The SaaS SEO Agency Call Checklist
This checklist helps you cut through agency sales talk and understand how a SaaS SEO agency really thinks. Use it during calls to guide the conversation and quickly assess whether an agency is the right strategic fit, not just a good pitch.
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What's inside
Who is it for?
This checklist is for SaaS founders, Heads of Marketing, and growth leaders who are responsible for choosing an SEO agency and want a clear, practical way to evaluate partners. It’s designed for people who care about pipeline, revenue, and long-term growth — not just traffic or rankings — and who need to compare agencies quickly and confidently. You can use it live on agency calls to pressure-test thinking, cut through sales noise, and make a decision you can stand behind internally, without needing deep SEO expertise.
How to use the checklist
Use this checklist as a guide during your initial agency calls rather than a script you need to follow word for word. You don’t need to ask every question — the goal is to listen to how the agency thinks, how they prioritise, and how comfortable they are discussing trade-offs. Take brief notes on the clarity, confidence, and substance of their answers, and compare responses across agencies after each call. If answers feel vague, overly polished, or avoid real constraints, that’s valuable signal. The checklist is designed to help you make a confident, defensible decision — not to test SEO knowledge, but to evaluate strategic fit.
What's inside
Inside, you’ll find a practical set of call-friendly questions covering strategy, prioritisation, SaaS experience, technical capability, content collaboration, AI usage, link building, measurement, and commercial expectations. Each question is designed to surface how an agency thinks, not just what they promise, helping you quickly identify whether they operate as a strategic partner or a delivery-focused vendor. The checklist is structured so you can run through it in real time, take simple notes, and compare agencies side by side with confidence.
