SEO & content intake: goals, keywords, and measurement

Gather search goals, priority topics, SERP competitors, analytics access notes, and conversion definitions for an SEO or content engagement.

What this template is for

SEO engagements fail when goals are implicit. This intake captures measurable outcomes, keyword themes, competitive URLs, and how the client judges success, so content calendars and technical fixes tie back to business results.

When to use it

SEO retainers or one-off audits before delivery.
Content strategy projects paired with site launches.
PPC + SEO alignment when landing pages must serve both.

Tips

Ask for Search Console and Analytics invites in email; use this request for strategy answers only.
Revisit quarterly and save a variant per major product line if needed.

Checklist preview

What this template asks for

These items are cloned into your workspace when you use the template. Edit anything before you send.

6 items

Primary SEO goal for the next 90 days
Required Select
Target keywords or topics (prioritised)
Required Long answer

Bullet list is fine; mark “must win” vs “nice to have”.

Include geographic modifiers if local SEO matters.
SERP competitors you watch
Long answer

Domains that rank for your priority queries.
Pages or templates that must rank or convert
Required Long answer

URLs and what a “win” means for each.

Example: /pricing for demo requests; /blog/guide for newsletter signups.
Analytics and Search Console access
Short answer

Confirm the Google accounts email(s) you will invite.
Content constraints
Long answer

Legal, medical, finance disclaimers; words to avoid; subject-matter experts for review.

Add this to your workspace, then send when you are ready

We save it as a template so you can adjust items, choose a client, and send like any other request.