Free template · 15 questions
SEO consultant client questionnaire
SEO projects depend on access and history: a past migration or penalty changes everything. Ask before the audit.
When to send it: Before the audit or proposal.
Business
- 1.Your website, main products or services, and target countries.
- 2.Which keywords or topics do you most want to rank for?
- 3.Your top competitors in search (not just in business).
- 4.What does a lead or a sale from search look like, and what is it worth?
History
- 5.Has the site had a migration, redesign, domain change or traffic drop?
- 6.Previous SEO work: who, when, and any link building?
- 7.Any manual actions or warnings in Search Console?
Access
- 8.Can you add me to Google Search Console and Analytics?
- 9.CMS, and who can implement technical changes?
- 10.Who writes content today, and how often is it published?
Budget, timing and decisions
- 11.What budget range have you set aside for this?
- 12.Is there a hard deadline, and what happens if it moves?
- 13.Who else needs to approve the work or the contract?
- 14.How would you prefer we communicate (email, calls, messaging), and how often?
- 15.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a seo consultant send a client questionnaire?
Before the audit or proposal.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.