SEO Project Intake Template

SEO agency intake form: target keywords, traffic, technical issues, and backlink profiles—with AI strategy briefs.

Template guide & FAQ
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Template guide

Overview

Drive organic growth with data. Capture technical signals, keyword goals, and competitor profiles before your first SEO audit.

Who should use this template

  • SEO agencies
  • Content marketers
  • Webmasters

What this template covers

Current baseline

  • Website URL
  • Current traffic
  • Geographic markets

Targets & Content

  • Target keywords
  • SEO goals
  • Content strategy

Technical & Off-page

  • Known technical issues
  • Backlink profile
  • Competitors

From responses to AI summary

FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).

Sample raw response

Site traffic: 20k/month; rank for 'SaaS automation'; competitors: Zapier, Make; many 404 errors…

SEO strategy brief

  • Baseline: 20k/mo organic traffic with significant technical debt (404 errors)
  • Strategy: Technical cleanup first, followed by content cluster targeting 'SaaS automation'
  • Competition: Tier-1 rivals (Zapier/Make) require high-authority content moat

FAQ

Is this for technical or content SEO?
It covers both to ensure you have a holistic view of the domain before optimization begins.