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SEO onboarding depends on access and context. This checklist helps you collect both before audits, keyword research, technical fixes, or reporting begin.
| Section | Items |
|---|---|
| Access | Google Analytics, Search Console, Tag Manager, CMS, hosting |
| Business | Services, locations, ideal customer, revenue priorities |
| Current SEO | Existing reports, past agency work, penalties, migrations |
| Content | Priority pages, content owners, approvals, brand voice |
| Reporting | KPIs, reporting cadence, stakeholders, decision makers |
Access checklist
- Google Analytics access
- Google Search Console access
- Google Tag Manager access
- CMS login or collaborator invitation
- Hosting and DNS contacts
- Existing keyword or ranking reports
- Previous SEO audit documents
- Paid search or conversion tracking notes
- Primary business locations and service areas
Strategy questions
- Which services or products matter most?
- Which locations are highest priority?
- What leads are low quality?
- What content cannot be changed without approval?
- Has the site migrated domains or platforms recently?
- Who signs off on technical and content recommendations?
Portal upgrade
Static checklists are fine for kickoff. Kicklayer helps you request sensitive access clearly, track what is missing, and keep a record of every submitted detail.