See the SEO audit scope before the first client call
Find out whether the client wants to investigate a traffic drop, prepare for a redesign, or review general site health. The intake captures live-site status, page count, analytics or Search Console access, who can implement changes, requested timing, and prior audit experience.
Preview your seo audit intake
Explore 7 questions from the SEO Audit template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified seo audit lead should tell you
A structured review of a website's search performance, technical health, and content to identify opportunities for improved organic visibility.
- Have Live Website That
- Main Goal This Seo
- How Many Pages Website
- Have Access Website'S Analytics
- Make Changes Website Yourself
- Would Like Audit Process
- Had Seo Audit Or
The questions your team needs answered
Every seo audit intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have a live website that you want audited? | Confirms whether there is a live website for the agency to review. |
| What is your main goal for this SEO audit? | Identifies the client’s audit objective without promising a search-performance improvement. |
| Approximately how many pages does your website have? | Site size gives staff an initial scope indicator before confirming audit requirements. |
| Do you have access to your website's analytics or search console account? | Records reported access to analytics or Search Console for planning the review. |
| Can you make changes to the website yourself or through your team? | Identifies who can implement changes and whether access needs clarification. |
| When would you like the audit process to begin? | Captures the preferred start window without promising delivery or results. |
| Have you had an SEO audit or similar review done before? | Prior review history gives the agency context for asking about earlier findings. |
How Cliont scores seo audit leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Have Live Website That: yes
- Improve search rankings
- Diagnose a traffic drop
- Prepare before a site redesign or migration
- General health check
- Not sure
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
SEO Audit 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 seo audit workflows
| Cliont capability | SEO Audit application |
|---|---|
| Guided intake | Confirms whether there is a live website for the agency to review. Identifies the client’s audit objective without promising a search-performance improvement. |
| Configured scoring | The template assigns more weight to available analytics access and direct implementation ability than to missing access. Site status and audit goal also contribute, helping staff review readiness rather than predicting results. |
| Structured lead context | Captures the preferred start window without promising delivery or results. Prior review history gives the agency context for asking about earlier findings. |
| Team review | Yes. Page count includes several size ranges and a not-sure answer. |
Example seo audit lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Traffic drop with analytics access
The requester selects a traffic-drop investigation, reports a live site and analytics access, and says the team can implement changes. Your agency receives a concrete starting point for scoping the review.
Audit before a redesign
The requester wants a review before a redesign or migration and reports a larger website. Staff can discuss the audit scope and the relationship to planned development work.
No current implementation access
The requester has a live site but says no one can make changes. That answer receives less weight in the template; the agency can clarify access and ownership before proposing follow-through.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
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
SEO Audit lead-intake FAQs
Does the intake perform an SEO audit or improve rankings?
No. It gathers the project brief for your agency. The audit and any implementation are separate professional work; completing this form does not analyze the site or promise rankings or traffic.
Can it distinguish a traffic investigation from migration preparation?
Yes. The goal question includes a traffic drop, redesign or migration preparation, improved rankings, and a general health check. Staff receive the selected objective before deciding the review scope.
How do analytics access and implementation responsibility affect scoring?
The template assigns more weight to available analytics access and direct implementation ability than to missing access. Site status and audit goal also contribute, helping staff review readiness rather than predicting results.
Can a client request an audit without knowing the site’s page count?
Yes. Page count includes several size ranges and a not-sure answer. Staff can confirm scope later while retaining the client’s stated goal, access status, and timing.
Turn seo audit visitors into qualified clients
Give every seo audit visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.