{"id":1508,"date":"2026-02-04T13:49:55","date_gmt":"2026-02-04T13:49:55","guid":{"rendered":"https:\/\/www.flyingelephantdigital.com\/blogs\/?p=1508"},"modified":"2026-10-26T12:23:54","modified_gmt":"2026-10-26T12:23:54","slug":"how-we-onboard-a-client-for-b2b-seo-consulting-service","status":"publish","type":"post","link":"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/","title":{"rendered":"How We Onboard a Client for B2B SEO Consulting Service?"},"content":{"rendered":"\n<p>When we onboard a client at FlyingElephant Digital SEO agency, we share the contract that includes key factors like agreed points, deliverables, pricing, etc. A wrong hire costs not only money but also site performance.<a href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/6-misguidance-by-wrong-b2b-seo-consultant-with-solutions\/\"> 6 misguidances by a wrong B2B SEO consultant<\/a>.<\/p>\n\n\n\n<p>Once the agreement is signed by both the parties, we follow the below <strong>6 steps<\/strong> for our <a href=\"https:\/\/www.flyingelephantdigital.com\/b2b-seo-consulting-services\" target=\"_blank\" rel=\"noopener\" title=\"\">B2B SEO consulting service<\/a> \/ B2B SEO services.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_75 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#1_Assets_Collection\" >1. Assets Collection<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#2_Goal_Setting\" >2. Goal Setting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#3_Product_Knowledge\" >3. Product Knowledge<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#4_Keyword_Finalization_Content_Strategy\" >4. Keyword Finalization &amp; Content Strategy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#5_Strategy_Call_Roadmap\" >5. Strategy Call &amp; Roadmap<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#6_Ongoing_SEO\" >6. Ongoing SEO<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/how-we-onboard-a-client-for-b2b-seo-consulting-service\/#Meetings_with_our_SEO_consultant\" >Meetings with our SEO consultant.<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Assets_Collection\"><\/span>1. <strong>Assets Collection<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Before we jump into keywords\/ICPs with the client, we want to understand the history and past performance. So, we collect:<\/p>\n\n\n\n<ul class=\"wp-block-list theme-blog-list\">\n<li><a href=\"https:\/\/analytics.google.com\/analytics\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Google Analytics<\/a> (GA)<\/li>\n\n\n\n<li><a href=\"https:\/\/tagmanager.google.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Google Tag Manager<\/a> (GTM)<\/li>\n\n\n\n<li><a href=\"https:\/\/search.google.com\/search-console\/performance\/search-analytics\" target=\"_blank\" rel=\"noopener\" title=\"\">Google Search Console<\/a> (GSC)<\/li>\n\n\n\n<li><a href=\"https:\/\/clarity.microsoft.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Microsoft Clarity<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.semrush.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">SEMrush<\/a> and other tools<\/li>\n<\/ul>\n\n\n\n<p>This brings more clarity on where the brand stands today. If the brand doesn\u2019t have any assets, we will create those on week 1.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Goal_Setting\"><\/span>2. <strong>Goal Setting<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Clarity makes halfway through. In step 2, we discuss with the client on these things:<\/p>\n\n\n\n<ul class=\"wp-block-list theme-blog-list\">\n<li>Client\u2019s business objectives and the SEO goals<\/li>\n\n\n\n<li>Who their target audience is<\/li>\n\n\n\n<li>Where they are from (geography)<\/li>\n\n\n\n<li>Sales cycle, etc.<br><\/li>\n<\/ul>\n\n\n\n<p>For one of our compliance SaaS clients, the client needed more filings (objective).<br>Their ICP is CPAs (Title) for the US location (Geo).&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Product_Knowledge\"><\/span>3. <strong>Product Knowledge<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>A good product sells itself. All we have to do is lift it and show it to the right audience.<br>So, to understand better, we understand the client\u2019s product well. We dig deep and understand the client business well. This is much needed for the SEO content strategy in the coming months.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>This gets converted into: Service pages, blogs, case studies and more.<\/strong><\/p>\n\n\n\n<p>Understand the <a href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/when-do-you-need-b2b-seo-consultant\/\" target=\"_blank\" rel=\"noopener\" title=\"\">scenarios when you need a B2B SEO consultant<\/a> through this blog.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Keyword_Finalization_Content_Strategy\"><\/span>4. <strong>Keyword Finalization &amp; Content Strategy<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>We jot down the keywords based on our goals as well as industry trends. What\u2019s the point in ranking in the #1 position for a keyword that doesn\u2019t have good search volume. We need to strategically identify the gaps in the market and position ourselves accordingly.<\/p>\n\n\n\n<p><strong>TOFU &#8211; <\/strong>Blogs, Informational content, Intent: Awareness<br><strong>MOFU &#8211; <\/strong>Resource pages, Comparisons (X vs Y), Intent: Consideration<br><strong>BOFU &#8211; <\/strong>Guides, Best in the industry content, Intent: Decision \/ Conversion<\/p>\n\n\n\n<p>Our B2B SEO consultant frames the SEO content strategy across the funnel. Keywords are strategically mapped based on search intent.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Strategy_Call_Roadmap\"><\/span>5. <strong>Strategy Call &amp; Roadmap<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Once the B2B SEO goals are set and keywords are finalized, our B2B SEO consultant has discussions with the client\u2019s team on the content strategy.<\/p>\n\n\n\n<p>This is followed by a: 30-day plan, 90-day plan, 6-month road plan on the next steps for further clarity.<\/p>\n\n\n\n<p>Also check: <a href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/hiring-b2b-seo-consultant-from-india\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Hiring B2B SEO Consultant from India \u2013 better choice<\/a>?&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Ongoing_SEO\"><\/span>6. <strong>Ongoing SEO<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The SEO consultant instructs the team to work on: Technical SEO (mostly one-time), On-page SEO &amp; advanced SEO things like Schema, conversion tracking, CRO and other optimizations to accelerate site performance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Meetings_with_our_SEO_consultant\"><\/span><strong>Meetings with our SEO consultant.<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Our <strong>B2B SEO consultant<\/strong> conducts meetings and shares progress based on the agreed number of meetings. During these discussions, we can understand where the SEO is heading rather than facing sudden surprises. The meeting includes a comprehensive list on what&#8217;s happening on site, what are the plans in the coming days, blockers, performance reports and more.<\/p>\n\n\n\n<p>Hire our B2B consultant \u2013 <a href=\"https:\/\/www.linkedin.com\/in\/thekumanan\" target=\"_blank\" rel=\"noopener\" title=\"\">Arjun Kumanan<\/a> for 6 months and decide if things work for you. Apply for <a href=\"https:\/\/www.flyingelephantdigital.com\/blogs\/free-b2b-seo-consulation\/\" target=\"_blank\" rel=\"noopener\" title=\"\">free SEO consultation<\/a> now.<\/p>\n\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"FAQPage\",\n  \"mainEntity\": [\n    {\n      \"@type\": \"Question\",\n      \"name\": \"What are the steps involved in onboarding a B2B SEO consulting client?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"Flying Elephant Digital follows six steps when onboarding a B2B SEO consulting client: assets collection, goal setting, product knowledge, keyword finalization and content strategy, strategy call and roadmap planning, and ongoing SEO optimization. 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The SEO consultant maps keywords to appropriate content formats across the marketing funnel to support awareness, consideration, and conversion.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"What do TOFU, MOFU, and BOFU mean in B2B SEO?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"TOFU stands for Top of the Funnel and focuses on awareness through blogs and informational content. MOFU stands for Middle of the Funnel and supports consideration through resource pages and comparison content. BOFU stands for Bottom of the Funnel and focuses on decision-making and conversion through guides and content evaluating leading solutions.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"What is included in a B2B SEO strategy roadmap?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"A B2B SEO strategy roadmap outlines planned activities and next steps for improving organic search performance. 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Once the agreement is signed by both the parties, we follow the&hellip;<\/p>\n","protected":false},"author":1,"featured_media":1512,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[89,103,14],"class_list":["post-1508","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-b2b-seo-consultants","tag-how-we-onboard-a-client-for-b2b-seo-consulting-service","tag-seo-blog"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/posts\/1508","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/comments?post=1508"}],"version-history":[{"count":5,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/posts\/1508\/revisions"}],"predecessor-version":[{"id":1959,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/posts\/1508\/revisions\/1959"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/media\/1512"}],"wp:attachment":[{"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/media?parent=1508"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/categories?post=1508"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.flyingelephantdigital.com\/blogs\/wp-json\/wp\/v2\/tags?post=1508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}