SEO Client Onboarding Questionnaire
SEO work depends on access, history and priorities. This questionnaire gathers the website details, target searches, competitors, locations and past SEO work you need before an audit or proposal.
- 15 questions
- About 7 minutes for your client
- No account needed to fill it
The 15 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
Website and goals
- 5
Website address*
Website link
Why ask: You can run a quick audit before your first call.
- 6
Which products or services matter most to your business?*
Paragraph
Why ask: Effort should go first to the pages that bring in money.
- 7
What would people search on Google to find you?
Paragraph
Why ask: Their guesses are a starting keyword list, and show what they expect to rank for.
- 8
Which cities or countries do you serve?
Short answer
Why ask: Local and national SEO need different strategies.
- 9
Who are your main competitors online?
Paragraph
Why ask: Competitors who rank well show what it will take to beat them.
Access and history
- 10
Which of these can you give us access to?
Checkboxes (many)
- Google Search Console
- Google Analytics
- Website admin/CMS
- Google Business Profile
- Domain/DNS settings
- None yet
Why ask: Without access you can't measure or fix much, so this often decides the start date.
- 11
Has anyone done SEO on the site before?
Multiple choice (one)
- Yes, recently
- Yes, a while ago
- No
- Not sure
Why ask: Past work, including bad links, can help or hurt; you need to know before you start.
- 12
Who can make changes to the website?
Multiple choice (one)
- You (our SEO provider)
- Our developer
- Our team
- Not sure
Why ask: SEO recommendations need someone to put them in place.
Budget and timeline
- 13
What budget range are you working with?*
Multiple choice (one)
- Under ₦100k/month
- ₦100k - ₦300k/month
- ₦300k - ₦700k/month
- Above ₦700k/month
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 14
When would you like to start?
Date
Why ask: A target date tells you whether the project fits your schedule before you spend time on a proposal.
- 15
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this seo client onboarding questionnaire free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.