Sales Team Training · 90-Minute Workshop

How to Sell Digital Marketing Services

Positioning marketing as business growth — not ads.

For the JWA Sales Team 26 slides 90–120 min
02The Core Mistake

The biggest mistake in selling marketing

What they DON'T understand

  • SEO — what is it?
  • PPC — sounds complicated
  • Meta Ads — confusing
  • Conversion optimization — jargon
  • CRM automation — too technical
  • AI marketing — scary

What they DO understand

  • More customers
  • More calls
  • More booked jobs
  • More revenue
  • Lower customer acquisition cost
  • A full schedule

Business owners buy outcomes, not marketing terminology.

03Your Real Role

You're not a salesperson. You're a growth consultant.

What they see
Sales Rep
What you actually are
EducatorConsultantInvestigatorStrategistAdvisor
Your job
"Diagnose before prescribing"

Like a doctor: ask, diagnose, then prescribe.

04Discovery

The discovery call is everything

Eight areas to cover before you ever pitch. Listen 70%, talk 30%.

Business Overview

Years in business · services · revenue range

Current Lead Flow

Customers/month · sources · close rate

Existing Marketing

What they do · budget · results

Sales Process

Follow-up · cycle length · who closes

Capacity

Can they handle more? · staff · blockers

Competition

Who · how they market · their advantage

Goals

Revenue target · acquisition goal · timeline

Budget

Available · willingness to invest

Discovery is where trust is built.

05Trust

How to build trust during discovery

Trust builders

  • Ask intelligent questions
  • Take detailed notes
  • Repeat back what you heard
  • Show you understand their business
  • Explain problems in their language
  • Show opportunities they haven't seen
  • Speak business, not tech jargon
  • Don't oversell or overpromise

Trust killers

  • Technical overload ("schema markup…")
  • Selling too early ("here's my price…")
  • Unrealistic promises ("guaranteed #1")
  • Talking about yourself too much
  • Pushing ("only 2 spots left…")
  • Trashing competitors

Clients buy trust before they buy services.

06The Ecosystem

Digital marketing is not one service

Business
Growth
Local SEO / GMB
Website & Landing Pages
Google Ads
Meta Ads
Email & CRM
AI Search Optimization
Analytics & Reporting
Content Marketing
Conversion Optimization
Automation & AI

Digital marketing is an ecosystem, not a single tactic.

07Targeting

Start with the target audience

Example — a roofing company. Audience clarity comes before everything else.

Who they SHOULD target

  • Homeowners (primary)
  • Specific neighborhoods & ZIP codes
  • Income level $150k+
  • Single-family homes
  • Ages 35–65

Who they SHOULDN'T

  • Renters — don't own the roof
  • Condo residents — HOA decides
  • Out of service area
  • Commercial — different sales cycle

Wrong audience = wasted marketing budget.

08Channels

Traffic sources (channels)

Organic Search

"Roofer near me." 2–4 months to build, lasts 2+ years.

Google Maps

#1 spot for local. 50% of "near me" searches.

Google Ads

Immediate visibility. High-intent traffic.

Meta Ads

Targeted reach. Awareness + retargeting.

Social (Organic)

Community & long-term brand building.

AI Search

ChatGPT, Claude, Perplexity. New frontier.

Referrals

Highest conversion. Highest trust.

Email Marketing

Past customers + newsletter. Very high ROI.

Diversified traffic sources = consistent lead flow.

09The Funnel

The marketing funnel

Awareness
1,000
impressions
Click-through · 10%
100
clicks
Landing page · 50%
50
visitors → 15 leads
Sales call · 33%
5
demos
Close · 40%
2
customers
1,000 impressionsstart
100 clicks10% CTR
50 visitors50% conv.
15 leads30% conv.
5 demos33% conv.
2 customers40% close

Marketing does not stop at traffic. It must convert.

10Digital Assets

Where traffic goes

Traffic must have a destination. Some assets you own — some you only rent.

Assets you OWN

  • Website — homepage, service & about pages, lead capture
  • Landing pages — single offer, high conversion
  • Email list — owned audience, direct line
  • CRM system — lead database, automation, tracking

Assets you only RENT

  • Google Business Profile — Google owns it
  • Facebook page — Meta owns it
  • Instagram profile — Meta owns it
  • LinkedIn / TikTok — platform-controlled reach

Traffic must have a destination — own the assets that capture leads.

11CRO

Conversion rate optimization

Same 1,000 visitors/month — wildly different outcomes.

Bad scenario

Website visitors1,000
Phone calls0
Form submissions0
Total leads0
Wasted traffic

Good scenario

Website visitors1,000
Phone calls50
Form submissions100
Total leads150
Profitable traffic
Phone calls Form submissions Chat messages Booking requests Photo uploads Any measurable action

Traffic without conversion is useless. CRO is critical.

12Leads

What is a lead?

Contact info captured + Interest expressed + Action taken = A Lead

Examples of leads

Website formPhone callFacebook message Instagram DMText inquiryCalendar booking Email inquiryWebsite chat

What happens after

1

Capture

Info goes into the CRM

2

Verify → Qualify

Is it real? Is it a good fit?

3

Follow-up → Nurture → Convert

Contact within 1 hour, then turn into a customer

A lead is only valuable if it's followed up quickly.

13Follow-Up

Lead follow-up systems

Modern follow-up stack

CRM system Phone call Text (98% open) Email automation AI assistants Sales reps Call tracking

Follow-up sequence

5m
Minute 5

Automated SMS

"Thanks for reaching out! Text YES for availability."

15m
Minute 15

Phone call from rep

2h
Hour 2

Email with more info

24h
Hour 24

Follow-up text

3d
Day 3

Follow-up email

Most leads are lost to poor follow-up, not poor marketing.

14Positioning

Growth packages — what you sell

Instead of selling…

  • "We do SEO"
  • "We offer Google Ads management"
  • "We provide social media marketing"

Sell…

  • Growth Package
  • Growth Plus Package
  • Growth Pro Package

Package services together. Services work better as systems.

15The Packages

What's inside a growth package

Growth
Businesses new to digital marketing
$2–3k / month
  • Google Business Profile optimization
  • Review generation system
  • Website audit & optimization
  • Local Services Ads setup
  • Monthly reporting
Local visibility + lead generation
Most popular
Growth Plus
Businesses ready to scale
$3.5–5k / month
  • Everything in Growth
  • Meta Ads management
  • Google Search Ads management
  • CRM setup & automation
  • Email follow-up sequences
  • Bi-weekly strategy calls
Multi-channel traffic + automation
Growth Pro
Businesses serious about scaling
$5–8k+ / month
  • Everything in Growth Plus
  • Advanced SEO & content strategy
  • AI chatbot implementation
  • Advanced analytics & optimization
  • Dedicated account manager
  • Weekly calls + custom landing pages
Complete growth system

Packages are designed to fit different needs and budgets.

16Service 1

Local SEO & Google Business Profile

Getting businesses to rank #1–3 on Google Maps and local search.

1

Optimize the profile

Update info, add photos, fill every category, set service areas

2

Generate reviews

Automated requests, respond to all, manage negatives

3

Build local citations

Directories, local backlinks, authority building

4

Optimize "near me"

Geographic pages and local content

#1–3
Rank for "[service] near me"
+50%
Visibility in Google Maps
2–3×
More calls / leads
30 days
To see ranking gains
50% of "near me" searches lead to a store visit within 24 hours
Businesses on Google Maps get 70% more calls
A 4.8★ rating gets 2× more customers than 4.0
17Service 2

SEO — organic search

Rank on page 1 of Google for the keywords in their industry.

Keyword research

Find low-competition opportunities

On-page SEO

Titles, meta, content, internal links

Content creation

Blogs, service, location & FAQ pages

Technical SEO

Speed, mobile, crawl, schema

1–2
Months 1–2

Foundation & content

3–4
Months 3–4

Initial rankings

5–6
Months 5–6

Page 1 results

Page 1 of Google gets 90% of clicks
Page 2 gets less than 5% of traffic
Organic compounds — it keeps working after you stop paying
18Service 3

Google Ads management

Paid search that captures high-intent customers — people already searching.

  • Keyword selection — high-intent + geo-targeted
  • Ad creation — compelling copy, clear CTA, variations
  • Landing page setup — conversion-focused, fast
  • Bid management — optimize for ROI
  • Continuous optimization — A/B testing, refinement
Captures demand — people are already searching
Fastest way to get leads, highly measurable ROI
Day 1
Immediate visibility
5–10
Leads per week
20–40%
Conversion (highest of any channel)
$50–150
Cost per lead

Typical economics

$1,000–3,000/month budget · 200–500% ROI · results improve over 4–8 weeks.

19Service 4

Meta Ads — Facebook & Instagram

Targeted ads that build awareness and generate leads.

  • Audience targeting — interests, behaviors, lookalikes, retargeting
  • Creative development — video, image, testimonials, case studies
  • Campaign setup — lead-gen objective, budget, bid strategy
  • Ongoing optimization — adjust audiences, test creative
Google Ads
Capture demand — people searching
Meta Ads
Create demand — reach people who don't know they need you
5k–50k
People reached in service area
3–7
Leads per week
$30–100
Cost per lead
300–800%
Typical ROI

Typical budget

$1,000–2,000/month · 10–15% conversion · learning phase weeks 1–2.

20Service 5

AI & the future of search

 The old way

"Best roofer in Denver" Google ranking #1 your listing / ad

 The new way

"Best roofer in Denver" ChatGPT answers: "I recommend checking these companies…"

Our AI Search Optimization

  • Optimize for AI search engines & build platform presence
  • Structured data / schema markup AI can read
  • AI-friendly content & industry authority building
ChatGPT Claude Perplexity

AI search is the new frontier — most businesses aren't preparing for it.

21Capacity Check

Infrastructure & capacity

The critical question: can they actually handle more customers?

Staffing

Who answers, follows up, books? Need to hire?

Operations

Can they service more? Inventory? Capacity?

Systems

CRM? Lead tracking? Sales process? Follow-up?

Financial

Can afford CAC? Budget? Margins?

YouI see we could generate 30+ leads/month. Can you handle 30?
ThemUh… we don't know.
YouYou get 5 leads/month now — how many become customers?
ThemAbout 40%.
YouSo 6×-ing that to 30 leads is ~12 customers. Got the capacity?
ThemWe'd need to hire someone.
YouThen it's an operations problem, not marketing. Let's target 15/month while you hire.

More leads aren't always the answer. Capacity matters.

22Objections

Common objections & how to handle them

"We don't have budget"
Reframe to ROI: 10 customers × $5k = $50k revenue on a $3k/mo spend — pays for itself 16×. It's not a budget question, it's a growth question.
"We need to think about it"
"Absolutely — let's schedule a follow-up for [day]. I'll build a customized strategy with projections so you'll have concrete numbers." Always put it on the calendar.
"Your competitor charges less"
Cheaper isn't better — like the cheapest roofer. We focus on cost per acquisition, not cost per lead. 100 cheap leads that don't convert, or 10 that become customers?
"We tried it before, it didn't work"
Usually it wasn't set up right — no clear audience, weak landing pages, no tracking, no follow-up. Tell me what didn't work so we don't repeat it.
"How long until results?"
Google Ads & local SEO: leads within 2 weeks. Organic SEO: 4–6 months. Either way you see weekly reporting — you KNOW, you don't hope.
"We don't have time to implement"
You don't do anything — we handle website, ads, landing pages, campaigns, tracking, reporting. Your job is to handle the leads; ours is to generate them.

Don't argue — validate, reframe, move forward, and always get a commitment.

23The Script

Your discovery call script

~30–45 minutes. Ask, don't tell. Don't pitch — just learn.

2m

Opening

Set the agenda: understand the business, the situation, then share ideas.

5m

Business overview

Years in business, services, ideal customer, project value.

10m

Current lead situation

Customers/month, sources, conversion rate, biggest challenge.

5m

Current marketing

What they do, spend, and how it's working.

5m

Goals

"Magic wand" vision, target customers/month, what's realistic, timeline.

5m

Capacity & operations

Follow-up process, team size, "Could you handle 20 leads/month?"

3m

Closing

Summarize, share 1–2 opportunities, schedule the follow-up.

Key discovery phrases

  • "Tell me more about that."
  • "Help me understand…"
  • "What does that look like?"
  • "Why do you think that is?"
  • "How has that impacted your business?"
  • "What's your biggest concern?"

Listen 70%. Talk 30%.

24The Process

Sales process recap

Sales is a process, not a moment — roughly 8–14 days end to end.

1 · Discovery

Understand, find pain points, assess capacity, build trust.

Day 1

2 · Analysis

Audit, research competitors, build strategy & ROI projections.

Days 2–5

3 · Strategy

Present findings, opportunities, projections, packages.

Days 5–7

4 · Proposal

Written breakdown, ROI, case studies, clear CTA.

Day 7

5 · Close & Kickoff

Sign, payment, kickoff call, begin implementation.

Days 8–14

Sales is a process, not a moment. Process creates commitment.

25Metrics

Success metrics — how you track value

Traffic

Visitors · by source · CTR · CPC

Leads

Generated · cost per lead · source · quality

Conversion

Calls · forms · booking rate · close rate

Financial

CAC · LTV · ROAS · profit per customer

"We don't guess. We measure. Every week you see what's working, what isn't, and how we're adjusting."

 Example dashboard — Month 1

Traffic1,500 visitors
Cost per click$1.50
Leads45
Cost per lead$67
Customers9
Revenue$45,000
ROI450%

You don't guess — you measure. That's why you charge premium prices.

26Takeaways

The 7 key principles

1

Sell outcomes, not services

Translate jargon into business language. Focus on ROI.

2

Discovery first, sales second

Ask before presenting. Be the consultant.

3

Package services together

Sell systems. Higher value, higher ticket.

4

Diversify traffic sources

Multiple channels = consistent leads. Build redundancy.

5

Optimize the entire funnel

Traffic without conversion is waste. Track every metric.

6

Follow-up is everything

Most leads are lost here. Automate. Persistence wins.

7

Measure & optimize

Track, report transparently, continuously improve.

The best agencies don't sell ads or SEO. They sell growth systems. Compete on value — and you win.

Just Web Agency Sales Team Training
1 / 26