Local SEO Client Intake Kit

Short description

An offline client-intake workspace for solo local SEO and marketing consultants. Collect non-sensitive discovery details, keep access secrets out, save local backups, and print a polished kickoff brief, without a login or subscription.

Full description

Start local SEO engagements with the context you need, and a brief both you and your client can actually use.

The Local SEO Client Intake Kit is a dependency-free browser app for solo local SEO consultants, independent marketers, and small owner-led agencies. It gives you one structured place to capture non-sensitive discovery information, clarify ownership and next steps, and print a client-ready kickoff brief.

Open the HTML file in a modern desktop browser and work locally. There is no account to create, no API key, no recurring fee, no analytics, and no built-in network connection. Your entries stay in the browser profile you use unless you choose to export a backup or print a brief.

Use it to organize

- Client and engagement context

- Business, location, and service-area information

- Offers, audiences, priorities, and goals

- Known competitors and current marketing activity

- Website, profile, analytics, and asset readiness—by name and status only, never by collecting credentials

- Scope, approvals, responsibilities, timing, and open questions

- A reviewed, client-facing kickoff brief for print or PDF

A practical workflow

Complete the intake with your client during discovery, or let a client fill out a clean local copy and return an exported backup through a trusted, access-controlled channel. Import the work, review it, and use the print view to create the kickoff record.

The kit is intentionally designed for **non-sensitive information**. It is not a password-protected portal and should never contain passwords, one-time codes, API keys, card or bank details, government IDs, health data, or other protected information.

What is included?

- `local-seo-client-intake-kit.html` — the complete offline intake app

- Structured, reusable intake sections for local SEO and marketing engagements

- Browser-local saving plus export/import backup workflow

- Client-ready print layout for paper or “Save as PDF”

- `START-HERE.html` — setup, data-care, backup, client handoff, and print instructions

- `LICENSE.txt` — one-business commercial-use license

Who it is for?

- Solo local SEO consultants

- Independent SEO and marketing professionals

- Small, owner-led agencies that want a repeatable kickoff process

- Practitioners who want a focused alternative to another subscription form or project-management tool

Requirements

- A modern desktop browser with JavaScript, local storage, and print-to-PDF support (current Chrome, Edge, Firefox, or Safari recommended)

- Permission to download, extract, open, and store local files on the device

- An access-controlled folder for exported backups and finished client PDFs

No installation, hosted website, API key, cloud account, or internet connection is required after download.

For reliable local saving, use the same browser and browser profile, keep the app in a stable folder, and export backups regularly. Private-browsing mode and clearing browser/site data can remove locally saved entries.

Commercial license

One purchase licenses the kit to one business or one independent practice for perpetual commercial use.

You may:

- Use it for unlimited engagements with your own direct clients

- Add your own business identity and client engagement details

- Print, save, and commercially deliver generated kickoff briefs or reports

- White-label generated client outputs with your own business branding

You may not share, sell, resell, sublicense, redistribute, publish, upload, or provide the app, source, guides, editable files, templates, or backups to another business or client. You may not repackage the kit as a product, bonus, course asset, lead magnet, membership resource, or download. Separate businesses require separate licenses.