Template
SEO agency onboarding questionnaire
A practical intake questionnaire for SEO retainers that need access, context, approvals, monthly deliverables, and proof.
Questions to copy
- 1What markets, services, and pages matter most?
- 2Who are the top competitors?
- 3What SEO work has already been done?
- 4Which CMS, analytics, rank tracking, and search tools are in use?
- 5Who approves page edits, content, and reports?
- 6What technical restrictions should we know?
- 7Which monthly deliverables are included?
- 8What proof should accompany completed work?
SEO onboarding should feed the monthly delivery plan
Keyword context, technical access, reporting preferences, and approval contacts should become part of the recurring SEO workflow.
FAQs
What should an SEO agency ask during onboarding?
Ask about goals, services, markets, competitors, access, technical setup, content history, approval process, reporting needs, and monthly deliverables.