Client Onboarding Questionnaire
Client Onboarding Questionnaire is a free tool that builds the questions and access list to send a new SEO client, ready to print, email or send on WhatsApp.
- Free
- No sign-up
- Runs in your browser
Start every new SEO client with the right questions and the right logins. Pick the type of business and get a ready-made onboarding questionnaire covering the business, its customers, services, locations, competitors, the access you need (website, Google Business Profile, Search Console, Analytics, domain and social accounts), brand assets, goals and budget. Switch questions off, add your own, then print it, copy it for email, or send a short version on WhatsApp.
Your workspace
Your logo (optional)
PNG, JPG, SVG or WebP. It stays on your device — we never upload it — and it is remembered for our other document tools.
Choose the questions
Untick anything you already know. Your own questions appear at the end of their section.
Add your own question
Fill in the details above, then press the button to see your result.
Guide
How to use it
- 1Enter your name and the client's business name.
- 2Choose their type of business — the questions change to suit a clinic, restaurant, online store and so on.
- 3Untick anything you already know and add your own questions to any section.
- 4Print or save it as a PDF, copy it as text for email, or copy the short WhatsApp version.
What the results mean
- Manager access
- A way for the owner to let you work on their Google Business Profile or Search Console with your own login, without sharing their password. They can remove you at any time.
- Google Search Console
- Google's free tool that shows which searches bring people to a website and flags problems Google has found.
- Domain and DNS
- The website address and the settings that point it to the right place. You sometimes need access to verify the site with Google.
- Brand assets
- The logo, colours, photos and wording a business already uses, so new pages and posts look and sound like them.
Common questions
Should I ask clients for their passwords?
No. For Google Business Profile, Search Console and Analytics, ask them to add your email as a user or manager instead. It is safer for both of you and easy to remove later.
Why send a WhatsApp version?
Many small business owners in India reply faster on WhatsApp than by email. The WhatsApp version is shorter and uses WhatsApp's own bold text so it reads as one message.
Are the answers saved anywhere?
No. This tool only builds the questionnaire in your browser. The client answers on the printout, in email or on WhatsApp, and nothing is stored by us.
Guides on this topic
- SEO Packages in India: How to Structure Your PlansHow to structure SEO packages in India: three tiers built from tasks and hours, example prices in rupees, add-ons, terms and how to present them.
- How to Start an SEO Agency in India: A Practical GuideStart an SEO agency in India step by step: niche, registration and GST basics, pricing logic, first clients, paperwork and a 30-day launch checklist.
- SEO Discovery Call Questions: 20 to Ask Every Prospect20 SEO discovery call questions to ask a prospect, in order: business, leads, website and access, budget and expectations, plus red flags and a call plan.
- SEO Retainer Contract: Clauses Every Freelancer NeedsThe clauses an SEO retainer contract needs in India: scope, fees and GST, payment terms, no ranking guarantee, ownership and notice, with wording to adapt.