Add worth to web optimization studies with storytelling
Month-to-month web optimization studies are an important a part of any web optimization technique as a result of they supply an outlet to teach prospects, present ROI, and information the conversion for upsells.
Whereas web optimization studies are essential in some ways, they’re normally decreased to boilerplate PDF templates despatched to purchasers every month with a generic message. If this describes your web optimization reporting strategy, you’re lacking out on important alternatives to retain purchasers and upsell with fastidiously crafted storytelling methods.

web optimization reporting has at all times been an necessary a part of my deliverables. Whether or not I am working with purchasers by means of my company, StrategyBeam, or once I labored in a company group, I discovered that good reporting made an enormous distinction with belief constructing and general technique. No matter who you are working with — nationwide manufacturers or native companies — I’ve discovered that strong web optimization reporting helps floor the shopper relationship. Over the previous eight years, I have been capable of develop StrategyBeam to a mid-six-figure company. Customer support and outcomes have at all times been our bread and butter, and web optimization studies assist us present how we stand out from the competitors, and create long-term relationships with our purchasers.
You’ll want to incorporate web optimization studies into your common cadence if you’re struggling to maintain a shopper, otherwise you simply need a method to have interaction along with your purchasers in a deeper method. Now, greater than ever we have to present purchasers the worth we carry to the desk.
So, let’s check out the issues all helpful web optimization studies ought to embody, and the way you need to use storytelling ways to construct a relationship along with your prospects, show your methods’ worth, and uncover upsell alternatives as we speak!
1. Natural impressions, clicks, and CTR
Whereas web optimization has a broad attain, it is advisable get the fitting message to the fitting individuals in order for you them to click on by means of to your content material and convert.
This is the reason an excellent web optimization report ought to embody high-level metrics like organic impressions and clicks. Whereas this info doesn’t present a lot perception into on-page efficiency, it does provide a jumping-off level so that you can discuss to your buyer about adjustments in market traits and consumer conduct.
I wish to cowl high-level information at first of every reporting name to set the desk for extra detailed discussions with prospects. I’ve used this information to suggest extra work for purchasers and use these metrics to indicate YoY enchancment, and justify work throughout particular durations.
I current information from Google Search Console and Google Analytics to assist my purchasers perceive how we will affect their website’s general efficiency. Listed here are a number of factors that I contact on based mostly on present click on and impressions:
- What it means: Impressions = how typically content material seems, clicks = what number of instances individuals click on on SERPs.
- The place to search out it: Google Search Console
- When to make use of it: Determine content material and construct strategy. Construct sprints to deal with drawback areas. Pages which might be performing between 3-12 ought to be optimized, and low CTR ought to enhance meta, interlinking, and technical concerns.
- How you can optimize: Excessive impressions + low clicks = replace title and meta description. Low impressions = add FAQ schema.
Regardless that clicks and impressions do not convey an excessive amount of details about an internet site’s efficiency, you need to use this a part of your web optimization report back to ease into upsell alternatives and present your web optimization chops in the case of the broader scope of web optimization advertising and marketing and the way all the things is interconnected.
2. Key phrase rating
Since web optimization is all about getting particular pages to rank for goal key phrases, it is advisable embody key phrase efficiency and rankings in your web optimization report. I like utilizing key phrase info to jumpstart a dialog with my purchasers round consumer intent and bringing web optimization technique again to their enterprise objectives.
I like utilizing this time to indicate that I perceive web optimization is greater than key phrases and Google. On the finish of the day, if my web optimization technique shouldn’t be driving qualified traffic and boosting conversions, then my purchasers will discover one other company.
Key phrases are the idea of serps, and I like to make use of key phrase rating information to tie within the “greater image”, together with particular web optimization ways and push to safe extra gross sales.
Listed here are a number of speaking factors to think about with key phrase efficiency in my month-to-month web optimization studies and shopper check-ins:
- Present snapshots of key phrase instruments like Moz Key phrase Software and Ahrefs to indicate patterns. Tie MoM adjustments into an SEO report template to indicate progress and enhance every shopper name’s power.
- Advocate content material optimizations, outreach, and different web optimization ways to drive goal key phrases. Tie key phrase rating to your companies, outcomes, and your shopper’s enterprise objectives.
- Run a fast technical web optimization audit and content material audit to offer new alternatives for extra work. It is a good way to enhance your shopper’s website’s efficiency whereas additionally rising belief and month-to-month revenue.
Key phrase rankings give a robust sign round consumer intent, market traits, and competitor methods. You should use key phrase rankings in your web optimization studies to focus consideration on success and transfer the dialog in direction of upselling alternatives to shift gears and align your web optimization technique along with your purchasers’ enterprise objectives.
3. Describe how individuals have interaction along with your content material
web optimization methods are usually described in summary phrases, so it is our job as web optimization professionals to attach the dots for purchasers every time attainable between web optimization metrics and their enterprise objectives.
You most likely spend a number of time speaking about completely different web optimization advertising and marketing angles, just like the buyer journey, web site efficiency, and consumer intent. All of those components affect how serps rank content material, and much more importantly, all of those components affect conversion charges.

Nevertheless, web optimization is summary and difficult for our purchasers to know. That is why we have to embody concrete phrases, visuals, and explanations in our studies for ongoing training and trust-building measures.
For instance, I handle web optimization and content material for a big participant within the transport trade. This trade is extraordinarily area of interest, however every sale can result in 8-figure offers for my shopper. I used to be capable of illustrate to the shopper about how they might improve leads by increasing their present content material Hub/Spoke mannequin and use their web optimization studies to speak them by means of completely different points of their enterprise like:
- Categorize content material in your website and assign particular metrics and objectives on your purchasers.
- Monitor content material based mostly on matters and what content material moved individuals by means of the shopper journey.
- Use Content material Drill Down in Google Analytics to indicate how readers transfer by means of the web site. This info is effective to focus on alternatives to optimize content material.
- Jumpstart a dialog round different web optimization ways like interlinking, running a blog, and on-page optimizations.
Exhibiting how individuals have interaction with my shopper’s web site was a key half to improve training, and assist visualize how your month-to-month web optimization work impacts your shopper’s web site. When you can level out a bottleneck within the buyer journey and provide CRO, interlinking, or on-page optimizations, then you might be in your method to construct shopper belief and slide into an upsell alternative.
4. Google Analytics occasions
Google Analytics and Google Tag Supervisor can be utilized to indicate how your web optimization and CRO methods influence consumer conduct after they attain your web site. You’ll be able to educate your prospects about on-page web optimization by monitoring clicks on particular CTAs all through particular person pages.
In latest months I’ve began working with a number of purchasers on CRO and content material optimization tasks. Not solely are these nice methods to assist purchasers attain their objectives, however they’re additionally high-margin tasks that may present fast outcomes.
One of many metrics I concentrate on once I assessment purchasers’ outcomes is how individuals have interaction with their CTAs. Which means that I’ve to attach Google Tag Supervisor and Google Analytics to indicate that our optimizations push extra web site guests to useful pages like contact kinds and gross sales pages.
For instance, I not too long ago ran a small take a look at for a shopper to indicate them that with some on-page web optimization tweaks we might enhance CTR for numerous posts and pages. I recognized a number of pages that may present the perfect outcomes, closed the mission, and after a month of testing I used to be capable of embody CTA clicks on completely different pages that I optimized.
After a number of months of on-page optimizations I can see an enormous enchancment for CTR and lead technology on their website. Here’s a fast screenshot of CTA clicks on the shopper’s website from the pages/posts I optimized:

This small take a look at was a hit and result in ongoing month-to-month optimizations throughout their deep content material library. Consequently, I’m able to present the influence our on-page optimizations make to their lead high quality and bottomline.
It is a excellent instance of how we will use studies to construct rapport, present our information, and take a look at concepts with purchasers. Plus, it will possibly all result in useful upsells- however none of that is attainable with no good wanting and informative report back to backup our claims.
Whereas this isn’t an enormous a part of my web optimization reporting course of, I attempt to embody metrics round consumer conduct to elucidate how individuals have interaction with on-page content material. This info can even assist tie high-level web optimization metrics to enterprise objectives, that are important components of the general story I convey to my purchasers every month.
5. Add native web optimization information
Native web optimization is an important a part of an web optimization technique to drive certified leads and gross sales for native enterprise homeowners. It can save you a number of time by utilizing a instrument like Moz Native to maintain NAP and listings constant on your purchasers, and you need to use wonderful native web optimization reporting instruments to indicate the outcomes of your native web optimization ways.
I’ve a number of purchasers that provide native web optimization companies. Not solely do these companies provide fast worth to those purchasers, however the native web optimization companies additionally present me with a good way to pitch extra companies like outreach, web page optimizations, and running a blog.
Whereas native web optimization shouldn’t be an amazing match for your whole purchasers, you possibly can unwrap nice alternatives in case you provide sincere options to deal with their wants and current exact information to indicate your efforts’ worth.
You’ll want to embody native web optimization metrics in your web optimization studies when it is sensible, and level out the metrics that matter to enterprise homeowners like cellphone calls, foot site visitors, and driving instructions!
Use web optimization analytics to inform a narrative and construct buyer belief!
Reviews should not the primary cause many SEOs began on this career, however month-to-month web optimization studies assist us paint an image of our purchasers’ web optimization efforts. You can present the worth of your web optimization companies and hold purchasers longer if you understand how to inform a narrative round every metric, and tie outcomes again to your company!