Sample Client InTake Form

Hi, my name is _____________ from Annaslinks.com.  I hope I got you at a good time, I realize your time is very valuable so I will be brief. I am calling because we noticed that your business page ranking on search engines like Google and Yahoo could be higher. I’m sure your business would appreciate more sales on Google, Yahoo, and MSN right

Annas Links specializes in link development and SEO plans.

Mr./Mrs. ______________________. I would like to ask you a few questions to how fast we can get you on top placement. Do you have five minutes now, or is there a better time I could call you?

ONE MINUTE BRIEF SEO EXPLANATION


Customer Name: ___________________________________________

Company: _________________________________________________

Website(s):________________________________________________

Email: ____________________________________________________

Telephone: ________________________Best Time to Contact: AM or PM

 Age of Website: _____________           Page Rank Google: _____________

Type of Business/Service: ______________________________________
Keywords: _________________________________________________
_________________________________________________________

Internal/External Web Design: __________________________________

Budget for Search Engine Marketing: ______________________________

Using PPC (Yes or No): __________Alexa Rank:______________________

Current Marketing Used (Web/Print/Blog):__________________________
___________________________________________________________

Who Are Your Best Customers/Target Group: ________________________
___________________________________________________________

What Are Your Geographic Market Areas?                                                                          
__International                                __National                          __Regional                         __Local
Competitors/Websites: __________________________________________
___________________________________________________________
Do You Have Current Web Stats for Traffic? If Needed Can You Send? _______

Rely on Internet for Business: ____________ (Rank 1 out of 10, 10 being a lot)

Looking to Accomplish (Other than 1st page on Google): ____________________________________________________________
____________________________________________________________

Have You Used a SEO Company Before? (If so, who?)
____________________________________________________________
What Timeframe Are You Looking to Start?____________________________

 

(If they don’t allow you to continue… ask for an email address where you can send the client intake form and then follow up with them a better time more convenient for them.)

Summarize and clarify that you have the information correct with the customer.

Our team is going to do a competitive analysis on your website and competitors free of charge and send you a proposal within a few days and then I will call you to review.  We want to ensure you to come out on top.

I appreciate your time and I am looking forward to gathering this information for you and getting back to you soon.