Author Archive for Bryan Valentino

How to easily and quickly keep track of clients with Pipedrive

At Wordflirt we want to help you grow, so we provide tools and tips and tricks that might make things easier for you, improving your productivity so you can spend more time ON your business, and hopefully less time IN your business.

Have you ever forgotten to get back with a client, or to follow up with them?

This month we’re highlighting Pipedrive, a CRM tool we’ve come to love. It is allowing us to easily keep track of our potential clients, as well as what our current clients need, with appropriate visibility so nothing falls through the cracks.

Here is what we really like about it:

  1. “Deals” and “Contacts”. A contact is obviously a person or a company, but a Deal is a potential sale with a dollar amount. This means you can have multiple Deals with one Contact! Thus, you have one client that wants two different services from you, and they may be at different stages of signing on with you. Or you may have won a Deal and are working on a 2nd Deal.An example at Wordflirt is we offer Website Design/Development, Social Media Marketing for small businesses, Social Media Marketing for large businesses, SEO, etc. Some of our clients want multiple services, others don’t, and will purchase them at different times.
  2. Multiple Pipelines. You can create a pipeline for the way you market a product or service and keep them separate. At Wordflirt we have a pipeline for our Website services, Social Media services, and a couple of others. It’s helps us to focus on EXACTLY what we need to do next.
  3. Customized status fields. You can create your own status fields to reflect how you work, such as Active, Dormant, On-Hold, etc.
  4. Ability to filter your views. This allows you to drill down on what is most important to you such as the deals each person on your team has created, your own custom status, older deals, etc. We’ve talked about Trello in the past, and this is one of the features that really distances Pipedrive from Trello.
  5. Connection with a prospect’s email. Once you have the person’s email, then anything emailed back and forth will be recorded in Pipedrive. This is really nice to be able to keep track, between team members, communication.

We recorded a short video to show you how to get started; it’s really easy. Plus they have plenty of videos on their site to help you. If you really need some help, let us know, and we can work with you to set it up!

If you’d like to get started, if you use our affiliate link, you’ll get 30 days free, which is twice as long as you’d get on your own. And full disclosure, if you sign up, we get some free time, which saves us a little money.


Why and How to Clean Your LinkedIn Connections

If you’re like most early adopters of LinkedIn, you may have utilized the platform for your job search, recruiting or connecting with old coworkers. Over the years, the platform has changed quite a bit, evolving into a robust professional networking and social selling machine. You may find yourself connected to people that no longer serve you and your objectives. Examples include:

  • People you’ve worked with in the past that aren’t relevant to your current situation
  • Other people in the same industry that could be viewed as your competitors
  • Recruiters for an industry which you are no longer a part of
  • Colleagues, suppliers, partners or competitors from an industry that you are no longer a part of

Whatever the case is for you, in order for LinkedIn to be a valuable networking and selling tool for you, you’ll want your first level connections to be high quality and relevant to your objectives.

Here’s how to evaluate a connection to see if you should remain connected at the first level. Ask yourself:

  • Can I be of service to this individual from a professional networking standpoint which will benefit both parties?
  • Can he/she be of service to ME from a professional networking standpoint?
  • Do I compete with this person for business?
  • Does this person want to sell me something that I’m not interested in?
  • Do I want this person to see what I’m doing to market myself or my business on LinkedIn?
  • Can I learn from this connection and if so, what?
  • Can they introduce me to someone of value to my network and business?
  • Is there a personal reason why I want to stay connected to this person?

Answers to these questions will be the determining factor for your decision to remain connected or not. I suggest removing connections that are not serving your higher purpose. This is NOT personal. You can always connect with them on any of other social networks, such as Facebook, Twitter or Instagram. Always keep in mind that LinkedIn is for business networking, not socially hanging out.

Once you’ve cleaned your LinkedIn connection list, you can now build it with the type of network that WILL serve your higher purpose and help you grow your business.

To learn how to remove unwanted connections, watch this two minute video I made for you, and be sure to check out our LinkedIn Lead Generation services to help you generate more business! (link to LinkedIn services)

How to Find Your Business Page on Facebook

If you’re not familiar with using Facebook for business, navigating between your personal profile and your business page can be confusing.

“I know I HAVE a Facebook business page, but I don’t know where it is!”

Does this sound like you? I hear it all the time from clients who are afraid to post something about their business to their personal friends by mistake, so sometimes they simply don’t post.

In this quick video, I’ll show you how to easily navigate back and forth between your business page and your personal profile on Facebook.

 Have you tried our free dashboard yet? If you sign up for your free account, you can connect both your personal and business page inside the dashboard. Then, you schedule your posts and you can CLEARLY see which account you’re posting to!

Signup at:

How to Export Your LinkedIn Connections

Each month when we send our clients’ newsletters (and ours!) we export and sort their LinkedIn list of connections and add them to their email list. It can be laborious, but it’s worth it.

Why bother with LinkedIn Connections?

If you’re actively networking on LinkedIn and growing your list of connections, that is like going to a networking or chamber meeting online! Think about it – if you go to a networking meeting in person, you exchange business cards, don’t you? Then what do you do as a next step?

If you’re good at marketing and networking, the next step you would do, would be to add them to your CRM, your email list and/or your phone contacts for future follow up.

What many people don’t realize, is that each time you connect with another professional on LinkedIn, you are getting their “virtual” business card and an opportunity to follow up. If you’re business is not limited geographically, this gives you the huge advantage of increasing your reach through the Internet.

How to use your LinkedIn Connections?

As mentioned above, you now have a lot of ways to maximize this new networking asset. Here are some ideas that might help:

  • Put them in your CRM (Customer Relationship Management tool)
  • Once in your CRM, prioritize the high value connections and schedule a date to reach out to them via phone or email
  • Add them to your eNewsletter list. This is very easy to do if you use MailChimp, Constant Contact or most of the email management programs for your newsletters
  • Add them to your physical mailing list, if you have one
  • Invite them to an event either in-person or via a webinar
  • Put them in your SMS manager (for texting/messaging on their mobile devices)
  • What’s your idea?

Exporting LinkedIn Connections

Now that you see the value in exporting your connections, watch the video to see how you can do it. It’s less than four minutes long and it can save you from spending a lot of time hunting around your LinkedIn account to find it!

Mind the CAN SPAM laws

CAN SPAM laws were created to protect us from getting unwanted and unsolicited emails. Nowadays, the law doesn’t seem to help, but you should be mindful of what is ok and what is not. You can view details of the law here:

If you choose to add your connections to your email list, be aware that if you get a lot of bounces and “unsubscribes” from your list, it could appear to be SPAM and could harm your email credibility, or reduce your ability to add future contacts. Here are some tips to avoid this:

  • You could ask permission from your connections before you put them on your list. Most people will say “no” to additional email, but it would be a safe way to make sure you’re not breaking any etiquette protocols for your industry
  • Send an introduction email telling them why you’ve added them to your list and what they can expect to receive from you, with the option to unsubscribe
  • Do NOT under any circumstances SPAM them! You hear that word a lot these days, with a lot of implied or real definition. Some of the following items, we consider to be SPAM:
    • Blatant selling – you should be building relationships, not shoving your product or service down their throat
    • Email that contains mysterious links with little or no explanation
    • Emailing too frequently
    • Sharing political, religious or highly opinionated topics with them via email
  • You could also set up an opt-in page whereby in exchange for their email, you give them something of interest to them (see my example at This ensures they are “opting in” to your list and that they want to hear from you. Plus, if you give them something interesting and relevant, you are showcasing yourself as an authority in your industry.
  • Message them through LinkedIn and thank them for being a valued connection. Then, let them know what you’re doing. Sometimes, people start getting emails from a new contact and they don’t know how they know them. This leads to more unsubscribed connections.

How you decide to utilize this great networking tool is up to you. We see great success with email newsletters that help grow business for our clients. If you do it right, people will look forward to hearing from you and you will gradually become a trusted connection!

Here is the video to quickly show you how to export your LinkedIn connections. Check back on our blog to see how you can increase your LinkedIn with highly targeted connections. Enjoy!

How to monitor your SEO results

Results reflect the quality of SEO work that has been done. The most obvious result is organic ranking on page one of Google without having to use paid ads. However, there are some tools available on the internet that you can use for free to check the ranking performance of your site in search engines throughout the process.

1. Rankchecker
Rankchecker is a freemium service that allows you to check the standing of your site for specific keywords. All you need to do is register for a free account and you will then be able to check up to 5 keywords. It also gives you suggestions and warnings about things that you need to improve on in your site.

2. Google Analytics
If you have good SEO, your website will appear in the top pages of search engines. When that happens, traffic or the volume of users visiting your website will also increase. Google Analytics gives you the ability to track the traffic and also enables you to filter the data to see where the traffic came from, what device was used, how long the user stayed in your page and if the user came from a search engine or just typed your website’s URL directly. (Note: when you participate in Wordflirt’s maintenance program, you will receive monthly website traffic reports).

3. Google Webmaster tools
You can use this tool to test if your website can be crawled or is visible to bots used by search engines. It also checks if you have a sitemap available and flags any errors in your website like missing titles, invalid links and even spammy content.

It is important that you track the progress or any improvements in your site’s ranking. Numbers do not lie. Using the tools that we mentioned above gives you an overview and provides the data necessary to formulate a good judgment as to whether you or the company that you are working with has built an effective SEO campaign.

Read more about Wordflirt’s San Jose SEO.

Skill sets of a good SEO professional or company

There are a couple of technical SEO skill sets that you need to look for when choosing the company that you will be working with or you will be trusting to do the SEO of your website. These SEO skill sets are:

1. Content writing

Everyone who knows SEO knows that quality content is very important. Search engines, like Google, are very strict when it comes to the quality of content that a website has. If Google sees that your content is spammy, duplicated or over stuffed with the keywords that you are targeting, your website will rank lower in its SERP (Search Engine Results Page). Creating SEO friendly content requires creativity, grammar, vocabulary and a high understanding of how search engines read a website’s content.

2.  Creativity

Not everyone has the talent for creativity. One of the things that makes content writing tricky is the ability to write content in such a way that it’s natural or conversational but still has the targeted keywords. The content also has to be long enough without repeating key phrases over and over.

3.  Understanding of Website Analytics

Some search engines provide tools for you to see how your website is doing in terms of traffic and the specifics of where the traffic is coming from. The ability to understand the data from these tools is important to SEO because it is one of the indicators that will show if the SEO strategies that have been implemented is effective or not. Good SEO work means that your website should rank higher in search pages which then translates to better traffic coming to your site.

4.  Search Engine Algorithm knowledge

Knowing how search engines run things is crucial, because this could make or break all the work that has been done to your website. If a company or person that you are working with has no idea regarding how search engines operate or what its algorithm does, it might do more harm than good to your website. A good example: Google has put many systems in place to generate search results. It has a system that checks for content that has been over saturated with keywords and another system that checks the code of your web page follows proper HTML markup. In the event that you get flagged by one of these systems, you may get penalized by making your website rank lower.

5. Communication

Good communication is important in any project, business or partnership. Most, if not all, business owners want to get updated on the progress of projects that they are doing especially if it costs money. Some digital marketing firms out there will keep you in the dark about what they are doing to your website and will only communicate if you send them an email first. Sometimes, it may come to a point that contacting them will be a nightmare once you have already paid for the project. With Wordflirt’s SEO team, you can be sure that we will proactively send you updates.

We believe that skills are measured by output. Anyone can just say that they are the best at what they do but when you ask them the hard questions or the specifics of the field that they will either avoid your question or just make up “facts” to make you believe that they know what they are talking about.

Finding the right partner to do SEO can be difficult. There are many companies out there that offer the business and will promise you unrealistic results when it comes to SEO. Some companies may promise to get you to rank on page 1. Search results vary depending on many factors like location, search history and many more so if someone tells you that they can get you to rank 1 no matter what, that’s a red flag!

Wordflirt provides service in many different areas so whether you need Los Angeles or San Jose SEO services you can be assured that you get the best results with realistic targets and up to date strategies.

Characteristics of a good SEO company

How do you go about finding a trustworthy SEO expert for your site?

As a business owner, you know very well that trust is very important in any partnerships or business relationships. There are many SEO firms out there and you need to be very careful in choosing the right one to do business with.

We will talk about the technical skillsets below, but they really need to have some soft skills, because SEO, done properly, is not an overnight solution which then lasts forever – there is monitoring, reporting, and tweaking as things change.

Important attributes include:

  • Are realistic as to what’s really possible for your rankings? For example, if you are trying to rank #1 for the keyword “online MBA” in two months, it’s just not possible, as companies and universities have been working on this for years with a ton of money and resources behind them. They should be able to evaluate and analyze the competitive nature of your keywords and recommend a realistic timeframe and budget to get you ranked.
  • Communicate to you regularly on the status. This can be either weekly or monthly depending upon how often you want to monitor your rankings. Start of with at least once per month. See below for what you should be monitoring.
  • Speaking of communications, they should have at least a couple of blogs on their site about SEO, what it takes, etc., to educate you on not only what they do, but on what SEO really means. If they can coherently write about it, chances are they’ll be able to coherently communicate with you.
  • Understand what your needs are. It may take only a slight increase in traffic to sell a few more of your items to make a big difference in the revenue of your business. Here is one place where you must understand the Lifetime Value of your clients so you know how much to spend and how often. We’ll have more on that in another SEO post.
  • Have a grasp on the difference between strategy and tactics, and communicate with you on that difference. Basically, the strategy is a long-term goal and should not change much, but the tactics are short-term and can change depending upon what works to accomplish the strategy.

Why do you need SEO

The Power of SEO

First, it’s important to understand what SEO is. SEO stands for Search Engine Optimization, and it’s part methodology and part art that allows Google’s algorithms, or any other search engine, to find you and classify your website on the internet. Where you show up on a search based on your keywords (page one or page 1000), is called your “rank”.

Second, understand that Google is interested in delivering search results that are accurate and provide the best user experience. They want you to always use their search engine, which means going to whenever you run a search. This allows them to show you ads for which they get paid.

Getting your website ranked high organically (which means free to you without paying for ads) is very important for your business IF you want to get more leads and traffic without spending your time prospecting.

The easier you make it for Google to find your site and categorize it properly, the more accurate their results will be. The idea is that accurate search results mean the people that find you will be closer to your ideal client.

Also, as you’re out-and-about building relationships with people, some will forget your name but remember your business, or vice-versa, or may only remember parts of each. They will then “Google” you, and hopefully you’ll come up in their results. Proper SEO can help maximize your off-line networking, as well as your on-line network presence.

The highest ranked websites have additional opportunities for business growth. Advertisers, affiliates, and other partners will view your site as a high value, and may request to pay you for advertising or selling their products to your viewers (banner ads and affiliate programs). This creates a mutually beneficial relationship for your industry partners, with very little effort on your part (once your site is ranked, of course!).

Therefore, it’s really important to rank your website high. But how high?

According to this study from a few years ago ( , there’s a dramatic drop-off as you move down the list. And that 92% of all traffic from the average search is confined to page 1.

The Reality of SEO

Over the years, there have been many theories and solutions, both ethical (whitehat) and unethical (blackhat) which have come and gone. Some methods have remained solid and reliable. Others have garnered the dreaded “Google Slap” for poor practice or unsupported tactics. Google’s utmost concern is the quality of their search results, so SEO companies that rely on spammy links and crummy content, are no longer ranking.

A truly ethical, long-lasting SEO campaign will achieve high ranking on the search engines within a specific period of time, then only require tweaking when Google changes their algorithm. Many SEO companies will have you believe that you need to be with them forever in order to keep your ranking, however that is just not true or fair to you, the business owner. Yes, it can take a long time to rank your site, depending upon how competitive your keywords are. No, you don’t need to employ an SEO team forever.

Interested to learn more about SEO? Read our San Jose SEO post to know more.