Template
SEO agency onboarding questionnaire
A practical intake questionnaire for SEO retainers that need access, context, approvals, monthly deliverables, and proof.
What markets, services, and pages matter most?
Who are the top competitors?
What SEO work has already been done?
Which CMS, analytics, rank tracking, and search tools are in use?
Who approves page edits, content, and reports?
Questions to copy
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
SEO Agency Onboarding Questionnaire
- 01What markets, services, and pages matter most?
- 02Who are the top competitors?
- 03What SEO work has already been done?
- 04Which CMS, analytics, rank tracking, and search tools are in use?
- 05Who approves page edits, content, and reports?
- 06What technical restrictions should we know?
- 07Which monthly deliverables are included?
- 08What proof should accompany completed work?
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
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.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
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.