Lesson 2.1: The Keyword Research Process

Article by: Matt Polsky

The keyword research process is relatively straightforward, but the deliverable can vary based on your goal.

The main thing to remember is to produce an analysis that allows others or yourself to take action - keywords on a spreadsheet typically aren't enough. Deliverables can include:

  • A keyword map or document identifying the group of keywords a single page should target.
  • A content creation list or list of topics you need to write and their associated target keywords and search volume.
  • A content brief or content outline with headings and subheadings to guide content creators or freelancers. 
  • A gap analysis or list of keywords competitors rank for where you don't but should.

In its basic form, a keyword research spreadsheet typically looks like this:

Ev Battery

View an interactive version of the above example here.

The Process at a Glance

When starting from a blank slate (e.g., no prior keyword research or content) or if the site is newer with minimal content, you'll typically have a process like this:

  1. Learn the conversion funnel
  2. Create a seed list in Excel or Google Sheets
  3. Expand the seed list and append data
  4. Categorize by search intent (create a keyword map)

The process can differ if you're looking to fill content gaps (searches that could lead to your product or service that the site doesn't cover) on an established site. In these cases, the process looks more like this:

  1. Identify competitors (start with 1-1 competitors if possible)
  2. Utilize a gap analysis tool (Semrush or Ahrefs both have solid gap analysis tools)
  3. Map out missing content

For single-page optimization, the process can get even more straightforward. In these cases, it could be as simple as:

  1. List out ideas around primary topics
  2. Searching Google for the primary search terms to find competing pages
  3. Plugging those competing pages in a tool like Ahrefs to expand your list
  4. Working through the page to ensure it hits all the notes. 

It looks like more steps, but it's a lot less time and Excel work.

Breaking Down the Basic Steps

Below we break down some of the common steps with keyword research. Remember, you don't always need to do every step - the steps you take depend on the deliverable. 

Conversion Funnel

Step 1: Learn the Conversion Funnel

Before diving too deep into keyword research, you should learn how the site or business gets value from search (i.e., a sale, sign-up, lead, traffic for AdSense, etc.).

A great example of why this is important is this article on Veterans United entitled 5 Things to Know Before Attending a Military Ball. Veterans United is a mortgage company -- military ball gowns don't typically turn into mortgage leads. The amount of revenue driven from that post has never paid for the time or resources it took to create.

If you're unsure of the conversion funnel, ask someone in the business or niche questions like:

  • Who is the target audience?
  • How do people convert?
  • Do any search terms currently convert better than others?
  • Is there PPC or conversion data to help guide decisions?

The goal is to figure out how you can provide the most value. You do that by finding keywords that convert and drive business.

Step 2: Create a Seed List

A seed list is a good place to start if you don't have any keywords. A seed list is the initial set of words that come to mind when determining how searchers find your site's products, services, and content.

For example, if you're a financial planner, you may have a seed list that starts with:

  • 401k
  • Roth IRA
  • Retirement accounts

Your seed list may come from experience, but it's often easiest to go straight to a tool like Ahrefs or Semrush and plug-in competing domains. With any seed list, the goal is expansion, which these tools do very well.

Research

Step 3: Expand and Gather Data

At this point, you have a small seed list. Your goal is to expand that list to include every possible keyword variation for your niche with corresponding search volume metrics.

Search volume isn't always accurate, but it's the most useful approach to validating and prioritizing keywords before spending a ton of time on them.

Luckily, many top keyword research tools quickly expand lists and apply data, such as search volume, and allow you to export it to Excel.

Some of the better tools for keyword research include:

When expanding seed lists, you typically have two options: plug your seed list keywords into the tool or plug-in competing pages or domains.

You may even want to bounce between inputting URLs and keywords – it all depends on how granular you want to go. Each method has pros and cons with keyword research, which we'll look at below.

Option 1: Plugging in Keywords

Plug

When plugging in keywords, my go-to tool is Semrush. Semrush has the Keyword Magic tool that does a fantastic job of producing keyword ideas. You can also use Google Keyword Planner, but you need an active ad account to get the data.

Plugging in keywords is typically most useful when expanding a broad topic that spans multiple keyword intents.

For example, if you want to create a content cluster around the 401k, you'll find more intents by inputting the broad term "401k" than a specific page ranking for the broad term 401k. With inputting the broad term, you'll discover intents like:

  • 401k
  • 401k calculator
  • 401k eligibility
  • 401k brands
  • IRA vs 401k

All of these intents could be deserving of a unique page, whereas keywords uncovered from inputting a specific URL are likely for a single page.

What's also nice about Semrush's Keyword Magic tool is the ability to filter. Semrush attempts to group keywords by intent on the left sidebar for a quick view and provides filters that allow you to dial in on the keywords most important to you.

401K Keyword Magic Tool

Some of my favorite filters include:

  • Volume allows for kicking out keywords with little-to-no search volume.
  • Excluding keywords allows you to remove keywords you wouldn't want to target.
  • Match types allow you to search for keywords in a specific order. Broad match shows results that include any of the keywords you inputted. Phrase match shows the exact keyword or keyword phrase in various orders. And, exact match shows the exact keyword or keyword phrase in the exact order you provided.
401K Vs Ira Keyword Magic Tool

All that said, direct keyword input isn't just for broad terms. You can dig deep into a specific intent by inputting a long-tail keyword instead of a broad term. For example, plugging in "401k contribution limits" will provide results specific to that intent.

Option 2: Plugging in Competitors

Semrush

The second option is directly plugging in a competing page or competitor's entire domain. Plugging in a specific URL is most useful when optimizing a single page. Plugging in the domain is most useful when looking at every keyword a site ranks for.

The process for a single page is: 

  • Take the keywords from your seed list and Google the term
  • Pull out the top 3-5 (or more) ranking pages
  • Plug those pages into Ahrefs or Semrush (or other keyword tool)
  • Export the data for each to excel, 
  • Combine and remove any duplicates

Another option is taking the entire domain instead of a specific page and plugging that into Ahrefs or Semrush. The domain approach is most helpful when you have a brand new site and need to know every topic a competitor is writing about or ranking for.

For these cases, both Ahrefs and Semrush are equally helpful. I use Ahrefs more for plugging in URLs and domains, but either tool provides reliable data and keyword suggestions.

Here's a quick example of what that looks like in action.

Step 4: Categorize by Search Intent: Keyword Mapping

The last step of keyword research is grouping keywords with the same intent: known as keyword mapping. You want to group your keyword list to prevent creating multiple versions of the same article. Duplicating content can harm a site in terms of SEO if done in excess - and it's also a waste of resources to create the same topic more than once.

It's often helpful to build a spreadsheet to develop your keyword map. A physical keyword map is a great starting point for a new website to prevent duplicate content.

A basic keyword map can be as simple as this:

Basic Map

Formatting a Keyword Map

Keyword mapping can be as complex or simple as you'd like. The essential piece of keyword mapping is knowing which terms should all go on the same page. Additional fields aren't always necessary but help with filtering and prioritization.

Below we go through some of the more common fields in a keyword map.

REMEMBER: you can view a live keyword map here.

Keyword (Required)

The Keyword column is for the keywords generated from your research. These typically come from tools like Ahrefs, Semrush or Google Keyword Planner.

Volume (Required)

The volume column is for associated keyword volume or estimated number of searches per month. Volume is essential for helping with prioritization.

Group (Required)

The intent group or keyword group (whatever you want to call it) is a column to identify which terms would all go on the same page.

Grou

URL

The URL field is where either the content lives or will live. If you don't have URLs planned, don't include this field right away. If you have URLs planned, enter the suggested URL and add a field for "Status" to show if the URL is live or still in process.

Status

Use a "Status" field to identify if the page is live on the site, in-process or still waiting for creation. Denoting the page status is essential when working with multiple teams.

Action

Action columns depend on workflow and project management system, but an "Action" column may help identify the next steps. For example, if the next step is to create a content brief, you can denote that here (and add a column for who's responsible).

Page Type

Page type helps plan out the hub and spoke pages and guide internal linking decisions. A hub page (also called a pillar page) is a broader topic with many subtopics. 

For example, a pillar page for student loans could be, "what are student loans" (targeting "student loans"), and there could be spokes coming off that page for different student loan options. Each option page could also have spokes around pros/cons, eligibility, etc.

I like to note the pillar pages because these often receive higher priority.

Tags

Tags are beneficial if you utilize a rank-tracking platform like Accuranker or STAT. Rank-tracking software crawls Google for the terms you wish to track and reports their position in search results. The tagging piece gets set in the rank tracking software and allows you to segment or filter by tag to check performance.

I typically group pages into tags by their intent or sub-intent.

Mapping

Notes

The note column is just an excellent column to have. There are always times when you may need to add details on why you made a decision or some unique finding.

Revenue Potential

Adding a field for revenue or lead potential is beneficial for prioritization. I would do this on a 0-3 scale (0 being none and 3 being high) to help establish what sets of keywords have the most value. The field is subjective at times, but can help make decisions around prioritization.

Speeding Up Keyword Mapping and Categorization

Categorization can take time. However, you don't have to go line by line to get this done. The best thing you can do is use Excel filters and keyword themes to tag large groups of keywords and save the ambiguous for manual review.

Check out the video below to see this in action.

Other Keyword Research Resources

How to Use the Major Keyword Research Tools

Here are some basic guides on the keyword research tools we use:

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