{"id":7949,"date":"2020-06-17T21:41:32","date_gmt":"2020-06-18T02:41:32","guid":{"rendered":"https:\/\/ilfusion.org\/dev\/staging\/?p=7949"},"modified":"2024-07-17T02:32:14","modified_gmt":"2024-07-17T07:32:14","slug":"3-stage-checklist-for-onboarding-new-seo-clients","status":"publish","type":"post","link":"https:\/\/ilfusion.org\/dev\/staging\/3-stage-checklist-for-onboarding-new-seo-clients","title":{"rendered":"3-Stage Checklist for Onboarding New SEO Clients"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">As more businesses shift their focus on going digital and <\/span><a href=\"https:\/\/medium.com\/@ilfusion\/how-to-shift-your-business-online-and-prepare-for-the-new-normal-101656b2c19\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">adjusting to the \u201cnew normal,\u201d<\/span><\/a><span style=\"font-weight: 400;\"> SEO has never been more relevant than it is today. Businesses are vying for a spot on the first page of search engine result pages (SERPs), and a solid SEO strategy is key.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Digital marketing agencies and freelance SEO professionals alike can expect a surge in new SEO clients. And learning how to find SEO clients is just the tip of the iceberg \u2014 it\u2019s equally important to establish an onboarding process to ensure a successful business partnership.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s a simple 3-stage SEO client onboarding checklist to help you get started:<\/span><\/p>\n<h5><span style=\"font-weight: 400;\">1. Preliminary Stage<\/span><\/h5>\n<h6><span style=\"font-weight: 400;\">Gather preliminary information<\/span><\/h6>\n<p><span style=\"font-weight: 400;\">Before everything else, it\u2019s important to get to know your client first. Gather preliminary information such as the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unique value proposition\u2014what makes the business distinguishable from the competition<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall short- and long-term business goals<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SEO marketing budget<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Target audience\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Target geography (i.e., business locations)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Competitors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Existing marketing objectives, plans, and tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Current SEO goals (i.e., what they wish to achieve from this new partnership)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Client\u2019s point of contact<\/span><\/li>\n<\/ul>\n<h6><span style=\"font-weight: 400;\">Assign internal project roles<\/span><\/h6>\n<p><span style=\"font-weight: 400;\">The next step is to assign and outline roles\/responsibilities within your organization. This depends on the size of your agency, but feel free to skip this part if you are a sole freelance SEO professional. You may need to assign:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Project\/account manager<\/b><span style=\"font-weight: 400;\"> &#8211; The point of contact when communicating between you and your SEO client.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>SEO strategist <\/b><span style=\"font-weight: 400;\">&#8211; The one to lead the project.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Creative specialists <\/b><span style=\"font-weight: 400;\">&#8211; This may involve graphic designers, video editors, and\/or copywriters. You can skip this part if you\u2019re not offering full-service digital marketing.<\/span><\/li>\n<\/ul>\n<h6><span style=\"font-weight: 400;\">Set up kickoff meeting<\/span><\/h6>\n<p><span style=\"font-weight: 400;\">Set a kickoff meeting\/call to officially welcome the new client and to introduce team members involved in the project. It also helps in getting your client and your team to be on the same page.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Discuss also what the next steps are to give clear expectations to the client:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Assessment stage deliverables and goals\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Planning stage deliverables and goals\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Implementation and evaluation stage expectations<\/span><\/li>\n<\/ul>\n<h5><span style=\"font-weight: 400;\">2. Assessment Stage<\/span><\/h5>\n<h6><span style=\"font-weight: 400;\">Acquire assessment deliverables<\/span><\/h6>\n<p><span style=\"font-weight: 400;\">During the assessment stage, it\u2019s important to assess the current SEO health of a client\u2019s website\/s in order to gauge what needs to be done moving forward.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the very least, ask your client for access to the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">List of domain\/s owned<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Access to content management system\/s used<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Access to <\/span><span style=\"font-weight: 400;\">Google Search Console<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Access to <\/span><span style=\"font-weight: 400;\">Google Analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Access to <\/span><span style=\"font-weight: 400;\">Bing Webmaster Tools<\/span><\/li>\n<\/ul>\n<h6><span style=\"font-weight: 400;\">Execute an SEO audit<\/span><\/h6>\n<p><span style=\"font-weight: 400;\">A complete SEO audit can give you more detailed insights on what can be improved on a client\u2019s website.<\/span><\/p>\n<ul>\n<li><b>Run a site crawl <span style=\"font-weight: 400;\">&#8211; <\/span><span style=\"font-weight: 400;\">Screaming Frog<\/span><span style=\"font-weight: 400;\"> is an excellent premium tool you can use to check for <\/span><a href=\"https:\/\/ilfusion.org\/dev\/staging\/4-technical-seo-areas-consider-avoid-future-website-redesign-migration\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">technical SEO errors<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/b><\/li>\n<li><b>Check for canonical tags URLs &#8211; <span style=\"font-weight: 400;\">Check whether all versions of the website (http, https, www, and non-www) point to only one version when searched. You can use <\/span><span style=\"font-weight: 400;\">Google Search Console<\/span><span style=\"font-weight: 400;\"> to check and assign canonical tags.<\/span><\/b><\/li>\n<li><strong>Check for indexation errors<\/strong> <span style=\"font-weight: 400;\">&#8211; You can use <\/span><span style=\"font-weight: 400;\">Google Search Console<\/span><span style=\"font-weight: 400;\"> for this. Pay close attention noindex and 404 errors (i.e., broken links) as well.<\/span><\/li>\n<li><strong>Check current SEO ranking status<\/strong> <span style=\"font-weight: 400;\">&#8211; <\/span><span style=\"font-weight: 400;\">Ranktracker<\/span><span style=\"font-weight: 400;\"> is a good tool to check how well a website is ranking for specific keywords.<\/span><\/li>\n<li><strong>Check usability and mobile-friendliness<\/strong> <span style=\"font-weight: 400;\">&#8211; A number of Google tools can be used for this: <\/span><span style=\"font-weight: 400;\">Google PageSpeed Insights<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">Search Console<\/span><span style=\"font-weight: 400;\">, and <\/span><span style=\"font-weight: 400;\">Mobile-Friendly Test<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li><strong>Check key on-page SEO elements<\/strong> <span style=\"font-weight: 400;\">&#8211; At the very least, check the meta title, meta description, heading tags, robots.txt, sitemap, internal links, and duplicate content.<\/span><\/li>\n<li><strong>Check structured data<\/strong> <span style=\"font-weight: 400;\">&#8211; If available, check for any errors using Google\u2019s <\/span><span style=\"font-weight: 400;\">Structured Data Testing Tool<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<h6><span style=\"font-weight: 400;\">Execute competitor analysis<\/span><\/h6>\n<p><span style=\"font-weight: 400;\">It\u2019s also essential to see how and what other similar businesses are doing. To analyze your client\u2019s competitors:<\/span><\/p>\n<ul>\n<li><b>Identify top competitors <\/b><span style=\"font-weight: 400;\">&#8211; Know who the top 3 to 5 competitors are via your client\u2019s list or in organic SERPs<\/span><\/li>\n<li><b>Check competitors\u2019 overall SEO health and target keywords <span style=\"font-weight: 400;\">&#8211; Some useful tools you can use are <\/span><span style=\"font-weight: 400;\">SpyFu<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">Alexa\u2019s Competitor Keyword Matrix<\/span><span style=\"font-weight: 400;\">.<\/span><\/b><\/li>\n<\/ul>\n<h5><span style=\"font-weight: 400;\">3. Planning Stage<\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Critical to the planning stage is to take note of key issues identified during the audit:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identify issues to fix during the SEO audit<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identify opportunities during the assessment stage\u2014note strengths and weaknesses<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Afterwards, it\u2019s time to delve into the planning stage:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Define goals and outline the strategy<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set schedules for communication\/meetings, target milestones, and turnaround times<\/span><\/li>\n<\/ul>\n<h5><span style=\"font-weight: 400;\">Wrapping It Up<\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Once the planning stage is done, <\/span><b>implementation and continuous evaluation <\/b><span style=\"font-weight: 400;\">follow.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The SEO onboarding checklist outlined here may not be comprehensive, but it provides a good starting point for you to follow in order to establish a good working foundation with your new SEO client.<\/span><\/p>\n<h5><span style=\"font-weight: 400;\">Need help with SEO?<\/span><\/h5>\n<p><span style=\"font-weight: 400;\">SEO marketing is an ongoing process that requires careful strategy and technical know-how. If you need to dedicate your time to focus on core business functions, or if you need a hand with any of your SEO needs, we\u2019re here to help.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Give us a call at <a href=\"tel:888-420-5115\">888-420-5115<\/a>, or send us an email at <\/span><a href=\"mailto:creative@ilfusion.com\"><span style=\"font-weight: 400;\">creative@ilfusion.com<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"As more businesses shift their focus on going digital and adjusting to the \u201cnew normal,\u201d SEO has never been more relevant than it is today. Businesses are vying for a spot on the first page of search engine result pages (SERPs), and a solid SEO strategy is key. Digital marketing agencies and freelance SEO professionals&#8230; <a class=\"readM\" href=\"https:\/\/ilfusion.org\/dev\/staging\/3-stage-checklist-for-onboarding-new-seo-clients\">view more<\/a>","protected":false},"author":1,"featured_media":7950,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,7,1280,21],"tags":[719,1538,17,19,1427],"class_list":["post-7949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","category-marketing-articles","category-seo","category-web-articles","tag-digital-marketing","tag-onboarding-checklist","tag-search-engine-optimization","tag-seo","tag-seo-audit"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>3-Stage Checklist for Onboarding New SEO Clients - Ilfusion Creative<\/title>\n<meta name=\"description\" content=\"It\u2019s important to establish an onboarding process to ensure a successful business partnership. 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