SEO Onboarding Form

Section 1 — Contact & Basics

Business Name

Primary Contact Name

Title / Role

Phone

Best Way to Reach You

Website URL

Business Address (Street, City, State, ZIP)

Section 2 — Business Snapshot

Year Founded

Number of Employees

Business Hours

Service Areas (cities, regions, or 'national')

Brief Description of Your Business (2–3 sentences)

What Makes You Different from Competitors

Section 3 — Services & Revenue

List Your Services or Products

Which Services Are Most Profitable

Which Services Are You Trying to Grow

Average Customer Lifetime Value

How Does Someone Become a Customer? (path to purchase)

Section 4 — Target Audience

Describe Your Ideal Customer

Top 3 Pain Points Your Customers Face

Section 5 — Goals

What Does Success Look Like 12 Months From Now?

Specific Metrics You Want to Hit (leads/mo, revenue, calls, etc.)

Why Now? What Prompted Hiring an SEO Partner?

Have You Worked with SEO Agencies Before?

If Yes — What Worked, What Didn't?

Section 6 — Competitors

Top 3–5 Competitors (Name + Website URL)

Anyone You Specifically Want to Outrank?

Section 7 — Current Marketing

Approximate Monthly Marketing Spend

Social Media Handles

Current CRM

Section 8 — Website & Technical

CMS / Platform

Hosting Provider

Do You Have an In-House Developer? (Yes/No + Name)

Recent Redesigns or Migrations (Last 2 Years)

Any Known Issues With the Site?

Section 9 — Compliance & Constraints

Industry Regulations to Be Aware Of (HIPAA, ADA, etc.)

Topics or Claims We Should NOT Make

Required Legal Disclaimers

Section 10 — Brand Assets

Logo Upload

Brand Guidelines

Brand Colors / Visual Style Notes

Section 11 — Logistics & Stakeholders

Day-to-Day Point of Contact (Name + Email)

Final Decision-Maker (if different)

Other Stakeholders to Loop In

Time Zone & Best Meeting Times

Need some design assistance?

Request a free consultation

Get in touch

By
Email
joe@frassatidesigns.com

By
Phone
(303) 501-2475

brand
identity

web
Design

graphic
design

brand
identity

web
Design

graphic
design

SEO Onboarding Form

Section 1 — Contact & Basics

Section 2 — Business Snapshot

Section 3 — Services & Revenue

Section 4 — Target Audience

Section 5 — Goals

Section 6 — Competitors

Section 7 — Current Marketing

Section 8 — Website & Technical

Section 9 — Compliance & Constraints

Section 10 — Brand Assets

Section 11 — Logistics & Stakeholders

brandidentity

webDesign

graphicdesign

brandidentity

webDesign

graphicdesign

SEO Onboarding Form

Section 1 — Contact & Basics

Section 2 — Business Snapshot

Section 3 — Services & Revenue

Section 4 — Target Audience

Section 5 — Goals

Section 6 — Competitors

Section 7 — Current Marketing

Section 8 — Website & Technical

Section 9 — Compliance & Constraints

Section 10 — Brand Assets

Section 11 — Logistics & Stakeholders

brand
identity

web
Design

graphic
design

brand
identity

web
Design

graphic
design