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SEO Onboarding Form
Feb 22, 2025


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:
Client Information
Full Name
Company Name
Contact Information (Phone, Email)
Website URL
Business Overview
Industry
Primary Products or Services
Target Audience (Demographics, Location, Interests)
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)
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)
Competitor Information
Main Competitors' Websites
Target Keywords or Phrases
Competitor SEO Strengths or Weaknesses
Branding & Content
Brand Guidelines (Logo, Colors, Fonts)
Existing Content (Blog Posts, Articles, Landing Pages)
Any Content Gaps or Needs
Technical SEO Access
Google Analytics Access
Google Search Console Access
Website Hosting and FTP Details
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.