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SEO Client Questionnaire Form Template

Streamline Your Client Onboarding Process with Our Template

Struggling to gather essential information from potential SEO clients? This SEO Client Questionnaire Form Template helps you clarify your clients' website design needs and goals, ensuring you create a tailored strategy for their success. With features that allow you to uncover client expectations, assess website performance, and identify target audiences, you'll be well-equipped to deliver impactful SEO services. Plus, our WCAG-aligned labels ensure accessibility for all users. Start building effective client relationships today with our intuitive template.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Company name
Website URL
What are your primary SEO goals?
Increase organic traffic
Improve keyword rankings
Generate qualified leads
Increase online sales
Improve local visibility
Reduce paid advertising dependence
Enhance brand awareness
Improve technical site health
Other
Please Specify:
Which metrics matter most for success?
Please Specify:
What timeframe do you expect to see meaningful results?
0-1 months
2-3 months
4-6 months
7-12 months
No specific timeframe
Do you have Google Analytics set up?
Yes
No
Do you have Google Search Console set up?
Yes
No
What is your website platform/CMS?
WordPress
Shopify
Wix
Squarespace
Magento
Webflow
Custom/Other
Not sure
How is SEO currently managed?
No ongoing SEO
In-house team
External agency
Mix of in-house and agency
Not sure
Describe your primary target audience
Which geographies do you target?
Local city/area
Specific state/region
National
International
Not sure
List your top competitors (names or URLs)
Which products/services are the highest priority to promote?
List any target keywords or themes
How often can you implement on-site changes within 2 weeks?
Very rarely
Rarely
Sometimes
Often
Very often
When was your last technical SEO audit?
Within 3 months
3-6 months ago
7-12 months ago
Over 12 months ago
Never
Not sure
Do you have a development/staging environment?
Yes
No
Which content assets do you currently have?
Do you have a Google Business Profile?
Yes
No
Preferred communication channel
Email
Phone
Video call
Slack
Microsoft Teams
Other
Please Specify:
Do you grant permission to access GA and GSC for an initial audit?
Yes
No
Authorized signatory full name
Authorization date
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paper art illustration depicting an SEO client questionnaire form with checkboxes and text fields on a colorful background

When to use this form

When you are starting a new SEO engagement or taking over an account, this form helps you gather the facts you need to plan fast. Use it before kickoff for a monthly retainer, during a website redesign, or when an ecommerce line expands into new markets. It captures goals, audience, competitors, site constraints, and success metrics, so you can prioritize work and set clear expectations. Pair it with the New client intro form to collect contacts and project context, and the Target client list form to nail down buyer segments. If you also need company background and systems info, the New client profile form keeps those details organized.

Must Ask SEO Client Questionnaire Questions

  1. What are your primary business goals for SEO in the next 612 months?

    Clear goals shape strategy, KPIs, and timelines. You can prioritize tasks that move revenue, leads, or market share instead of chasing vanity metrics.

  2. Who are your target customers and priority segments?

    Audience clarity guides keyword intent, content angles, and SERP features to pursue. It also helps align messaging to each stage of the buyer journey.

  3. Which products, services, or pages drive the most revenue right now?

    This focuses effort on high-value pages for quick wins and protects core revenue. It also reveals where internal teams may need support to scale what already works.

  4. What keywords, topics, and competitors matter most to you?

    Your inputs anchor research while exposing gaps and risky assumptions. You can benchmark against rivals and pick targets that fit your authority and budget.

  5. What constraints should we plan for (budget, timelines, approvals, CMS limits)?

    Constraints shape scope, sequencing, and the rollout plan, reducing churn later. If intake starts in the New client request form, this question ties delivery back to agreed guardrails.

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