7 Steps On How Agencies Can Showcase Local SEO Value and Retain Clients

A practical guide for agencies to show the real value of local SEO, keep clients in the loop, and actually retain them long enough to see results.

As local SEO continues to play a vital role in how customers find and choose local businesses, agencies offering these services are facing increasing pressure to show tangible results. Yet one of the biggest challenges is not necessarily delivering value, it’s making that value visible and understandable to the client. 

Many business owners lack a deep understanding of SEO, and if they don’t see progress quickly or clearly, they may walk away before your work can truly shine. That’s why it’s essential to not only execute solid SEO strategies but also communicate their impact in a way that builds trust, demonstrates ROI, and encourages long-term relationships.

In this article, we are going to understand exactly that. 

Let’s dive in!

Step 1: Understanding Client Goals 

Before any technical work begins, the most important thing an agency can do is understand what the client is hoping to achieve. A local business might want more phone calls, walk-ins, or website bookings, but rarely do they ask for better citations or improved schema. This misalignment can create friction unless you reframe your services around business objectives from the start. 

Research by HubSpot shows that 69% of clients leave because they don't believe the company cares about them or their goals. That statistic reflects a gap in communication rather than performance.

To overcome this, agencies should take the time to run an in-depth discovery session. Ask questions about their busiest seasons, highest-value customers, and current growth bottlenecks. 

From there, translate your SEO approach into business outcomes. Instead of saying, “We’ll optimize your meta titles,” explain it as, “We’ll improve how your business shows up when nearby customers search for your services.” It’s the same work, but framed around their world.

Step 2: Educating Your Clients

In a recent Moz survey, 45% of clients said they had trouble understanding what SEO providers were doing for them. That disconnect often leads to skepticism. When clients don’t understand the value, they’re more likely to question the cost.

To bridge the gap, Agencies should focus on educating clients in a way that is both simple and easy to understand. 

➡️One effective approach is to create a visual roadmap that outlines the steps you'll be taking in the first 90 days. This helps clients see the bigger picture and understand the process. 

➡️Another great option is to share a short explainer video on optimizing their Google Business Profile (GBP), which highlights the key actions and why they matter. 

➡️Additionally, a monthly newsletter that includes tips, success stories, and updates on the client’s progress can keep them informed and engaged.

When clients have a clear understanding of the strategy, they are less likely to micromanage and more likely to stay committed to the plan long enough to see meaningful results. This level of clarity builds trust, and trust is a key factor in client retention.

Step 3: Focusing on KPIs That Matter

It’s tempting to report on every available metric, but agencies should prioritize the KPIs that are closely tied to local business growth. 

✅These include local keyword rankings, Google Business Profile interactions (calls, direction requests, website clicks), the volume and sentiment of online reviews, and engagement with local landing pages. 

✅When reporting, make sure these numbers are tied to real business outcomes. Instead of simply stating, “You gained 15 new reviews,” explain how this increase in reputation improved click-through rates or visibility in the local pack. 

Tools like Looker Studio (for custom dashboards), and Synup (for scalable GBP reporting) can make this process efficient and client-friendly. Your reports shouldn’t just show data, they should tell a story about growth.

In addition to the core metrics like keyword rankings and GBP interactions, agencies can focus on several other KPIs that offer deeper insight into local business performance. Here are a few important ones to consider:

  1. Conversion Rate from Local Listings
    Track how many users take action after viewing the business on Google Search or Maps. Whether they call, click for directions, or visit the website, this conversion rate shows how effectively the listing turns visibility into engagement.
  2. Website Traffic from Local Sources
    Use UTM parameters and Google Analytics to monitor how much of the website traffic is coming from Google Business Profile or other local search sources. Segment this traffic to see if it leads to form submissions, bookings, or other goals.
  3. Click-Through Rate (CTR) on Local Pack Results
    Measure how often a business is being clicked on when it appears in the local pack. A low CTR might indicate issues with the listing's title, photos, or review quality, while a high CTR suggests strong appeal.
  4. Direction Requests to Physical Location
    This is a direct signal of intent to visit, especially for brick-and-mortar businesses. Tracking trends in direction requests over time can help agencies show how their efforts are driving foot traffic.
  5. Photo Views and Engagement
    Listings with more high-quality photos tend to perform better. Google shows photo view counts, and agencies can track spikes in engagement after uploading new visuals.
  6. Review Response Rate
    Google values active engagement. Businesses that respond to reviews tend to perform better in local search. Tracking how often and how quickly clients reply to reviews can be an overlooked but valuable metric.
  7. Local Backlink Growth
    Links from local directories, publications, and partnerships improve local SEO authority. Keeping a count of new relevant backlinks gives insight into off-page SEO progress.
  8. Local Citation Accuracy and Consistency
    Tracking NAP (Name, Address, Phone) consistency across directories still matters. Tools like Whitespark or Synup can help track how clean and consistent your client’s citations are across the web.

Step 4: Building Retention

Even the best local SEO results can go unappreciated if they aren’t communicated properly. 

According to a survey from CallRail, 76% of agencies believe their clients trust them, but only 52% of clients said the same. That disconnect often stems from a lack of consistent, transparent communication. 

Regular reporting isn’t just about showcasing wins; it’s about creating an open line of dialogue that allows clients to ask questions, share concerns, and feel involved in the process.

➡️Instead, rather than sending static PDF reports once a month, consider hosting short video updates or live report reviews. These give you the opportunity to walk clients through their data and answer questions in real time. 

➡️Use plain language, focus on business outcomes, and don’t shy away from discussing challenges or pivots. When clients feel informed and involved, they are far less likely to leave, even when results take time.

➡️One can also figure out a way to meet them in-person and maybe host a formal gathering that will help you get to know your clients better and build a connection with them. 

Step 5: Customize Your Clients Local SEO Strategies

Local SEO isn’t a one-size-fits-all service. A family-owned restaurant in a walkable neighborhood will have vastly different needs than a mobile pet grooming service. Agencies that take the time to personalize strategies tend to perform better and retain clients longer. 

According to a recent McKinsey report, personalization drives business success by improving customer satisfaction and reducing churn.

✅Start by analyzing not just the industry, but also the competitive landscape, service area size, search demand, and review landscape. For example, a business in a competitive niche may benefit more from reputation management and review generation, while another might need help building hyperlocal landing pages to target surrounding suburbs. 

✅Tailoring your approach helps you avoid churn and shows clients you’re not just going through the motions, but that you’re also invested in their success.

Step 6: Making Use Of The Right Tools 

Your tech-stack plays a critical role in how your agency can operate, scale, and demonstrate real value to clients. Building the right tech stack not only saves time but also helps you connect SEO work to meaningful business outcomes, something every client wants to see.

Synup allows you to manage and monitor Google Business Profiles (GBP) at scale, track performance metrics like calls, direction requests, and profile views, and generate clear, client-ready reports. With Synup, you can centralize your local listing efforts, identify areas for improvement, and show clients how your optimizations are driving results, whether that’s more phone calls, foot traffic, or leads.

To enhance reporting and streamline communication, tools like Looker Studio let you build custom dashboards that automatically pull in data from GBP, Google Analytics, and Search Console. You can white-label these dashboards to reflect your agency’s branding, and even schedule automated reports to keep clients informed without any extra effort. This adds a layer of professionalism and consistency to your reporting process.

Other essentials in your stack might include:

  • Google Search Console to monitor how local landing pages are performing in search
  • Google Analytics to track user behavior and goal completions from local traffic
  • Zapier for automating tasks between tools, like adding review data into a client-facing report
  • Slack or Client Portals to deliver reports, updates, or insights in real time

✅Let’s say your client climbs from position 5 to position 2 for a valuable search like “family lawyer in Dallas.” Synup tracks the listing changes, surfaces improved call volumes, and presents it all in a clean, easy-to-read format. 

✅From there, you can connect the dots using Looker Studio to show increased website visits or form submissions, making the value of your services crystal clear.

This approach isn’t just about saving time. It’s about proving impact in a way that helps clients trust the process and stick around long enough to see long-term results.

Once you’ve delivered value and built trust, the next step is to turn satisfied clients into your strongest advocates. Referral clients often have a higher close rate and are more likely to stay longer, since they come in with built-in trust. Agencies can encourage this by creating formal referral programs, asking for testimonials at the right moment (e.g., after a positive result), or even featuring client success stories in marketing materials.

Client success marketing is a powerful tool. When you show potential leads how you helped a local bakery triple their monthly direction requests, or how you increased a HVAC contractor’s website leads by 60% over three months, it makes your services feel real and attainable. Referrals and case studies aren’t just perks, they’re a growth engine for your agency.

Step 7: Turn Your Clients Into Advocates

Once you’ve delivered clear results and built trust, the next step is to turn happy clients into active advocates. Referral clients often close faster and stay longer because they already trust your work. To encourage this, set up a simple, easy-to-understand referral program. Offer clients a reward, like a discount on next month’s retainer or a one-time service add-on—for every new client they send your way. Make sure the process is smooth, with a short form or even a direct email they can forward to contacts.

Timing is key when asking for testimonials. Don’t wait too long. Reach out right after you’ve delivered a strong win like a jump in local rankings or a surge in GBP interactions. Make it easy for them by offering a short prompt or even writing a draft they can tweak. You can showcase these testimonials on your website, proposal decks, and in client-facing materials.

Go a step further by building mini case studies. Show, don’t just tell. 

➡️For example: “We helped a local bakery increase direction requests by 312% in 90 days through GBP optimization and targeted photo updates,” or “Our local SEO strategy brought a 60% increase in form submissions for an HVAC contractor within three months.” Package these stories with real screenshots, charts, and client quotes so they feel tangible.

➡️Referrals and case studies aren’t just nice to have. They create proof, authority, and momentum, and over time, they become one of the most effective ways to grow your agency.

This approach isn’t just about saving time. It’s about proving impact in a way that helps clients trust the process and stick around long enough to see long-term results.

Final Thoughts

At the end of the day, client retention in local SEO comes down to one thing: showing real, measurable value and making sure your clients understand it. When you align your efforts with their business goals, communicate clearly, and report with intention, you build trust that lasts.

From using tools like Synup to simplify and scale reporting, to educating clients with digestible content and tying SEO wins to real-world outcomes, every step you take should reinforce your agency’s role as a strategic partner, not just a service provider. And once that trust is earned, it becomes the foundation for referrals, testimonials, and long-term growth.

Your results are already working hard. Now it’s about showing them off in the right way, so your clients never have to question why they chose you.

Want to make your reporting easier, clearer, and more impactful? 

Book a call with Synup now and see how it can support your agency’s growth.

How Agencies Can Showcase Local SEO Value and Retain Clients: FAQs

  1. How to get local SEO clients?
    Focus on a specific local market or niche and showcase past successes with clear, measurable results. Build trust by offering free audits or consultations and use referrals to gain more traction.
  2. How do I target local SEO?
    Optimize your Google Business Profile by ensuring all information is accurate. Build local citations by listing your business in local directories and create location-based content that appeals to your target audience.
  3. What is the best strategy for local SEO?
    Start with a well-optimized Google Business Profile and focus on local keyword research. Regularly gather reviews from happy customers and optimize on-page content with location-specific keywords and services.
  4. How does local SEO help grow your business?
    Local SEO boosts your visibility in local search results, making it easier for nearby customers to find you. It leads to more phone calls, website visits, and foot traffic, driving growth and sales.

The 10 Rules of Awesomeness

1. Find Your Niche

It's extremely important that you establish your expertise in a niche that you understand, have worked with for a long time and have a passion for.
The basic tenets of local SEO hold true in all sectors, regardless of the type of business/industry. However, if you know the niche well enough, it will be easier for you to learn and execute your plan for a particular business. Moreover, when the business owner or decision-maker sees that you really understand their industry, they are more likely to open up to you and trust you. Dentists will not be impressed if you start talking about how they can optimize their marketing plan for customers who are looking for orthodontists now, will they?
When you understand the industry, it will be easier for you to leverage your knowledge of the industry in your favour. It will also be easier for you to understand where the money is. If it's a niche where people can't afford to pay you more than couple of hundred dollars a month it wouldn't make sense to pitch your whole plethora of services. At the end of the day you are running a business and you need to be profitable.
The massive advantage that you will have by being niche-focused when you're selling to the local business audience cannot be overstated. After all, even large local business sales-focused companies like Yodle and ReachLocal use industry-specific reviews to sell to the market.
Read about how industry guru Mike Ramsey is trying to build a multi-million dollar local marketing business focused on lawyers.

How to go about finding your niche:

- Look at your existing customers. If a majority of them are coming from one industry, then it makes sense to go after that particular niche, provided there is enough demand.
- Figure out the markets that need Local SEO and online marketing the most in your local area. For instance, if you're in a state with fluctuating weather like Alabama, you should be targeting HVAC contractors who are probably going to be in high demand.
- If all else fails you can go after the golden targets: legal services, home services and medical services. These industries all are very good prospects for local SEO services; you should just pick one of them.

2. Brand Yourself

For a business owner to trust your words and for people to refer your work or seek your expertise, they need to know you. For that to happen, you'll need to do some amount of groundwork that helps establish your expertise on a given subject/industry. After all, as a marketing professional, you should practice what you preach and market yourself.
You will need to create a solid presence for yourself, both on and offline.

#1 - Establish your own website and social media following

Make sure you have an active presence on Facebook, Twitter and Google+; post regular updates on these sites and respond to interactions frequently. You can use software like Buffer and HootSuite to save time managing your social media accounts.

#2 - Frequent industry blogs and forums

Provide regular and easy to understand content updates in industry forums and blogs that business owners visit often. Take genuine interest and involve yourself in local chamber of commerce, business gatherings and social events. It will help develop trust and bonding before you go ahead and try to sell your services to the businesses.
For example, if you're focusing on contractors, you might want to visit forums like Contractor Talk regularly; there are plenty of online forums focused on specific industries that you can participate in and engage with potential customers. Just do a Google search for forums relevant to the industry you're attacking and you're bound to find a few.

#3 - Work towards becoming a "thought leader"

The holy grail of Local SEO marketing is becoming a "thought leader" or someone who creates content that is widely shared. This can result in a surge in customer inflow and can gradually get you to the point where you're regularly obtaining a few customers a week.

i. Create useful content on your blog on a weekly basis; and by useful, we mean something that will help a local business (your potential customer) get more from their online marketing or business
ii. Start a newsletter and curate this list to include businesses who want to hear from you.
iii. Write on other blogs to leverage on their existing readership. This can be a good start when you don't have a brand and would much rather have your content reach a larger audience.

3. Partner Up

It is extremely difficult for small firms to survive the local SEO game alone. You will need people to build, develop and execute your plans. You will need designers, web developers, content writers, assistance in responding to phone calls & emails to sustain your business and grow.

Find likeminded people that you can work with. People who have the specific skillsets that complement your own will help you support and sustain growth in the long run. It will also give you the opportunity to specialize and work on things that you do best rather than trying to be a generalist

While partnering, it is also important that you "spread the riches" - don't try to micro-manage or be involved in everything. Focus on your core expertise (i.e online marketing) and split other work (content, design etc.) with others. What you'll need to do is create a "mastermind group" - eventually, as group members succeed, they will also start sharing with you and you'll all grow together.

5. Lead Generation

Closing sales is one thing, but generating leads is something completely different. Lead generation is mostly a numbers game where you'll need to get as many (high quality) leads as you possibly can in the process of doing it.

The general mantra with this activity is experiment, track and expand the strategy that's working out well for you.

Typical sources for leads include:

#1 - Cold Calls

The most abused lead-gen strategy there is. Works for some, doesn't work for many. The secret to this strategy is volume, a proper script and quick hand-off to a real consultant. Stay away from this strategy if you're afraid of rejection.

#2 - Direct Mail Campaign

Contrary to popular belief and opinion, this still works. While sending out direct mail, it makes sense to personalize it a little bit. Go one step further and tell them something they don't already know.

#3 - Your Online Presence

Making the best use of the internet to make sure that your name is visible to people who could end up potential clients is an absolute necessity. Some of the things that you can do to achieve this are:
- Optimizing your website
- Posting on SMB forums
- Referrals

#4 - The Conventional Approach

The fact that people spend most of their time online has not rendered the conventional way of doing things obsolete. The good ol’ tried and tested methods to reach your customers and thereby keep the leads coming in are:
- Advertisements on Online Directories/Newspaper sites
- Flyers
- Radio ads
- TV Ads
- Newspaper Ads

Each of them have their pros and cons. You will need to try them you to find out what suits your need the best.

4. Solution Provider

Let's be honest - we are all skeptical of the dreaded sales pitch. The over the top promises, the hyperbole, the lure of the Promised Land that fails to be delivered.

Rather than selling them a cookie cutter rehearsed sales pitch, provide a solution to their problem.

#1 - Do your homework about the business before you go in for the meeting or get ready to send out a proposal

Do they have a website? If yes, is it responsive? Are their title tags optimized? How big is the company? How long have they been in business?

You should be able to find all of this information fairly easily just by looking at a business' website. To make things easier, analyze the important steps in the Local SEO Checklist to see if the business is doing everything right.

#2 - Take a look at how their business is doing online, and more importantly, what their competitors are doing

Nothing closes a sale as fast as telling a business owner what their competitors are doing and how that's helping them outrank. It drives the point across with evidence and helps you sell better. You can use a whole host of tools to check on competitor data including Synup, Ahrefs, Spyfu and SEMRush

#3 - Ask the business owner the most important questions you need to ask without wasting their time

Before you take the time and effort to prepare a proposal for a business, make sure you spend a few minutes with them on the phone asking the right questions. Ensure that your questions are short, concise, easy to understand and don't take a long time to answer. The last thing you want to do is waste the business owner’s time on something you could have already gotten the answer for looking at their website.

Some questions I like asking when I'm doing pre-sales are:

- Are they doing any online marketing right now? Have they used consultants in the past?

- What kind of results have they seen with online marketing so far?

- What kind of budget do they have for online marketing?

You should structure your questions based on what you think is important to ask.

#4 - Create an uncomplicated, easy-to-follow proposal

Break everything down to steps that the business can implement with your expertise that can help improve their performance. Show the business owner in steps what you'll be doing, how long it'll take and how it'll impact their performance.

This will help them understand how you're going to go about doing things and will also allay any unrealistic expectations they may have of you.

Be straightforward and promise what your can deliver. Believe me, it will take your business relationship to a new level when businesses know that you are not bullshitting them.

The business owner will actually appreciate the fact that someone is being honest with them unlike 1000 other cold callers who all promise them the first spot in Google overnight.

6. Customers First

Every business has their strengths and unique set of problems. Do not go to meet a prospect thinking you know exactly what their problems are. You'll end up alienating the client by trying to find problems to suit that services you can sell to them rather than finding a solution to the problems they are facing.

Listen to them closely, ask probing questions for more information and take a genuine interest in their affairs before you start talking money. They will appreciate it if you tell them that you may not be a good fit for the kind of services they are looking for. It’s good to say ‘NO’ upfront, rather than delaying the inevitable.

7. Don't talk Jargon

We all understand that SEO is a complex process that takes a while to understand. Do not expect your customers to be familiar with the technical terms that are prevalent in the industry.

Do not use jargons like robots.txt, xml, disavow, penguin, panda, pigeon, goat, unicorn etc and complicate things. Most business owners will not understand what these words mean.

All they understand is "leads" and "revenue". Educating the client on what we do is part of the job description. However, we do need to know where to draw the line, as we are not trying to train them to become local SEO specialists.

8. Diversify Revenue

Cashflow is the lifeblood of every small business. Keep tracking that at all times and make sure that one client alone doesn't make up more than 15-20% of your revenue source.

1. One big client = bad news

The biggest mistake you can make running your consulting business is to have more than 50% of your revenue coming from one client. A lot of us have been guilty of doing this and have learnt our lesson the hard way. Always keep looking for ways in which you can diversify your revenues to come from multiple clients.

You shouldn't be a single-client’s “hostage”, so to speak, and should have the freedom and liberty to drop a client if you need to.

2. Always collect money upfront

There is nothing wrong in collecting an advance from your customers. You are providing top quality services and need to be paid well in advance. If you feel guilty collecting money from a customer, or have a customer who doesn't trust you paying in advance, you should just fire them.

Never make the mistake of giving a customer a line of credit, whenever a client asks you this, ask them if they would work without getting payment from their own customers.

9. Engage

Even the experts need help at times in this ever changing world of Local SEO. With the number of animals & birds (a-la penguin, panda, pigeon etc.,) the search engines are throwing into the mix every few months one needs to take a step back and learn about the latest and greatest in the industry.

Here are our top 3 forums run and frequented by industry experts who can be of tremendous help -

- Linda Buquet's : Local Search Forum

- Max Minzer's : Local Search Google+ community

- Local U forum : Frequented by industry stalwarts

10. Sell

Now that you know all the things that you need to do to become an expert at local SEO sales, the only that is left to do is sell your product. Though I agree that this is much easier said than done, there are a few things that you can do or keep in mind before you successfully close deals week in, week out.

1 Set Targets

There is no absolute number when it comes to the sales targets that one should set, for it differs depending on the size of your firm. In any case, the intention behind founding any firm is to grow, and having a high yet achievable sales target for the growth of your firm will be instrumental in making you reach greater heights. A growth rate of 20% in sales will be a fantastic target to maintain, though it is completely up to you to come up with a practical figure on this front. Set a target that will help your firm scale rapidly with time.

2 Make Friends

Nobody wants to be the client of a firm that doesn't make them feel like that they're their biggest customer. May it be with your partners or your clients, make sure that you have a healthy relationship with them that makes them feel happy to be associated with you. Establish a dedicated client success/support team for this purpose. This doesn't mean that you shouldn't cut ties with a customer that demands more for less or treats you badly. Weed them out if you need to. But make sure that the customers that you have feel comforted by the fact that you are taking care of their online marketing and local SEO. This especially helps when the client likes you a lot, to the point where they start recommending what a good job your firm is doing to other businesses. And other businesses = more potential customers, and more potential customers = more sales

3 Practice

This might seem like something too basic to read so far down the post, but no expert became one without months (if not years) of practice and experience. Countless hours of trying and failing at something is the key to honing your skills, because failing helps you develop an instinct that will tell you what will work when you're selling and what won't. Don't expect the time spent reading and writing about the subject to get yourself to the top. As much as they will help you, the only way to truly becoming a rockstar in sales is to sell, sell and sell even more.