SEO Questionnaire: A Complete Guide + 10-Question Template

  • Customize this template to fit your requirements
  • Share it with your team & clients with one click
  • Easily collect their feedback and information
  • Impress everyone with professional looking questionnaires
  • Download your document as PDF

When it comes to bringing on a new SEO client, you want to ensure that the process is as smooth and as straightforward as possible. In this highly competitive industry, you need to ensure that you are giving your customers the very best experience to prevent them from seeking another provider.

Creating a clear and concise SEO kick-off questionnaire will ensure that you are able to secure all the information you need to deliver the very best results for your clients. However, we know how daunting it can seem to put your own survey questionnaire template. That is why to help you, we have created a comprehensive guide and put together our top ten questions to include in your SEO client questionnaire.

What is an SEO client questionnaire?

Before we explore the benefits of introducing an SEO kick-off questionnaire, it is first important to understand exactly what one is. In its simplest form, this unique document is designed to help your organization get a better understanding of the client and the goals that they want to achieve.

This series of questions should cover everything you need to know and can include things such as:

  • Their business background
  • Any technical information you need to know
  • The content and areas you need to focus on
  • Their time expectations and budget
  • Maintenance and design information

SEO is an all-encompassing area and is becoming increasingly more critical for businesses looking to drive traffic toward their website. The more comprehensive that you are with your SEO survey questionnaire, the smoother and more efficient the project will be. However, it is important that you remember not to create a document that is unnecessarily lengthy, as this will create a bad impression on potential new clients.

A person writing a seo content questionnaire on a laptop

Why is it important to create one?

Creating a comprehensive SEO client questionnaire should be a priority for any business looking to offer the very best onboarding process possible. This compelling document can help to provide you with a wide range of benefits and transform the relationship you have with all new clients.

One of the most significant advantages of creating an SEO kick-off questionnaire is that it will help to save you considerable time. When bringing on a new client, it requires a lot of back and forth to help you understand their needs and requirements. This can be a very time-consuming process, and often sees a multitude of emails and phone calls. A questionnaire will remove all of this, giving you a clear and concise document that you can work from.

Not only does this help to save you significant time, but it also ensures that you know exactly what your client is expecting. It can be very easy for a small miscommunication to lead to a major difference in expectations. An SEO client questionnaire will allow you to see exactly what the client wants and will minimize the risk of dissatisfaction and improve your relationship.

By creating this smooth and efficient onboarding process, it creates a greater impression on your client. A professional survey will leave a great impression on new partners and helps to showcase your business as a professional and trusted SEO partner.

The best ten questions you should add to your SEO survey

While there can be no denying the many benefits that come from creating an SEO client questionnaire, it can be tough to know what questions you should be asking new clients. To help you produce the very best survey questionnaire possible, we thought we would take a look at the ten key questions you should ask:

  1. Where is your business located?

One of the first questions that you should ask any new client is where they are based and where their customers are located. While some clients might be targeting a large global audience, the vast majority will be looking to target a local audience surrounding their business. Understanding these needs will ensure you can create dedicated local SEO.

  1. What keywords are you looking to rank for?

Another vital question to ask new clients is what keywords they are looking to rank for. While you should be undertaking keyword research yourself, your client will also have a good idea of the kind of terms that they want to be appearing for.

3) What websites do your clients normally visit?

This is a very effective question when it comes to SEO, as it will help you to understand the content and keywords that their target audience is reacting to the most. This can act as a benchmark for your entire project.

  1. Have you worked with an SEO agency before?

Asking new clients if they have worked with an SEO agency before will give you an idea of the work that they have already had undertaken. It will also help you to understand what might have worked and what they might have disliked about the last agency.

  1. What are your goals?

Asking all new clients what their goals are is a great way to ensure that you are both working from the same page. This might be increasing traffic to their website, boosting conversions, or maximizing their revenue; whatever it might be, break these goals down into short-term and long-term options.

  1. Who are your closest competitors?

Another very important question to ask when onboarding a new client is who their closest competitors are. This will give you a great insight into what is already working within their industry, what customers are responding to, and where there could be improvements.

  1. What would a successful campaign look like?

Everyone has different expectations for what success might look like, so this question will help you to understand what your clients are looking for and give you a chance to set clear expectations of what is actually possible.

  1. What is your timescale?

SEO can be a complex process, so this question will help you to understand what new clients are expecting and when they would want to see results by.

  1. What is your budget?

Another vital question to be asking new clients is what their overall budget is. This will determine the results that can be achieved and allow you the chance to better set their expectations.

  1. Who is the main point of contact?

Finally, you also want to establish a clear point of contact with new clients. This will ensure that the process can remain as smooth and as efficient as possible.

3 content words that make a SEO questionnaire

Use and design the SEO onboarding questionnaire template

If you are looking to create an SEO client questionnaire but are not sure where to start, then Hola Brief is here to help you. We know how confusing it can be to create the perfect set of questions, which is why we have created a proven template that will ensure you get all of the information you need to guarantee your project is a success.

This fully editable template can be tailored to meet your requirements, helping to streamline the onboarding process and maximizing your results. So if you are tired of miscommunication and endless email chains, use and customize your SEO kick-off questionnaire template today with HolaBrief for free!

Cut Rework Rate by 20%!

Build your own questionnaires and collect your clients' responses fast with HolaBrief!

Try for Free

Ready to create standout work in less time?

Join 1000s of agencies using HolaBrief to set up their projects for success.

Ready to create standout work in less time?

Join 1000s of agencies using HolaBrief to set up their projects for success.