Client Onboarding SEO Audit (Onboarding)

Client Onboarding SEO Audit (Onboarding)

1. 01

   Collect all current SEO tool access and client credentials

   Request logins for Google Search Console, Google Analytics, and any existing SEO platforms like SE Ranking or Sitechecker. Document permission levels and data-sharing agreements.

2. 02

   Run a baseline technical crawl using your preferred audit tool

   Use a tool such as SEOptimer or WebCEO to scan the client's site for crawl errors, broken links, duplicate content, and page speed issues. Export the full report for the client.

3. 03

   Analyze current keyword rankings and organic traffic trends

   Pull 12 months of rank-tracking data and Google Analytics organic sessions. Identify which pages drive the most traffic and which keywords have declined.

4. 04

   Audit backlink profile for toxic links and growth opportunities

   Use a backlink analysis tool (e.g., Raven Tools integrates with Majestic and Moz) to review referring domains, anchor text distribution, and disavow needs.

5. 05

   Evaluate content against AI citability criteria

   Check top 10 pages for direct answers, named sources, and verifiable data points. Flag content that ranks but lacks depth for AI Overviews, referencing the 89% brand invisibility finding from Victorious.

6. 06

   Document all findings in a white-label report for the client

   Generate a branded PDF using your platform's white-label feature (e.g., marketgoo or Sitechecker) that includes prioritized fixes, quick wins, and a 90-day roadmap.

7. 07

   Schedule a handoff meeting to review the audit and align on priorities

   Present the report, explain the technical and content gaps, and agree on the first sprint of work. Set expectations for retainer scope and reporting cadence.