How to use process management for better SEO

The success of a SEO project depends on many different factors and not just a single action, as any SEO specialist knows well. However, the success of the whole project will depend a lot on how you establish and manage your processes.

That’s why process management skills are an effective way to put up a successful SEO campaign. It will help you organize everything, create cycles and test different factors without losing track of the progress. Besides, it also relieves anxiety, because you always know you’re in control.

You may say that you don’t need it, and if you don’t have more than 3 SEO clients and also don’t intend to grow, that’s true.

But if you want to keep growing and signing contracts, process management is the way to scale your business.

If that’s your case, let’s start with some simple steps:

Step 1: Set Up the Goals of each project

Goals of each project

One common mistake of drawing workflows is to start by what you have to do first. Let’s invert somethings. Start by the result you want to achieve, and only then you start to write the actions you need to do to reach the objective.

Setting up goals to be attained is the first step to effective process management. You should get in touch with clients to confirm and understand what they really expect from you.

After that, you can establish a clear SEO strategy to achieve the goals, and worry about the processes for implementing the strategies.

You’ll realize that many clients can be categorized and you’ll be able to use the same workflow for different expectations.

Step 2: Establish your tools

Any job has its own set of tools. When we talk about SEO, the tools you choose to run each process are extremely important, and must be well defined. It will also avoid that you or any employee keep running in circles, collecting non-useful data.

The workflows will help you define your tools for the jobs according to their strategy and use them in the right manner. This is an important part of the process management.

Some of the most important tools for better SEO include the following:

  • SEmRush- Tracks the volume, organic keywords and gives you a ton of graphics. But the best part is: You can take a real look at the competition. This is a powerful tool that is far much better than that information available on Google Ads.
  • Dropbox- This can be used for file sharing and one of the best at it. Dropbox makes teamwork far much easier as access to files is easy at all times. It’s also one of the most convenient tools to use when in comparison with others cloud services.
  • Excel–You better learn some tricks on Excel if you want to scale your work. Although not a new tool, Excel is still one of the best programs if you need to play with sheets, and will help a lot on your stuff.

Step 3: Draw and Review the Processes

Draw and Review the Processes

Now that you have your goals well defined, it’s time to draw everything. Think about each step and write it as simply as it can be.

It will be a lot of work to do, but I assure it will save you plenty of time in the future, and you’ll be grateful for that.

Once you have the workflows and processes, start reviewing and testing them. Are the steps right? Is there anything that you’re feeling isn’t good? Ask yourself these questions until you’re confortable with the final material.

Step 4: Resources


By resources, I mean: Time, Cost and Quality. To have control of them, you’ll have to estimate time and cost for each activity regarding the quality expected.

Start measuring everything, and be obsessed. It will be hard at the beginning, but them you’ll start to have a great vision of the whole project and also be able to handle a lot more.


Process Management is an excellent method for achieving higher productivity, envision projects and scaling your clients. It certainly isn’t easy, and requires some strength in order to keep going with them. But is probably the better way to grow and control everything.


Camila Honda

Brazilian, Digital Marketeer, Writer and in love with project management.

Currently at

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