Business and market context
The first handoff should explain the business model, market, audience, constraints, and any white-label or confidentiality needs.
- Business model
- Target market
- Audience priority
- Confidentiality needs
Onboarding checklist
Onboarding checklist for scoped SEOH work.
Use this checklist to gather the business information, access, brand boundaries, reviewers, and response expectations needed before work is scoped.
- Use
- Pre-scope checklist
- Format
- On-page only
- Goal
- Cleaner handoff
Access and source material
Access should be scoped to the work. Share only the tools, pages, reports, brand assets, and existing notes that are needed for the first review.
- Website and analytics context
- Existing reports
- Brand assets
- Known blockers
Review and approval path
Name who approves copy, strategy, compliance-sensitive changes, and reporting before execution begins.
- Decision owner
- Review cadence
- Compliance owner
- Escalation path
Checklist
- Share the website and priority market.
- List the service area: SEO, PPC, ORM, AI search, video, adult-safe, franchise, or white-label.
- Name the review owner and expected response time.
- Share current blockers or compliance constraints.
- Confirm what cannot be referenced publicly.
- Decide whether the work is white-label, co-strategist, or specialist-led.