About this template
The SEO Onboarding Form template is engineered to eliminate tedious email threads and scattered spreadsheets when taking on new search engine optimization clients. Designed for digital marketing agencies, freelancers, and SEO consultants, this comprehensive intake questionnaire captures everything required to jumpstart a successful campaign on day one.
From core business details, physical locations, and service offerings to crucial technical assets like WordPress access, domain registrar logins, and Google Business profiles, this form ensures you have all necessary credentials and context upfront. By consolidating target keywords, past SEO history, and brand guidelines into a single, organized submission, your team can begin technical audits and strategy development immediately without halting for missing data.
Key features
- Collect business details and technical credentials securely in one submission
- Gather target keywords, brand slogans, and competitor insights
- Standardize your agency onboarding process to save hours of back-and-forth
- Easily shareable via link, email, or embedded directly on your agency website
Use cases
- New SEO client intake for digital marketing agencies
- Freelance SEO consultant project kickoffs
- Collecting website logins and hosting access details safely
- Gathering business background information for local SEO campaigns
What this form collects
- Today's Date (Date)Select today's date.
- Full Name (Short answer)Enter your first and last name.
- Position / Job Title (Short answer)Your role within the company (e.g., Owner, Marketing Director).
- Official Company Name (Short answer)Enter your registered business name.
- Company Website (Short answer)Provide the main URL of your website (e.g., https://www.example.com).
- Business Email (Short answer)Enter your primary professional email address.
- Phone Number (Short answer)Best contact number for project communications.
- Company Address (Paragraph)Enter your primary business headquarters or mailing address.
- Business Type / Category (Dropdown)Select your primary industry or business model.
- Business Description (Short) (Paragraph)Briefly describe what your company does and who your target audience is.
- Primary Keywords / Tags (Paragraph)List the main keywords, services, or topics you want to rank for on Google.
- Prior SEO Services Status (Multiple choice)Has your website undergone SEO work in the past?
- Social Media Profiles (Paragraph)Provide links to your active social media channels (Facebook, Twitter, LinkedIn, Instagram, etc.).
- WordPress Login & Hosting Info (Paragraph)Please paste login details or instructions for your website content management system and hosting provider.
- Google Business Profile & Analytics URL (Paragraph)Provide the link to your Google Business Profile and any existing Google Analytics or Search Console properties.
- Additional Comments or Goals (Paragraph)Share any specific expectations, KPIs, or upcoming business campaigns we should know about.
FAQ
What kind of information does this SEO onboarding form collect?
It collects essential company details, service areas, target keywords, social media profiles, and technical assets such as CMS logins, domain registrar details, and Google Business profile URLs.
How can I share this form with new clients?
Once your Google Form is generated, you can easily share the link via email as part of your welcome packet, or embed the form directly on your client portal website.
Can I customize the questions to match my agency's specific workflow?
Yes! Because the template opens directly in your Google Drive, you can fully edit, add, or remove any questions, sections, or branding to fit your exact agency requirements.
Is it safe for clients to share sensitive logins through this form?
Google Forms uses secure encryption in transit. However, for maximum security when collecting sensitive administrative passwords, we recommend advising clients to share credentials via a password manager or update permissions directly.
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.