Free Workbook · Updated 2026-11

SEO Agency Starter Kit: Niche, Offer, Outreach and Reports

Knowing SEO and selling SEO are two different skills. This kit covers the selling part: a niche picker, a 1-page offer, a 10-step outreach plan with follow-up scripts, a pricing worked example, a call script and a client report template.

Four tools to turn SEO skill into an SEO business: pick a niche, write an offer as a result, reach your first clients and send reports they can read. Clients don't buy rankings. They buy calls, sales and bookings, and every part of this kit is built around that.

For: Freelancers and SEOs who can rank pages but struggle to find, win and keep paying clients.

  • If you only have 15 minutes · 4
  • 1. Niche-picker worksheet: choose who you serve · 6
  • Copy this: your niche scorecard · 1
  • 2. The 1-page SEO offer (written as a result, not a task) · 2
  • 3. The 10-step client outreach plan · 10
  • Copy this: first outreach message · 4
  • Copy this: the 15-minute discovery call · 1
  • Worked example: price from the client's value (illustrative) · 6
  • 4. The monthly client report (a non-expert can read it) · 1
  • First-week onboarding checklist for a new client · 5
  • Common mistakes new SEO agencies make · 7
  • Copy-paste prompt: turn your notes into the offer · 1

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How to use it
  1. Short on time? Do the 15-minute quick-start first.
  2. Score 3 to 5 niches, then fill in the 1-page offer for the winner. Every line names a result, not a task.
  3. Run the 10-step outreach plan for 30 days with the follow-up scripts, price with the worked example, and send the monthly report to every client you win.

If you only have 15 minutes

  1. Minutes 0–5: score 3 niches

    Write 3 business types you could serve. Score each on the 6 rows of the niche picker. Keep the top one.

  2. Minutes 5–9: write your headline

    Fill in: 'More [calls / booked jobs / sales] from Google for [niche] in [area].' No task words like 'on-page' or 'backlinks'.

  3. Minutes 9–13: list 10 businesses

    Search Google Maps for '[niche] in [city]'. Save 10 that are not in the top 3 map results but have a website.

  4. Minutes 13–15: note one problem for 3 of them

    Missing service page, few reviews, not in the map pack. That's your first 3 messages tomorrow.

1. Niche-picker worksheet: choose who you serve

Write 3 to 5 possible niches (for example: dentists, roofers, family lawyers). Score each one from 1 (bad) to 5 (great) on the 6 criteria below. Add the scores. The niche with the highest total, out of 30, is where you start.

CriterionQuestion to askScore 1 if...Score 5 if...
Value of one customerHow much is one new customer worth to this business?A small one-time saleA big job or a customer who pays for years
Search demandDo people search Google for this service in a city?Almost nobody searches for itPeople search '[service] near me' every day
Ability to payCan these businesses afford a monthly fee?Tiny margins, tight budgetsHealthy margins, already spend on marketing
Easy to reachCan you find owners and contact them?No public list, hard to findEasy to list from Google Maps and directories
Your interest or accessDo you know this industry or anyone in it?No interest, no contactsYou worked in it, or know owners
Clear resultCan you count the result (calls, bookings, sales)?Hard to track what came from GoogleCalls, forms and bookings are easy to count

Copy this: your niche scorecard

Niche scorecard (fill in)
Niche: ______________
Value of one customer: _/5
Search demand: _/5
Ability to pay: _/5
Easy to reach: _/5
Your interest or access: _/5
Clear result: _/5
TOTAL: __/30

One sentence: I help [niche] in [area] get more [calls / bookings / sales] from Google.

Check search demand yourself. Type '[service] near me' or '[service] [city]' into Google and look at the ads and the map pack. Ads usually mean the clicks are worth money.

2. The 1-page SEO offer (written as a result, not a task)

Owners don't want 'on-page SEO' or 'backlinks'. They want the phone to ring. Lead with the result. Put the tasks lower down, as proof of how you get there. Never promise a number you can't control, like 'rank #1' or '50 new leads'.

Blank 1-page offer template
HEADLINE (the result):
More [calls / booked jobs / sales] from Google for [niche] in [area].

WHO IT'S FOR:
[Niche] businesses that [situation, e.g. get most work from referrals and want a steady flow from search].

THE PROBLEM:
When people in [area] search for [service], they find [competitors], not you.

WHAT YOU GET (results we work toward):
- More people finding you on Google Maps and search for [main service]
- More calls and form fills from your website
- A monthly report in plain English: calls, leads, and what we did

HOW WE DO IT (the tasks):
- [Task 1]
- [Task 2]
- [Task 3]

TIMELINE:
Month 1: [setup]. Months 2-3: [build]. Month 4 onward: [grow].

PRICE:
[$ per month], [minimum term].

WHAT WE DON'T PROMISE:
Nobody can guarantee a #1 ranking. We promise the work, honest tracking and a clear report every month.

NEXT STEP:
Reply to book a 15-minute call.

Read your headline out loud. If an owner would ask 'so what?', it's a task, not a result.

Filled example: local plumber
HEADLINE:
More booked plumbing jobs from Google for plumbers in [your city].

WHO IT'S FOR:
Owner-run plumbing companies with 1 to 10 vans that rely on word of mouth and want more jobs from people searching online.

THE PROBLEM:
When someone in [your city] searches 'emergency plumber near me' at 11pm, they call one of the three businesses in the map results. Right now that's not you.

WHAT YOU GET:
- More people finding you in Google Maps for 'plumber', 'emergency plumber' and 'water heater repair'
- More calls and quote requests from your website
- A one-page monthly report: calls, quote requests, booked jobs, what we did, what's next

HOW WE DO IT:
- Fix and fill out your Google Business Profile, and add photos every week
- Build one clear page for each service you want more of
- Set up a simple way to ask happy customers for reviews
- Track calls and forms so we both know what Google brings in

TIMELINE:
Month 1: tracking, profile fixes, service pages planned. Months 2-3: pages live, reviews flowing. Month 4 onward: more pages, more areas.

PRICE:
$[your price] per month, 6-month minimum.

WHAT WE DON'T PROMISE:
We can't guarantee rankings or a set number of calls. We do promise steady work, honest numbers and a report you can read in 2 minutes.

NEXT STEP:
Reply 'yes' and I'll send two times for a 15-minute call.

Prices and timelines here are placeholders. Set your own based on your market and the work involved.

3. The 10-step client outreach plan

Do these in order. Aim for a small, steady number of messages every weekday instead of a big burst once.

  1. Build a list of 100 businesses

    Search Google Maps for '[service] in [city]' across nearby cities. Save name, website, phone, email and Google rating in a sheet.

  2. Find the owner's name

    Check the About page, the Google Business Profile and LinkedIn. A message to a real name beats 'Hi there'.

  3. Spot one real problem per business

    Search their main service in their city. Note one thing: not in the map pack, no page for a key service, few reviews, slow or broken site.

  4. Record a short video or take one screenshot

    Show the problem in under 2 minutes. 'Here's what someone sees when they search emergency plumber in your town.'

  5. Send a short first message

    3 to 5 sentences: their name, the one problem you found, the result it costs them (missed calls), and a soft question like 'Want me to send the video?'

  6. Follow up 3 times

    Day 3, day 7 and day 14. Each follow-up adds something new (a second tip, a competitor example). Stop after that.

  7. Book a 15-minute call

    Ask about their business first: how they get jobs now, which jobs they want more of, and what one new customer is worth.

  8. Send the 1-page offer within 24 hours

    Use their words from the call. Put the result they care about in the headline.

  9. Answer the main worries in writing

    Price, how long it takes, and how they'll know it's working. Point to your monthly report as the answer to the last one.

  10. Track everything and repeat

    Count messages sent, replies, calls and clients each week. Fix the step where most people drop off, then refill the list.

Copy this: first outreach message

First message (email or DM)
Hi [Name],

I searched '[service] in [city]' on Google and [Business] didn't show up in the map results. [Competitor] did.

That's the spot most people call from, so it likely means missed jobs.

I recorded a 2-minute video showing why and what I'd fix first. Want me to send it?

[Your name]

Only send to business emails or contact forms, follow the anti-spam rules in your country, and always let people opt out.

Follow-up 1 (day 3)
Hi [Name],

Quick add to my last note. I also noticed [Business] has [#] Google reviews and [Competitor] has [#]. Reviews are one of the things Google uses for local ranking.

Happy to send the 3 changes I'd make first. Want them?

[Your name]

Each follow-up adds one new, useful fact. Never just 'bumping this'.

Follow-up 2 (day 7)
Hi [Name],

I searched '[second service] in [city]' too. [Business] has no page for it, so Google has nothing to show. One page could fix that.

Should I send a short outline of that page?

[Your name]

Offer something small and free. It shows how you work.

Last follow-up (day 14)
Hi [Name],

I'll stop here so I don't fill your inbox. If more [calls / booked jobs] from Google becomes a priority, just reply 'yes' and I'll send the plan.

All the best,
[Your name]

(Reply 'stop' and I won't email again.)

A clean last message often gets the most replies. Always give an easy way to opt out.

Copy this: the 15-minute discovery call

Call script
1. (1 min) Thanks for the time. My goal: understand how you get customers now and see if Google can bring more. If it can't, I'll tell you.

2. (5 min) Their business
- How do most new customers find you today?
- Which jobs do you want more of? Which do you want fewer of?
- What is one new customer worth to you, roughly? (one job, and over a year)
- How many new customers a month would make a real difference?

3. (4 min) What I found
Show the one problem from your outreach. Show one competitor who is ahead and why.

4. (3 min) What I'd do
Three first steps, in plain words, tied to their answer in step 2.

5. (2 min) Next step
'I'll send a 1-page plan with the price within 24 hours. Who else needs to see it?'

Write down their exact words for 'what they want more of'. That becomes your offer headline.

Worked example: price from the client's value (illustrative)

StepPlumber example (illustrative numbers)Your numbers
1. Value of one new customerAverage job ₹8,000; profit about ₹3,000₹____ job; ₹____ profit
2. Extra customers a month from Google you think is realistic5 (be conservative)____
3. Extra profit per month5 x ₹3,000 = ₹15,000____ x ₹____ = ₹____
4. Your fee: a fraction of that, so they clearly win₹6,000–₹8,000 a month₹____
5. Their return₹15,000 profit for ₹7,000 fee ≈ 2x____
6. CheckIf the fee is over half the extra profit, pick a bigger-value niche or a smaller scopePass / fail

4. The monthly client report (a non-expert can read it)

Results first, work second, plan third. Keep it to one page. No jargon. If you must use an SEO word, explain it in brackets.

Monthly report template
[Business] - Google results for [Month Year]

1. RESULTS (what Google brought you)
- Phone calls from Google: [#] (last month: [#])
- Website form fills / quote requests: [#] (last month: [#])
- Booked jobs or sales you told us came from Google: [#]
- Direction requests on Google Maps: [#]
In one line: [e.g. Calls went up because the new water heater page started showing.]

2. WORK DONE THIS MONTH
- [e.g. Published a new page for drain cleaning]
- [e.g. Added 12 photos to your Google profile]
- [e.g. Got 6 new reviews through the review request text]

3. NEXT MONTH
- [Task 1 and the result it should help]
- [Task 2]
- What we need from you: [e.g. 5 photos of recent jobs]

Questions? Reply to this email.

Calls and direction requests can come from your Google Business Profile performance view and Search Console. Ask the client each month how many of those turned into paid jobs. Only they know that number.

First-week onboarding checklist for a new client

  • Get access to Search Console, Google Analytics and the Google Business Profile as a user, not with their password

    You need data from day one, and they keep ownership.

  • Save a 'before' snapshot: calls, website clicks, top searches, map position for 3 key searches

    Your first report compares against this. Without it you can't show change.

  • Agree on the one number that matters most (calls, booked jobs, sales)

    This becomes line 1 of every monthly report.

  • Write down what you will and won't do this month

    Stops scope creep and arguments later.

  • Set the report date and who receives it

    Reports that arrive on time build trust more than reports that look fancy.

Common mistakes new SEO agencies make

  • Selling tasks ('10 backlinks, on-page SEO')

    Owners don't buy tasks. They buy calls, sales and bookings. Gotch's core point.

  • Guaranteeing rankings

    Google itself says no one can guarantee a #1 ranking, and warns people about SEOs who claim to.

  • Saying yes to every kind of business

    No niche means no examples, no repeatable offer and slower work.

  • Pricing by the hour

    It caps your income and makes the client watch the clock instead of the results.

  • Mass-sending the same email

    Generic emails get ignored and can break email rules. Personalise each one and always include an opt-out (see the FTC CAN-SPAM guide for US contacts).

  • Reports full of jargon and charts

    If the owner can't read it in 2 minutes, they'll wonder what they pay for.

  • No 'before' snapshot

    You can't prove progress without a starting point.

Copy-paste prompt: turn your notes into the offer

Draft a 1-page offer from a discovery call
I run a small SEO service for [niche] in [area]. Here are my notes from a call with [Business]: [paste notes, including what they want more of and what a customer is worth].

Write a 1-page offer using this structure: headline (the result, in their words), who it's for, the problem I found, what I'll do in month 1–3 (plain words, no jargon), how they'll know it's working (my monthly report), price, next step. Don't promise rankings or specific numbers of leads. Keep it under 250 words.

Read it out loud. If the owner would need to Google any word, replace it.

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FAQ

Frequently asked questions

Do I need a niche to start an SEO agency?
No, but it helps. One niche means one offer, one list and one set of examples, so outreach and the work both get easier.
Should I guarantee rankings?
No. Google's own 'Do you need an SEO?' page says no one can guarantee a #1 ranking, and warns against SEOs who claim to. Promise the work and honest reporting instead.
What should an SEO client report include?
Start with results the owner cares about: calls, leads and sales. Then list the work done, then the plan for next month.
Is this kit a summary of The SEO Entrepreneur?
No. It's a practical kit inspired by the book's main idea, that SEO skill and an SEO business are different skills. It does not reproduce the book's chapters.
How much should I charge for local SEO?
There's no single right price. Work out what one new customer is worth to the client, estimate a conservative number of extra customers, and set a fee that is clearly smaller than the extra profit (see the worked example).