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SEO strategists: Client onboarding questionnaire

Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

This form asks for this information:

  • Preferred communication method and frequency
  • Website access information
  • Technical requirements needed
  • Target audience demographics
  • Competitor comparison
  • Success metrics
  • Billing information
  • Key dates
  • Reporting preferences

This form uses these blocks:

  • Text input
  • Text area
  • Containers
  • Multiple choice
  • Page breaks
  • File upload