($299–$1,500/month).
  • Quick question: If results are good and price is affordable, would you try a plan?

Step 3 – Email Scripts

Campaign #1 – Short & Simple

  • Email 1 – Intro: Reduce marketing costs for small businesses. Offer free custom plan.
  • Email 2 – Follow-up #1: Ask if paying separate companies. Offer cost comparison.
  • Email 3 – Follow-up #2: Highlight more customers without higher ad spend. Offer free strategy.

Campaign #2 – ROI & Budget Focus

  • Custom plan based on budget with all services included.
  • Follow-ups focus on showing potential leads, savings, and current performance gaps.

Campaign #3 – Already Running Marketing

  • Highlight overspending on SEO, Ads, Social Media, Website.
  • Bundle all services into one affordable plan.
  • Offer free audit → follow-up for proposal & budget confirmation.

Step 4 – Deal Closing Techniques

  1. Keyword Gap Close: “Your competitors rank for 40–100 keywords; you’re ranking under 10. We can fix this.”
  2. Start Small Close: Begin with 30–50 keywords → scale after results.
  3. Guarantee Close: We track rankings and adjust until results are achieved.
  4. Decision Close: “Do nothing and pay same results, or try SEO Aii?”
  5. Scarcity Technique: Only limited businesses per city to avoid conflicts.

Step 5 – Client Ready to Start (VERY IMPORTANT)

Once the client agrees to move forward, follow this process exactly. Never start work without payment and access.

  1. Confirm Service & Price:
    Clearly confirm the package, monthly price, and what services are included (SEO, Google Maps, keywords, reporting).
  2. Collect Payment First (Non‑Negotiable):
    Client must pay before any work begins. Accepted methods: PayPal, E‑Transfer, or other approved payment options.
  3. Request WordPress Access:
    Ask the client to create a WordPress admin user and provide:
    • WordPress Login URL
    • Username
    • Password
    (Never accept shared logins — admin access only.)
  4. Send Order to Us (Wholesale):
    After you receive payment from the client, place your order with us and pay the agreed wholesale price.
  5. Provide Credentials Securely:
    Send us the WordPress login credentials and any required business details so work can begin immediately.
  6. Work Begins:
    Our team starts SEO, Google Maps optimization, on‑page fixes, and ranking improvements.
  7. Ranking & Performance Report:
    Within 14–30 days, we provide a full ranking and progress report.
  8. Share Report With Your Client:
    You can confidently send the report to your client to show keyword movement, visibility improvements, and progress.
Important Rule:
Never promise results without payment. Never start work without WordPress access. This process protects you, the client, and ensures fast results.