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SEO Business Report Form Template

Streamline Your SEO Reporting Process with This Template

Creating detailed SEO reports can feel overwhelming, especially when you're juggling multiple projects. This SEO Business Report Form Template helps you efficiently gather key data, making your reporting process smoother. You'll benefit from tracking critical metrics, analyzing SEO strategies, and presenting findings in a clear, professional format that can be converted to PDF. Plus, the WCAG-aligned labels ensure accessibility for all users. Explore this template to simplify your reporting today.

Full name
Email address
Phone number
Business name
Website URL
Industry or niche
Primary target geography
Local (single city/area)
Regional (multiple cities/areas)
National
International
Not sure
Which analytics or webmaster tools do you currently use?
Google Analytics
Google Search Console
Google Tag Manager
Bing Webmaster Tools
None/Not sure
Other
Please Specify:
What are your primary SEO goals?
Please Specify:
Have you worked on SEO for this website before?
Yes
No
Estimated monthly budget for SEO
Under $500
$500-$1,000
$1,001-$2,500
$2,501-$5,000
$5,001-$10,000
$10,001+
Prefer not to say
Top competitors (URLs or names)
Are any of the following issues a concern?
Slow loading speed
Mobile usability issues
Pages not indexed/visibility issues
Broken links or 404 errors
Duplicate or thin content
Tracking/analytics not working
Security (HTTPS) issues
Not sure
Other
Please Specify:
Preferred report format
PDF via email
Google Doc link
Slide deck summary
Quick video overview
Anything else we should know?
I consent to a non-intrusive SEO review of my website and to be contacted about the results.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting a business report form template for SEO analysis and optimization.

When to use this form

Use this form when you need to turn SEO work into clear business results. It suits agency account reviews, in-house weekly standups, and freelancer updates. Fill it after a new content push, a technical release, or a site migration to track what changed and what mattered. It helps you align goals, highlight wins, and flag risks early. If search visibility shifts, pair it with the Search results report form to capture SERP changes. The outcome: a shareable summary your team and stakeholders can act on.

Must Ask SEO Business Report Questions

  1. What were the primary SEO and business goals for this period?

    This frames the report around outcomes that matter, like revenue, leads, or retention. Clear goals help you judge whether changes in traffic or rankings are meaningful.

  2. Which target keywords and landing pages did you prioritize, and why?

    This ties your work to search intent and high-value pages. It also shows whether your focus matched opportunity and audience needs.

  3. What key changes did you implement (technical, on-page, content, or links)?

    Listing shipped work clarifies cause and effect and prevents guesswork. If you found defects, document them in the Bug report form so owners can resolve them fast.

  4. What were the results versus last period (sessions, rankings, conversions, and revenue)?

    Comparing periods shows trend and seasonality instead of chasing one-off spikes. If metrics miss targets, assign owners and deadlines with a Corrective action form.

  5. What risks, blockers, or anomalies did you observe, and what actions will you take next?

    Surfacing issues early prevents surprises and aligns owners. For platform or SERP anomalies, reference a Google issues report form and set clear follow-ups.

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