Ecommerce store intake that captures platform, access, and traffic up front
Every store enquiry captures platform, product catalog size, and whether they already have admin access before you scope a proposal. Sitemap exports and current traffic snapshots arrive with each lead so you know exactly what you're walking into.
Preview your ecommerce seo intake
Explore 7 questions from the Ecommerce SEO template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified ecommerce seo lead should tell you
Search optimization work focused on improving product and category page visibility, technical health, and organic traffic for online stores, scoped around the platform and catalog size supplied at intake.
- Platform Online Store Run
- How Many Products Store
- Store Have Any Organic
- Have Administrative Access Make
- Areas Most Interested In
- Soon Start This Seo
- Running This Store Yourself
The questions your team needs answered
Every ecommerce seo intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What platform does your online store run on? | Knowing the platform lets you scope technical work like schema and page-speed fixes specific to Shopify, WooCommerce, Magento, or a custom build. |
| Roughly how many products does your store currently list? | Catalog size determines whether the work is templated product-page optimization or a much larger structural project. |
| Does your store currently have any organic search traffic or existing rankings? | Existing organic traffic is a high-value signal that separates a store already ranking from one starting from zero. |
| Do you have administrative access to make changes on your store's website? | Admin access is a high-value signal because without it you can't implement even basic on-page changes without waiting on a developer. |
| Which areas are you most interested in improving? | The areas selected show whether the ask is content-driven, technical, or link-focused, letting you prep the right specialist for the call. |
| How soon are you looking to start this SEO work? | Immediate or within-a-month timelines are the strongest indicator of real budget and intent to move forward. |
| Are you running this store yourself or on behalf of a client or organization? | Distinguishing an owner from an agency or employee tells you whether you're negotiating directly with the budget holder or a proxy. |
How Cliont scores ecommerce seo leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Store Have Any Organic: yes
- Have Administrative Access Make: yes
- Within a month
- Within a few months
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Ecommerce Store Intake Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for ecommerce seo workflows
| Cliont capability | Ecommerce SEO application |
|---|---|
| Conditional branching | Follow-up detail can vary by the selected platform, so a Magento answer routes differently than a Shopify or custom-build answer. |
| Weighted scoring | Existing organic traffic and confirmed admin access are both high-value signals, so leads with both surface above ones missing either. |
| Multi-select tagging | The areas-of-interest question lets a lead flag product pages, category structure, technical issues, content, or link building all at once, so you can prep the right specialist before the call. |
| CRM routing | Distinguishing an owner from an agency or employee submission means agency-sourced leads can route to a different pipeline stage than direct-owner enquiries. |
Example ecommerce seo lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Large catalog, no traffic yet
A store with over 5,000 products but no existing organic traffic signals a full technical and structural build-out rather than a quick tune-up.
Ranking store needs access
The store already has traffic, but the person filling out the form lacks admin access, flagging a longer negotiation before any work can start.
Agency scoping for a client
An agency submits the enquiry on behalf of a client and selects technical and product page work as priorities, useful context for who actually holds the budget.
Small store just exploring
Under 50 products with a timeline of 'just exploring options' points to a lower-fit lead that shouldn't jump the queue ahead of active projects.
Immediate migration urgency
A custom-built platform with confirmed admin access and a wish to start immediately combines two high-value signals worth a same-day response.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More search engine optimization intake templates
Ecommerce SEO lead-intake FAQs
How does the intake handle stores on different platforms?
The form asks directly which platform the store runs on, including Shopify, WooCommerce, Magento, BigCommerce, or a custom build, so you know the technical constraints before the strategy call.
Why does the form ask whether the store already has organic traffic?
Existing organic traffic is one of the high-value signals in the scoring model, separating a store that already ranks from one starting at zero and needs a different scope.
What happens if a prospect doesn't have admin access to their site?
Admin access is another high-value signal; leads without it still come through, but the lack of access tells you a developer or platform gatekeeper needs to be looped in before work can begin.
Can the intake tell me if someone is shopping for a large catalog project?
Yes, the product count question ranges from under 50 to over 5,000 products, so you can spot large-catalog enquiries before you scope a proposal.
Does the form distinguish agencies submitting leads on behalf of clients?
Yes, respondents indicate whether they're running their own store, working on behalf of a client or agency, or acting for an employer, which affects who you're actually negotiating with.
How does urgency get captured for ecommerce work?
The timeline question ranges from immediately to just exploring, with immediate and within-a-month responses weighted as high-value signals so those leads surface first.
Turn ecommerce seo visitors into qualified clients
Give every ecommerce seo visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.