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Seo Client Onboarding
Step
1
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2
50%
General Information
Your Email Address
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Describe your business, its core products/services, and what makes it unique (Your Unique Selling Proposition). *
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Who is your ideal customer? (Briefly describe key demographics, needs, and where they spend time online).
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What are your top 1-2 primary business goals for the next 12 months? (Select up to 2)
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Increase Overall Revenue
Increase Profitability / Improve Margins
Gain Market Share
Successfully Launch a New Product/Service
Improve Brand Recognition / Awareness
Expand into New Geographic Markets
Increase Customer Retention / Lifetime Value
Secure Funding / Investment
Prepare for Acquisition / Sale
Other (Specify Below)
Please provide specific targets or further details about your selected business goal(s).
What specific outcomes do you want from our digital marketing efforts? (Select up to 3)
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Increase overall website traffic
Generate more qualified leads (e.g., form submissions, inquiries)
Increase online sales / e-commerce revenue
Improve brand awareness and reach online
Grow social media following and engagement
Increase qualified phone calls
Drive foot traffic / local store visits (if applicable)
Build our email subscriber list
Improve online reputation / reviews
Other (Specify Below)
What are your most important Key Performance Indicators (KPIs) for these efforts?
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Who are your top 3 main competitors in the online space?
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What is your planned budget range specifically for these digital marketing services (monthly or project)?
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< $1,000 / month
$1,000 - $2,500 / month
$2,501 - $5,000 / month
$5,001 - $10,000 / month
$10,001 - $20,000 / month
> $20,000 / month
Project-based (Specify Below)
Let's discuss / TBD
If project-based, please specify the approximate total budget.
Who will be our primary point of contact for day-to-day communication and approvals?
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Any other relevant information or context you'd like to share?
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SEO Specifics
Has any significant SEO work been done previously? If so, briefly describe the key activities and results.
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What are your specific goals for SEO?
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What core keywords, search phrases, or topics do you believe are most important for potential customers searching for you?
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What geographic area are you primarily targeting with SEO?
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Local (Specific City/Region)
National
International
Multiple Specific Regions
Do you have physical business locations relevant to your SEO goals?
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Yes
No
If yes to physical locations, do you have Google Business Profile(s) set up, and who currently manages them?
Who is currently responsible for creating new website content (e.g., blog posts, service pages)?
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Internal Team/Person
Freelancer(s)
Another Agency
We don't create content regularly
We expect your agency to handle this
Mix of Internal/External
To be determined
Do you currently follow a content calendar or have a defined process for planning new website content?
Yes, we have a formal calendar/process
Yes, we have an informal process
No, content is created ad-hoc
No process currently exists
If yes to having a content process/calendar, can you briefly describe it or share relevant details/tools used?
Who manages your website hosting and domain registration? Please provide company names or contact details if readily available.
Any other relevant information or notes specific to SEO?
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