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© 2021 Merkle, Inc. All Rights Reserved. Confidential.
How to Build a Holistic
Search Strategy That
Works
2
@hannahijohnson @allisonpduvall
Why Should We Focus On
Holistic Search?
Agency optimizes website
based on Holistic Search data.
+44%
TOTAL SEARCH
CLICKS
+93%
TOTAL SEARCH
IMPRESSIONS
Leading FCMG brand uses
Holistic Search insights to
reduce site latency and
generate efficiencies
+200%
CONVERSION
GROWTH
-62%
CPC
Leading NGO builds content
around shared Holistic Search
goals.
+19.7%
SITEWIDE USERS
+2.3K%
REVENUE FROM SEARCH
Beauty retailer places Holistic
Search at the center of their program
to identify opportunities for content
and coverage.
100%
SEARCH COVERAGE FOR
BRANDED SEARCH TERMS
+20%
ROAS FROM NEW AD
GROUPS
3
@hannahijohnson @allisonpduvall
Holistic Search drives
incremental growth time and
time again.
4
@hannahijohnson @allisonpduvall
Hannah Johnson
Associate Manager, SEO
Allison Duvall
Senior Manager, SEM
SEM’r
Cyclist
Reader
Bird Watcher
Crafter
SEO’r
Aerial Dancer
Baker
Dog Mom
Video Gamer
Data Nerds
Merklers
Life-Long Learners
Cross-Channel Enthusiasts
5
@hannahijohnson @allisonpduvall
Learn how to get buy in,
determine your needs,
and work together as a
team.
6
@hannahijohnson @allisonpduvall
Get buy-in through
identifying, educating,
and analyzing.
7
@hannahijohnson @allisonpduvall
Identify Initial Opportunities for SEO and SEM to Work Together
Review if SEO and SEM teams sharing information or is each operated in a silo.
SEO
Organic query performance
Keyword intent mapping
Keyword research
Competitor research
Seasonality
Audience insights
Landing page content
Search traffic
Major SEO news impacting industry
SEM
Ad copy test findings
Landing page quality scores
Keyword research
Competitor research
Seasonality
Audience Targeting insights
Products over-indexing in Shopping
Landing page conversions
Major SEM news impacting industry
8
@hannahijohnson @allisonpduvall
Educate Your Audience About Strengths & Weaknesses
STRENGTHS WEAKNESSES
High reach Controlling targeting for CVR
Sustainable, long-term results Google’s control of rankings
Various SERP opportunities Results take time
Low cost Takes a bit of sweat equity
Targets all stages of customer journey Requires dev, UX, copywriting
Pull channel, requires user searches
SEO Strengths & Weaknesses
9
@hannahijohnson @allisonpduvall
…For Both Channels
SEM Strengths & Weaknesses
STRENGTHS WEAKNESS
Targeting Variable cost of ads
Control Smaller query coverage
Agility & speed Temporal, budget-based ownership
Nuanced measurability Time investment in active management
Easy on/off Requires skilled management
SERP prominence Specificity
Testing Pull channel, requires user searches
10
@hannahijohnson @allisonpduvall
Know Why to Combine Both Channels
STRENGTHS WEAKNESSES
High, low-cost reach Pull channel, requires user searches
Sustainable, long-term results
Measurable results
Conversion targeted ads
Agile, immediate, prominent, controlled coverage of
SERP landscape
Ability to cover total SERP real estate
Full funnel query coverage
11
@hannahijohnson @allisonpduvall
GROWTH DIFFERENTIAL
(BOTH VS. AD-ONLY)
All 3%
Brand 22%
Non-Brand 20%
Analyze the Overarching Incrementality
1. Paid & Organic
Report
2. Categorize queries
by brand and non-brand
3. Use a change
formula to calculate the
growth differential
Sum of Clicks
Sum of
Impressions CTR
Ad shown only 9,000 52,000 17%
Brand 200 1,500 13%
Non-Brand 8,800 50,500 17%
Both shown 12,000 67,000 18%
Brand 7,000 43,000 16%
Non-Brand 5,000 24,000 21%
(Both Shown - Ad Shown Only)
(Ad Shown Only)
12
@hannahijohnson @allisonpduvall
Cross-Channel Collaboration Leads to a
+55% Increase in Total Search Revenue, YoY SEM Clicks
Holistic Search Clicks
Holistic Search Transactions
Holistic Search Revenue
162%
152%
135%
55%
50%
SEO Clicks
Collaborated about search topics such as:
• Major website updates (e.g. website
redesign and robots.txt issues)
• Cross-channel keyword sharing
• Search coverage review for both brand
and non-brand queries
@allisonpduvall
13
@hannahijohnson @allisonpduvall
#SMXINSIGHTS
• Identify areas of opportunity for the teams to work together and educate on
how that sharing can happen.
• Educate your audience about both programs individually and together.
• Showcase the incrementality of a holistic search program using the paid and
organic report.
14
@hannahijohnson @allisonpduvall
Gather the data needed to
determine next steps.
15
@hannahijohnson @allisonpduvall
When Creating a Holistic Search Program, Evaluate:
Conversions
Goals &
Reporting
Content
SERP
Search
Queries
Note: Consider reviewing your search presence for your industry, competitors, and your brand.
16
@hannahijohnson @allisonpduvall
Search Queries: Understanding Which Queries are Impactful for Each Channel
Will Help Focus Efforts
Report
Report
Strong Queries Weak Queries
Identify Queries
Paid & Organic Report Search Console
Combine Data
Data Studio Excel
17
@hannahijohnson @allisonpduvall
SERP Evaluation: Each Side of Search Has Elements to Optimize
Text Ads
SEM
Product
Listing Ads
Local
Inventory
Ads
SEO
Text-based
Results
Sitelinks
Images
Structured
Snippets
Shopping
Knowledge
Graph
Videos
Local
News
Related
Questions
Search
Engine
Experience
Sitelinks
Callout
Extensions
Image
Extensions
18
@hannahijohnson @allisonpduvall
Content: Evaluate Your Content to Provide a Better Search Experience
01
02
03
SEO Content
Strategy
Keyword Optimization
Searcher Behavior
Optimization
Website Optimization
19
@hannahijohnson @allisonpduvall
Goals & Reporting: Align on Reporting Needs & Establish Goals
Query SEM Imps SEM Clicks SEO Imps SEO Clicks
sem is awesome 10,000 9,999 0 0
seo is the best 0 0 5,000 4,999
i heart search 24,000 5,000 24,000 10,000
collaboration is cool 12,000 100 4,000 3,000
content creation rocks 1,000 999 50,000 49,999
holistic search forever 14,000 7,000 15,000 6,000
Considerations for Creating Goals & Reporting:
Blind spots
Overperforming areas
Underperforming areas
SERP landscape
20
@hannahijohnson @allisonpduvall
A new approach to an old problem
Conversions: Lead Users to Convert by Creating a Positive Search Experience
Browse
Review
Visit
Decide
21
@hannahijohnson @allisonpduvall
#SMXINSIGHTS
• Prioritize the needs of your program by balancing effort and impact.
• Analyze queries, the SERP landscape, and current content to identify the
highest impact areas of opportunity.
• Align on KPIs and reporting needs in order to gauge the impact of the holistic
search program.
22
@hannahijohnson @allisonpduvall
Create a plan and work
together as a team to
achieve it.
23
@hannahijohnson @allisonpduvall
Create Workstreams That are Goal-Focused
SEO
+
SEM
Goal: drive
conversions
content
technical
reporting
strategy
research
communication
governance
24
@hannahijohnson @allisonpduvall
As Teams Work Closer Together, Consider the Synergies
On-page content
optimization
Keyword
strategy
Content strategy Analytics
Quality score
Bid
optimization
Conversion
optimizations UID
Shared
ROI goals
Keyword
governance
CVR & page
experience
SERP
ownership
SEO
SEM
Workstreams
Technical SEO
optimizations
Query matching:
DSA, PLA, LIA
Bot
experience
optimization
25
@hannahijohnson @allisonpduvall
Both Teams Can Collaborate on
CONSIDERATION
Integrated reporting • Drive strategy through data-driven insights
Keyword research & tracking
• Optimize content
• Determine keywords, DSA targets, and sitelinks
Competitive research
• Optimize on-page content
• Strategic insights for defense and growth
Seasonal insights • Understand and support seasonal trends
New client initiatives/launches • Interpret priorities & ad formats
Client/Vertical/Industry news • Allows for proactivity within search
26
@hannahijohnson @allisonpduvall
Sample Holistic Search Roadmap
TASKS
SEO team to educate the SEM team on workflows, reporting, and general insights
SEM team to educate the SEO team on workflows, reporting, and general insights
SEO team to collect data and provide insights for SEM analysis
SEM team to collect data and provide insights for SEO analysis
Analyze data and determine what data is useful toward adding strategic value
• Assess the value of creating an integrated search program
• Outline top data needs and wants by stakeholders
• Discuss cadence for reporting updates and meetings
• Set core KPIs
• Develop benchmarks
• Create agenda for meetings
Establish template for cross-team meeting conversations
Formalize proposal for integrated search action plan. Set point people and
expectations
Design and build custom search reporting to answer SEO & SEM questions
Meet on desired cadence:
• Create a shared agenda and notes
• Ensure cross-channel data needs are met
Evaluate progress against KPI benchmarks
Evaluate action plan by getting feedback on reporting, meetings, and actions
Modify action plan and adapt
SEO-LED SEM-LED BOTH
27
@hannahijohnson @allisonpduvall
Your Teams’ Ability to Work Together Will Grow Over Time
NASCENT EMERGING
CONNECTED
MULTI-MOMENT
START EMERGING CONNECTED MULTI-DISCIPLINARY
Fragmented
Siloed
Low Awareness
Single Tone of Voice
Specific
Unified Goals &
Benchmarks
Unified Experience
Collaborative
Aligned Strategies
Seamless and Agile
Synergistic
Online Searcher
Journey
CROSS-
CHANNEL
DELIVERY
WAYS OF
WORKING
STRATEGY
28
@hannahijohnson @allisonpduvall
Bring it all together to
create a holistic search
program.
29
@hannahijohnson @allisonpduvall
Every person is living a life as
vivid and complex as any
other.
30
@hannahijohnson @allisonpduvall
Search comes with intimate
moments with people. From
personal to professional.
31
@hannahijohnson @allisonpduvall
Search must connect the dots
between each unique
question and answer.
32
@hannahijohnson @allisonpduvall
We do that by
investigating
and evaluating
needs of users
Trigger Purchase
Messy Middle
user looking for ideas, answering
questions, evaluating options
Source: Decoding Decisions, the Messy Middle of Purchase Behavior
33
@hannahijohnson @allisonpduvall
Search Attempts to Unravel This Experience Through Research
keyword
SERP landscape
intent
competitive
audience
trends
sentiment
RESEARCH & ANALYSIS
34
@hannahijohnson @allisonpduvall
#SMXINSIGHTS
• Identify where you currently stand with your SEO and SEM programs so you
can communicate opportunities to key stakeholders.
• Audit your SEO and SEM programs looking at everything from your target
keywords to the conversion path to identify your areas of opportunity.
• Collaborate to create shared goals, cross-channel education, and information
sharing to optimize the search experience for searchers.
35
@hannahijohnson @allisonpduvall
Questions?
marketing@merkleinc.com
© 2021 Merkle, Inc. All Rights Reserved. Confidential.

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How to build a holistic search strategy that works

  • 1. © 2021 Merkle, Inc. All Rights Reserved. Confidential. How to Build a Holistic Search Strategy That Works
  • 2. 2 @hannahijohnson @allisonpduvall Why Should We Focus On Holistic Search? Agency optimizes website based on Holistic Search data. +44% TOTAL SEARCH CLICKS +93% TOTAL SEARCH IMPRESSIONS Leading FCMG brand uses Holistic Search insights to reduce site latency and generate efficiencies +200% CONVERSION GROWTH -62% CPC Leading NGO builds content around shared Holistic Search goals. +19.7% SITEWIDE USERS +2.3K% REVENUE FROM SEARCH Beauty retailer places Holistic Search at the center of their program to identify opportunities for content and coverage. 100% SEARCH COVERAGE FOR BRANDED SEARCH TERMS +20% ROAS FROM NEW AD GROUPS
  • 3. 3 @hannahijohnson @allisonpduvall Holistic Search drives incremental growth time and time again.
  • 4. 4 @hannahijohnson @allisonpduvall Hannah Johnson Associate Manager, SEO Allison Duvall Senior Manager, SEM SEM’r Cyclist Reader Bird Watcher Crafter SEO’r Aerial Dancer Baker Dog Mom Video Gamer Data Nerds Merklers Life-Long Learners Cross-Channel Enthusiasts
  • 5. 5 @hannahijohnson @allisonpduvall Learn how to get buy in, determine your needs, and work together as a team.
  • 6. 6 @hannahijohnson @allisonpduvall Get buy-in through identifying, educating, and analyzing.
  • 7. 7 @hannahijohnson @allisonpduvall Identify Initial Opportunities for SEO and SEM to Work Together Review if SEO and SEM teams sharing information or is each operated in a silo. SEO Organic query performance Keyword intent mapping Keyword research Competitor research Seasonality Audience insights Landing page content Search traffic Major SEO news impacting industry SEM Ad copy test findings Landing page quality scores Keyword research Competitor research Seasonality Audience Targeting insights Products over-indexing in Shopping Landing page conversions Major SEM news impacting industry
  • 8. 8 @hannahijohnson @allisonpduvall Educate Your Audience About Strengths & Weaknesses STRENGTHS WEAKNESSES High reach Controlling targeting for CVR Sustainable, long-term results Google’s control of rankings Various SERP opportunities Results take time Low cost Takes a bit of sweat equity Targets all stages of customer journey Requires dev, UX, copywriting Pull channel, requires user searches SEO Strengths & Weaknesses
  • 9. 9 @hannahijohnson @allisonpduvall …For Both Channels SEM Strengths & Weaknesses STRENGTHS WEAKNESS Targeting Variable cost of ads Control Smaller query coverage Agility & speed Temporal, budget-based ownership Nuanced measurability Time investment in active management Easy on/off Requires skilled management SERP prominence Specificity Testing Pull channel, requires user searches
  • 10. 10 @hannahijohnson @allisonpduvall Know Why to Combine Both Channels STRENGTHS WEAKNESSES High, low-cost reach Pull channel, requires user searches Sustainable, long-term results Measurable results Conversion targeted ads Agile, immediate, prominent, controlled coverage of SERP landscape Ability to cover total SERP real estate Full funnel query coverage
  • 11. 11 @hannahijohnson @allisonpduvall GROWTH DIFFERENTIAL (BOTH VS. AD-ONLY) All 3% Brand 22% Non-Brand 20% Analyze the Overarching Incrementality 1. Paid & Organic Report 2. Categorize queries by brand and non-brand 3. Use a change formula to calculate the growth differential Sum of Clicks Sum of Impressions CTR Ad shown only 9,000 52,000 17% Brand 200 1,500 13% Non-Brand 8,800 50,500 17% Both shown 12,000 67,000 18% Brand 7,000 43,000 16% Non-Brand 5,000 24,000 21% (Both Shown - Ad Shown Only) (Ad Shown Only)
  • 12. 12 @hannahijohnson @allisonpduvall Cross-Channel Collaboration Leads to a +55% Increase in Total Search Revenue, YoY SEM Clicks Holistic Search Clicks Holistic Search Transactions Holistic Search Revenue 162% 152% 135% 55% 50% SEO Clicks Collaborated about search topics such as: • Major website updates (e.g. website redesign and robots.txt issues) • Cross-channel keyword sharing • Search coverage review for both brand and non-brand queries @allisonpduvall
  • 13. 13 @hannahijohnson @allisonpduvall #SMXINSIGHTS • Identify areas of opportunity for the teams to work together and educate on how that sharing can happen. • Educate your audience about both programs individually and together. • Showcase the incrementality of a holistic search program using the paid and organic report.
  • 14. 14 @hannahijohnson @allisonpduvall Gather the data needed to determine next steps.
  • 15. 15 @hannahijohnson @allisonpduvall When Creating a Holistic Search Program, Evaluate: Conversions Goals & Reporting Content SERP Search Queries Note: Consider reviewing your search presence for your industry, competitors, and your brand.
  • 16. 16 @hannahijohnson @allisonpduvall Search Queries: Understanding Which Queries are Impactful for Each Channel Will Help Focus Efforts Report Report Strong Queries Weak Queries Identify Queries Paid & Organic Report Search Console Combine Data Data Studio Excel
  • 17. 17 @hannahijohnson @allisonpduvall SERP Evaluation: Each Side of Search Has Elements to Optimize Text Ads SEM Product Listing Ads Local Inventory Ads SEO Text-based Results Sitelinks Images Structured Snippets Shopping Knowledge Graph Videos Local News Related Questions Search Engine Experience Sitelinks Callout Extensions Image Extensions
  • 18. 18 @hannahijohnson @allisonpduvall Content: Evaluate Your Content to Provide a Better Search Experience 01 02 03 SEO Content Strategy Keyword Optimization Searcher Behavior Optimization Website Optimization
  • 19. 19 @hannahijohnson @allisonpduvall Goals & Reporting: Align on Reporting Needs & Establish Goals Query SEM Imps SEM Clicks SEO Imps SEO Clicks sem is awesome 10,000 9,999 0 0 seo is the best 0 0 5,000 4,999 i heart search 24,000 5,000 24,000 10,000 collaboration is cool 12,000 100 4,000 3,000 content creation rocks 1,000 999 50,000 49,999 holistic search forever 14,000 7,000 15,000 6,000 Considerations for Creating Goals & Reporting: Blind spots Overperforming areas Underperforming areas SERP landscape
  • 20. 20 @hannahijohnson @allisonpduvall A new approach to an old problem Conversions: Lead Users to Convert by Creating a Positive Search Experience Browse Review Visit Decide
  • 21. 21 @hannahijohnson @allisonpduvall #SMXINSIGHTS • Prioritize the needs of your program by balancing effort and impact. • Analyze queries, the SERP landscape, and current content to identify the highest impact areas of opportunity. • Align on KPIs and reporting needs in order to gauge the impact of the holistic search program.
  • 22. 22 @hannahijohnson @allisonpduvall Create a plan and work together as a team to achieve it.
  • 23. 23 @hannahijohnson @allisonpduvall Create Workstreams That are Goal-Focused SEO + SEM Goal: drive conversions content technical reporting strategy research communication governance
  • 24. 24 @hannahijohnson @allisonpduvall As Teams Work Closer Together, Consider the Synergies On-page content optimization Keyword strategy Content strategy Analytics Quality score Bid optimization Conversion optimizations UID Shared ROI goals Keyword governance CVR & page experience SERP ownership SEO SEM Workstreams Technical SEO optimizations Query matching: DSA, PLA, LIA Bot experience optimization
  • 25. 25 @hannahijohnson @allisonpduvall Both Teams Can Collaborate on CONSIDERATION Integrated reporting • Drive strategy through data-driven insights Keyword research & tracking • Optimize content • Determine keywords, DSA targets, and sitelinks Competitive research • Optimize on-page content • Strategic insights for defense and growth Seasonal insights • Understand and support seasonal trends New client initiatives/launches • Interpret priorities & ad formats Client/Vertical/Industry news • Allows for proactivity within search
  • 26. 26 @hannahijohnson @allisonpduvall Sample Holistic Search Roadmap TASKS SEO team to educate the SEM team on workflows, reporting, and general insights SEM team to educate the SEO team on workflows, reporting, and general insights SEO team to collect data and provide insights for SEM analysis SEM team to collect data and provide insights for SEO analysis Analyze data and determine what data is useful toward adding strategic value • Assess the value of creating an integrated search program • Outline top data needs and wants by stakeholders • Discuss cadence for reporting updates and meetings • Set core KPIs • Develop benchmarks • Create agenda for meetings Establish template for cross-team meeting conversations Formalize proposal for integrated search action plan. Set point people and expectations Design and build custom search reporting to answer SEO & SEM questions Meet on desired cadence: • Create a shared agenda and notes • Ensure cross-channel data needs are met Evaluate progress against KPI benchmarks Evaluate action plan by getting feedback on reporting, meetings, and actions Modify action plan and adapt SEO-LED SEM-LED BOTH
  • 27. 27 @hannahijohnson @allisonpduvall Your Teams’ Ability to Work Together Will Grow Over Time NASCENT EMERGING CONNECTED MULTI-MOMENT START EMERGING CONNECTED MULTI-DISCIPLINARY Fragmented Siloed Low Awareness Single Tone of Voice Specific Unified Goals & Benchmarks Unified Experience Collaborative Aligned Strategies Seamless and Agile Synergistic Online Searcher Journey CROSS- CHANNEL DELIVERY WAYS OF WORKING STRATEGY
  • 28. 28 @hannahijohnson @allisonpduvall Bring it all together to create a holistic search program.
  • 29. 29 @hannahijohnson @allisonpduvall Every person is living a life as vivid and complex as any other.
  • 30. 30 @hannahijohnson @allisonpduvall Search comes with intimate moments with people. From personal to professional.
  • 31. 31 @hannahijohnson @allisonpduvall Search must connect the dots between each unique question and answer.
  • 32. 32 @hannahijohnson @allisonpduvall We do that by investigating and evaluating needs of users Trigger Purchase Messy Middle user looking for ideas, answering questions, evaluating options Source: Decoding Decisions, the Messy Middle of Purchase Behavior
  • 33. 33 @hannahijohnson @allisonpduvall Search Attempts to Unravel This Experience Through Research keyword SERP landscape intent competitive audience trends sentiment RESEARCH & ANALYSIS
  • 34. 34 @hannahijohnson @allisonpduvall #SMXINSIGHTS • Identify where you currently stand with your SEO and SEM programs so you can communicate opportunities to key stakeholders. • Audit your SEO and SEM programs looking at everything from your target keywords to the conversion path to identify your areas of opportunity. • Collaborate to create shared goals, cross-channel education, and information sharing to optimize the search experience for searchers.
  • 36. © 2021 Merkle, Inc. All Rights Reserved. Confidential.

Editor's Notes

  • #19: HJ Keyword optimization How are we performing compared to our competitors? What does “best in class” mean in this space? What opportunity exists? How does that apply to current positioning? Searcher Behavior optimization How are users searching in this space? What key user needs exist? What is the users desired messaging? Website optimization What is the user’s desired experience? Do landing pages exist for key users needs? Is high-interest content discoverable on-site?