SOP: SEO Audit & Keyword Research

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

  1. Gather client details: ICP (Doc 2, EPIC 1), Personas (Doc 2, EPIC 1), Value Proposition (Doc 3, EPIC 1).
  2. Access tools: Google Search Console, Google Analytics, Ahrefs/Semrush/Moz, Screaming Frog, Keyword Planner, AnswerThePublic.
  3. Collect baseline data: Current organic traffic, top-ranking keywords, competitor list.

Step 2 – Technical SEO Audit

CheckpointActionTools/Method
CrawlabilityCheck robots.txt, sitemap.xmlScreaming Frog, GSC
IndexationVerify index coverageGSC
Site SpeedTest page load & Core Web VitalsPageSpeed Insights
Mobile UsabilityTest mobile responsivenessMobile-Friendly Test
HTTPS/SecurityCheck SSL, HTTPS redirectsBrowser + SSL tools
Broken LinksIdentify 404s, redirect loopsScreaming Frog

Step 3 – On-Page SEO Audit

CheckpointActionTools/Method
Meta DataReview title tags, meta descriptionsScreaming Frog, Semrush
Heading StructureEnsure proper H1-H2-H3 useManual review
Content QualityCheck word count, uniqueness, readabilityCopyscape, Hemingway
Internal LinkingVerify contextual links, orphan pagesScreaming Frog
Schema/Structured DataValidate schema presenceGoogle Rich Results Test

Step 4 – Off-Page SEO Audit

CheckpointActionTools/Method
Backlink ProfileAnalyze quality, toxicity, authorityAhrefs, Semrush
Referring DomainsIdentify opportunities for outreachAhrefs
Brand MentionsCheck unlinked mentionsGoogle Alerts, Mention.com
Local SEO (if applicable)Verify Google Business Profile, NAP consistencyMoz Local

Step 5 – Keyword Research

  1. Seed Keywords: Start from ICP/Persona pain points + industry terms.
  2. Expand Keywords: Use Keyword Planner, Ahrefs, SEMrush, AnswerThePublic.
  3. Group by Intent:
    • Informational: “What is onboarding automation?”
    • Navigational: “HubSpot onboarding guide.”
    • Transactional: “Best SaaS onboarding tool pricing.”
  4. Prioritize Keywords: Based on Search Volume, Keyword Difficulty, Relevance to ICP, Funnel Stage.

Step 6 – Competitor Benchmarking

  1. Identify top 3–5 competitors (direct + SERP-based).
  2. Compare keyword rankings, backlinks, and top-performing content.
  3. 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

RoleResponsibility
SEO StrategistLead audit, keyword research, competitor analysis
Content LeadMap keywords to personas, funnel stages, content plan
Client POCProvide industry insights, approve keyword focus
Analyst/InternExecute 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).