SEO Client Kickoff
AI kickoff reviews for SEO retainers—access, local coverage, and delivery pressure before rankings work starts.
Built on Agency Client Intelligence. Same reasoning model as agency onboarding—tuned for SEO-specific access, local pressure, and reporting baselines.
- Validate GBP and analytics ownership before audits
- Surface local SEO and multi-location coordination gaps
- Flag unrealistic ranking expectations from intake
- Map content and reporting dependencies
- Generate week-one technical and access priorities
When to use this workflow
Example: A regional HVAC company signs an SEO retainer. GBP is still with a former vendor, GA4 isn’t linked to Search Console, and three people approve blog content—the review prioritizes access transfer and one content approver before keyword research.
Use this workflow in FormGenyus
Start with the form template, then turn on the recommended AI review. Send intake to clients and review the output with your team before kickoff.
SEO Project Intake Form
Keywords, traffic baseline, and technical context—or adapt the marketing agency onboarding form for deeper access fields.
View form templateAgency Client Intelligence — Balanced
Recommended for kickoff: emphasize GBP, analytics access, local SEO pressure, and reporting readiness.
One-step apply from this guide isn't available yet. Use the review name above when you turn on AI summaries on your form.
Example: Summit Air HVAC
Intake through generated SEO kickoff review—illustrative.
From the intake
- 12-service-area local SEO program
- GBP: former agency still listed as manager
- GA4 exists; Search Console not verified
- “Page 1 in 90 days” stated as primary KPI
What AI detected
- Missing analytics ownership blocks reporting baseline
- Local SEO delivery pressure across 12 territories
- Ranking timeline misaligned with access and content cadence
- GBP transfer required before location campaigns
Week-one actions generated
- Day 1Transfer GBP primary manager; document per-location delegates
- Day 2–3Verify Search Console; link GA4 property
- Day 3–5Reset KPI conversation with realistic local ranking milestones
Strong local intent and clear service areas, but kickoff is blocked by GBP ownership and analytics verification. Do not begin content or link work until access and reporting baseline are stable.
AI review: readiness gaps, local pressure, week-one actions
Full product screenshot coming soon
Intake structure
Group fields like the SEO project intake form, or extend it with GBP and access sections from the agency onboarding form.
GA4, Search Console, site CMS access, tracking and event setup
GBP ownership, locations, citations, reviews, service-area targets
Keyword priorities, content cadence, competitor set, ranking expectations
Screenshot coming soon — wireframe preview
Recommended AI review sections
Suggested review focus for SEO kickoffs—enable and adjust in the AI Summary Builder on your form.
| Review section | Purpose |
|---|---|
| Executive snapshot | SEO engagement context and goals |
| Delivery pressure | Ranking timelines vs capacity |
| Platform readiness | GBP, GA4, Search Console access |
| Local SEO review | Coverage, citations, multi-location gaps |
| Stakeholder review | Content and technical approvers |
| First 7-day plan | Access and audit priorities |
| Readiness score | Kickoff confidence signal |
| Executive briefing | Client-facing SEO kickoff summary |
How teams use this workflow
- Client completes SEO kickoff intake
- AI generates SEO onboarding review
- SEO lead validates access and local coverage gaps
- Account lead aligns KPIs with realistic timelines
- Team locks week-one access and audit plan before deliverables
Quick tips
Do
- Capture GBP manager status per location
- Ask for honest Search Console and GA4 state
- Document content approvers and turnaround
Avoid
- Starting audits before access is verified
- Accepting ranking KPIs without baseline data
- Ignoring multi-location approval drag
Outcome
By kickoff, the agency has verified SEO access ownership, realistic ranking expectations, reporting dependencies, approval paths, and first-week technical priorities—before keyword research or content production begin.