SEO Agency Discovery Call Questions to Ask

What to Ask an SEO Agency on the First Call: A Checklist for Orlando Owners

TL;DR

Go into the first call knowing your goal, your baseline, and a budget you can sustain for 12 months. A good agency asks about your business before it proposes anything. Ask it to walk through your first 90 days, show a real client report and a similar case study, name who does the work, and explain how it reports. Vague answers and generic plans are the red flags. If you would like to practice the call with a specialist, schedule an appointment with ThreadLink.

You have three calls booked this week. Each agency will present its best slides, and by the third call the answers blur together.

The first call is where you learn the most, because it is where an agency is least polished. The questions you ask decide whether you hear a pitch or a plan.

This checklist covers how to prepare, what to ask, and how to score the answers. If you are still choosing agencies, start with our guide to choosing an SEO agency in Orlando.

How do you prepare for the first call with an SEO agency?

Get clear on three things first

Before any agency call, settle what business outcome you want from SEO, what your current performance looks like across Google and AI search, and what budget range you can sustain for 12 months (Passionfruit). Have access details for your site, Google Business Profile, and analytics ready.

What a good agency asks you

A discovery call should come before the proposal, and the agency should want to understand your business, goals, competitive landscape, and current performance before recommending anything (Globerunner). Expect questions like these:

  • What does your business do, and who are your best customers?
  • Have you done SEO, paid ads, or other marketing before, and what worked?
  • Who manages your website, and who handles inbound leads?
  • Who are your competitors, and has an algorithm change ever hurt you?

These come from a typical SEO discovery question list. If the agency skips them and jumps to a package, the proposal will be generic.

Bring a shortlist of three

Three agencies is usually enough. Ask each the same questions, and ask each to price the same defined scope so the answers compare cleanly.

Want to run through your questions before the first call? Schedule an appointment with ThreadLink and we will walk through them with you.

What should you ask an SEO agency?

Questions to ask, by category

  • Strategy: Walk me through how you would prioritize the first 90 days for our business specifically (Passionfruit)
  • Proof: Can you walk me through a case study from a business similar to mine, including the starting baseline, what you did, and how long it took? (Fuel Online) Can I speak to a client reference?
  • Reporting: Can I see a real client report from the last quarter? Expect a live dashboard, monthly written reports, and a strategy call at least monthly
  • Team: Who does the work, and how many other accounts do they handle?
  • Responsibilities: Which SEO tasks will you handle, and what do you expect from my team? (SEO.com)
  • Conflicts: Do you work with my direct competitors? Reputable providers generally avoid it
  • Contract: What are the term, notice, and ownership terms? Our guide to SEO contract terms shows what to look for

How to score the answers

Strong answers are specific to your business, name the person responsible, and include numbers or documents you can inspect. Weak answers focus only on keywords and pages, or promise results without a method.

Red flags on the call

  • No questions about your business. A generic keyword plan means nobody looked at your situation
  • Guaranteed rankings. No legitimate agency guarantees specific rankings
  • Vague answers about who does the work
  • Slow or unclear communication before you sign. It will not improve afterward
  • Pressure to decide on the call

After the call

Ask for a written proposal and read it against the checklist in our guide to how to read an SEO proposal. If you sign, our guide to the first 90 days with an SEO agency shows what to expect.

Want a scope that fits your business? Schedule an appointment with ThreadLink. Every engagement is scoped to the client, so pricing is quoted after that conversation.

How does ThreadLink help?

ThreadLink's approach

ThreadLink is a web design and branding agency based in Clermont, in the Orlando metro area. Every engagement is scoped to the client, so the mix of work depends on what your team already covers. We build SEO around the way your customers search, and we report on leads and pipeline impact, not followers or impressions. The work can include:

  • A Google Business Profile audit and cleanup
  • A content and keyword strategy built around how Orlando customers search
  • Ongoing review management and response
  • Monthly reporting you can read without a glossary

Hauff Homes, a ThreadLink client, said we were not 'flighty or difficult to pin down' (Hauff Homes, Google review). ThreadLink holds a 5.0 rating on Google and has been Lake County's award-winning agency year over year since 2023.

See the work in our portfolio, or read about our web design and branding work for Orlando businesses.

Talk to ThreadLink

If you want to walk through your questions and see what a realistic plan looks like, schedule an appointment with ThreadLink. Every engagement is scoped to the client, so pricing is quoted after that conversation.

Frequently asked questions

What should I ask an SEO agency on the first call?

Ask how they would prioritize the first 90 days for your business specifically, to see a real client report and a case study from a similar business, who does the work, how they report, what they expect from your team, and what the contract terms are.

What should an SEO agency ask me on a discovery call?

A good agency asks about your business, goals, customers, competitors, current performance, prior SEO or ad efforts, who manages your website, and who handles inbound leads. If they skip these questions, the proposal will be generic.

How do I prepare for an SEO agency discovery call?

Decide what business outcome you want, gather a performance baseline across Google and AI search, and settle a budget range you can sustain for 12 months. Have your site, Google Business Profile, and analytics access details ready.

Should an SEO agency audit my site before I sign?

An agency should understand your business, goals, competitors, and current performance before recommending anything, and many will offer a site audit before you commit. A firm price with no look at your site is a warning sign.

Should I ask an SEO agency for client references?

Yes. Reference calls are worth doing for any agency you are seriously considering, along with a case study that shows the starting baseline, what was done, and how long results took.

Should an SEO agency work with my competitors?

Reputable providers generally avoid working with direct competitors to prevent conflicts of interest. Ask up front whether they serve competitors in your market.

What are the red flags on a discovery call?

No questions about your business, a generic keyword plan, guaranteed rankings, vague answers about who does the work, and slow or unclear communication before you have signed.

How many agencies should I talk to?

Three is usually enough. Ask each the same questions so you can compare answers side by side, and ask each to price the same defined scope.

How does ThreadLink help with SEO in Orlando?

ThreadLink is a web design and branding agency in Clermont. Every engagement is scoped to the client, so the mix of work depends on what your team already covers. For SEO, the work can include a Google Business Profile audit and cleanup, a content and keyword strategy built around how Orlando customers search, review management, and monthly reports focused on leads. Pricing is quoted after a conversation, which you can schedule on our contact page.

any Questions?

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