About this template
Kicking off a new SEO campaign or website redesign requires detailed upfront information to avoid scope creep and misaligned expectations. This comprehensive SEO Client Questionnaire Google Form template helps digital marketers, agencies, and web freelancers capture everything they need from a new client in a single organized submission.
Instead of chasing clients across endless email threads for brand assets, CMS logins, keyword preferences, and competitor insights, this template structures the discovery phase. It covers business background, current website infrastructure, target audience messaging, design preferences, and technical specifications.
With Doc2Form, you can instantly turn this structured questionnaire into a ready-to-use Google Form, customize it with your agency's branding, and send it directly to incoming clients. Centralize your project onboarding, streamline client communication, and ensure your team has every vital detail before kickoff.
Key features
- Capture complete brand, SEO, and technical requirements in one organized form
- Collect target keywords, competitor URLs, and current analytics access status
- Gather design preferences, typography, and existing brand asset details
- Define project timelines, key decision-makers, and preferred completion deadlines
- Instantly convert and deploy as a customizable Google Form for your agency
Use cases
Onboarding new retainer SEO clients and gathering keyword priorities
Collecting website redesign specifications and content requirements f…
Collecting website redesign specifications and content requirements from stakeholders
Conducting digital marketing discovery sessions for prospective busin…
Conducting digital marketing discovery sessions for prospective business clients
What this form collects
- Business Name (Short answer)Enter your official company or trading name.
- Main Contact Name & Title (Short answer)Who is the primary point of contact for this project?
- Business Email Address (Short answer)Where should we send project updates and strategy documents?
- Phone Number (Short answer)Include country and area code if applicable.
- Current Website URL (Short answer)Enter the URL of your existing website, if you have one.
- Organization Description (Paragraph)Briefly describe what your company does, your core products or services, and your unique value proposition.
- Project Goals & New Website Priorities (Paragraph)What are the primary goals for this project? (e.g., increase organic traffic, generate leads, rebrand)
- Target Audience & Messaging (Paragraph)Describe your ideal customer demographics and the key message you want to convey.
- Target Search Keywords & Phrases (Paragraph)List 3 to 5 primary search terms or phrases you want your business to rank for on search engines.
- Competitor Website #1 URL (Short answer)Provide the web address of a key competitor.
- Competitor Website #2 URL (Short answer)Provide the web address of a second competitor, if applicable.
- Google Analytics Usage Status (Multiple choice)Do you currently have Google Analytics installed on your website?
- Content Management System (CMS) (Dropdown)What platform does your website run on?
- Social Media Platforms Used (Checkboxes)Select all social media channels your business actively maintains.
- Project Decision Maker (Short answer)Who has final sign-off authority on project deliverables and strategy?
- Preferred Completion Deadline (Date)When would you like this project to launch?
- Additional Help Request (Paragraph)Mention any other specific services, integrations, or goals you would like to discuss.
FAQ
How does Doc2Form help me use this questionnaire?
Doc2Form instantly converts this structured template into a fully functioning Google Form that you can immediately customize and share with your clients.
Can I add or remove questions to fit my agency's specific workflow?
Yes! Once the template is in your Google Forms account, you can freely edit, add, or reorder any questions to match your exact onboarding process.
Is this template suitable for both SEO and web design projects?
Yes, it covers both organic search priorities and technical website infrastructure, making it ideal for combined redesign and optimization projects.
How should clients share sensitive files like logos or logins?
You can use the file link questions to have clients share assets via secure cloud storage links, avoiding insecure plain-text password submissions.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.