SEO Client Questionnaire Form Template
Get everything you need to start an SEO engagement — from strategy to access in one organized intake.
SEO work without proper context produces generic strategies. This questionnaire gives SEO agencies and consultants the client background, technical access details, competitive landscape, and goals they need to develop a strategy that actually fits the business.
The template covers the client's website URL, business overview, target audience, primary and secondary keywords and topics, main competitors, current SEO tools and Google account access, previous SEO work and known issues, content resources, and specific goals with timeline.
A thorough intake questionnaire also signals to clients that your SEO process is strategic and methodical — not random tactics.
Google Search Console, Google Analytics, the CMS (read access at minimum), any current SEO tool accounts (Semrush, Ahrefs, Moz), and if technical work is planned, FTP or server access coordinated with the client's developer.
'What does your best customer look like?' and 'What content have you published and what happened with it?' These reveal whether the client understands their audience and whether previous efforts have been tracked.
This is common. Use the questionnaire to identify whether Google Search Console and Analytics are set up — if they're not, the first phase of your engagement is establishing baseline tracking before any optimization work.
Yes, but ask for both direct business competitors and SEO competitors (sites ranking for their target keywords). These are often different, and both are relevant to strategy.
Include timeline expectations and budget range questions — even if they feel awkward. These shape your strategy significantly. A client expecting results in 30 days needs different expectation-setting than one planning a 12-month campaign.
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