I represent a SEO agency focused on e-commerce stores doing roughly $2k–$10k per year in revenue.
Our sales process usually looks like this:
1. Introduction 2. Analysis & strategy 3. Business case & proposal Where I struggle is in the introduction phase.
We typically do some light upfront analysis before the call, but I’m unsure how deep to go. If we stay high-level, it can feel generic and doesn’t always build enough confidence. If we go too deep, it starts to feel like we’re giving away too much value before there’s commitment.
For those of you selling SEO or similar services — how do you handle this balance?
How much insight do you share in the first meeting to build trust without over-delivering too early?
Would appreciate hearing how others structure this.
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