SEO onboarding questionnaire template
This five-step SEO onboarding questionnaire asks for the website address, customer locations, priority services and previous agency work, followed by the contact details. You can clone this template into your Growform account and add questions.
What the form asks, step by step
An SEO questionnaire should give you enough to begin an audit. Two of these answers are typed and two are chosen from buttons.
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Step 1: “What is your website address?”
The domain is all your team needs to begin crawling the site.
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Step 2: “Where are your customers?”
One town, several cities or a whole country each call for different keyword targets.
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Step 3: “Which services or products matter most in search?”
The client lists the pages that should rank first, in their own words.
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Step 4: “Have you worked with an SEO agency before?”
Previous agency work can mean existing links and reports worth requesting.
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Step 5: “Who is our main contact for SEO?”
Name, email and phone come last.
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After submitting
The thank-you message says that the audit will start from these answers, and you can change it to set a delivery date.
Who it’s for
SEO agencies and freelance consultants send this questionnaire when a new client signs. It also works as an SEO client intake step on a sales page, because an owner can answer every question without technical knowledge. Each submission gives you the domain, the area the business serves, the services it wants found and its history with other agencies. Your team can run a crawl and check rankings before the first meeting.
The SEO client questionnaire is an alternative for inquiries that arrive before a contract is signed.
Why this structure converts
- The website address is the easiest question on the form, so it comes first.
- The location question uses four buttons, which avoids a long list of towns on step two.
- Priorities are typed freely, because no set of buttons can cover the services of every client.
- The history question offers “Not sure” as an answer, so a newly hired marketing manager can still finish.
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Make it yours
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Ask for competitors
Add a text step for three competitors the client watches. Their domains give your gap analysis a starting point.
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Widen it for web projects
Agencies that also build sites can add a question about the content management system, which turns this into a general website questionnaire for both teams.
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Request access afterwards
Use the thank-you screen to explain how to add your team to Search Console and Analytics, so that no passwords are sent through the form.
Frequently asked questions
What should an SEO questionnaire ask a new client?
It should ask for the domain, the locations served, the services that matter most and any earlier SEO work. This template covers those four points before asking for the main contact.
Does the form ask for Search Console access?
No. The template collects only answers and contact details. Access is better granted inside Google’s own tools, and you can explain the process on the thank-you screen.
Can clients list several services?
Yes. The priorities step is a text field, so the client can type as many services or products as they want.
Can I add my agency’s branding?
Yes. The template shows a fictional agency name at the top as a placeholder. You can replace it with your own logo, colors and fonts.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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