SEO & AI Visibility — Client Onboarding

Usama Saeed

SEO & AI Visibility — Onboarding

The more detail you give here, the faster we start. Most of this you already know off the top of your head. You can write "not sure" on anything.

Step 1 of 8About 8 minutes

Section 01

Your business

Basic details so we set up tracking and your business profile correctly.

Business name *

Website URL *

Your name *

Email *

Phone / WhatsApp

In one or two sentences, what does your business do? *

Which services make you the most money? *

Roughly what is one new customer worth to you?

This tells us how hard a keyword is worth fighting for.

Section 02

Where you want customers from

Location targeting decides your whole page structure, so be specific.

Is your business local, national, or online only? *

Cities, suburbs or areas you want to rank in *

Anywhere you do NOT want enquiries from?

Do you have physical locations customers visit?

Section 03

Keywords and customer language

We do our own research, but your words are usually better than our guesses.

What do customers type into Google to find a business like yours? *

Five is plenty. Write them the way a customer would, not the way the industry says them.

What questions do customers ask you again and again?

Any words or phrases you never want used about your business?

Section 04

Competitors

Name real ones. Not the biggest company in your industry, the ones you actually lose jobs to.

Competitor websites *

Two or three is enough. We use these to find every link and page they have that you do not.

Why do customers pick them over you, when they do?

Why should someone pick you instead?

Section 05

Your goals

So we report on what you care about instead of what is easy to report.

What does success look like in 6 months? *

Have you worked with an SEO before?

Section 06

AI assistant visibility

More of your customers are asking ChatGPT, Perplexity and Gemini instead of Google. We track whether those tools name you.

Write 3 questions a customer might ask an AI assistant before buying from you

Example: best emergency dentist in Tampa. We track these every month.

Where else does your business appear online?

AI assistants build their picture of you from these, so consistency matters.

Any press, awards, certifications or memberships?

Section 07

Access and technical

Do not put passwords in this form. We will send a secure link for those separately.

What is the website built on?

Who can give us website access, and how quickly?

Slow access is the single biggest cause of a delayed first month.

Is there anything we should not touch?

Who approves content before it goes live?

Section 08

Plan and anything else

Last one.

Which plan are you starting on? *

Anything else we should know?

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