Client Onboarding Questionnaires

Select Campaign:

SEO

PPC

SMM

General Information

Company Name*

Contact Name & Title*

Email Address*

Phone Number*

Primary Business Location(s)

Briefly Describe Your Business and the Products/Services You Offer

Website URL*

Campaign Goals

What are the primary objectives of your SEO efforts? (e.g., increase organic traffic, improve rankings, enhance local visibility, boost e-commerce sales, etc.)

What key performance indicators (KPIs) will you use to measure success? (e.g., organic traffic, keyword rankings, leads, conversions, etc.)

Do you have specific milestones or deadlines for achieving these goals?*

Yes

Are there any particular challenges or pain points you want SEO to address?

What is your ideal cost-per-conversion or cost-per-acquisition (CPA)?*

What is your target ROI or ROAS (return on ad spend)?*

Target Audience

Who is your target audience? (e.g., demographics, age, gender, income level)*

What geographic locations are important for your business? (e.g., cities, states, countries)*

Are there specific languages to optimize for?*

What are the interests, behaviors, or online habits of your ideal customers?*

Do you have any existing customer personas or audience research you can share?*

Are there any negative audiences or segments we should exclude?*

Competitor Analysis

Who are your top competitors? (Please provide names and/or website URLs)

What differentiates your business from your competitors?*

Are there any competitors’ SEO strategies or content you admire or want to emulate?*

Are there any competitors’ ads or campaigns you admire or want to emulate?*

Are there specific competitors you'd like us to monitor or outperform?*

Are there specific competitors whose campaigns you admire? Why?*

What sets your brand apart from competitors?*

Website Details

Have you conducted any SEO efforts in the past?*

Yes

Do you have access to analytics tools like Google Analytics or Google Search Console?*

Yes

Are there specific pages or sections of your site you want us to prioritize?*

Keyword Strategy

Do you have a list of keywords you want to target?*

Yes

Are there any keywords or phrases you’d like us to avoid?

Are there specific products, services, or categories you want to focus on?

Are there seasonal or time-sensitive keywords to consider?

Advertising History

Have you run PPC campaigns in the past?*

Yes

Which platforms have you used before? (e.g., Google Ads, Microsoft Ads, Facebook Ads, LinkedIn Ads)*

Can you provide access to your past campaign data?*

Yes

What has worked well in your past campaigns?*

What challenges or issues have you faced with previous campaigns?*

Content & Branding

Do you have existing content for the campaign? (e.g., images, videos, captions)*

Do you require assistance creating new content?*

Are there specific products, services, or promotions to highlight?*

Are there specific guidelines to follow? (e.g., logo usage, colors, tone of voice)*

What CTAs do you want to use?*

Content Strategy

Do you require new content creation (e.g., blogs, landing pages, product descriptions)?*

Are there specific topics or themes you’d like us to address in the content?*

Do you have brand guidelines for content creation?*

Are there any types of content you want to avoid?*

Ad Content

Do you have existing ad creatives (images, videos, copy)?*

Do you need us to create new ad content?*

Are there specific products, services, or promotions you want us to highlight?*

Do you have brand guidelines we need to follow? (e.g., logos, fonts, color schemes)*

Are there specific call-to-actions (CTAs) you prefer?*

Platforms & Preferences

Which social media platforms do you want to prioritize? (e.g., Facebook, Instagram, LinkedIn, TikTok, Twitter)*

What post formats do you prefer? (e.g., static posts, reels, carousels, videos, stories)*

Are there any platforms you wish to avoid?*

Local SEO (if applicable)

Do you have a Google Business Profile set up?*

Yes

What local areas should we prioritize?

Landing Pages

Do you have dedicated landing pages for this campaign?*

Yes

If not, will you need assistance creating new landing pages?*

What is the primary goal of your landing pages? (e.g., form fills, product sales, downloads)*

Are there any specific elements you'd like included on the landing pages?*

Do you have any analytics tools installed on your site? (e.g., Google Analytics, heatmaps)*

Advertising History

Have you run social media campaigns in the past?*

Yes

What strategies or content performed well?*

What difficulties have you encountered in previous campaigns?*

Can you provide access to past performance data or analytics?*

Budget

Do you have a long-term SEO plan, or is this a short-term campaign?*

What is your total monthly PPC budget?*

What is your total monthly budget for social media campaigns?*

What portion of your budget is allocated to each platform? (if applicable)*

Do you have an ideal daily budget in mind?*

How should the budget be distributed across platforms? (if applicable)*

Do you plan to run this campaign year-round or seasonally?*

Are there any restrictions or limitations on ad spend we should be aware of?*

Tracking & Reporting

Do you have conversion tracking set up on your website?*

Yes

What tools do you use for tracking and analytics? (e.g., Google Analytics, CRM systems)

What metrics are most important to you in SEO reports?

Do you have specific metrics or data points you’d like to see in reports?

Who should receive the campaign performance reports?

Do you use any analytics tools? (e.g., Meta Insights, Hootsuite, Google Analytics)

How frequently would you like to receive updates? (e.g., weekly, bi-weekly, monthly)*

Compliance & Regulations

Are there any industry-specific regulations we need to consider?

Do you have any disclaimers or legal requirements to include in your content?

Do you have any disclaimers or legal requirements to include in your ads?

Are there any disclaimers or legal text we need to include?

Are there any restricted topics or industries we should avoid?

Are there any products/services we cannot promote due to restrictions?

Additional Information

Is there anything else we should know to make this campaign successful?

Are there other team members we should coordinate with?

Do you have any ongoing promotions, seasonal offers, or events to consider for this campaign?