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Our process

From free audit to client conversion.

How we turn one personalised email into a working relationship: we reach the right person, give them a free audit, and show them exactly what to fix.

  1. Targeted outreach
  2. Free website audit
  3. Personalised results
  4. Audit walkthrough
  5. Actionable roadmap

The Seenbright method

Five steps, each one earning the next.

Every step gives the prospect something useful before we ask for anything back.

Step 1

Targeted outreach

We find the marketing decision-makers at life insurers and independent agencies, and send each one a personalised email that introduces Seenbright and links to our website.

1–5%Total reply rateof contacts emailed
0.5–2%Positive reply rateof contacts emailed

Primary KPI: Positive replies per email delivered

Who we write to

  • Marketing managers
  • Heads of digital
  • Agency owners

Step 2

Free website audit

We offer a free readability and visibility audit powered by WooRank. Prospects submit their domain through the sign-up form, or simply email us their URL, and an automated bot runs the audit.

1–3%Email-to-audit sign-upof contacts reached, as an initial planning target
1–3%Website visitor-to-lead conversion

Primary KPI: Completed audit sign-ups

Two ways in

Sign-up form
Reply with a URL

Step 3

Personalised results

Once the audit is done, the prospect automatically receives a tailored email that sums up the key findings, the areas to improve, and what each one means for their website's performance.

25–40%Lead-to-MQL conversion

Primary KPI: Marketing-qualified leads (MQLs)

Qualification criteria: Target-market fit, relevant website issues, and credible potential demand for the service

Report summary

SEO
Mobile
Speed
Example: regional life insurer, 41 pages scanned

Step 4

Audit walkthrough and value proposition

We walk the prospect through their audit, explain the issues that matter most, and show how our services address them, with links to our website for more on our expertise and approach.

13–26%MQL-to-SQL conversion

Primary KPI: Sales-qualified leads (SQLs) and qualified meetings

Success indicator: Prospects agree to discuss their optimisation needs and potential solutions

In the walkthrough

  • The top issues found
  • Why they matter
  • How we would fix them

Step 5

Conversion through actionable insights

We turn the audit findings into a clear optimisation roadmap. Each issue is paired with a practical fix and a measurable goal, so the prospect can see the value of working with us before they commit.

15–30%Opportunity-to-customer conversion

Primary KPI: New customers and attributable revenue

Success indicator: A signed agreement or confirmed purchase

The roadmap

1Quick wins
2Priority fixes
3Ongoing tracking

Figures are planning benchmarks for each stage, not results we have achieved yet.

Our lead magnet

Useful insights before any commitment.

The free audit gives a prospect something of real value on day one. It points to clear opportunities in performance, SEO, accessibility and visibility.

It is also the starting point for a personal conversation about what to improve first.

What the audit covers

  • SEO performance
  • Website readability
  • Mobile experience
  • Technical optimisation
  • Digital visibility opportunities

Conversion funnel

From prospect to partner.

Each stage builds trust and moves the right prospects one step closer.

Outbound email Step 1
Free audit Step 2
Personalised report Step 3
Walkthrough Steps 4 and 5
New client

The shape shows the idea, not real conversion rates.

Keyword strategy

The five keywords we want to be found for.

These are the searches our buyers make when they are ready to act. Each one has its own landing page on our site, plus a sixth page for the free AI visibility audit.

  1. AI Visibility Monitoring
  2. AI Search Optimization for Insurers
  3. Life Insurance Brand Accuracy
  4. AI Answer Correction Services
  5. Competitor AI Share Analysis

AI Visibility Monitoring

Who searches it
Marketing managers who want to know if AI mentions them at all.
Where it lives
AI visibility monitoring page, linked from the homepage
Content plan
Track how often each AI engine names the brand, month by month, and publish a short guide on what AI visibility monitoring measures.

AI Search Optimization for Insurers

Who searches it
Insurers comparing agencies that can get them into AI answers.
Where it lives
AI search optimization for insurers page, linked from the homepage hero
Content plan
Lead keyword. Its own page owns it, so the homepage title stays brand-led and the two never compete. Back it with a pillar article on how AI search picks insurers.

Life Insurance Brand Accuracy

Who searches it
Teams worried AI is quoting wrong prices, cover or eligibility.
Where it lives
Life insurance brand accuracy page, linked from the homepage
Content plan
Show real examples of inaccurate answers (anonymised) and a checklist for keeping product facts consistent across the web.

AI Answer Correction Services

Who searches it
Buyers who already found an error and want it fixed.
Where it lives
AI answer correction services page, linked from the homepage
Content plan
Explain the correction process step by step, with a before and after case study once the pro bono work is done.

Competitor AI Share Analysis

Who searches it
Teams that need to justify budget by showing who is winning.
Where it lives
Competitor AI share analysis page, linked from the homepage
Content plan
Offer a sample competitor share report and a short explainer on reading share of AI answers.

How we plan to rank for them

1
On-page basics

Keywords in page titles, descriptions, headings and FAQ answers, plus structured data that tells search and AI engines what we offer. Done on this site.

2
Get indexed

Submit the sitemap to Google Search Console and Bing Webmaster Tools so the pages are crawled.

3
Build content

One in-depth article per keyword, each linking back to the homepage and to the free check.

4
Earn mentions

Guest posts and quotes in insurance marketing publications, so other sites link to us and AI engines cite us.

5
Measure monthly

Track rankings and clicks in Search Console, and run our own AI visibility check on Seenbright every month.

Rankings are never guaranteed. On-page work makes us eligible; content, links and time decide where we land.

Start with step two.

Run a free check on your own site and see what the report looks like.