Campaigns · free template

SEO Audit Intake Form

Get the site history, search goals, access status, and technical constraints you need to scope an SEO audit before requesting data or starting a crawl.

A ready-to-use marketing & agency form for small teams who need a reliable intake process: 13 questions, 3 pages, 3 conditional rules.

Questions
13
Pages
3
Layouts
classic · card
Time to complete
≈ 8 min
Conditional rules
3
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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 3 — Site and Priorities

Scope Your SEO Audit

Enter the main public site. Note additional properties in Implementation Constraints.

Pick the main focus; this is a starting point, not a final scope agreement.

Name the outcome, intended audience, and up to five important page URLs. Avoid ranking goals without a business purpose.

1 question is hidden by conditional logic right now — change an answer above to reveal it.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

SEO Audit Intake Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in marketing & agency.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 13 questions across 3 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of SEO Audit Intake Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Primary Audit Focus” is Local SEO, the form dynamically exposes “Target Locations”. Otherwise that question never appears.
  • Features advanced show logic: if “Main Reason for the Audit” is Recent site change, the form dynamically exposes “Recent Change Details”. Otherwise that question never appears.
  • Features advanced show logic: if “Search Data Access” is Can share exports, the form dynamically exposes “Existing Reports or Exports”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

An SEO audit should start with a decision to support, not a list of tools to run. Use this intake to establish which website is in scope, what prompted the request, and which business outcome matters most. Ask for the canonical site URL rather than a company name alone; subdomains, regional sites, and staging environments can otherwise slip into the wrong scope. Send the form to the person who can explain both marketing priorities and recent website changes. They do not need every technical answer. A useful response might identify a platform migration, a drop in qualified inquiries, or a group of service pages that never attracts relevant visitors. Request approximate dates for changes so the analyst can compare them with search performance later. Keep access coordination separate from credential collection. This form records whether the client can grant access or provide exports; it should never collect passwords, recovery codes, or API secrets. Confirm the approved accounts, permissions, and transfer method after reviewing the submission. Before starting a crawl, turn the answers into a short scope statement: included properties, primary audit focus, data available, delivery date, and known implementation limits. If a requested deadline leaves little time for investigation, agree on a narrower first pass rather than implying that every issue will be covered.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Site and Priorities

  • Primary Contactrequired
  • Contact Emailrequired
  • Website URLrequired
  • Primary Audit Focusrequired
  • Business Goal and Priority Pagesrequired
  • Target Locations

Page 2 — History and Evidence

  • Main Reason for the Auditrequired
  • Recent Change Details
  • Observed Symptoms
  • Search Data Accessrequired
  • Existing Reports or Exports

Page 3 — Delivery and Limits

  • Implementation Constraints
  • Requested Findings Date

13 questions in total.

Example: Audit After a URL Migration

The fictional company Moss Lantern Supplies requests an audit after moving its product catalog to a new URL structure.

Website URL
https://moss-lantern.example
Primary Audit Focus
Technical SEO
Business Goal and Priority Pages
Restore qualified wholesale inquiries from /wholesale and the /catalog/lanterns section.
Main Reason for the Audit
Recent site change
Recent Change Details
Moved product URLs from /shop to /catalog on April 8; redirect coverage has not been verified.
Search Data Access
Can share exports
Implementation Constraints
Redirects can be updated weekly, but catalog templates are frozen until the next release.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Primary Audit Focus”

  • Reveals questions

    If “Primary Audit Focus” is Local SEO, the form reveals “Target Locations”.

Driven by “Main Reason for the Audit”

  • Reveals questions

    If “Main Reason for the Audit” is Recent site change, the form reveals “Recent Change Details”.

Driven by “Search Data Access”

  • Reveals questions

    If “Search Data Access” is Can share exports, the form reveals “Existing Reports or Exports”.

Set it up step by step

  1. 1

    Ask for an outcome, not just keywords

    Use Business Goal and Priority Pages to identify what successful search traffic should do. Follow up on answers such as “more visibility” before choosing audit priorities.

  2. 2

    Use change dates to guide investigation

    When a recent site change prompted the audit, compare its approximate date with performance trends. Treat the timing as a clue, not proof of causation.

  3. 3

    Confirm usable evidence before promising depth

    Review Search Data Access before scheduling analysis. If only exports are available, confirm their properties, date ranges, filters, and level of detail.

  4. 4

    Make constraints part of the scope

    Read Implementation Constraints before crawling or drafting recommendations. Confirm crawl restrictions and distinguish fixes the team can implement now from work requiring a later release.

Mistakes to avoid

  • Treating the selected audit focus as permission to investigate every domain, subdomain, and regional site.
  • Diagnosing a traffic decline from the intake alone without checking tracking changes, seasonality, and supporting data.
  • Accepting a requested findings date as a commitment before confirming access and crawl boundaries.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Review the submission, resolve unclear site boundaries, and send a scope summary with the proposed deliverable and timeline. Coordinate access through an approved channel before collecting data or starting a crawl.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the seo audit intake form, matched on the words people actually search for.

Frequently asked questions

Can clients complete this without technical SEO knowledge?

Yes. Ask them to describe outcomes and symptoms in their own words. “Not sure” is a useful access answer, and technical details can be confirmed with the site owner afterward.

Should this form collect account passwords?

No. Record access readiness here, then arrange account invitations with appropriate permissions through your approved process. Uploaded reports should also be checked for sensitive information.

What if the audit is part of a redesign?

Connect this intake to the Website Redesign Brief. Use this form for search evidence and audit scope, and the redesign brief for project requirements, site structure, and launch planning.

Does a full-site review include every SEO discipline?

Not automatically. Confirm the included properties, technical checks, content review depth, and any local or off-site analysis in a separate scope summary before work begins.

Is the SEO Audit Intake Form template free to use?

Yes. You can preview and test SEO Audit Intake Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the SEO Audit Intake Form template ask for?

It asks 13 questions across 3 pages, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the SEO Audit Intake Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this marketing & agency form work?

3 conditional rules ship with the template: Features advanced show logic: if “Primary Audit Focus” is Local SEO, the form dynamically exposes “Target Locations”. Otherwise that question never appears. Features advanced show logic: if “Main Reason for the Audit” is Recent site change, the form dynamically exposes “Recent Change Details”. Otherwise that question never appears. Features advanced show logic: if “Search Data Access” is Can share exports, the form dynamically exposes “Existing Reports or Exports”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the SEO Audit Intake Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the SEO Audit Intake Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

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