Скачать или смотреть How I Onboard NEW SEO Clients in 2026 (FREE Template to Set Boundaries & Bill Right)

Onboarding new SEO clients is both a blessing and a curse. You've closed the deal, now how do you set the right expectations, get what you need, and ensure you get paid without constantly battling on price?

In this video, I walk you through my exact client onboarding format, which I've used for a decade to manage multiple streams of income from rank-and-rent sites and client services.

I'm sharing a FREE client onboarding template you can copy and send to your clients right away. This format helps you:

Get client sign-off and buy-in on the process.
Clearly define roles and expectations upfront.
Quickly gain access to all necessary client assets.
Test the client's commitment (and budget) by billing immediately for the onboarding process.
This system is built to help you make more money with your SEO or website business by working only with clients who respect your time and value your expertise.

👉 FREE Client Onboarding Template: Comment 'send me your free onboarding' below, and I'll send you the direct link to the duplicatable Google Drive file!

🛠️ Tools Mentioned in the Video:

Scribe (Free Tool to map out steps) - [Link to Scribe here]
Timestamps: 0:00 - The SEO Client Onboarding Challenge 0:45 - Overview of the Free Onboarding Template 1:38 - How to use the Scribe tool for easy instructions 3:13 - The Philosophy: What the onboarding process IS 3:36 - CRITICAL STEP: Why you must bill for onboarding immediately 5:24 - What the client's response tells you about their communication style 6:17 - Final Thoughts on Client Relationships

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