About this template
Kicking off a new search engine optimization campaign requires gathering a massive amount of baseline data from your client. This SEO Intake Google Form template streamlines client onboarding by collecting essential business information, historical data, public contact details, and social media links in one organized place.
Instead of chasing clients across endless email threads for website URLs, business categories, brand descriptions, and historical NAP (Name, Address, Phone) data, agencies and freelancers can use this structured questionnaire to get everything they need on day one. Doc2Form lets you instantly convert this template into a ready-to-use Google Form, saving hours of manual setup time.
Whether you are performing a comprehensive technical audit, executing a local SEO strategy, or launching a complete site redesign, starting with clean and structured client data prevents bottlenecks and sets clear expectations for your campaign.
Key features
- Collect complete business profiles and historical directory data upfront
- Gather exact website URLs, social links, and public contact emails
- Identify previous business names and addresses for local SEO audits
- Standardize client onboarding across your entire agency or team
- Instantly deploy via Google Forms with zero manual rebuilding
Use cases
- Onboarding new retained SEO clients at the start of a campaign
- Gathering baseline information for local search and citation cleanup
- Collecting website credentials, social assets, and brand slogans
- Auditing past agency work by requesting historical business data
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Provide the best email address for project communications.
- Phone Number (Short answer)Include your direct phone number with area code.
- Business Name (Short answer)Enter your official registered business name.
- Website URL (Short answer)Paste the primary web address for your business (e.g., https://www.example.com).
- Year Established (Short answer)Enter the year your business was founded.
- Hours of Operation (Paragraph)List your standard business hours for local SEO optimization.
- Location(s) (Paragraph)List all physical store or office locations if applicable.
- Business Email (Public Display) (Short answer)Enter the email address you want displayed publicly on your website and directories.
- Business Categories (Short answer)Describe your primary industry categories or niches.
- Slogan or Tagline (Short answer)Enter your brand's official tagline or slogan.
- Business Description (Paragraph)Provide a brief summary of your products, services, and unique value proposition.
- Social Media Links (Paragraph)Paste links to your active social media profiles (Facebook, LinkedIn, Instagram, X, etc.).
- Previous Business Names (Paragraph)List any former business names used in the past, or write 'N/A'.
- Previous Business Addresses (Paragraph)List any former business addresses associated with your company.
- Previous Phone Numbers (Paragraph)List any past phone numbers used for business listings.
- Names or Assets to Remove/Disassociate (Paragraph)Note any outdated listings, old brand assets, or incorrect profiles you want removed or cleaned up.
FAQ
What is an SEO intake form?
An SEO intake form is a questionnaire used by digital marketers and agencies to collect necessary website details, business goals, and historical data from new clients before starting a project.
Why is historical business data important for SEO?
Search engines rely heavily on NAP (Name, Address, Phone) consistency. Knowing previous business names, addresses, and phone numbers helps agencies identify and fix conflicting citations across the web.
Can I customize the questions in this template?
Yes. Once you generate the form using Doc2Form, you can fully edit, add, or remove questions directly in Google Forms to match your specific agency workflow.
Who should use this SEO intake template?
Digital marketing agencies, freelance SEO consultants, web designers, and in-house marketing teams looking to streamline client onboarding.
How does Doc2Form help me use this template?
Doc2Form instantly converts this template into a fully functional Google Form in your Google Drive, eliminating the need to recreate each field manually.
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.