Follow Up With

🎨 Marketing and design agencies template

SEO audit onboarding template

An SEO onboarding checklist: Google Search Console, Google Analytics and site access, plus the target keywords and competitors to collect before an SEO audit or retainer starts.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"SEO audit"
Usually repeats
As needed

Ask the client for

  • Google Search Console access

    Full user access for our email address.

  • Google Analytics access

    Viewer or analyst access to the GA4 property.

  • Website admin login

    WordPress, Shopify, Webflow or similar.

  • Main competitors

  • Services or products that matter most

Your steps

  • Run the technical audit

  • Send the audit and recommendations

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job for any client in one click. The list is ready; you just pick who it's for.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Photos, news and approvals for next month's posts.

5 items ↻ every month

Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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