Local SEO Onboarding

1Start

2Business & Locations

3Data Connections

4Market

5Goals

Agency Name(Required)

Agency Contact(Required)

Agency Contact Email Address(Required)

The Business

Business Name(Required)

Business Contact Name

Name Of The Owner/Face Of The Business

Website URL(Required)

Permanent Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Important: exactly as if written on a standard addressed envelope and exactly as it appears on the client's website (this must not change).

Does the business have more than one location?(Required)

Yes

Additional location addresses

One full address per line, each exactly as it appears on the website.

Main Business Email(Required)

This is the main email presented to the public - Example (info@yourbusiness.com)

Main Business Phone Number(Required)

This number will be listed publicly and must match the website contact number (this must not change).

What is the business first and foremost?(Required)

We are looking for a seed word that we can use to find the most relevant Google Business categories. Try to tell us in 1-4 words max.

How do customers receive service?(Required)

They come to the business location (storefront)

The business travels to them (service-area business)

Both

This page connects us to the data that drives the campaign. Each item is a couple of clicks on the client's accounts. The more of these we get, the more precisely we can target and measure the work.

Does the business have a Google Business Profile?(Required)

Yes

If the business does not have a Google Business Profile, select No. We'll set it up for you and guide you through any verification Google requires.

Google Business Profile link(Required)

Paste the Google Maps or Business Profile link above. Add gbp@seolocalteam.com as a Manager so we can manage the profile.

How to grant access

Sign in to the Google account that owns the business profile.
Find the business on Google Search or Maps and open its Business Profile.
Open the three-dot menu, then Business Profile settings.
Choose People and access, then Add.
Enter gbp@seolocalteam.com.
Select Manager, then click Invite.

If the business has no profile, select No above. We will set it up for you.

Google Analytics (GA4) access(Required)

Yes, I have granted the access requested below

I don't have access or need help

Not set up - please set it up for us

Do you have access? If this is not set up yet, we'll set it up for you. If it already exists but you do not have access, we'll help you get access.

Add analytics@seolocalteam.com as an Editor on the client's GA4 property. We need this access to set up event tracking and adjust measurement settings.

How to grant access

Open Google Analytics and select the client's property.
Click Admin.
Under Property, open Property access management.
Click +, then Add users.
Enter analytics@seolocalteam.com and select Editor.
Leave Notify new users by email selected, then click Add.

An administrator must grant this access. If we already have Viewer access, change it to Editor. If you cannot grant access, choose I don't have access or need help. If GA4 is not set up, choose Not set up - please set it up for us. You can still continue.

Google Tag Manager access(Required)

Yes, I have granted the access requested below

I don't have access or need help

Not set up - please set it up for us

Do you have access? If this is not set up yet, we'll set it up for you. If it already exists but you do not have access, we'll help you get access.

Add analytics@seolocalteam.com with account-level User access and Publish permission on the client's website container. This lets us create, test, and publish event tracking.

How to grant access

Open Google Tag Manager and select the client's account.
Click Admin.
In the Account column, open User Management.
Click +, then Add users.
Enter analytics@seolocalteam.com and keep the account permission set to User.
Under Container permissions, select the client's website container and enable Publish.
Click Invite.

An account administrator must grant this access. If we already have access, update our permissions. If you cannot grant access, choose I don't have access or need help. If Tag Manager is not set up, choose Not set up - please set it up for us. You can still continue.

Google Search Console access(Required)

Yes, I have granted the access requested below

I don't have access or need help

Not set up - please set it up for us

Do you have access? If this is not set up yet, we'll set it up for you. If it already exists but you do not have access, we'll help you get access.

Add analytics@seolocalteam.com as a Full user on the client's Search Console property so we can review search performance and indexing.

How to grant access

Open Google Search Console and select the client's website property.
Click Settings.
Open Users and permissions, then click Add user.
Enter analytics@seolocalteam.com.
Set Permission to Full, then click Add.

A property owner must grant this access. If you cannot grant access, choose I don't have access or need help. If Search Console is not set up, choose Not set up - please set it up for us. You can still continue.

Do you use call tracking or a CRM? Which one?

Just the name(s) - e.g. CallRail, ServiceTitan, HubSpot. Leave blank if none.

Is the client's website on the WordPress platform?(Required)

Yes

We'll need the login information for the client's site in order to begin site SEO efforts.

WordPress or other website backend logins

Please test before sending

List all the client's products/services in order of importance(Required)

THESE ARE NOT KEYWORDS. Please don't write a long list of things the client wants to rank for. Instead, just tell us the actual services they offer and break these down as much as you can. The more specific the better.

Important Sub Areas Around The Location

There may be specific sub areas within the city to target. Please give the top 5 areas you would want to be visible in. Make sure these are close to the physical address for maximum impact.

What keywords are important to you?

Add as many as you can (this will help us form a picture)

Who does the business most often lose jobs to?

Optional. We identify the real search competitors from live map and ranking data - this just tells us who matters commercially (quotes lost, names customers mention).

Which 3 services should we grow first?(Required)

The services where more work would matter most right now.

Roughly how many leads per month does the business get now?

What should that number be in 12 months?

What counts as a lead for this business?

Phone calls

Contact form submissions

Text messages

Booked jobs

Could the business handle 30% more leads today?

Yes

Not sure

If we could only win you one thing in the next 6 months, what would it be?

1Start

2Business & Locations

3Data Connections

4Market

5Goals

Agency Name(Required)

Agency Contact(Required)

Agency Contact Email Address(Required)

The Business

Business Name(Required)

Business Contact Name

Name Of The Owner/Face Of The Business

Website URL(Required)

Permanent Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Important: exactly as if written on a standard addressed envelope and exactly as it appears on the client's website (this must not change).

Does the business have more than one location?(Required)

Yes

Additional location addresses

One full address per line, each exactly as it appears on the website.

Main Business Email(Required)

This is the main email presented to the public - Example (info@yourbusiness.com)

Main Business Phone Number(Required)

This number will be listed publicly and must match the website contact number (this must not change).

What is the business first and foremost?(Required)

We are looking for a seed word that we can use to find the most relevant Google Business categories. Try to tell us in 1-4 words max.

How do customers receive service?(Required)

They come to the business location (storefront)

The business travels to them (service-area business)

Both

Does the business have a Google Business Profile?(Required)

Yes

If the business does not have a Google Business Profile, select No. We'll set it up for you and guide you through any verification Google requires.

Google Business Profile link(Required)

Paste the Google Maps or Business Profile link above. Add gbp@seolocalteam.com as a Manager so we can manage the profile.

How to grant access

Sign in to the Google account that owns the business profile.
Find the business on Google Search or Maps and open its Business Profile.
Open the three-dot menu, then Business Profile settings.
Choose People and access, then Add.
Enter gbp@seolocalteam.com.
Select Manager, then click Invite.

If the business has no profile, select No above. We will set it up for you.

Google Analytics (GA4) access(Required)

Yes, I have granted the access requested below

I don't have access or need help

Not set up - please set it up for us

Do you have access? If this is not set up yet, we'll set it up for you. If it already exists but you do not have access, we'll help you get access.

Add analytics@seolocalteam.com as an Editor on the client's GA4 property. We need this access to set up event tracking and adjust measurement settings.

How to grant access

Open Google Analytics and select the client's property.
Click Admin.
Under Property, open Property access management.
Click +, then Add users.
Enter analytics@seolocalteam.com and select Editor.
Leave Notify new users by email selected, then click Add.

Google Tag Manager access(Required)

Yes, I have granted the access requested below

I don't have access or need help

Not set up - please set it up for us

Do you have access? If this is not set up yet, we'll set it up for you. If it already exists but you do not have access, we'll help you get access.

Add analytics@seolocalteam.com with account-level User access and Publish permission on the client's website container. This lets us create, test, and publish event tracking.

How to grant access

Open Google Tag Manager and select the client's account.
Click Admin.
In the Account column, open User Management.
Click +, then Add users.
Enter analytics@seolocalteam.com and keep the account permission set to User.
Under Container permissions, select the client's website container and enable Publish.
Click Invite.

Google Search Console access(Required)

Yes, I have granted the access requested below

I don't have access or need help

Not set up - please set it up for us

Do you have access? If this is not set up yet, we'll set it up for you. If it already exists but you do not have access, we'll help you get access.

Add analytics@seolocalteam.com as a Full user on the client's Search Console property so we can review search performance and indexing.

How to grant access

Open Google Search Console and select the client's website property.
Click Settings.
Open Users and permissions, then click Add user.
Enter analytics@seolocalteam.com.
Set Permission to Full, then click Add.

Do you use call tracking or a CRM? Which one?

Just the name(s) - e.g. CallRail, ServiceTitan, HubSpot. Leave blank if none.

Is the client's website on the WordPress platform?(Required)

Yes

We'll need the login information for the client's site in order to begin site SEO efforts.

WordPress or other website backend logins

Please test before sending

List all the client's products/services in order of importance(Required)

Important Sub Areas Around The Location

There may be specific sub areas within the city to target. Please give the top 5 areas you would want to be visible in. Make sure these are close to the physical address for maximum impact.

What keywords are important to you?

Add as many as you can (this will help us form a picture)

Who does the business most often lose jobs to?

Optional. We identify the real search competitors from live map and ranking data - this just tells us who matters commercially (quotes lost, names customers mention).

Which 3 services should we grow first?(Required)

The services where more work would matter most right now.

Roughly how many leads per month does the business get now?

What should that number be in 12 months?

What counts as a lead for this business?

Phone calls

Contact form submissions

Text messages

Booked jobs

Could the business handle 30% more leads today?

Yes

Not sure

If we could only win you one thing in the next 6 months, what would it be?

Business Name

CONTACT NAME

First Name

Last Name

Contact Email

Contact Phone Number

Website URL

Name Of The Owner/Face of The Business

PERMANENT BUSINESS ADDRESS

Address Line 1

Address Line 2

City

State/Province

Zip/Code

IMPORTANT: It should appear exactly as if written on a standard addressed envelope and exactly as it appears on your client's website (this must not change).

Main Business Email
This is the main email presented to the public - Example (info@yourbusiness.com)

Main Business Phone Number
This number will be listed publicly and must match the website contact number (this must not change).

We'll need the login information for your client's site in order to begin in site SEO efforts.

Is your client's website on the WordPress platform?

Yes No

Wordpress or other website backend logins

Please test before sending.

What is the business first and foremost?

We are looking for a seed word that we can use to scrape other relevant categories from Google My Business. Try to tell us in 1-4 words max.

List all your clients products/services in order of importance

THESE ARE NOT KEYWORDS. Please don't write a long list of things your client wants to rank for. Instead just tell us the actual services they offer and break these down as much as you can. The more specific the better.

What keywords are important to you?

Add as many as you can (this will help us form a picture)

Please list all the medical conditions your services are involved with

What does an ideal client look like?, i.e who is your ideal client

Target Area or Areas

Who do you consider to be your competitors (add all competitor website URLS below)