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Client brief template for SEO

SEO clients often want “to be first on Google”. These templates turn that into a scope: which site, which searches, which area, what access you get and what has been tried before.

SEO audit

What stops your site from being found on Google.

13 questions

Use this template

Before these steps, the client gives their name and email.

  1. 1.Your project

    • What is the main goal of this project?Long answer
    • Website addressLink
    • What is your situation?One choiceNew site, few visitsTraffic is droppingTraffic but few customersAhead of a redesign
    • Target areaShort answer, optional

  2. 2.The details

    • Which access can you provide?Several choices, optionalGoogle Search ConsoleGoogle AnalyticsSite adminNone yet
    • Roughly how many pagesShort answer, optional
    • What do you expect?One choiceA prioritised reportThe report plus fixesThe report plus monthly follow-up

  3. 3.Budget and timing

    • What budget have you set aside?Budget rangeUnder $500$500 – $1,200$1,200 – $2,500$2,500 – $5,000Over $5,000Not sure yet
    • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
    • Which date?Date
    • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

  4. 4.Last details

    • Your competitors on GoogleLong answer, optional
    • Anything else we should know?Long answer, optional

Content strategy

The content to publish to attract qualified visitors.

14 questions

Use this template

Before these steps, the client gives their name and email.

  1. 1.Your project

    • What is the main goal of this project?Long answer
    • Website addressLink
    • Which searches do you want to show up for?Long answer
    • Who do you want to attract?Long answer

  2. 2.The details

    • How many pieces a month?One choice, optional1 to 23 to 5More than 5Advise me
    • Who writes?One choice, optionalYouWe do, following your strategyA mix
    • How many articles already published?Short answer, optional
    • Target areaShort answer, optional

  3. 3.Budget and timing

    • What monthly budget have you set aside?Budget rangeUnder $400 / month$400 – $1,000 / month$1,000 – $2,000 / month$2,000 – $4,000 / monthOver $4,000 / monthNot sure yet
    • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
    • Which date?Date
    • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

  4. 4.Last details

    • Any examples you like?Long answer, optional
    • Anything else we should know?Long answer, optional

Technical SEO

A site Google can crawl, understand and display properly.

13 questions

Use this template

Before these steps, the client gives their name and email.

  1. 1.Your project

    • What is the main goal of this project?Long answer
    • Website addressLink
    • CMS or site technologyShort answer
    • Which issues have you noticed?Several choicesPages not indexedSlow siteSearch Console errorsUpcoming migrationDuplicate contentNot sure

  2. 2.The details

    • Site sizeOne choiceUnder 50 pages50 to 500500 to 10,000Over 10,000
    • Who applies the fixes?One choice, optionalYouOur developerTo be decided
    • Which access can you provide?Several choices, optionalGoogle Search ConsoleGoogle AnalyticsSite adminNone yet

  3. 3.Budget and timing

    • What budget have you set aside?Budget rangeUnder $500$500 – $1,500$1,500 – $3,000$3,000 – $6,000Over $6,000Not sure yet
    • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
    • Which date?Date
    • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

  4. 4.Last details

    • Any examples you like?Long answer, optional
    • Anything else we should know?Long answer, optional

What these questions save you from

No access to anything

Search Console, analytics and the CMS decide what you can actually do. The template asks which ones they can share.

A penalty nobody mentioned

Past agencies, bought links and traffic drops change the diagnosis. History is part of the brief.

Recommendations nobody applies

Asking who will implement changes tells you whether to deliver a report or do the work.

Use it as your client form

In Briefly, each template becomes a link you send to prospects. You can edit every question, and each brief you receive is analysed: what is confirmed, what is missing, what to ask on the call.

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