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Blueprint - TEMPLATE - SEO Onboarding Questions

The document contains an onboarding questionnaire for a marketing campaign. It asks for access to analytics and marketing platforms and details about the business goals, resources, competitors, customer profile, content strategy, link building activities, SEO, email marketing and social media efforts. The client is asked to provide login credentials, details on paid channels and campaigns, keyword research and target topics to guide the marketing team.

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Ken Carroll
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538 views7 pages

Blueprint - TEMPLATE - SEO Onboarding Questions

The document contains an onboarding questionnaire for a marketing campaign. It asks for access to analytics and marketing platforms and details about the business goals, resources, competitors, customer profile, content strategy, link building activities, SEO, email marketing and social media efforts. The client is asked to provide login credentials, details on paid channels and campaigns, keyword research and target topics to guide the marketing team.

Uploaded by

Ken Carroll
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CAMPAIGN NAME Onboarding Questionnaire

Please fill out this document and return it to [email protected] as soon as


completed - it’s a lot of questions (sorry!), but they’re integral to getting our team up to
speed.

Table of Contents
1. Getting us access to what we need
2. Questions about your business
3. Questions about content
4. Questions about link building
5. Questions about SEO
6. Questions about email marketing
7. Questions about social media marketing

1. Accesses to your platforms

Do you have Google Analytics setup on your website?

If so, please share access with [email protected]

➢ Mark COMPLETE when done

Do you have Google Search Console setup on your website?

If so, please share access with [email protected]

➢ Mark COMPLETE when done


Do you have Google Tag Manager setup on your website?

If so, please share access with [email protected]

➢ Mark COMPLETE when done

We might need to make edits to your website throughout this campaign.

Can you provide us a login to your website, control panel and hosting?

We will not make any changes without your permission.

➢ Website
○ Username -
○ Password -

➢ Control Panel
○ Username -
○ Password -

➢ Hosting
○ Username -
○ Password -

2. Questions about your business

What are your goals for the company and what are the challenges you face in meeting
your goals?

When was the company founded?


➢

How many employees do you have?

What do you estimate your revenue will be in the next 12 months - how does this compare
to past years?

Are there any market trends we should know about?

What’s your top acquisition channel to date? How did you build that pipeline?

Can you outline your ideal customer? Who are they?

Is there anyone out there that you'd like us to take a look at (in terms of what they're
doing for marketing)? Please give us at least 3 competitors to review.

What KPIs are most important to you (i.e. phone calls, leads, sales, etc)?

What's your value prop against your competitors?

What are your customers pain points? Have you gotten any negative feedback?

What is the average life of a customer and how exactly does the customer cycle look like?

➢
Is your business cyclical or seasonal (i.e. are there periods of natural dips in traffic and
sales)?

Do you have an internal developer / developer team (or external)? If we needed to modify
code on the website, who would handle it? If we want to modify page titles and body text,
who would handle it?

What marketing specific resources (people) do you have internally? Do they support you
full time? Part time? Contractor? Offshore?

What type of resources (people) do you have internally that KNOW the your industry
inside and out? Can we leverage them for certain aspects of the campaign (i.e. coming up
with topics for content marketing that ONLY insiders know about)?

3. Questions about content

What websites you do use / trust for the best information in your industry?

Are there any content topics you'd like us to focus on specifically?

Are there any content topics you'd like us to NOT cover?

Do you have a content writer you'd like us to work with? Please provide contact info if yes.
➢

4. Questions about link building

Are you currently doing anything to acquire links? Do you have a list of websites you'd like
us to start with?

Has your website had any issues with link (Penguin) penalties?

Has your website had any issues with manual link warnings?

Are you currently doing PR (or have you in the past)?

Has your website had any issues with link (Penguin) penalties?

Do we have permission to do email outreach on behalf of your brand? Or, use someone in
the company as the outreach person. (Sending emails from WEBRIS drives down success
rates)

➢
5. Questions about SEO

Can you provide us with keyword research done by previous agency / staff?

Can you provide us with reports / work done by previous agency (we don't want to waste
time with duplicate efforts)?

Do you do any "offline" marketing / advertising?

Are you currently doing PR (or have you in the past)?

Are you running paid search ads? If so, can you provide us access to the data (for KW
research)?

Do you have a list of target keywords or pages you'd like us to focus on? Please list them
out.

6. Questions about email marketing

Are you capturing emails (on your website, paid campaigns, etc)?

➢
What email platform do you use? How many subscribers? Open rate? CTR?

Are you utilizing any automation sequences or funnels?

How often do you send emails?

7. Questions about social media marketing

Are you currently spending any money on social advertising? Could you provide us with
details on the campaigns?

For social media management, do you use an agency or internal team?

What social networks are you most active on (please provide profile URLs)?

Have you done any influencer campaigns? How did they end up?

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