Top Tips for Creating a Client

Top Tips for Creating a Client Intake Form for Local SEO Project.

Intake Form for Local SEO


Launching a successful Local SEO campaign requires a solid understanding of your client’s business, their target audience, and the local market landscape. A well-structured client onboarding process sets the stage for a fruitful collaboration by ensuring clear communication, aligning goals, and laying out a roadmap for success. Here are the top tips for mastering client onboarding for your next Local SEO campaign:

Top Tips for Client Onboarding in Local SEO

Tip 1: Understand the Client’s Business and Objectives

Start by gaining a deep understanding of your client’s business, including their products/services, target market, and unique selling points. Understand their goals for Local SEO, whether it’s increasing online visibility, driving foot traffic to their physical location, or generating more leads.

Tip 2: Research Local Market and Competitors

Conduct thorough research on the local market and competitors to identify opportunities and challenges. Understand the local search landscape, including popular keywords, search trends, and competitor strategies. This insight will inform your Local SEO strategy and help set realistic expectations for your client.

Tip 3: Audit Existing Online Presence

Audit your client’s existing online presence, like local citations audit, website audit, and Google My Business profile audit. Identify any issues or inconsistencies that could affect their Local SEO performance, such as incorrect business information or duplicate listings.

Tip 4: Define Target Audience and Local Keywords

Work with your client to define their target audience and identify local keywords relevant to their business. Focus on long-tail keywords with local modifiers (e.g., “best pizza in [city]”) to attract highly relevant traffic from local searchers.

Tip 5: Set Clear Expectations and Goals

Set clear expectations and goals with your client regarding the outcomes of the Local SEO campaign. Discuss key performance indicators (KPIs) such as local search rankings, website traffic, phone calls, and store visits, and establish benchmarks to track progress over time.

FAQs About Intake Form for Local SEO Project.

Q: How long does it take to see results from a Local SEO campaign?

A: The timeline for seeing results from a Local SEO campaign can vary depending on factors such as the competitiveness of the local market, the client’s website’s current state, and the effectiveness of the SEO strategies implemented. In general, clients can expect to see noticeable improvements within a few months, with continued growth over time.

Q: What information should be included in a Local SEO client intake form?

A: A Local SEO client intake form should gather essential information such as the client’s business name, address, phone number (NAP), website URL, target geographic areas, key products/services, competitors, and any previous SEO efforts. It should also include questions about the client’s goals, expectations, and budget for the campaign.

Q: How often should I communicate with my client during the Local SEO campaign?

A: Regular communication is essential for maintaining transparency and keeping clients informed about campaign progress. Depending on the client’s preferences and the complexity of the campaign, you may schedule weekly, bi-weekly, or monthly check-ins to provide updates, discuss results, and address any questions or concerns.


Effective client onboarding is crucial for laying the foundation for a successful Local SEO campaign. By understanding the client’s business and objectives, researching the local market, auditing their online presence, defining the target audience and keywords, and setting clear expectations, you can set the stage for a fruitful collaboration that drives tangible results. Incorporating these top tips into your client onboarding process will help you deliver exceptional value and achieve success in Local SEO.

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