SEO Client Intake Checklist

Purpose

Collect the minimum information required to use SEO Client Intake & Routing and select the appropriate starting path.

Client & Website Context

• Client/company name recorded.
• Primary contact recorded.
• Business/products/services understood at a basic level.
• Current website status confirmed.
• Website URL collected if one exists.
• Whether a major redesign/rebuild/migration is planned is confirmed.

Market & Audience

• Primary target audience understood.
• Target locations/markets understood.
• Important products/services/categories identified.
• Known competitors/examples captured where useful.

Business Goal

• Primary desired outcome identified (for example leads, sales, bookings, qualified traffic, local visibility, product discovery).
• Current problem/challenge described.
• Any known urgency/timeline recorded.
• Any material commercial/launch deadline recorded if relevant.

Existing SEO / Data

Where applicable:

• Existing SEO work/provider/history noted.
• Known traffic/ranking/indexing issue noted.
• Known migration/redesign history noted.
• Analytics/Search Console availability noted, without requesting access prematurely.
• Known penalty/security/indexing concern escalated.

Routing Decision

Choose one initial route:

• Existing website → Website SEO Audit
• New/no meaningful website → Website Architecture & SEO Planning
• Existing website + major rebuild → Audit current site + plan new architecture
• Specialized case → SEO Lead determines downstream path

Handoff

• Recommended starting service/workstream recorded.
• Required next-step inputs listed.
• Responsible SEO owner identified.
• Quotation/scoping direction recorded.
• Next canonical SOP/workstream identified where available.

Completion Record

Client:
Website:
Prepared by:
SEO owner:
Date:
Selected route:
Notes / unresolved items: