Client Onboarding

27 Essential SEO Questions to Ask Clients Before You Start

📅 Updated December 2024 ⏱️ 8 min read ✍️ By SEO Experts

Here's the truth: The difference between an SEO campaign that crushes it and one that crashes and burns often comes down to what you ask in the first conversation.

After working with 400+ clients over the past decade, I've learned that the questions to ask a new SEO client aren't just about gathering information—they're about understanding the business deeply enough to create a strategy that actually works.

Look, I get it. You're excited to start optimizing, building links, and watching those rankings climb. But here's what nobody tells you: rushing into execution without asking the right questions is like performing surgery without a diagnosis. Sure, you might get lucky, but more often than not, you'll end up treating the wrong problem.

So let me walk you through the exact SEO questions to ask clients that I use in every single onboarding call. These aren't your typical "What's your budget?" questions. These are the deep-dive questions that help you understand what's really going on with their business, their market, and their customers.

Why These Questions Matter More Than You Think

Before we jump into the questions, let me share a quick story. A few years back, I took on a client who wanted to rank for "best project management software." Seemed straightforward, right? Wrong.

After asking deeper questions, I discovered they actually made money from enterprise contracts, not individual subscriptions. Their real buyers weren't searching for "best" anything—they were searching for compliance certifications, integration capabilities, and security features. If I'd just optimized for what they initially asked for, we would've driven traffic that never converted.

That's why questions to ask a new SEO client need to go beyond surface-level information. You're not just collecting data—you're building a foundation for strategic decisions that'll impact everything from keyword targeting to content creation.

Section 1: Understanding Their Business (The Foundation)

Start here. Always. You can't optimize what you don't understand.

1. What does your business actually do, and how do you make money?

I know this seems obvious, but you'd be surprised how many SEO professionals skip this. Don't just ask what they sell—ask how they sell it, what the buying process looks like, and where most revenue comes from.

Why it matters: A company selling $50 widgets needs a completely different SEO strategy than one selling $50,000 enterprise contracts.

2. Who are your actual customers, not who you think they should be?

Most businesses have assumptions about their customers that don't match reality. Ask them to describe their last five customers in detail. What did they buy? Why did they buy? How did they find out about the company?

Why it matters: You're optimizing for real people with real problems, not demographic profiles from a marketing plan.

3. What makes you different from competitors? (And I mean really different)

Push past the generic "better service" or "higher quality" answers. Ask for specific examples. What can you do that competitors can't? What do customers specifically mention when they choose you over others?

Why it matters: Your differentiators become your content angles, your title tags, your value propositions—everything.

4. What's your average customer worth over their lifetime?

This is one of the most important SEO questions to ask clients because it determines everything about your strategy. If a customer is worth $100, you can't justify the same level of investment as if they're worth $10,000.

Why it matters: ROI calculations, budget allocation, and which keywords are worth targeting all stem from this number.

5. What goals matter to your boss/board/investors right now?

SEO success isn't just about rankings—it's about delivering what leadership cares about. Are they focused on growth? Profitability? Market share? This shapes everything.

Why it matters: You need to speak the language of business outcomes, not just SEO metrics.

Section 2: Their Current Situation (The Reality Check)

Now dig into what's actually happening right now, not what they wish was happening.

6. What's working in your marketing right now?

Don't just focus on problems. Understanding what's already working tells you what to build on, not tear down. Maybe their email marketing crushes it, or their sales team is amazing—this matters for SEO strategy.

7. What have you tried before with SEO, and what happened?

This is crucial. Learn from past mistakes (theirs and others'). What burned them before? What did they love? What vendors did they hate and why? This context is gold.

Why it matters: You'll avoid repeating failures and set proper expectations based on their history.

8. Who's currently getting the traffic you want?

Ask them to name three competitors who rank where they want to rank. Then ask: what are those competitors doing that they're not? This starts the competitive intelligence process naturally.

9. What does success look like in 6 months? In 12 months?

Make them paint a specific picture. Not "more traffic"—tell me numbers. Not "better rankings"—tell me for which keywords and why they matter. Specificity kills ambiguity.

Why it matters: Vague goals lead to scope creep, disappointment, and finger-pointing later.

10. What keeps you up at night about your online presence?

This is where you get the emotional stuff—the fears, the frustrations, the things they're embarrassed about. These insights often reveal opportunities nobody else sees.

Section 3: Technical & Website Questions (The Infrastructure)

Now we get tactical. These questions to ask a new SEO client reveal potential roadblocks.

11. Who has access to make changes to the website?

This seems administrative, but it's critical. I've had projects stall for months because nobody could update a title tag. Map out the decision chain and technical gatekeepers early.

12. What platform is your site built on, and why?

WordPress? Custom? Shopify? Each platform has different constraints and opportunities. Also, asking "why" reveals if they chose it strategically or inherited a mess.

13. When was the last time you redesigned, and what happened to traffic?

Redesigns are dangerous for SEO. If they're planning one, you need to know now. If they did one recently and traffic tanked, you need to diagnose what went wrong.

Why it matters: Recovery from redesign issues requires different tactics than standard optimization.

14. Do you have Google Analytics and Search Console set up? Can I access them?

You'd think everyone has these, but nope. And even when they do, access is often limited or data is broken. Verify this before promising any timeline.

15. What's your current site speed, and do you know if mobile experience is good?

Don't just audit this yourself—ask what they think. Their perception versus reality often reveals how much they understand about technical SEO and Core Web Vitals.

Section 4: Content & Keyword Questions (The Strategy)

These SEO questions to ask clients help you understand their content capabilities and keyword thinking.

16. What topics do you want to be known for?

This reveals their positioning strategy (or lack thereof). You're not just optimizing pages—you're building topical authority in specific areas.

17. What questions do customers ask before buying?

These questions are your content goldmine. Each question is a potential keyword cluster, blog post, or FAQ section. Real customer language beats keyword tools every time.

Why it matters: Content that answers actual questions converts better than content stuffed with keywords.

18. Who creates content now, and what's their process?

Do they have writers? Subject matter experts? A content calendar? Or is it chaos? This tells you if content production will be a bottleneck or an asset.

19. What keywords do you think you should rank for?

Their answer reveals their SEO sophistication. Sometimes they're spot-on. Sometimes they're targeting impossible keywords or completely wrong ones. Either way, it starts the education process.

20. What content has performed best for you historically?

Look at their Analytics. Which pages get traffic? Which ones convert? This data tells you what's already working and what to model going forward.

Section 5: Competition & Market Questions (The Landscape)

Understanding the competitive environment is crucial for realistic expectations.

21. Who do you consider your top 3 competitors?

Then look up who actually ranks for their target keywords. Often, the real SEO competitors aren't the same as business competitors. This disconnect matters.

22. What are competitors doing online that you wish you were doing?

This reveals opportunities and also helps you understand their awareness of the competitive landscape. Great ideas often come from analyzing what's working for others.

23. Is your market growing, stable, or shrinking?

This is one of the most overlooked questions to ask a new SEO client. Search volume follows market trends. Optimizing for a dying market is possible but requires different tactics.

Why it matters: Market dynamics affect realistic growth expectations and strategy approach.

Section 6: Budget & Resources (The Reality)

Money talks. These questions establish what's actually possible.

24. What's your monthly budget for SEO, and is it flexible?

Don't dance around this. Be direct. Also ask if budget can increase based on results. This tells you if they see SEO as an investment or an expense.

25. Who internally will work with me, and how much time can they commit?

SEO isn't done in a vacuum. You need client input, approvals, and resources. If nobody has time, the project will drag or fail.

Why it matters: Internal bottlenecks kill more SEO projects than bad strategy does.

26. What other marketing initiatives are happening simultaneously?

Is there a rebrand coming? A product launch? A paid ads push? SEO doesn't exist alone. Understanding the full marketing context helps you coordinate and avoid conflicts.

27. How do you prefer to communicate, and how often?

Weekly calls? Monthly reports? Slack? Email? Set communication expectations now, not after frustration builds. Some clients want daily updates; others prefer monthly summaries.

💡 Pro Tips for Asking These Questions

Don't interrogate—have a conversation. These questions should flow naturally, not feel like a checklist. Listen to answers and ask follow-ups.

Take notes obsessively. You'll reference these answers for months. I keep a client onboarding doc that I update after every call.

Watch for red flags. If they can't answer basic questions about their business or customers, that's a sign. If they're defensive about past SEO failures, dig deeper—there might be organizational issues.

Don't skip questions to save time. I know 27 questions seems like a lot, but you can cover these in 60-90 minutes across 1-2 calls. It's worth it.

What Happens After You Ask These Questions?

Here's where most SEO professionals drop the ball: they ask great questions, take notes, and then... nothing changes. The information sits in a document nobody reads.

Don't do that. Use these answers to:

Build a custom strategy document. Not a template. A real strategic plan that references specific answers from these questions and shows you understand their unique situation.

Set realistic expectations. If their budget is tight and competition is fierce, say so upfront. Use their answers to show why certain goals might take longer than they hoped.

Create a prioritized roadmap. Not everything can happen at once. Their answers tell you what matters most and what can wait.

Establish success metrics. Based on what they said about business goals and customer value, define clear KPIs that tie back to revenue and business outcomes.

The Questions You Should Ask Yourself After the Call

Here's something I do after every onboarding call that's saved me from bad projects: I ask myself these five questions:

1. Do I actually understand their business? If you can't explain what they do and how they make money to a stranger, you didn't ask enough questions.

2. Are their expectations realistic? Some clients want page one rankings for impossible keywords in 30 days with a $500 budget. That's not a client—that's a future Yelp complaint.

3. Do they have the resources to succeed? Budget, time, team support—if any of these are missing, the project will struggle no matter how good your SEO is.

4. Is there organizational support for SEO? If leadership doesn't care or understand SEO, even great results might not be recognized or rewarded.

5. Do I want to work with them? Honest question. Life's too short to work with difficult clients. Trust your gut.

Common Mistakes When Asking Client Questions

After watching dozens of SEO professionals onboard clients, here are the mistakes I see repeatedly:

Asking only surface-level questions. "What's your budget?" is a surface question. "What would make this investment worth it to your CEO?" is deeper and more valuable.

Not listening to answers. You're not just checking boxes—you're understanding context. If you're thinking about your next question instead of processing their answer, you're doing it wrong.

Accepting vague responses. When someone says "increase traffic," push for specifics. How much? For which pages? To accomplish what business goal?

Skipping technical questions. Yes, you can audit the site yourself, but asking about technical setup reveals their awareness and potential roadblocks in getting things done.

Not documenting everything. Your memory isn't good enough. Record calls (with permission) or take detailed notes. You'll need this information constantly.

Making These Questions Work for You

Look, I know 27 questions seems overwhelming. You don't have to ask all of them in one sitting. Spread them across your discovery process—initial call, proposal meeting, kickoff call.

The important thing isn't the exact questions—it's the mindset. You're trying to understand their business deeply enough to make smart strategic decisions. Every answer should lead to either another question or a strategic insight.

After ten years of doing this, I can tell you: the projects that succeed are the ones where I asked the right SEO questions to ask clients upfront. The ones that fail? Usually, it's because we rushed into tactics without understanding strategy.

So take the time. Ask the questions. Listen to the answers. Your future self (and your client) will thank you.

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