ToSERP

BACKGROUND

Please describe your company and position.

 I am the Senior Manager of an information technology company 

Describe what your company does in a single sentence.

B2B SaaS platform that helps service and logistics businesses manage field operations, automate workflows, and improve customer experiences.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ToSERP to accomplish?

• Website ranking and potential traffic
• Leads from chatgpt
• Website technical improvements
• Reporting dashboard

SOLUTION

How did you find ToSERP?

Online Search

Why did you select ToSERP over others?

• Good value for cost
• Company values aligned

How many teammates from ToSERP were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We’re a US-based B2B SaaS company that sells field service management software to service businesses. We brought this team in to grow our organic pipeline, and we’ve worked with them for more than one year. The work started with SEO and grew into search, AI visibility, conversion, and paid retargeting.

Key deliverables:

• A full technical and on-page SEO audit with a prioritized roadmap
• A keyword and topic strategy built around our buyers’ search and AI queries
• A resources hub, with new and refreshed content each month
• GEO tracking and reports on where we appear in AI search Conversion audits and a series of landing page tests
• Retargeting campaigns and creative Monthly reports tying organic traffic and AI visibility to demo requests

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Honestly, we didn’t expect search to move this quickly. Within three months, our average ranking improved from 24.3 to 12.6, and blog traffic almost quadrupled, increasing from 478 to 1,943 visits per month. Traffic remained around that level afterward, which was the result we cared about most.

Impressions increased by 32% quarter over quarter. Link building took longer to show results but eventually picked up. We added 82 linking domains in August alone, and over the course of the year, the number increased from 263 to 518. AI search was where they really earned their keep. We started the year with 479 citations in AI tools and were appearing in over 1,500 AI responses two quarters later across ChatGPT, Perplexity, Gemini, and Google's AI Overviews. Most of our competitors still weren't appearing there.

Demos booked increased by 35% year over year. Lead-to-demo conversion also improved from 31.5% to 39.8%, meaning sales received better leads, not just more of them. We also started ranking in the UK, UAE, and Australia.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was very organized. Everything ran through ClickUp, so we could always see what was in progress, what was blocked, and what had been delivered. We rarely had to follow up for updates. Deadlines were met almost every time. When something was delayed, usually because they were waiting on our development team or our approvals, they informed us early and provided a revised deadline.

The best example of how they responded to our needs came after a Google core update, when AI Overviews started eating into our traffic. They didn't wait for the next monthly report. Within days, they had identified the drop across seven specific URLs and presented us with a plan to address the issues. They also took on work outside the original scope without making it a big deal. They set up UTM tracking for six of our teams and built out GA4 so we could follow a lead all the way to a closed deal. The time zone difference took a little getting used to at first, but it didn't end up mattering much.

What was your primary form of communication with ToSERP?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They brought up AI search before we did. At one point, they started showing us where we appeared in ChatGPT and Google's AI Overviews, and then they began rewriting pages so we would get cited more often. We hadn't asked for that. Looking back, it was the right call. They also thought about pipeline, not just traffic. Every monthly report came back to the same question: Was this turning into demos? I'd worked with SEO agencies that could talk about rankings for an hour without ever mentioning leads.

They were also honest about the data. When a number looked better than it really was, such as when a tool changed how it counted something, they flagged it before we could get excited. That built a lot of trust. They also understood our niche B2B SaaS product quickly. We didn't have to spend months explaining field service management.

Are there any areas for improvement or something ToSERP could have done differently?

Not much, honestly. Early on the reports were a bit too technical for our leadership team. There were lots of rankings and backlink numbers, and it wasn’t always obvious what we should take away from them. Once we asked, they reworked the reports around demos and pipeline, and that fixed it.