SEO Client Onboarding Questionnaire template
Start an SEO engagement with a shared account of the business goal and the people who can make changes. This questionnaire collects priority services and markets, previous SEO work, upcoming migrations, access owners and reporting expectations. It names the person who can arrange access without asking the client to paste credentials into a form.
12 questions · Free plan: 500 responses/month · fully customizable
- Editable cover artwork
- 1 built-in logic rule
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- Onboarding an SEO retainer after the commercial agreement
- Preparing a technical and content audit with named implementation owners
- Taking over an account with previous SEO work or a planned migration
Tips to get more from it
- Keep goals tied to useful customer actions rather than promising a rank or traffic increase.
- Arrange Search Console, analytics and CMS invitations in the relevant platforms after reviewing the response.
- Separate the SEO reporting cadence from the client's content and development release schedules.
Example response and next steps
Illustrative example, not a real customer submission.
A commercial cleaning company is starting an SEO engagement while planning a website redesign.
- Which products, services and markets are the priority?
- Office cleaning for facilities teams in our three service cities.
- Are any migrations, redesigns or URL changes planned?
- A new website is planned next quarter; the developer has not finalized the URL structure.
How to use the response
Request the existing URL inventory and migration timeline before recommending new service pages. Agree how qualified enquiries will be measured and identify who can implement redirects and tracking.
Before publishing your version
Replace reporting choices with your actual service cadence. Submit dummy data on both previous-work paths and ensure the form contains no password, recovery-code or API-key request.
Questions people ask
Does completing this form run an SEO audit?
No. It gathers context for the team performing the audit. Search Console checks, keyword measurements and technical analysis are separate work.
How should clients share account access?
Ask for the responsible person's name here, then use the platform's account invitation process. Do not collect passwords or access tokens in answers.
What should an SEO onboarding form ask about goals?
Ask which services and markets matter and which customer actions should result, such as qualified enquiries. Agree baseline data and a measurement window separately.
Go deeper
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Better forms.
Better data.
Start with a conversation, a document or a single page. Unlimited forms and 500 responses per month on Free. No card required.