Purpose
To establish a repeatable process for conducting a baseline SEO audit and executing keyword research aligned with the client’s ICP and Personas.
This ensures all future organic content and optimization efforts are data-driven and audience-focused.
Scope
- Applies to all client projects, across industries (B2B SaaS, B2C services, eCommerce, etc.).
- Used during onboarding and repeated quarterly for continuous optimization.
- Executed by SEO strategists with support from content leads and client stakeholders.
Objectives
- Audit the client’s website for technical SEO, on-page SEO, and off-page health.
- Identify short-term and long-term keyword opportunities aligned to ICP & Personas.
- Deliver a prioritized SEO & Keyword Research Report feeding into Topic Clusters (Doc 2).
Step-by-Step Process
Step 1 – Preparation
- Gather client details: ICP (Doc 2, EPIC 1), Personas (Doc 2, EPIC 1), Value Proposition (Doc 3, EPIC 1).
- Access tools: Google Search Console, Google Analytics, Ahrefs/Semrush/Moz, Screaming Frog, Keyword Planner, AnswerThePublic.
- Collect baseline data: Current organic traffic, top-ranking keywords, competitor list.
Step 2 – Technical SEO Audit
| Checkpoint | Action | Tools/Method |
| Crawlability | Check robots.txt, sitemap.xml | Screaming Frog, GSC |
| Indexation | Verify index coverage | GSC |
| Site Speed | Test page load & Core Web Vitals | PageSpeed Insights |
| Mobile Usability | Test mobile responsiveness | Mobile-Friendly Test |
| HTTPS/Security | Check SSL, HTTPS redirects | Browser + SSL tools |
| Broken Links | Identify 404s, redirect loops | Screaming Frog |
Step 3 – On-Page SEO Audit
| Checkpoint | Action | Tools/Method |
| Meta Data | Review title tags, meta descriptions | Screaming Frog, Semrush |
| Heading Structure | Ensure proper H1-H2-H3 use | Manual review |
| Content Quality | Check word count, uniqueness, readability | Copyscape, Hemingway |
| Internal Linking | Verify contextual links, orphan pages | Screaming Frog |
| Schema/Structured Data | Validate schema presence | Google Rich Results Test |
Step 4 – Off-Page SEO Audit
| Checkpoint | Action | Tools/Method |
| Backlink Profile | Analyze quality, toxicity, authority | Ahrefs, Semrush |
| Referring Domains | Identify opportunities for outreach | Ahrefs |
| Brand Mentions | Check unlinked mentions | Google Alerts, Mention.com |
| Local SEO (if applicable) | Verify Google Business Profile, NAP consistency | Moz Local |
Step 5 – Keyword Research
- Seed Keywords: Start from ICP/Persona pain points + industry terms.
- Expand Keywords: Use Keyword Planner, Ahrefs, SEMrush, AnswerThePublic.
- Group by Intent:
- Informational: “What is onboarding automation?”
- Navigational: “HubSpot onboarding guide.”
- Transactional: “Best SaaS onboarding tool pricing.”
- Prioritize Keywords: Based on Search Volume, Keyword Difficulty, Relevance to ICP, Funnel Stage.
Step 6 – Competitor Benchmarking
- Identify top 3–5 competitors (direct + SERP-based).
- Compare keyword rankings, backlinks, and top-performing content.
- Extract content gaps: Keywords/topics competitors rank for but the client does not.
Step 7 – Deliver SEO & Keyword Research Report
Report should include:
- Audit summary (Tech + On-Page + Off-Page issues).
- Keyword list (clustered by funnel stage, difficulty, relevance).
- Competitor insights + gap opportunities.
- Prioritized action plan for next quarter.
Output feeds into:
- Doc 2 (Topic Clusters & Content Strategy) → Keyword → Cluster → Content Plan.
- Doc 6 (On-Page Optimization Workflow) → Fixes for audit findings.
Roles & Responsibilities
| Role | Responsibility |
| SEO Strategist | Lead audit, keyword research, competitor analysis |
| Content Lead | Map keywords to personas, funnel stages, content plan |
| Client POC | Provide industry insights, approve keyword focus |
| Analyst/Intern | Execute crawling, data collection, initial reporting |
Governance
- Audit frequency: Quarterly.
- Keyword refresh: Biannually or when ICP shifts.
- Review cycle: SEO strategist + client strategist sign-off.
Outcome
- A comprehensive SEO & Keyword Research Report aligned with ICP + Personas.
- Clear list of opportunities & gaps feeding into content planning.
- Baseline metrics for tracking organic growth in Doc 9 (Performance Tracking).