Client Onboarding Questionnaire

1. Business Overview

Business name

Website URL

Industry / Niche

Business description (1–2 sentences)

Main products / services

Primary contact name

Primary email

Target regions or markets

Step 1 of 10

2. Goals & Success Metrics

Step 2 of 10

3. Audience & Messaging

Step 3 of 10

4. Audience & Messaging

Top 3–5 competitors

Why customers choose you over competitors?

Any competitors you want to outperform in AI search?

Step 4 of 10

5. Current Online Presence

Step 5 of 10

6. GEO (Generative Engine Optimization)

Step 6 of 10

7. SEO (Search Engine Optimization)

Step 7 of 10

8. AEO (AI Engine Optimization)

Step 8 of 10

9. Access & Assets

Website backend access (collaborator or login)

Search Console / Analytics access

Brand assets

Logo

Color palette

Fonts

Brand guidelines

Step 9 of 10

10. Additional Notes

Anything else you want us to know before we begin?

Upcoming launches, services, or announcements?

Are you open to long-form cornerstone content?

Yes

No

Any restrictions on topics?

Step 10 of 10

Our Services

Website Design

Website Development

Search Engine Optimization

Generative Engine Optimization

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GEO / SEO / AEO Client Onboarding Questionnaire

1. Business Overview

2. Goals & Success Metrics

3. Audience & Messaging

4. Audience & Messaging

5. Current Online Presence

6. GEO (Generative Engine Optimization)

7. SEO (Search Engine Optimization)

8. AEO (AI Engine Optimization)

9. Access & Assets

10. Additional Notes

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Development

Marketing

Industries

Quick Links

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Locations

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