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SEO Client Onboarding Checklist

An SEO onboarding checklist for collecting analytics access, Search Console, CMS details, business goals, target pages, reports, and stakeholder context.

Updated June 13, 2026SEO agenciesMarketing agencies
Create an SEO onboarding portal

Template preview

SEO onboarding depends on access and context. This checklist helps you collect both before audits, keyword research, technical fixes, or reporting begin.

SectionItems
AccessGoogle Analytics, Search Console, Tag Manager, CMS, hosting
BusinessServices, locations, ideal customer, revenue priorities
Current SEOExisting reports, past agency work, penalties, migrations
ContentPriority pages, content owners, approvals, brand voice
ReportingKPIs, 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.

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