Project

The project provides a solution that allows companies to create and manage onboarding customer workflows without the need to write code

Objective

– Increase traffic from organic search
– Technical optimization
– Improving local SEO
– Development of link building strategy

Niche

Companies providing financial services, real estate, accounting, consulting and insurance companies, government agencies. All those who seek to simplify and automate the process of interaction with their clients with the help of special software

Period

January, 2019 - February, 2021

Region

USA

Challenges of the project

About the project:

The project provides a comprehensive solution for automating client onboarding. The platform provides a variety of customizable templates for a range of workflows, including loan applications, real estate rentals, legal cases, and many others. Such software enables the collection, management, and storage of forms, documents, signatures, payments, and other key information in a secure location.

The platform’s features include a library of onboarding flows, document and form requests, task management, online payments, legal electronic signatures, approval systems, and a secure mailbox. Auditing and reporting features help companies comply with legal requirements and increase the transparency of business processes.

The onboarding platform is compatible with over 1,500 business tools, allowing it to be integrated into existing application ecosystems. Additionally, the platform is compatible with mobile devices, enabling users to access its functionality from any location worldwide.

The project ensures data security by encrypting data at all stages of processing and adhering to European data protection standards. Users can create branded customer portals and embed them on their websites, ensuring seamless interaction and optimized conversion rates.

The project offers a free trial period and training for new users, making it simple and convenient to get started. Speeding up and simplifying the onboarding process for new clients ultimately increases efficiency and overall client satisfaction with the service.

Project analytics prior to collaboration:

Project Visibility:

Conclusion:

A website may lack significant visibility and organic search traffic for a number of reasons.

The following are the primary reasons for this situation:

1. Low Search Engine Optimization (SEO):

  • Insufficient keyword optimization.
  • Errors in technical optimization of the website.
  • Weak internal and external link building.

2. Lack of quality and relevant content:

  • Lack of content that answers users’ questions.
  • Lack of regular updating and improvement of content.

3. Novelty of the website:

  • The website has not yet had time to gain authority and trust from search engines.

The website is not visible on search engines for targeted keywords, resulting in low organic search traffic. This negatively impacts the ability to attract new audiences, reduces user engagement, and ultimately lowers the conversion of leads into sales. Consequently, the website’s growth and effectiveness are constrained by its reliance on direct visits and paid advertising.

Traffic analysis:

Conclusion:

The website is not receiving organic search traffic due to insufficient optimization, a lack of quality content, and/or the newness of the resource. To improve the situation, it is necessary to implement a comprehensive SEO optimization strategy, create relevant content, and develop a link-building strategy.

Distribution of keywords by position:

Conclusion:

he majority of the most important keywords for the domain are not included in the TOP 100 or TOP 50. This means they are not in the main area of traffic generation, which is the TOP 10. It is crucial to direct your efforts towards promoting high and medium frequency queries that are not currently in the top ten search results. This will improve the visibility of the website, attracting a greater number of visitors. This will, in turn, extend the reach of the target audience and improve the overall performance of the website.

Team actions

Project Problematics:

  • Lack of optimization of key pages for relevant queries

It is of the utmost importance to separate pages according to semantic features in order to increase traffic from search engines. The more quality pages that match specific query groups are created, the more potential traffic can be attracted. The semantic core is the foundation of SEO, connecting search queries with website content. It assists in accurately defining a site’s subject matter and creating relevant content, which in turn improves visibility and search engine ranking. The team at RegisTeam plans to dedicate 60% of its working time to analyzing and developing a strategy based on a carefully crafted semantic core.

Example of queries for the project:

Project Problematics:

  • Critical errors in data markup:

Conclusion:

Errors in data markup on a website can have a significant impact on its SEO performance. Incorrect or incomplete data markup makes it challenging for search engines to comprehend the content of a page, which can result in a diminished visibility of the website in search results. This ultimately results in a reduction in organic traffic and a decreased likelihood of attracting new visitors.

Furthermore, markup errors can result in rich snippets being displayed incorrectly in search results, which can negatively impact click-through rates and user experience. Without accurate and correct data markup, a website will not be able to distinguish itself from competitors and attract the attention of the target audience. It is therefore crucial to regularly review the data markup on the website and correct any errors found in order to ensure optimal performance and the effectiveness of the SEO strategy.

The use of micro markup on a website is an important tool for improving visibility and click-through rates in search engine results. Micro-markup enables search engines to more effectively comprehend and present page content by providing supplementary data in the form of rich snippets. This may include ratings, reviews, prices, events, and other relevant content. The incorporation of rich snippets on your pages will increase their appeal to users, thereby potentially increasing the likelihood of them clicking through to your site.

Moreover, micro markup optimizes the data structure of your website, which positively impacts its ranking. Search engines such as Google utilize micro markup to generate comprehensive search results and snippets that may include images, dates, and other key details. This not only improves user experience, but also increases the credibility of your website. The strategic implementation of micro markup can significantly enhance your competitiveness in search engine rankings.

Project Problematics:

  • Technical errors in optimizing the pages of the website:

Conclusion:

Technical errors in optimizing a website’s pages can significantly reduce its SEO effectiveness. Such errors as slow page loading, incorrect settings of robots.txt or sitemap files, lack of adaptation for mobile devices, as well as broken links and duplicate content can negatively affect the indexing and ranking of the site in search engines.

Furthermore, technical issues can negatively impact the user experience, leading to higher bounce rates and reduced time spent on the website. This, in turn, can signal to search engines that the quality of the website is low, which further negatively impacts its position in search engine rankings. It is essential to conduct regular technical audits and correct any identified issues to maintain the optimal technical condition of the website and ensure its success as part of an SEO strategy.

Project Problematics:

  • Lack of metadata optimization (Title and Description):

Conclusion:

Failure to optimize metadata such as Title and Description can significantly reduce the effectiveness of a website’s SEO strategy. Metadata plays a key role in determining the relevance of a page to search engines and in attracting users’ attention on the search results page. Incorrectly optimized or missing meta tags can result in a site’s pages being poorly ranked, which in turn reduces visibility and organic traffic.

In addition, the use of uninformative or irrelevant meta descriptions can negatively impact click-through rates (CTR), as users are less likely to click through to such pages. This results in a reduction in the overall flow of visitors, which can negatively impact conversions. In order to maximize the effectiveness of your website, it is essential to regularly update and optimize your metadata in order for it to accurately reflect the content of your pages and attract the attention of your target audience.

Project Problematics:

  • Lack of external factors optimization

Our objective was to obtain high-quality and relevant external links that align with the site’s subject matter. Furthermore, we conducted an audit of the existing link profile to remove low-quality links.

The link-building optimization work resulted in an improvement in the DR rates for the project and an expansion of the number of links in its profile:

Results

Increased website visibility:

Growth in traffic dynamics:

Growth in the distribution of keywords by position:

Summary

The specialists at digital agency RegisTeam have achieved impressive success in promoting a platform for automating clients’ onboarding, significantly increasing its visibility in search engines. Optimizing SEO, attracting targeted visitors with high-quality content and original marketing strategies led to a significant increase in traffic and conversion rates. Our approach, which combines data analysis, creativity, and technical expertise, has led to a noticeable improvement in the site’s performance.

If you want to get similar or even better results for your internet project, we suggest you use the services of RegisTeam for professional promotion of your website.

PM-Casebook: Negotiations, Deadlines, Success

Every project manager knows that management is not just about deadlines—it’s about finding solutions in the most unexpected situations. Sometimes, the biggest challenge isn’t SEO or competition, but rather… a completely disengaged client. That’s exactly what we faced while promoting an onboarding automation platform.

Project Challenges: A Client Who’s "Too Busy"

From day one, it was clear that SEO promotion was not the client’s top priority. They had a great product with strong potential, but:

Minimal involvement in the process—the client rarely communicated, and approvals took weeks.

No clear positioning strategy—the software was useful, but the client couldn’t pinpoint their target audience.

Delays in technical updates—the client’s developers were overloaded, causing implementation bottlenecks.

Lack of analytics—the client had no insight into which channels generated traffic and wasn’t in a rush to set up tracking systems.

Solution: Proactiveness, Flexibility, and a One-Sided Workflow

To avoid wasting time and relying on an “unavailable” client, we took full control of the project:

1. Minimized client involvement—developed an SEO strategy that required little to no approvals.

2. Identified the target audience ourselves—analyzed the market and focused on business segments where onboarding was critical (HR, finance, SaaS).

3. Launched MVP content without waiting for edits—prepared and published initial materials in a test environment without waiting for client feedback.

4. Set up analytics independently—implemented traffic tracking and presented real data to convince the client of SEO’s effectiveness.

5. Engaged the tech team through internal managers—found key contacts within the client’s company to speed up implementation.

Results: Traffic Growth Even Without Active Client Involvement

Despite the client’s minimal participation, we achieved significant increase in organic traffic and increased product visibility. Once the client saw real results from SEO without their direct involvement, they finally engaged with the process and started viewing promotion as a key business strategy.

This case proves once again that PM is not just about task coordination—it’s about keeping a project moving forward, even when the client doesn’t believe in it (or is simply too busy to notice).

Get the same result with RegisTeam!