SEO Consultant Client Onboarding Form

Streamline Your SEO Client Onboarding with Paperform

Taking on a new SEO client means gathering a lot of information upfront—from website credentials and analytics access to target keywords, competitor intel, and link building preferences. This SEO Consultant Client Onboarding Form template helps you replace scattered email threads and messy intake documents with one professional, on-brand form that collects everything you need to kick off a successful campaign.

Why SEO Consultants Choose This Template

Whether you're a solo SEO freelancer, running a digital marketing agency, or managing in-house optimization for multiple brands, this template is built around the real-world onboarding workflow. You'll capture:

• Client and business details so you understand their brand, industry, and goals
• Current website audit information including URL, CMS platform, hosting details, and existing SEO tools
• Access credentials for analytics, Search Console, and other platforms (securely collected and stored)
• Keyword research insights covering target keywords, priority services/products, and local SEO needs
• Competitor intelligence so you know who they're benchmarking against
• Link building and content preferences to align your outreach and content strategy with their brand voice
• Goals, budget, and timeline to set clear expectations from day one

With conditional logic built in, the form adapts based on client answers—so if they already have Google Analytics set up, you'll ask for access details; if not, you can note that as a setup task. This keeps the intake process relevant and efficient for every client.

From Onboarding to Action with Stepper Workflows

Once a new client submits this form, Stepper (stepper.io)—Paperform's AI-native workflow builder—can take over the handoff. Automatically create a new project in your PM tool, send welcome emails with next steps, assign tasks to your team, and update your CRM with client details and service tier. You can even trigger different onboarding sequences based on whether the client selected local SEO, eCommerce optimization, or enterprise-level services, keeping every workflow tailored and on track.

Built for Digital Marketing Agencies and SEO Professionals

This template is designed with the SMB digital marketing world in mind—consultants, agencies, and freelancers who need a fast, professional intake process that makes a great first impression. With Paperform's doc-style editor, you can customize questions, add your branding, embed explainer videos, and tailor the flow to match your service packages. Plus, with SOC 2 Type II compliance and robust security, you can confidently collect sensitive login details and business information.

Ready to turn new client onboarding from a bottleneck into a streamlined, professional experience? Start with this template and customize it to fit your SEO workflow in minutes.