Thursday, June 30, 2016

SEI Alumni Highlight: Noel Wichman – Veteran

Noel WichmannSolar Energy International (SEI) is proud to welcome Noel Wichman into SEI’s alumni network. Noel has the distinction of being the first student to utilize his Veterans Benefits to enroll in classes at SEI. Living just 10 miles away from SEI’s Campus in Paonia, CO, Noel’s drive to SEI was short but his journey to solar training was long. Noel’s interest been interested in the solar industry for two decades but only recently began solar installation training.

The impetus of SEI accepting Veterans Benefits for in-person classroom and hands-on lab training through SEI’s Solar Professionals Certificate Program (SPCP) was a marked turning point in his journey. Previously, Noel spent 13 years as active duty in the U.S. Air Force before working for a mining company in Colorado. Now, however, the time was ripe for a career transition. “I’ve always had a great interest in solar and it seems like the time is right for the whole industry…For better or for worse, solar is becoming more prominent in the energy industry and meeting the energy needs of the world.”

He chose to come to SEI to begin his career because of their longstanding reputation as a solar training provider and their commitment to hands-on education. “I’ve known about SEI for many, many years and the changes in the solar industry since I was first interested, which is almost 20 years ago, to now have been leaps and bounds. I need to be up to speed. From a practical perspective, hands-on experience with instructors who that have book knowledge and hands-on experience in the field, how can you beat that?”

And utilizing his Veterans Benefits was easier than expected. Speaking of his experience, Noel recounted that ““all I had to do to enroll using my GI bill funding at SEI was to give them my VA paperwork, saying how much I was approved for, 100% in my case, and everything else they did. We had a phone call for the courses and when I’d like to start and then it was hands off” In fact, though Noel was the first student to enroll using Veterans Benefits, there were several more who followed suit in his class alone.

For the other veterans and active duty military personnel looking forward in their careers? Noel highly recommended SEI’s solar installer training because of the straightforward enrollment process and engaging learning environment. When asked if he thought their was a place in the solar industry for members of the military Noel says: “I think there’s a lot of changes in the military in terms of environmental concerns where solar training would be very conducive to a future career in the military still, let alone afterwards. No question.”

And for anyone else starting a new career, Noel “would recommend  any kind of hands-on training to get your start in any industry, especially the solar industry. Nothing beats experience. Book learning is great. Hands-on is better.”

The post SEI Alumni Highlight: Noel Wichman – Veteran appeared first on Solar Training - Solar Installer Training - Solar PV Installation Training - Solar Energy Courses - Renewable Energy Education - NABCEP - Solar Energy International (SEI).

Solar Energy International (SEI) Launches Solar Ready Colorado Training Outreach Program

Solar Ready Colorado logoBuilding upon Solar Energy International’s (SEI) technical solar training program that has been in operation for over 25 years with over 45,000 alumni worldwide – SEI is launching a Colorado based training and career outreach program titled – ​Solar Ready Colorado: Solar Professionals Training and Outreach Program​.

SEI will lead a team of industry partners to promote and offer SEI’s industry recognized technical solar energy training program and provide needed recruitment and career counseling services to key industries and workforce populations in the State of Colorado.

SEI will build upon current and past industry partnerships that include leading industry associations and the largest employers in the solar industry. These efforts will ensure Colorado’s talent pipeline will stay strong and be a national model for preparing our state’s workforce for the changing landscape of energy production and distribution. Solar Ready Colorado partner organizations include: Grid Alternatives | Colorado Office, SunRun, Colorado Solar Energy Industries Association (COSEIA), and the Delta County, Colorado Public School System.

Since 1991, SEI has trained over 1000 Coloradans, but there is more work to be done to ensure a highly skilled workforce ready to take on the increasing amount of solar installations being integrated year after year.  The Solar Ready Colorado initiative is focused campaign to expand SEI’s efforts in the activities of outreach and recruiting by providing dedicated staffing and outreach efforts to the Colorado specific market. As a national and global training provider, this program which is part of a matching grant program through the Colorado Department of Labor and Employment’s WORK Act Grant is empowering SEI to focus efforts in our home state of Colorado. Watch overview video of the SEI’s training experience >>

SEI’s current and historical training and outreach efforts over the last 25 years has resulted in growing the largest alumni network of people from all 50 states and more than 160 countries. With this is mind, we can do more for our home state of Colorado by targeting candidates within our own state’s boundaries to increase the number of individuals who enroll in and complete SEI’s skilled worker training program to prepare them for careers in the renewable energy sector. In 2015 alone, SEI trained 170 Coloradans and have trained over 1000 people from our home state since 1991. With a dedicated statewide effort – we can train so many more!

By creating a more targeted focus of outreach and training within Colorado, SEI will be able to increase the number of Coloradoans who can fill the predicted skilled workforce shortage in Colorado specifically in the solar industry. In a recent 2015 solar jobs report, Colorado ranks in the top 10 nationally for solar jobs with almost 5000 employed in the sector growing exponentially (over 173% growth in the last 10 years) as compared to other energy sectors like coal mining activities. Colorado is attracting large solar PV investors and projects into our state and it is crucial for Colorado to have a trained and skilled workforce to take on these projects vs. skilled labor human resources being brought in from other states.

View Training Schedule >>

Coloradoans need to be aware of the solar industry and the growth of career opportunities in this sector. Furthermore, they need to understand how to access the training and certification needed to become active participants in this industry. In addition to providing the industry’s most respected technical training, a targeted informational campaign will be deployed to help connect people with transferable skills into SEI’s training program and connect them with our program employer partners. This will be accomplished by working with the Colorado Department of Labor and industry partners who have agreed to be active members of this program.

SEI’s training and outreach program will ensure an employment pipeline within Colorado to not only prepare adult skilled workers with transferable skills, but also youth. This program will target graduating High School students through SEI’s Solar in the Schools Outreach Career and Technical Education program to prepare them for the solar energy workforce and the growing renewable energy economy in Colorado.

The solar industry plays a huge role in leveraging workers from Colorado’s key industries. From Energy & Natural Resources, Infrastructure Engineering, Technology & Information, and Electronics – the solar industry draws upon all of these areas to successfully deploy residential, commercial, and utility scale solar PV installations across the state.

The SEI Solar Professionals Certificate Program is a rigorous multi-course / multi-track technical training program to help ensure the success of our students and provide a highly skilled workforce for the solar industry. This program provides the most comprehensive technical training in the solar industry with paths to graduation and earning the following SEI Professional Certificates: Residential and Commercial Photovoltaic Systems Certificate – Battery-Based Photovoltaic Systems Certificate – Solar Business and Technical Sales Certificate – and the Renewable Energy Applications Certificate. Multiple Certificates can be earned by adding courses to an original Certificate Path.

View Training Schedule >>

Educational hours earned from SEI’s training is approved for NABCEP Certification and Continuing Education, which is the most recognized certification in the industry. Employer partnerships through this grant will also strengthen the feedback loop between industry and SEI as the training provider to determine current, future, and critical solar industry workforce needs.

An individual Record of Completion with earned training hours will be issued at the end of each successfully completed individual training course. Once the participant completes the full multi-course program of training with SEI (completing at least 200 training hours), the SEI Solar Professionals Certificate will be awarded to the graduate to indicate the chosen track of study, area of emphasis, and total training hours earned. This SEI Solar Professionals Certificate Program is recognized, certified, and governed by the Colorado Department of Higher Education’s Division of Occupational Schools.

For more information about SEI’s Solar Ready Colorado initiative, contact:
Christopher Turek, Director of Marketing and Alumni Relations, Solar Energy International (SEI) – chris@solarenergy.org or by calling 970-527-7657 x115

The post Solar Energy International (SEI) Launches Solar Ready Colorado Training Outreach Program appeared first on Solar Training - Solar Installer Training - Solar PV Installation Training - Solar Energy Courses - Renewable Energy Education - NABCEP - Solar Energy International (SEI).

The Functional Content Masterplan – Own the Knowledge Graph Goldrush with this On-Page Plan

Posted by SimonPenson

[Estimated read time: 17 minutes]

On-page content is certainly not one of the sexier topics in digital marketing.

Lost in the flashing lights of "cool digital marketing trends" and things to be seen talking about, it's become the poor relative of many a hyped "game-changer."

I’m here to argue that, in being distracted by the topics that may be more "cutting-edge," we're leaving our most valuable assets unloved and at the mercy of underperformance.

This post is designed not only to make it clear what good on-page content looks like, but also how you should go about prioritizing which pages to tackle first based on commercial opportunity, creating truly customer-focused on-page experiences.

What is "static" or "functional" content?

So how am I defining static/functional content, and why is it so important to nurture in 2016? The answer lies in the recent refocus on audience-centric marketing and Google’s development of the Knowledge Graph.

Whether you call your on-page content "functional," "static," or simply "on-page" content, they're all flavors of the same thing: content that sits on key landing pages. These may be category pages or other key conversion pages. The text is designed to help Google understand the relevance of the page and/or help customers with their buying decisions.

Functional content has other uses as well, but today we're focusing on its use as a customer-focused conversion enhancement and discovery tactic.

And while several years ago it would have been produced simply to aid a relatively immature Google to "find" and "understand," the focus is now squarely back on creating valuable user experiences for your targeted audience.

Google’s ability to better understand and measure what "quality content" really looks like — alongside an overall increase in web usage and ease-of-use expectation among audiences — has made key page investment as critical to success on many levels.

We should now be looking to craft on-page content to improve conversion, search visibility, user experience, and relevance — and yes, even as a technique to steal Knowledge Graph real estate.

The question, however, is "how do I even begin to tackle that mountain?"

Auditing what you have

For those with large sites, the task of even beginning to understand where to start with your static content improvement program can be daunting. Even if you have a small site of a couple of hundred pages, the thought of writing content for all of them can be enough to put you off even starting.

As with any project, the key is gathering the data to inform your decision-making before simply "starting." That’s where my latest process can help.

Introducing COAT: The Content Optimization and Auditing Tool

To help the process along, we’ve been using a tool internally for months — for the first time today, there's now a version that anyone can use.

This link will take you to the new Content Optimisation and Auditing Tool (COAT), and below I’ll walk through exactly how we use it to understand the current site and prioritize areas for content improvement. I'll also walk you through the manual step-by-step process, should you wish to take the scenic route.

The manual process

If you enjoy taking the long road — maybe you feel an extra sense of achievement in doing so — then let's take a look at how to pull the data together to make data-informed decisions around your functional content.

As with any solid piece of analysis, we begin with an empty Excel doc and, in this case, a list of keywords you feel are relevant to and important for your business and site.

In this example, we'll take a couple of keywords and our own site:

Keywords:

Content Marketing Agency
Digital PR

Site:

www.zazzlemedia.co.uk

Running this process manually is labor-intensive (hence the need to automate it!) and to add dozens more keywords creates a lot of work for little extra knowledge gain, but by focusing on a couple you can see how to build the fuller picture.

Stage one

We start by adding our keywords to our spreadsheet alongside a capture of the search volume for those terms and the actual URL ranking, as shown below (NOTE: all data is for google.co.uk).

Next we add in ranking position...

We then look to the page itself and give each of the key on-page elements a score based on our understanding of best practice. If you want to be really smart, you can score the most important factors out of 20 and those lesser points out of 10.

In building our COAT tool to enable this to be carried out at scale across sites with thousands of pages, we made a list of many of the key on-page factors we know to affect rank and indeed conversion. They include:

  • URL optimization
  • Title tag optimization and clickability
  • Meta description optimization and clickability
  • H1, H2, and H3 optimization and clickability (as individual scores)
  • Occurences of keyword phrases within body copy
  • Word count
  • Keyword density
  • Readability (as measured by the Flesch-Kincaid readability score)

This is far from an exhaustive list, but it's a great place to start your analysis. The example below shows an element of this scored:

Once you have calculated score for every key factor, your job is to then to turn this into an average, weighted score out of 100. In this case, you can see I've done this across the listed factors and have a final score for each keyword and URL:

Stage two

Once you have score for a larger number of pages and keywords, it's then possible to begin organizing your data in a way that helps prioritise action.

You can do this simply enough by using filters and organising the table by any number of combinations.

You may want to sort by highest search volume and then by those pages ranking between, say, 5th and 10th position.

Doing this enables you to focus on the pages that may yield the most potential traffic increase from Google, if that is indeed your aim.

Working this way makes it much easier to work in a way that delivers the largest positive net impact fastest.

Doing it at scale

Of course, if you have a large site with tens (or even hundreds) of thousands of pages, the manual option is almost impossible — which is why we scratched our heads and looked for a more effective option. The result was the creation of our Content Auditing and Optimisation Tool. Here's how you can make use of it to paint a fuller picture of your entire site.

Here's how it works

When it comes to using COAT, you follow a basic process:

  • Head over to the tool.
  • Enter your domain, or a sub-directory of the site if you'd like to focus on a particular section
  • Add the keywords you want to analyze in a comma-separated list
  • Click "Get Report," making sure you've chosen the right country

Next comes the smart bit: by adding target keywords to the system before it crawls, it enables the algorithm to cross-reference all pages against those phrases and then score each combination against a list of critical attributes you'd expect the "perfect page" to have.

Let’s take an example:

You run a site that sells laptops. You enter a URL for a specific model, such as /apple-15in-macbook/, and a bunch of related keywords, such as "Apple 15-inch MacBook" and "Apple MacBook Pro."

The system works out the best page for those terms and measures the existing content against a large number of known ranking signals and measures, covering everything from title tags and H1s to readability tests such as the Flesch-Kincaid system.

This outputs a spreadsheet that scores each URL or even categories of URLs (to allow you to see how well-optimized the site is generally for a specific area of business, such as Apple laptops), enabling you to sort the data, discover the pages most in need of improvement, and identify where content gaps may exist.

In a nutshell, it'll provide:

  • What the most relevant target page for each keyword is
  • How well-optimized individual pages are for their target keywords
  • Where content gaps exist within the site’s functional content

It also presents the top-level data in an actionable way. An example of the report landing page can be seen below (raw CSV downloads are also available — more on that in a moment).

You can see the overall page score and simple ways to improve it. This is for our "Digital PR" keyword:

The output

As we've already covered in the manual process example, in addition to pulling the "content quality scores" for each URL, you can also take the data to the next level by adding in other data sources to the mix.

The standard CSV download includes data such as keyword, URL, and scores for the key elements (such as H1, meta, canonical use and static content quality).

This level of detail makes it possible to create a priority order for fixes based on lowest-scoring pages easily enough, but there are ways you can supercharge this process even more.

The first thing to do is run a simple rankings check using your favorite rank tracker for those keywords and add them into a new column in your CSV. It'll look a little like this (I've added some basic styling for clarity):

I also try to group keywords by adding a third column using a handful of grouped terms. In this example, you can see I'm grouping car model keywords with brand terms manually.

Below, you'll see how we can then group these terms together in an averaged cluster table to give us a better understanding of where the keyword volume might be from a car brand perspective. I've blurred the keyword grouping column here to protect existing client strategy data.

As you can see from the snapshot above, we now have a spreadsheet with keyword, keyword group, search volume, URL, rank, and the overall content score pulled in from the base Excel sheet we have worked through. From this, we can do some clever chart visualization to help us understand the data.

Visualizing the numbers

To really understand where the opportunity lies and to take this process past a simple I’ll-work-on-the-worst-pages-first approach, we need to bring it to life.

This means turning our table into a chart. We'll utilize the chart functionality within Excel itself.

Here's an example of the corresponding chart for the table shown above, showing performance by category and ranking correlation. We're using dummy data here, but you can look at the overall optimization score for each car brand section alongside how well they rank (the purple line is average rank for that category):

If we focus on the chart above, we can begin to see a pattern between those categories that are better optimized and generally have better rankings. Correlation does not always equal causation, as we know, but it's useful information.

Take the very first column, or the Subaru category. We can see that it's one of the better-optimized categories (at 49%) and average rank is at 34.1. Now, these are hardly record-breaking positions, but it does point towards the value of well-worked static pages.

Making the categories as granular as possible can be very valuable here, as you can quickly build up a focused picture of where to put your effort to move the needle quickly. The process for doing so is an entirely subjective one, often based on your knowledge of your industry or your site information architecture.

Add keyword volume data into the mix and you know exactly where to build your static content creation to-do list.

Adding in context

Like any data set, however, it requires a level of benchmarking and context to give you the fullest picture possible before you commit time and effort to the content improvement process.

It’s for this reason that I always look to run the same process on key competitors, too. An example of the resulting comparison charts can be seen below.

The process is relatively straightforward: take an average of all the individual URL content scores, which will give you a "whole domain" score. Add competitors by repeating the process for their domain.

You can take a more granular view manually by following the same process for the grouped keywords and tabulating the result. Below, we can see how our domain sizes up against those same two competitors for all nine of our example keyword groups, such as the car brands example we looked at earlier.

With that benchmark data in place, you can move on to the proactive improvement part of the process.

The perfect page structure

Having identified your priority pages, the next step is to ensure you edit (or create them) in the right way to maximize impact.

Whereas a few years ago it was all about creating a few paragraphs almost solely for the sake of helping Google understand the page, now we MUST be focused on usability and improving the experience for the right visitor.

This means adding value to the page. To do that, you need to stand back and really focus in on the visitor: how they get to the page and what they expect from it.

This will almost always involve what I call "making the visitor smarter": creating content that ensures they make better and more informed buying decisions.

To do that requires a structured approach to delivering key information succinctly and in a way that enhances — rather than hinders — the user journey.

The best way of working through what that should look like is to share a few examples of those doing it well:

1. Tredz Top 5 Reviews

Tredz is a UK cycling ecommerce business. They do a great job of understanding what their audience is looking for and ensuring they're set up to make them smarter. The "Top 5" pages are certainly not classic landing pages, but they're brilliant examples of how you can sell and add value at the same time.

Below is the page for the "Top 5 hybrids for under £500." You can clearly see how the URL (http://www.tredz.co.uk/top-5-hybrids-under-500), meta, H tags, and body copy all support this focus and are consistently aligned:

2. Read it for me

This is a really cool business concept and they also do great landing pages. You get three clear reasons to try them out — presented clearly and utilizing several different content types — all in one package.

3. On Stride Financial

Finance may not be where you'd expect to see amazing landing pages, but this is a great example. Not only is it an easy-to-use experience, it answers all the user's key questions succinctly, starting with "What is an installment loan?" It's also structured in a way to capture Knowledge Graph opportunity — something we'll come to shortly.

Outside of examples like these and supporting content, you should be aiming to

create impactful headlines, testimonials (where appropriate), directional cues (so it's clear where to "go next"), and high-quality images to reflect the quality of your product or services.

Claiming Knowledge Graph

There is, of course, one final reason to work hard on your static pages. That reason? To claim a massively important piece of digital real estate: Google Featured Snippets.

Snippets form part of the wider Knowledge Graph, the tangible visualization of Google’s semantic search knowledge base that's designed to better understand the associations and entities behind words, phrases, and descriptions of things.

The Knowledge Graph comes in a multitude of formats, but one of the most valuable (and attainable from a commercial perspective) is the Featured Snippet, which sits at the top of the organic SERP. An example can be seen below from a search for "How do I register to vote" in google.co.uk:

In recent months, Zazzle Media has done a lot of work on landing page design to capture featured snippets with some interesting findings, most notably the level of extra traffic such a position can achieve.

Having now measured dozens of these snippets, we see an average of 15–20% extra traffic from them versus a traditional position 1. That’s a definite bonus, and makes the task of claiming them extremely worthwhile.

You don’t have to be first

The best news? You don’t even have to be in first position to be considered for a snippet. Our own research shows us that almost 75% of the examples we track have been claimed by pages ranked between 2nd and 10th position. It's far from being robust enough yet for us to formalize a full report on it, but early indication across more than 900 claimed snippets (heavily weighted to the finance sector at present) support these early findings.

Similar research by search data specialists STAT has also supported this theory, revealing that objective words are more likely to appear. General question and definition words (like "does," "cause," and "definition") as well as financial words (like "salary," "average," and "cost") are likely to trigger a featured snippet. Conversely, the word "best" triggered zero featured snippets in over 20,000 instances.

This suggests that writing in a factual way is more likely to help you claim featured results.

Measuring what you already have

Before you run into this two-footed, you must first audit what you may (or may not) already have. If you run a larger site, you may already have claimed a few snippets by chance, and with any major project it's important to benchmark before you begin.

Luckily, there are a handful of tools out there to help you discover what you already rank for. My favorite is SEMrush.

The paid-for tool makes it easy to find out if you rank for any featured snippets already. I'd suggest using it to benchmark and then measure the effect of any optimization and content reworking you do as a result of the auditing process.

Claiming Featured Snippets

Claiming your own Featured Snippet then requires a focus on content structure and on answering key questions in a logical order. This also means paying close attention to on-page HTML structure to ensure that Google can easily and cleanly pick out specific answers.

Let’s look at a few examples showing that Google can pick up different types of content for different types of questions.

1. The list

One of the most prevalent examples of Featured Snippets is the list.

As you can see, Media Temple has claimed this incredibly visual piece of real estate simply by creating an article with a well-structured, step-by-step guide to answer the question:

"How do I set up an email account on my iPhone?"

If we look at how the page is formatted, we can see that the URL matches the search almost exactly, while the H1 tag serves to reinforce the relevance still further.

As we scroll down we find a user-friendly approach to the content, with short sentences and paragraphs broken up succinctly into sections.

This allows Google to quickly understand relevance and extract the most useful information to present in search; in this case, the step-by-step how-to process to complete the task.

Here are the first few paragraphs of the article, highlighting key structural elements. Below this is the list itself that's captured in the above Featured Snippet:

2. The table

Google LOVES to present tables; clearly there's something about the logical nature of how the data is presented that resonates with its team of left-brained engineers!

In the example below, we see a site listing countries by size. Historically, this page may well not have ranked so highly (it isn’t usually the page in position one that claims the snippet result). Because of the ways it has structured the information so well, however, Geohive will be enjoying a sizable spike in traffic to the page.

The page itself looks like this — clear, concise and well-structured:

3. The definition

The final example is the description, or definition snippet; it's possibly the hardest to claim consistently.

It's difficult for two key reasons:

  • There will be lots of competition for the space and answering the search query in prose format.
  • It requires a focus on HTML structure and brilliantly crafted content to win.

In the example below, we can see a very good example of how you should be structuring content pages.

We start with a perfect URL (/what-is-a-mortgage-broker/) and this follows through to the H1 (What is a Mortgage Broker). The author then cleverly uses subheadings to extend the rest of the post into a thorough piece on the subject area. Subheadings include the key How, What, Where, and When areas of focus that any good journalism tutor will lecture you on using in any good article or story. Examples might include
  • So how does this whole mortgage broker thing work?
  • Mortgage brokers can shop the rate for you
  • Mortgage brokers are your loan guide
  • Mortgage broker FAQ

The result is a piece that leaves no stone unturned. Because of this, it's been shared plenty of times — a sure fire signal that the article is positively viewed by readers.

Featured Snippet Cheatsheet

Not being one to leave you alone to figure this out though, I have created this simple Featured Snippet Cheatsheet, designed to take the guesswork out of creating pages worthy of being selected for the Knowledge Graph.

Do it today!

Thanks for making it this far. My one hope is for you to go off and put this plan into action for your own site. Doing so will quickly transform your approach to both landing pages and to your ongoing content creation plan (but that’s a post for another day!).

And if you do have a go, remember to use the free COAT tool and guides associated with this article to make the process as simple as possible.

Content Optimization and Auditing Tool: Click to access


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The Functional Content Masterplan – Own the Knowledge Graph Goldrush with this On-Page Plan

Posted by SimonPenson

[Estimated read time: 17 minutes]

On-page content is certainly not one of the sexier topics in digital marketing.

Lost in the flashing lights of "cool digital marketing trends" and things to be seen talking about, it's become the poor relative of many a hyped "game-changer."

I’m here to argue that, in being distracted by the topics that may be more "cutting-edge," we're leaving our most valuable assets unloved and at the mercy of underperformance.

This post is designed not only to make it clear what good on-page content looks like, but also how you should go about prioritizing which pages to tackle first based on commercial opportunity, creating truly customer-focused on-page experiences.

What is "static" or "functional" content?

So how am I defining static/functional content, and why is it so important to nurture in 2016? The answer lies in the recent refocus on audience-centric marketing and Google’s development of the Knowledge Graph.

Whether you call your on-page content "functional," "static," or simply "on-page" content, they're all flavors of the same thing: content that sits on key landing pages. These may be category pages or other key conversion pages. The text is designed to help Google understand the relevance of the page and/or help customers with their buying decisions.

Functional content has other uses as well, but today we're focusing on its use as a customer-focused conversion enhancement and discovery tactic.

And while several years ago it would have been produced simply to aid a relatively immature Google to "find" and "understand," the focus is now squarely back on creating valuable user experiences for your targeted audience.

Google’s ability to better understand and measure what "quality content" really looks like — alongside an overall increase in web usage and ease-of-use expectation among audiences — has made key page investment as critical to success on many levels.

We should now be looking to craft on-page content to improve conversion, search visibility, user experience, and relevance — and yes, even as a technique to steal Knowledge Graph real estate.

The question, however, is "how do I even begin to tackle that mountain?"

Auditing what you have

For those with large sites, the task of even beginning to understand where to start with your static content improvement program can be daunting. Even if you have a small site of a couple of hundred pages, the thought of writing content for all of them can be enough to put you off even starting.

As with any project, the key is gathering the data to inform your decision-making before simply "starting." That’s where my latest process can help.

Introducing COAT: The Content Optimization and Auditing Tool

To help the process along, we’ve been using a tool internally for months — for the first time today, there's now a version that anyone can use.

This link will take you to the new Content Optimisation and Auditing Tool (COAT), and below I’ll walk through exactly how we use it to understand the current site and prioritize areas for content improvement. I'll also walk you through the manual step-by-step process, should you wish to take the scenic route.

The manual process

If you enjoy taking the long road — maybe you feel an extra sense of achievement in doing so — then let's take a look at how to pull the data together to make data-informed decisions around your functional content.

As with any solid piece of analysis, we begin with an empty Excel doc and, in this case, a list of keywords you feel are relevant to and important for your business and site.

In this example, we'll take a couple of keywords and our own site:

Keywords:

Content Marketing Agency
Digital PR

Site:

www.zazzlemedia.co.uk

Running this process manually is labor-intensive (hence the need to automate it!) and to add dozens more keywords creates a lot of work for little extra knowledge gain, but by focusing on a couple you can see how to build the fuller picture.

Stage one

We start by adding our keywords to our spreadsheet alongside a capture of the search volume for those terms and the actual URL ranking, as shown below (NOTE: all data is for google.co.uk).

Next we add in ranking position...

We then look to the page itself and give each of the key on-page elements a score based on our understanding of best practice. If you want to be really smart, you can score the most important factors out of 20 and those lesser points out of 10.

In building our COAT tool to enable this to be carried out at scale across sites with thousands of pages, we made a list of many of the key on-page factors we know to affect rank and indeed conversion. They include:

  • URL optimization
  • Title tag optimization and clickability
  • Meta description optimization and clickability
  • H1, H2, and H3 optimization and clickability (as individual scores)
  • Occurences of keyword phrases within body copy
  • Word count
  • Keyword density
  • Readability (as measured by the Flesch-Kincaid readability score)

This is far from an exhaustive list, but it's a great place to start your analysis. The example below shows an element of this scored:

Once you have calculated score for every key factor, your job is to then to turn this into an average, weighted score out of 100. In this case, you can see I've done this across the listed factors and have a final score for each keyword and URL:

Stage two

Once you have score for a larger number of pages and keywords, it's then possible to begin organizing your data in a way that helps prioritise action.

You can do this simply enough by using filters and organising the table by any number of combinations.

You may want to sort by highest search volume and then by those pages ranking between, say, 5th and 10th position.

Doing this enables you to focus on the pages that may yield the most potential traffic increase from Google, if that is indeed your aim.

Working this way makes it much easier to work in a way that delivers the largest positive net impact fastest.

Doing it at scale

Of course, if you have a large site with tens (or even hundreds) of thousands of pages, the manual option is almost impossible — which is why we scratched our heads and looked for a more effective option. The result was the creation of our Content Auditing and Optimisation Tool. Here's how you can make use of it to paint a fuller picture of your entire site.

Here's how it works

When it comes to using COAT, you follow a basic process:

  • Head over to the tool.
  • Enter your domain, or a sub-directory of the site if you'd like to focus on a particular section
  • Add the keywords you want to analyze in a comma-separated list
  • Click "Get Report," making sure you've chosen the right country

Next comes the smart bit: by adding target keywords to the system before it crawls, it enables the algorithm to cross-reference all pages against those phrases and then score each combination against a list of critical attributes you'd expect the "perfect page" to have.

Let’s take an example:

You run a site that sells laptops. You enter a URL for a specific model, such as /apple-15in-macbook/, and a bunch of related keywords, such as "Apple 15-inch MacBook" and "Apple MacBook Pro."

The system works out the best page for those terms and measures the existing content against a large number of known ranking signals and measures, covering everything from title tags and H1s to readability tests such as the Flesch-Kincaid system.

This outputs a spreadsheet that scores each URL or even categories of URLs (to allow you to see how well-optimized the site is generally for a specific area of business, such as Apple laptops), enabling you to sort the data, discover the pages most in need of improvement, and identify where content gaps may exist.

In a nutshell, it'll provide:

  • What the most relevant target page for each keyword is
  • How well-optimized individual pages are for their target keywords
  • Where content gaps exist within the site’s functional content

It also presents the top-level data in an actionable way. An example of the report landing page can be seen below (raw CSV downloads are also available — more on that in a moment).

You can see the overall page score and simple ways to improve it. This is for our "Digital PR" keyword:

The output

As we've already covered in the manual process example, in addition to pulling the "content quality scores" for each URL, you can also take the data to the next level by adding in other data sources to the mix.

The standard CSV download includes data such as keyword, URL, and scores for the key elements (such as H1, meta, canonical use and static content quality).

This level of detail makes it possible to create a priority order for fixes based on lowest-scoring pages easily enough, but there are ways you can supercharge this process even more.

The first thing to do is run a simple rankings check using your favorite rank tracker for those keywords and add them into a new column in your CSV. It'll look a little like this (I've added some basic styling for clarity):

I also try to group keywords by adding a third column using a handful of grouped terms. In this example, you can see I'm grouping car model keywords with brand terms manually.

Below, you'll see how we can then group these terms together in an averaged cluster table to give us a better understanding of where the keyword volume might be from a car brand perspective. I've blurred the keyword grouping column here to protect existing client strategy data.

As you can see from the snapshot above, we now have a spreadsheet with keyword, keyword group, search volume, URL, rank, and the overall content score pulled in from the base Excel sheet we have worked through. From this, we can do some clever chart visualization to help us understand the data.

Visualizing the numbers

To really understand where the opportunity lies and to take this process past a simple I’ll-work-on-the-worst-pages-first approach, we need to bring it to life.

This means turning our table into a chart. We'll utilize the chart functionality within Excel itself.

Here's an example of the corresponding chart for the table shown above, showing performance by category and ranking correlation. We're using dummy data here, but you can look at the overall optimization score for each car brand section alongside how well they rank (the purple line is average rank for that category):

If we focus on the chart above, we can begin to see a pattern between those categories that are better optimized and generally have better rankings. Correlation does not always equal causation, as we know, but it's useful information.

Take the very first column, or the Subaru category. We can see that it's one of the better-optimized categories (at 49%) and average rank is at 34.1. Now, these are hardly record-breaking positions, but it does point towards the value of well-worked static pages.

Making the categories as granular as possible can be very valuable here, as you can quickly build up a focused picture of where to put your effort to move the needle quickly. The process for doing so is an entirely subjective one, often based on your knowledge of your industry or your site information architecture.

Add keyword volume data into the mix and you know exactly where to build your static content creation to-do list.

Adding in context

Like any data set, however, it requires a level of benchmarking and context to give you the fullest picture possible before you commit time and effort to the content improvement process.

It’s for this reason that I always look to run the same process on key competitors, too. An example of the resulting comparison charts can be seen below.

The process is relatively straightforward: take an average of all the individual URL content scores, which will give you a "whole domain" score. Add competitors by repeating the process for their domain.

You can take a more granular view manually by following the same process for the grouped keywords and tabulating the result. Below, we can see how our domain sizes up against those same two competitors for all nine of our example keyword groups, such as the car brands example we looked at earlier.

With that benchmark data in place, you can move on to the proactive improvement part of the process.

The perfect page structure

Having identified your priority pages, the next step is to ensure you edit (or create them) in the right way to maximize impact.

Whereas a few years ago it was all about creating a few paragraphs almost solely for the sake of helping Google understand the page, now we MUST be focused on usability and improving the experience for the right visitor.

This means adding value to the page. To do that, you need to stand back and really focus in on the visitor: how they get to the page and what they expect from it.

This will almost always involve what I call "making the visitor smarter": creating content that ensures they make better and more informed buying decisions.

To do that requires a structured approach to delivering key information succinctly and in a way that enhances — rather than hinders — the user journey.

The best way of working through what that should look like is to share a few examples of those doing it well:

1. Tredz Top 5 Reviews

Tredz is a UK cycling ecommerce business. They do a great job of understanding what their audience is looking for and ensuring they're set up to make them smarter. The "Top 5" pages are certainly not classic landing pages, but they're brilliant examples of how you can sell and add value at the same time.

Below is the page for the "Top 5 hybrids for under £500." You can clearly see how the URL (http://www.tredz.co.uk/top-5-hybrids-under-500), meta, H tags, and body copy all support this focus and are consistently aligned:

2. Read it for me

This is a really cool business concept and they also do great landing pages. You get three clear reasons to try them out — presented clearly and utilizing several different content types — all in one package.

3. On Stride Financial

Finance may not be where you'd expect to see amazing landing pages, but this is a great example. Not only is it an easy-to-use experience, it answers all the user's key questions succinctly, starting with "What is an installment loan?" It's also structured in a way to capture Knowledge Graph opportunity — something we'll come to shortly.

Outside of examples like these and supporting content, you should be aiming to

create impactful headlines, testimonials (where appropriate), directional cues (so it's clear where to "go next"), and high-quality images to reflect the quality of your product or services.

Claiming Knowledge Graph

There is, of course, one final reason to work hard on your static pages. That reason? To claim a massively important piece of digital real estate: Google Featured Snippets.

Snippets form part of the wider Knowledge Graph, the tangible visualization of Google’s semantic search knowledge base that's designed to better understand the associations and entities behind words, phrases, and descriptions of things.

The Knowledge Graph comes in a multitude of formats, but one of the most valuable (and attainable from a commercial perspective) is the Featured Snippet, which sits at the top of the organic SERP. An example can be seen below from a search for "How do I register to vote" in google.co.uk:

In recent months, Zazzle Media has done a lot of work on landing page design to capture featured snippets with some interesting findings, most notably the level of extra traffic such a position can achieve.

Having now measured dozens of these snippets, we see an average of 15–20% extra traffic from them versus a traditional position 1. That’s a definite bonus, and makes the task of claiming them extremely worthwhile.

You don’t have to be first

The best news? You don’t even have to be in first position to be considered for a snippet. Our own research shows us that almost 75% of the examples we track have been claimed by pages ranked between 2nd and 10th position. It's far from being robust enough yet for us to formalize a full report on it, but early indication across more than 900 claimed snippets (heavily weighted to the finance sector at present) support these early findings.

Similar research by search data specialists STAT has also supported this theory, revealing that objective words are more likely to appear. General question and definition words (like "does," "cause," and "definition") as well as financial words (like "salary," "average," and "cost") are likely to trigger a featured snippet. Conversely, the word "best" triggered zero featured snippets in over 20,000 instances.

This suggests that writing in a factual way is more likely to help you claim featured results.

Measuring what you already have

Before you run into this two-footed, you must first audit what you may (or may not) already have. If you run a larger site, you may already have claimed a few snippets by chance, and with any major project it's important to benchmark before you begin.

Luckily, there are a handful of tools out there to help you discover what you already rank for. My favorite is SEMrush.

The paid-for tool makes it easy to find out if you rank for any featured snippets already. I'd suggest using it to benchmark and then measure the effect of any optimization and content reworking you do as a result of the auditing process.

Claiming Featured Snippets

Claiming your own Featured Snippet then requires a focus on content structure and on answering key questions in a logical order. This also means paying close attention to on-page HTML structure to ensure that Google can easily and cleanly pick out specific answers.

Let’s look at a few examples showing that Google can pick up different types of content for different types of questions.

1. The list

One of the most prevalent examples of Featured Snippets is the list.

As you can see, Media Temple has claimed this incredibly visual piece of real estate simply by creating an article with a well-structured, step-by-step guide to answer the question:

"How do I set up an email account on my iPhone?"

If we look at how the page is formatted, we can see that the URL matches the search almost exactly, while the H1 tag serves to reinforce the relevance still further.

As we scroll down we find a user-friendly approach to the content, with short sentences and paragraphs broken up succinctly into sections.

This allows Google to quickly understand relevance and extract the most useful information to present in search; in this case, the step-by-step how-to process to complete the task.

Here are the first few paragraphs of the article, highlighting key structural elements. Below this is the list itself that's captured in the above Featured Snippet:

2. The table

Google LOVES to present tables; clearly there's something about the logical nature of how the data is presented that resonates with its team of left-brained engineers!

In the example below, we see a site listing countries by size. Historically, this page may well not have ranked so highly (it isn’t usually the page in position one that claims the snippet result). Because of the ways it has structured the information so well, however, Geohive will be enjoying a sizable spike in traffic to the page.

The page itself looks like this — clear, concise and well-structured:

3. The definition

The final example is the description, or definition snippet; it's possibly the hardest to claim consistently.

It's difficult for two key reasons:

  • There will be lots of competition for the space and answering the search query in prose format.
  • It requires a focus on HTML structure and brilliantly crafted content to win.

In the example below, we can see a very good example of how you should be structuring content pages.

We start with a perfect URL (/what-is-a-mortgage-broker/) and this follows through to the H1 (What is a Mortgage Broker). The author then cleverly uses subheadings to extend the rest of the post into a thorough piece on the subject area. Subheadings include the key How, What, Where, and When areas of focus that any good journalism tutor will lecture you on using in any good article or story. Examples might include
  • So how does this whole mortgage broker thing work?
  • Mortgage brokers can shop the rate for you
  • Mortgage brokers are your loan guide
  • Mortgage broker FAQ

The result is a piece that leaves no stone unturned. Because of this, it's been shared plenty of times — a sure fire signal that the article is positively viewed by readers.

Featured Snippet Cheatsheet

Not being one to leave you alone to figure this out though, I have created this simple Featured Snippet Cheatsheet, designed to take the guesswork out of creating pages worthy of being selected for the Knowledge Graph.

Do it today!

Thanks for making it this far. My one hope is for you to go off and put this plan into action for your own site. Doing so will quickly transform your approach to both landing pages and to your ongoing content creation plan (but that’s a post for another day!).

And if you do have a go, remember to use the free COAT tool and guides associated with this article to make the process as simple as possible.

Content Optimization and Auditing Tool: Click to access


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Wednesday, June 29, 2016

U.S. Offshore Oil Production Going Up

Offshore oil production is finally rebounding from the moratorium and “permitorium” that President Obama instituted in 2010 when the Deepwater Horizon accident occurred in the Gulf of Mexico. Production from offshore oil fields is partially offsetting declining output from shale regions onshore where oil producers have cut back production due to lower oil prices.

Offshore oil production in 2015 was just 1.3 percent below its 2009 peak and is expected to exceed that peak this year and next, according to the Energy Information Administration (EIA). Because it can take 7 to 10 years or more to start an offshore oil field, a number of large oil fields under development years ago are just now beginning to pump oil. Companies are also finding that smaller satellite fields can be tapped relatively cheaply by linking them to existing offshore oil platforms by way of underwater pipelines.

US-Gulf-of-mexico-production-1 Sources: EIA & EIA Forecasts

New Offshore Wells and Tiebacks

Exxon Mobil started pumping 13,000 barrels a day at the end of April from a well called Julia–200 miles south of New Orleans. Its production is being piped back to Chevron’s Jack/St. Malo platform. Exxon expects Julia’s production to eventually reach 34,000 barrels a day. Other oil companies, such as BP, Royal Dutch Shell, Anadarko Petroleum and Noble Energy are also pursuing tiebacks. Noble almost doubled its Gulf output in the first quarter and has another offshore well starting to pump later this summer. Anadarko has more than 30 tieback well prospects in satellite fields and will drill up to seven this year. [i]

Chevron recently executed a tieback to its Tahiti platform 190 miles south of New Orleans using a technique that allowed it to tap two oil reservoirs stacked on top on each other. The resulting well will produce 50 percent more oil and gas than originally thought. Even smaller companies have lowered costs. LLOG Exploration Co. pioneered a platform-building process that can bring new projects online in half the time it takes other companies.

Tieback wells are drilled in fields not large enough to justify the large expense of building new floating installations in the Gulf. Some tieback wells can be profitable when oil trades as low as $25 to $30 a barrel, and others are profitable when crude oil prices are between $30 and $40 a barrel. It can take a decade and billions of dollars to construct the massive offshore oil platforms that are located in thousands of feet of water.

Companies are also getting better at accessing deep-water finds. Shell saved $1 billion drilling its Stones project in ultra-deep water 200 miles southwest of New Orleans by using a slim-well design its engineers borrowed from onshore shale operations. It will begin producing oil and natural gas from the well later this year.

U.S. Oil production

The United States produced 9.1 million barrels of oil a day for the first 4 months of this year–468,000 barrels less than the same time last year, due to the decrease in overall drilling, primarily in shale areas, resulting from sustained low oil prices. However, U.S. onshore rig counts are finally on the uptick, once oil prices remained over $45 a barrel, despite their being down 79 percent from their high in October 2014. The oil industry’s resilience has benefited from more efficient procedures from a combination of new technology and lower prices for drilling services. Rigs today can pump an average of 27,000 barrels of crude oil per day, compared with just 6,000 barrels a day two years ago. The newer rigs along with increasing offshore production could slow or even stop the recent decline in U.S. oil production.[ii]

Oil Companies Reduce Costs through Collaboration

The low price environment has brought collaboration to oil companies worldwide. For example, last month companies operating in the North Sea started pooling spare parts and tools and sharing plans on how to drill wells. Shell and partners including EnQuest Plc, Marathon Oil Corp., Apache Corp., Centrica and Repsol SA’s Talisman set up a pool of spare parts, ranging from nuts and screws to valves and compressors from their excess equipment, cataloged it, and stored over 200,000 parts in warehouses in Aberdeen. If a company needs a part for a North Sea facility, it can log on to the system, go through the catalog, place an order and have the part delivered the next day instead of waiting weeks or months. Shell is also leading a group in which members are asked to share their drilling plans so others could give their opinion and experience on how to reduce costs, saving as much as 10 percent.[iii]

Incremental savings can add up to significant cost reductions for individual projects. Statoil ASA and its partners have cut the estimate for capital spending on the large Johan Sverdrup field in the Norwegian North Sea to 160 billion kroner to 190 billion kroner ($19.3 billion to $22.9 billion) from 170 billion kroner to 220 billion kroner previously. BP’s Mad Dog Phase 2 project in the U.S. Gulf of Mexico is now expected to cost less than $9 billion compared with an estimate of $10 billion last year and $20 billion four years ago. Rig-rental rates are likely to stay down because of an oversupply and low steel prices are reducing the cost of other equipment.

Oil Companies have responded to the price drop by reducing spending, potentially cutting as much as $1 trillion by 2020. The industry has reduced costs by 10 percent to 15 percent overall. Operating costs have fallen as much as 40 percent in the past two years.

Conclusion

Despite oil prices being down, offshore oil production in the United States is booming through new wells coming on line and tiebacks. According to EIA forecasts, U.S. offshore oil production will exceed its 2009 peak both this year and next. Onshore, rigs are slowing being added and efficiencies and new rig technology is allowing a lower breakeven price for oil production that could result in countering some of the reduced production this year. Globally, oil companies are sharing parts and drilling plans to reduce costs. These efficiencies will not only help in the near term but in the future as well.


[i] Wall Street Journal, U.S. Oil Companies Crank Up Production in the Gulf of Mexico, June 24, 2016, http://www.wsj.com/articles/u-s-oil-output-to-get-boost-from-gulf-of-mexico-1466703667

[ii] CNN Money, Resilient U.S. oil companies start pumping again, June 20, 2016, http://money.cnn.com/2016/06/20/investing/us-rising-oil-rig-count/

[iii] Bloomberg, Oil Explorers Embrace the Sharing Economy to Drill Cheaper Wells. June 21, 2016, http://www.bloomberg.com/news/articles/2016-06-21/oil-bust-pushes-producers-together-to-make-cost-cutting-count

The post U.S. Offshore Oil Production Going Up appeared first on IER.

The Balanced Digital Scorecard: A Simpler Way to Evaluate Prospects

Posted by EmilySmith

[Estimated read time: 10 minutes]

As anyone who's contributed to business development at an agency knows, it can be challenging to establish exactly what a given prospect needs. What projects, services, or campaigns would actually move the needle for this organization? While some clients come to an agency with specific requests, others are looking for guidance — help establishing where to focus resources. This can be especially difficult, as answering these questions often requires large amounts of information to be analyzed in a small period of time.

To address the challenge of evaluating prospective clients and prioritizing proposed work, we’ve developed the Balanced Digital Scorecard framework. This post is the first in a two-part series. Today, we'll look at:

  • Why we developed this framework,
  • Where the concept came from, and
  • Specific areas to review when evaluating prospects

Part two will cover how to use the inputs from the evaluation process to prioritize proposed work — stay tuned!

Evaluating potential clients

Working with new clients, establishing what strategies will be most impactful to their goals... this is what makes working at an agency awesome. But it can also be some of the most challenging work. Contributing to business development and pitching prospects tends to amplify this with time constraints and limited access to internal data. While some clients have a clear idea of the work they want help with, this doesn’t always equal the most impactful work from a consultant's standpoint. Balancing these needs and wants takes experience and skill, but can be made easier with the right framework.

The use of a framework in this setting helps narrow down the questions you need to answer and the areas to investigate. This is crucial to working smarter, not harder — words which we at Distilled take very seriously. Often when putting together proposals and pitches, consultants must quickly establish the past and present status of a site from many different perspectives.

  • What type of business is this and what are their overall goals?
  • What purpose does the site serve and how does it align with these goals?
  • What campaigns have they run and were they successful?
  • What does the internal team look like and how efficiently can they get things done?
  • What is the experience of the user when they arrive on the site?

The list goes on and on, often becoming a vast amount of information that, if not digested and organized, can make putting the right pitch together burdensome.

To help our consultants understand both what questions to ask and how they fit together, we've adapted the Balanced Scorecard framework to meet our needs. But before I talk more about our version, I want to briefly touch on the original framework to make sure we’re all on the same page.

airplane-quote-kaplan-norton.png

The Balanced Scorecard

For anyone not familiar with this concept, the Balanced Scorecard was created by Robert Kaplan and David Norton in 1992. First published in the Harvard Business Review, Kaplan and Norton set out to create a management system, as opposed to a measurement system (which was more common at that time).

Kaplan and Norton argued that "the traditional financial performance measures worked well for the industrial era, but they are out of step with the skills and competencies companies are trying to master today." They felt the information age would require a different approach, one that guided and evaluated the journey companies undertook. This would allow them to better create "future value through investment in customers, suppliers, employees, processes, technology, and innovation."

The concept suggests that businesses be viewed through four distinct perspectives:

  • Innovation and learning – Can we continue to improve and create value?
  • Internal business – What must we excel at?
  • Customer – How do customers see us?
  • Financial – How do we look to shareholders?

Narrowing the focus to these four perspectives reduces information overload. “Companies rarely suffer from having too few measures,” wrote Kaplan and Norton. “More commonly, they keep adding new measures whenever an employee or a consultant makes a worthwhile suggestion.” By limiting the perspectives and associated measurements, management is forced to focus on only the most critical areas of the business.

This image below shows the relations of each perspective:

balanced scorecard graphic .gif

And now, with it filled out as an example:

92105_B.gif

As you can see, this gives the company clear goals and corresponding measurements.

Kaplan and Norton found that companies solely driven by financial goals and departments were unable to implement the scorecard, because it required all teams and departments to work toward central visions — which often weren’t financial goals.

“The balanced scorecard, on the other hand, is well suited to the kind of organization many companies are trying to become... put[ting] strategy and vision, not control, at the center,” wrote Kaplan and Norton. This would inevitably bring teams together, helping management understand the connectivity within the organization. Ultimately, they felt that “this understanding can help managers transcend traditional notions about functional barriers and ultimately lead to improved decision-making and problem-solving.”

At this point, you’re probably wondering why this framework matters to a digital marketing consultant. While it's more directly suited for evaluating companies from the inside, so much of this approach is really about breaking down the evaluation process into meaningful metrics with forward-looking goals. And this happens to be very similar to evaluating prospects.

Our digital version

As I mentioned before, evaluating prospective clients can be a very challenging task. It’s crucial to limit the areas of investigation during this process to avoid getting lost in the weeds, instead focusing only on the most critical data points.

Since our framework is built for evaluating clients in the digital world, we have appropriately named it the Balanced Digital Scorecard. Our scorecard also has main perspectives through which to view the client:

  1. Platform – Does their platform support publishing, discovery, and discoverability from a technical standpoint?
  2. Content – Are they publishing content which combines appropriate blends of effective, informative, entertaining, and compelling?
  3. Audience – Are they building visibility through owned, earned, and paid media?
  4. Conversions – Do they have a deep understanding of the needs of the market, and are they creating assets, resources, and journeys that drive profitable customer action?
  5. Measurement – Are they measuring all relevant aspects of their approach and their prospects’ activities to enable testing, improvement, and appropriate investment?

These perspectives make up the five areas of analysis to work through when evaluating most prospective clients.

1. Platform

Most consultants or SEO experts have a good understanding of the technical elements to review in a standard site audit. A great list of these can be found on our Technical Audit Checklist, created by my fellow Distiller, Ben Estes. The goal of reviewing these factors is of course to “ensure site implementation won’t hurt rankings” says Ben. While you should definitely evaluate these elements (at a high level), there is more to look into when using this framework.

Evaluating a prospect’s platform does include standard technical SEO factors but also more internal questions, like:

  • How effective and/or differentiated is their CMS?
  • How easy is it for them to publish content?
  • How differentiated are their template levels?
  • What elements are under the control of each team?

Additionally, you should look into areas like social sharing, overall mobile-friendliness, and site speed.

If you’re thinking this seems like quite the undertaking because technical audits take time and some prospects won’t be open with platform constraints, you’re right (to an extent). Take a high-level approach and look for massive weaknesses instead of every single limitation. This will give you enough information to understand where to prioritize this perspective in the pitch.

2. Content

Similar to the technical section, evaluating content looks similar to a lightweight version of a full content audit. What content do they have, which pieces are awesome and what is missing? Also look to competitors to understand who is creating content in the space and what level the bar is set at.

Beyond looking at these elements through a search lens, aim to understand what content is being shared and why. Is this taking place largely on social channels, or are publications picking these pieces up? Evaluating content on multiple levels helps to understand what they've created in the past and their audience’s response to it.

3. Audience

Looking into a prospect’s audience can be challenging depending on how much access they grant you during the pitch process. If you’re able to get access to analytics this task is much easier but without it, there are many tools you can leverage to get some of the same insights.

In this section, you’re looking at the traffic the site is receiving and from where. Are they building visibility through owned, earned, and paid media outlets? How effective are those efforts? Look at metrics like Search Visibility from SearchMetrics, social reach, and email stats.

A large amount of this research will depend on what information is available or accessible to you. As with previous perspectives, you're just aiming to spot large weaknesses.

4. Conversion

Increased conversions are often a main goal stated by prospects, but without transparency from them, this can be very difficult to evaluate during a pitch. This means that often you’re left to speculate or use basic approaches. How difficult or simple is it to buy something, contact them, or complete a conversion in general? Are there good calls to action to micro-conversions such as joining an email list? How much different is the mobile experience of this process?

Look at the path to these conversions. Was there a clear funnel and did it make sense from a user’s perspective? Understanding the journey a user takes (which you can generally experience first-hand) can tell you a lot about expected conversion metrics.

Lastly, many companies’ financials are available to the public and offer a general idea of how the company is doing. If you can establish how much of their business takes place online, you can start to speculate about the success of their web presence.

5. Measurement

Evaluating a prospect’s measurement capabilities is (not surprisingly) vastly more accurate with analytics access. If you’re granted access, evaluate each platform not just for validity but also accessibility. Are there useful dashboards, management data, or other data sources that teams can use to monitor and make decisions?

Without access, you’re left to simply check and see the presence of analytics and if there is a data layer. While this doesn’t tell you much, you can often deduce from conversations how much data is a part of the internal team’s thought process. If people are monitoring, engaging, and interested in analytics data, changes and prioritization might be an easier undertaking.

what-you-measure-quote.png

Final thoughts

Working with prospective clients is something all agency consultants will have to do at some point in their career. This process is incredibly interesting — it challenges you to leverage a variety of skills and a range of knowledge to evaluate new clients and industries. It's also a daunting task. Often your position outside the organization or unfamiliarity with a given industry can make it difficult to know where to start.

Frameworks like the original Balanced Scorecard created by Kaplan and Norton were designed to help a business evaluate itself from a more modern and holistic perspective. This approach turns the focus to future goals and action, not just evaluation of the past.

This notion is crucial at an agency needing to establish the best path forward for prospective clients. We developed our own framework, the Balanced Digital Scorecard, to help our consultants do just that. By limiting the questions you’re looking to answer, you can work smarter and focus your attention on five perspectives to evaluate a given client. Once you've reviewed these, you’re able to identify which ones are lagging behind and prioritize proposed work accordingly.

Next time, we’ll cover the second part: how to use the Balanced Digital Scorecard to prioritize your work.

If you use a framework to evaluate prospects or have thoughts on the Balanced Digital Scorecard, I’d love to hear from you. I welcome any feedback and/or questions!


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