SEO Client Intake Questionnaire

Help us hit the ground running with your SEO strategy. This questionnaire gathers key details about your business, target audience, and online presence so we can create a tailored plan that delivers measurable results.

Step 1 of 12

Your Email(Required)

Contact Information

Business Owner's Name

First Last

Business Owner's Phone Number

Business Owner's Email Address

Business' Primary Contact Name

First Last

(if different from owner)

Business' Primary Contact Phone

(If different from owner)

Business' Primary Contact Email

(If different from owner)

Legal Business Name

DBA "Doing Business As" Name

Please include all variations

Business' Phone Number

Do you have any call tracking numbers? If yes, please tell us what they are.

Service Area Information

Primary Business Location Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Primary Service Area

Please include all variations – proper city – Dallas, area vernacular – Dallas Fort Worth, how locals refer to the area – DFW, etc.

All Primary Service Area Cities Your Business Wants To Rank For

Top 5 Primary Service Area Cities Your Business Wants To Rank For

Do you have additional business locations or service areas?

If yes, please tell us in which cities/areas & whether or not there is are addresses associated with those locations and/or service areas.

Website Information

What is your website's URL?

What is the login URL for your website?

What is the login username for your website?

What is the login password for your website?

Where is your website hosted?

What is the login username for your hosting provider?

What is the login password for your hosting provider?

Is your domain (Website.com) registered where it is also hosted?

Yes

Where is your domain registered?

Domain Registry Login Username

Domain Registry Login Password

Google Property Information

Do you have an existing Google Business Profile (GBP formerly GMB)?

Yes

URL/Link to the GBP Property

Google/Gmail Email Address of the GBP Owner

Would you like us to manage review responses on your Google Business Profile?

Yes, please set up AI review responses for me

No, I’ll manage my own review responses

Responding to both positive and negative reviews is important for your SEO rankings and customer trust. If you’d rather not manage this yourself, we can set up an AI agent to post neutral, professional responses on your behalf—free of charge.

Do you have an existing Google Analytics (GA-4) Property?

Yes

URL/Link to the GA-4 Property

Google/Gmail Email Address of the GA-4 Property Owner

Do you have an existing Google Search Console (GSC) account?

Yes

URL/Link to the GSC Property

Google/Gmail Email Address of the GSC Property Owner

Citation Information

Do you have a Bing for Business account/property/profile?

Yes

Please provide the Bing for Business link

Do you have an Apple Business Connect (Apple Maps) account/property/profile?

Yes

Please provide the Apple Business Connect property link

Do you have a Yelp account/property/profile?

Yes

Please provide the Yelp property link

Have you, or an agency on your behalf, ever created a citation building campaign through a service like YEXT or BrightLocal, or submitted data to a data aggregator like Data Axle, Neustar, YP Network, GPS Network, or Foursquare?

Yes

Which citation building campaign service?

Is the account still active?

Yes

Social Account Information

Do you have a Facebook Business Account?

Yes

Please provide the Facebook URL/handle

Do you have an Instagram Business Account?

Yes

Please provide the Instagram URL/handle

Do you have a YouTube Business Account?

Yes

Please provide the YouTube URL/handle

Do you have a TikTok Business Account?

Yes

Please provide the TikTok URL/handle

Do you have a Pinterest Business Account?

Yes

Please provide the Pinterest URL/handle

Do you have a LinkedIn Business Account?

Yes

Please provide the LinkedIn URL/handle

Do you have any other Social Business Accounts?

Yes

Please provide any additional social business URLs/handles

Service/Product Information

What is your primary service or product's name? Are you aware of any search variations for this name? Ex. Lawn Mowing, Cut Grass, Lawncare, etc.

What is your primary service or product's name? Are you aware of any search variations for this name? Ex Service Variations: Lawn Mowing, Grass Cutting, Lawncare, etc. Ex Product Variations: Water Softener, Water Refiner, Water Filter, etc.

After your primary service/product, what are the next top 2 services or products that you want to rank for? Are you aware of any search variations for these? Ex. Lawn Mowing, Cut Grass, Lawncare, etc. Ex Product Variations: Water Softener, Water Refiner, Water Filter, etc.

Are there any additional services or products that you want to rank for and have not previously mentioned? Please list them here along with any search variations you are aware of.

Are your services or products associated with an recognizable brands, celebrities, or influencers? If yes, please list them all here.

Are there any services, products, brands, words, or phrases that you specifically do not want us to use in your businesses digital marketing? If yes, is it due to a legal reason? Please list any information here you believe might be helpful to us.

Competitor Information

Do you have any like service/product local/comparable competitors that you are aware of, want to emulate, or try to compete with? Please list them all here.

Do you have any large/national competitors that you are aware of, want to emulate, or try to compete with? Please list them all here.

Licensing, Credential, Regulation, & Insurance Information

When did you open?

How many years have you been in business?

How many years of experience, combined, does your team have?

Do you have any impressive numbers or stats that we could mention? # of 5 star reviews, client/ return/retention rate, # of customers served, $ amounts, etc?

Is your business, personnel, and/or the industry your business resides in, regulated?

Yes

By whom?

Is your business required to pay dues or be inspected regularly in any way?

Is your business or personnel required to be licensed?

Yes

By whom are you licensed through?

Is your business required to renew your license on a regular basis?

Is your personnel required to have/hold any credentials, certifications, or degrees?

Yes

What specifically are they required to have/hold?

Are they required to engage in any ongoing education?

Is your business or personnel required to be insured?

Yes

Do any of the above come with any special digital "badges" (images) that can be (or are required to be) displayed on your website and on other online citations or social properties?

Yes

Please provide a link to a shared media folder that we can access here.

Branding Information

Does your business have any brand standards or guidelines you would like us to use (or we will be required to use) in your digital marketing assets? Logo variations, fonts, colors, etc?

If you have a link to your branding guide or a folder with all of your branding assets in it, please provide it here.

Customer/Lead Information

Do you know your target demographic/ ideal customer profile?

Age, gender, ethnicity, income, etc?

Stage of life? Raising kids, homeowner, going to college, etc?

Brands likely to follow, engage with, or shop at? Doesn't need to be a brand like your brand or even in your industry, just the type of brands your ideal customer would frequent.

Do you know your cost per lead? If yes, what is it?

Do you know what each lead is worth to your company (on average)?