SEO Agency Sales Hub
Introduction
Welcome to our SEO Agency Sales Hub Template, built by Digital Consulting Solutions. As Notion Masters and owners of an SEO agency, Organix Media, we bring a unique blend of expertise and practical experience to the table. This template isn't just a product; it's a reflection of our own successful practices. We understand the specificities of an SEO agency because we face them daily in Organix Media. Every component of this template is built with the insights and know-how we've gained from our hands-on experience. By using these templates for our operations, we ensure they are not only functional but also effective AND VISUALLY APPEALING (yes, it's possible with Notion)!
Get ready to experience a tool that's been tried and tested in the real world of SEO!
What’s Included?
The SEO Agency Sales Template includes:
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Business Overview: Includes a set of deliverables with important information from your company to assist your salespeople and lead generation specialists do their job. This section includes by default the following deliverables, which templates for each are sold separately:
- Business Information: Business details and data about your company such as about, mission, vision, services and descriptions, etc.
- Customer Avatar: Information about your target customers.
- Brand Deck: Showcase your brand identity, logos, typography, colors, etc.
- Marketing Assets: A list of digital flyers that your team can use for sales and lead generation.
- Portfolio: Showcase project results and related screenshots.
- Sales Strategies: Simple template to manage all your current sales strategies' details, including their approach and objectives.
- Product Catalog: A detailed listing of your services with pricing, classification and description.
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Lead Gen & Client Manager: Manage contact information, sales process status, and more.
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SOPs, Guidelines, Resources, and Tools Repository: Filter your standard operating procedures, guidelines, and essential tools dedicated to your salespeople and lead generation specialists.
- Customizable Graphics: You'll have access to the SVG files if you want to change the font or colors of the graphic elements (in the Guidelines section, you'll find ''Notion Graphic Elements''.
- How to Use Guides: Each section includes a quick guide in Notion to help you make the most of the features.
- Security: Each page and database is locked to prevent accidental modifications or edits by yourself or team members.
- Page Share: We can provide assistance to correctly give page and database access to your team members, which is quite complicated but possible with Notion by locking pages, and databases, setting advanced ''who'' filters, teamspace settings, and page sharing settings.
- Check out the bottom of the description for the complete screenshot!
It's important to note that this template is an add-on in the entire workspace. It's functional as it is for general, basic needs, but you might need to purchase add-ons for a more complete experience (see below).
Workspace Add-Ons
In addition to the SEO Sales Hub Template, we provide an extensive range of specialized add-on templates, all designed for quick integration. Should you opt for any of these add-ons, our team is ready to assist you in smoothly merging them with your existing setup. Our collection includes a variety of module templates, deliverable-specific templates, and an assortment of general templates, each tailored to enhance and expand the functionality of your digital marketing toolkit.
Module Templates
These templates often contain many databases and pages and are related to business management, such as:
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Administration & Finances
- Business Information: Your address, tax numbers, government identifications, owner details, etc.
- Meetings: Track both your personal and team meetings efficiently.
- Treasurer: Handle bookkeeping, cash flow, budgeting, invoices, etc.
- Product Catalog: A detailed listing of services with pricing and costs.
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Project Management
- Project Overview: Manage project information, tasks, and deliverables.
- Job Manager: Track all jobs related to services your clients purchased from you.
- Content Manager: Plan, organize, and track your clients' content strategies.
- Task Manager: Comprehensive task management for you, your team, and your clients.
- Portfolio: Showcase project results and related screenshots.
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Human Resources
- Staff: Manage all team members, including personal information and roles.
- Hiring: Handle team roles, hiring needs, job offers, and onboarding processes.
- Salary Management: Manage salaries, including increase plans and proposal emails.
- Access Management: Control access to deliverables, SOPs, guidelines, resources, and tools.
- Payroll Management: Oversee freelancer invoices, compensations, time tracking, and payment statuses.
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Sales & Marketing
- Lead Gen & Client Manager: Manage contact information, sales process status, and more.
- Marketing Strategy: Develop strategies with allocated budgets and timelines.
- Partners: List of all your client's partners, social media accounts, directories, etc. in one place!
- Sales Strategies: Simple template to manage all your client's sales strategies' details, including their approach and objectives.
Deliverable Templates
These templates often contain one or a few databases directly related to SEO client deliverables, such as:
- Competitor Analysis: Analyze competitors' data and set goals and gaps.
- Keyword List: Organize and prioritize keywords with a bunch of different metrics.
- SEO Campaign: Overview of all the elements of the SEO campaign.
- SEO Audit: Track URLs with crawl errors and a list of problems to fix with their status.
- Content Manager: Organize and schedule your content creation.
- Website Mapping: Visualize and plan website structure with design and copywriting status.
- Link Building: Track and manage your link-building efforts and strategies.
- Social Media Manager: Plan and track your social media postings.
- Business Information: Centralize all essential business details and data about the client for copywriting and local SEO.
- KPI Tracker: Monitor and analyze key performance indicators.
- Customer Avatar: Create detailed profiles of your client's target customers.
- Brand Deck: Showcase your client's brand identity, logos, typography, colors, etc.
- Marketing Assets: A list of digital flyers that your client can use for sales and lead generation.
General Templates
These templates are related to general templates for certain important databases or for workspaces and such.
- Main Workspace Template: Central point to manage your data and those from your team members including meetings, tasks, project management, deliverables, SOPs, guidelines, tools, and more!
- Project Template: Project page that includes login and contact information, quotes and invoices, meetings, tasks, deliverables, and a client space with reporting.
- Business Plan Template: Essential for strategic planning and growth, includes linked views of existing databases such as team roles, cash flow, marketing strategy, brand deck, etc.
- Team Member Workspace Template: Workspace with secured pages and tables to show only data that they have access to, including meetings, tasks, deliverables, SOPs, guidelines, resources, and tools.
- Guest Space Template: Minimalistic workspace with tasks only for your team members who don't have a Notion Membership.
- Company Home: Page with information about your business that can be viewed by anyone in your business such as your history, mission, products/services, team member and their roles, and resources (contacts, FAQ, Notion basics, etc.).
If you purchase this SEO Agency Sales Hub template, please send us an email if you need other of the templates above and we will contact you to discuss pricing and any necessary customizations.
SEND EMAILHow To Start Using It
After purchase, you will find the link to duplicate the SEO Agency Sales Hub template into your Notion account. You will need a Notion account (free or paid) to duplicate.
Customer Support
We at Digital Consulting Solutions are committed to ensuring that you get the most out of our SEO Agency Sales Hub template. Our customer support includes:
- Guidance on Usage: We offer assistance on how to effectively utilize the template.
- Feedback and Suggestions: We welcome your input to make our templates better.
- Customization Services: For additional consultation fees, we can help you customize the templates or create new ones.
- General Support: For any other questions or support needs, feel free to reach out.
For any support or customization inquiries, please email us at ahmed@digital-consultations.com.
Disclaimer
General Use
The SEO Agency Sales Hub Template ("the Product") is provided by Digital Consulting Solutions ("the Company") on an "as is" and "as available" basis. The Company makes no representations or warranties of any kind, express or implied, as to the operation of the Product or the information, content, materials, or products included on the Product. You expressly agree that your use of the Product is at your sole risk.
Limitation of Liability
To the full extent permissible by applicable law, the Company disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. The Company does not warrant that the Product, its servers, or e-mail sent from the Company are free of viruses or other harmful components. The Company will not be liable for any damages of any kind arising from the use of the Product, including, but not limited to direct, indirect, incidental, punitive, and consequential damages.
Product Functionality and Content
The Product is a digital template designed for use within the Notion platform. The Company is not affiliated with Notion, and the functionality of the Product is dependent on the ongoing compatibility with the Notion platform. The Company is not responsible for any loss of data, functionality, or other damages resulting from updates or changes to the Notion platform.
The information and content provided within the Product are for informational purposes only and are not intended as professional advice. Users should seek appropriate professional advice before taking or refraining from any action based on the content provided within the Product.
Modifications and Availability
The Company reserves the right to make changes to the Product, its content, and its pricing at any time without notice. The Company does not guarantee that the Product, or any content on it, will always be available or be uninterrupted. Access to the Product is permitted on a temporary basis. The Company may suspend, withdraw, discontinue, or change all or any part of the Product without notice. The Company will not be liable to you if for any reason the Product is unavailable at any time or for any period.
User Responsibility
You are responsible for making all arrangements necessary for you to have access to the Product. You are also responsible for ensuring that all persons who access the Product through your internet connection are aware of these terms of use and other applicable terms and conditions, and that they comply with them.
Governing Law
This disclaimer shall be governed by and construed in accordance with the laws of the jurisdiction in which the Company is based, without regard to its conflict of law provisions.
Agreement
By using the Product, you signify your agreement to this disclaimer. If you do not agree to this disclaimer, please do not use the Product. Your continued use of the Product following the posting of changes to this disclaimer will be deemed your acceptance of those changes.
Last Update
This template was last updated on March 14th, 2024.
Complete Screenshot
Got Any Questions?
BOOK A CALLYou'll get a user-friendly Sales Hub template for your SEO agency, built by Digital Consulting Solutions. Developed from real-world experience at Organix Media, it features essential business information, SOPs and guidelines for your salespeople and lead generation specialists. The template is expandable with specialized add-ons, catering to a range of specific agency management needs.