Feb 22, 2025

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SEO Onboarding Form

A blog by Jens Bjerregaard

Co-Founder @ Theoflow

SEO Onboarding Form: Simplify Data Collection

An SEO onboarding form is an essential tool for gathering all the key information you need to create a tailored SEO strategy. By using a structured form, you can ensure that nothing is missed and your client's SEO journey starts off smoothly. Theoflow makes this even easier by automating the process, saving you time and improving accuracy.

SEO Onboarding Form

Here’s a simple SEO onboarding form to collect all the necessary information from your clients:

  1. Client Information

    • Full Name

    • Company Name

    • Contact Information (Phone, Email)

    • Website URL

  2. Business Overview

    • Industry

    • Primary Products or Services

    • Target Audience (Demographics, Location, Interests)

  3. SEO Objectives

    • What are your main SEO goals? (e.g., improve rankings, increase organic traffic, boost conversions)

    • Any specific KPIs to track? (e.g., keyword rankings, traffic, backlinks)

  4. Website Details

    • Current Website Platform (WordPress, Shopify, etc.)

    • Existing SEO Tools in Use (Google Analytics, Google Search Console, SEMrush)

    • Website Performance (Current Traffic, Keyword Rankings, SEO Issues)

  5. Competitor Information

    • Main Competitors' Websites

    • Target Keywords or Phrases

    • Competitor SEO Strengths or Weaknesses

  6. Branding & Content

    • Brand Guidelines (Logo, Colors, Fonts)

    • Existing Content (Blog Posts, Articles, Landing Pages)

    • Any Content Gaps or Needs

  7. Technical SEO Access

    • Google Analytics Access

    • Google Search Console Access

    • Website Hosting and FTP Details

  8. Legal & Financial

    • Signed Agreement

    • Payment Terms and Setup Fees

How Theoflow Automates SEO Onboarding Forms

With Theoflow, you can automate the SEO onboarding form process, making it quick and seamless for both you and your clients:

Branded Client Portal – Clients submit their information in one secure, organized place.
Automated Data Collection – All necessary details are gathered with zero manual effort.
Instant Contracts & Payments – Get contracts signed and payments processed instantly.

Conclusion

Using an SEO onboarding form ensures you collect all essential information to build a strong SEO strategy. By automating the process with Theoflow, you can onboard clients faster and more efficiently while delivering a seamless experience.

Ready to streamline your SEO onboarding? [Start Your Free Trial with Theoflow] today.

Save hours of manual work, build trust and stand out from your competition.

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