Start SEO work for a client

Set up the SEO workspace for a client's site, add the keywords and run the first technical audit.

From the Professional plan Updated 8 November 2026
Start SEO work for a client

The SEO workspace holds a client's whole SEO service inside their project: the strategy, the keywords, the technical audit, the content and the monthly report.

Before you start

  • The project must be a marketing project, so the Marketing delivery group appears in its menu.
  • Have the client's website address, their goals and what you agreed to deliver each month.

Steps

  1. Open Projects from the side menu and open the client's project.
  2. In the project menu, under Marketing delivery, choose SEO.
  3. Press Set up strategy.
  4. Fill in Site URL, Brand name, Business type, SEO goals, Target cities and markets, Country and Content languages. Add the pages that bring revenue under Priority pages, and the agreed deliverables under Monthly retainer. Press Save. The rest of the tabs now appear.
  5. Open Keywords & ranking and press Add keywords. Type one keyword per line and save.
  6. Press Auto-cluster to group the keywords, then set a target page for each group.
  7. Open Technical audit and press Re-crawl site. Upcycle reads the site and lists the problems as Critical, Warnings and Notices.
  8. Open a problem to see How to fix and the affected pages. Press Create task to put the fix on the project's task board.
  9. When the fixes are done, press Re-crawl site again. Problems that are gone become Verified.

Good to know

  • The audit reads a sample of the site's pages on each run, not every page of a large site.
  • Search volume and difficulty are typed in by hand, unless your company has its own DataForSEO account linked under More, then Data sources.
  • Updating keyword positions also needs a linked data source. Without one, the rank tracker stays empty.
  • Connecting Google Search Console and Google Analytics is not available yet, so the organic clicks and impressions cards on Overview stay empty for now.
  • In Content you plan articles and pages, generate a writer brief, score a draft out of 100, and press Send to client for approval. The client approves or asks for changes in their portal.
  • In Reports, press Generate report for a month, edit the summary and next steps, then Download PDF or Share with client.
  • Overview shows this month's retainer: what you promised against what you delivered.

More in this category

Link a client's ad account to a project Read a client's ads performance Prepare a campaign and pass the launch checklist Manage live campaigns from the ads manager Write ad copy with AI Check tracking and send real results back to the ad platform

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