SEO Client Onboarding Form (advanced)

SEO Client Onboarding Form
1. Business Information
Full Name:

First NameLast Name
Email Address:
example@example.com
Phone Number:
Please enter a valid phone number.Format: (000) 000-0000.
Business Name:
Business Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Business Industry/Niche:
2. Website & Online Presence
Primary Website URL:
3. SEO Goals & Expectations
What are your top SEO goals? (Select all that apply)
Any specific keywords you want to rank for? (List them below)
Who are your top competitors? (List 2-3 URLs)
URL 1
URL 2
URL 3
4. Website Access & Tools

Grant access so we can analyze and improve your website
Do you have Google Analytics set up?
If Yes, Please provide access to n1227snowpro@gmail.com
example@example.com
Do you have Google Search Console set up?
If Yes, please provide access to n1227snowpro@gmail.com
example@example.com
Do you have a CMS login?
If Yes, please share login details securely via LastPass/1Password or provide a temporary admin login. ((If you used our done-for-you website service, we already have all your login detail)
5. Technical SEO & Website Health
Have you had any SEO work done in the past?
If Yes, what was done? (Content, backlinks, technical SEO, etc.)
Do you have any known website issues? (Select any that apply)
Are you planning any major website changes soon?
6. Local SEO (For Local Businesses)
Do you have a Google My Business (GMB) profile?
If Yes, provide the link:
Do you have reviews on Google?
Do you serve customers at a physical location?
7. Additional Notes
Is there anything else you’d like us to know about your business or website?
Should be Empty:

SEO Client Onboarding Form

1. Business Information

2. Website & Online Presence

3. SEO Goals & Expectations

4. Website Access & Tools

5. Technical SEO & Website Health

6. Local SEO (For Local Businesses)

7. Additional Notes