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SEO client questionnaire template

This six-step SEO client questionnaire asks the website type, update frequency, main SEO goal, current SEO help and the site URL, followed by the contact details. Clone it into your Growform account and add a budget step.

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What the form asks, step by step

The questions give an SEO consultant enough to review the site before the first call. The website address is collected on step five.

  1. Step 1: “What type of website do you have?”

    Ecommerce, blog, portfolio or news sites need different SEO strategies.

  2. Step 2: “How often do you update website content?”

    Sites that publish rarely usually need a content plan as well as technical work.

  3. Step 3: “What’s your main SEO goal?”

    Traffic, rankings or sales decides how you will report results.

  4. Step 4: “Are you currently using other SEO services?”

    A current provider means the prospect is comparing, so expect a competitive pitch.

  5. Step 5: Website and details

    The site URL and a notes box let you audit before calling.

  6. Step 6: “How shall we contact you?”

    Name, email and phone come last.

  7. After submitting

    An agency would change the thank-you text to promise a short site review with the first reply.

Who it’s for

SEO consultants, agencies and freelancers use this template as the contact form on their services page. It works as an SEO intake form for the inquiry stage, with the website address included, so you can look at the site before you reply. Prospects who already have an SEO provider are flagged, which helps you decide how to position your proposal. The PPC management template suits paid search inquiries.

Why this structure converts

  • The website type question is one every owner can answer, which makes the start easy.
  • Goals are offered as plain outcomes, so prospects do not need to know SEO terminology.
  • Asking for the URL near the end means the prospect is committed by the time they share it.
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Make it yours

  • Add a budget question

    Monthly budget bands help you skip calls with prospects whose budget does not match your retainers.

  • Ask about target locations

    Local businesses need different work from national ecommerce sites. Add a question about the markets the site serves.

  • Offer an audit on submit

    Promise a short audit in the header and redirect to your calendar after submission.

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Frequently asked questions

What should an SEO questionnaire ask new clients?

It should cover the website type, content habits, business goals, current providers and the site address. Keyword targets and competitors can follow in onboarding.

Why ask whether they use another SEO service?

It tells you whether you are replacing a provider or starting fresh, which changes the proposal and the questions for the first call.

Can the answers go into my CRM?

Yes. Growform sends submissions to HubSpot, Pipedrive, Close or a Google Sheet, with each answer in its own field.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. 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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