SEO AGENCY STARTER

Stop winging your sales calls and onboarding clients differently every time.

The SEO Agency Starter Kit gives you 15 ready-to-use documents covering the two things that matter most when you’re growing: winning clients and onboarding them properly.

Every document is professionally formatted, fully editable in Word and Excel, and includes bracketed placeholders — drop in your agency name, logo, and details and start using them today.

WHAT’S INCLUDED (15 documents):

Start Here:

✓ Implementation Guide — phased rollout plan, customisation steps, full document index

Section 1 — Client Acquisition (8 documents):

✓ Lead Qualification Checklist — score prospects before investing time

✓ Discovery Call Script & Agenda — pre-call checklist, scripted conversation, 4 objection responses

✓ Cold Outreach Email Sequences — 11 emails across cold and warm sequences

✓ Follow-Up Cadence SOP — pipeline stage timing and actions

✓ SEO Proposal Template — executive summary, strategy, deliverables, pricing, timeline

✓ Service Pricing Calculator (.xlsx) — cost/margin formulas, 3-tier package builder

✓ Proposal Tracking Sheet (.xlsx) — pipeline tracker with weighted values and dashboard

Section 2 — Client Onboarding (7 documents):

✓ New Client Welcome Email Sequence — 4 emails for the first week after signing

✓ Client Intake Questionnaire — 8-section questionnaire covering goals, history, competitors

✓ Client Onboarding Checklist SOP — 5-phase process from contract to 30-day review

✓ Access Credentials Collection Template — platform-by-platform guide

✓ Client Welcome Pack — client-facing document you can brand as your own

✓ Kickoff Meeting Agenda — 60-minute structured agenda with prep checklist

✓ Client Folder Setup Guide — 9-folder structure, naming conventions, security

FORMAT: Editable Word (.docx) and Excel (.xlsx) files. No Notion. No subscriptions. No templates locked inside someone else’s platform.

This is part of the SEO Agency System — a complete set of 49 operational documents. The Starter Kit covers sales and onboarding. Upgrade to the Agency Network (36 documents) or Agency System Complete (49 documents + AI Toolkit) at any time.