Free SEO and AI search templates
The audits, briefs and checklists we use with B2B SaaS and AI companies, ready for your next planning meeting. Free to download and adapt for your own team or clients.

SEO Audit Template
54 checks for Google and AI search. Scores every area and ranks your fixes by impact and effort, with an AI prompt tracker and a worked example.
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Website Traffic Loss Audit Template
Find out why traffic dropped: fingerprint every losing page from Search Console, match the drop to Google updates and build a recovery plan. Includes a free Drop Diagnoser.
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SEO + AI Search Monthly Report Template
A KPI dashboard with charts, an SEO + GEO scorecard and a wins-and-actions page, in one monthly report for leadership.
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SEO & GEO Budget Planner
Split your search budget between foundations, SEO and AI search by company stage, with line items, a 12-month plan and a pipeline estimate.
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SaaS SEO Strategy Template
A buyer-journey map, a keyword map scored by buying intent, a competitor gap list and a 90-day roadmap.
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Track mentions, citations and position in ChatGPT, Perplexity, Gemini, AI Overviews, Claude and Copilot, with share of voice against competitors.
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AI SEO Provider Scorecard
Compare up to three AI SEO proposals on the 8 deliverables, vet each agency with 10 questions, check the quote and set a 90-day scope.
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SEO Proposal & Scope of Work Template
An editable proposal built on the eight parts of a scope of work, with example wording, a who-does-what table and investment options.
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SEO Content Brief Template
The six-part brief we use to get pages ranked on Google and cited in AI answers, with a worked example, a 30-point quality check and an editor's scorecard.
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AI Search Strategy Checklist
80 checks across 10 workstreams to get your brand named, cited and chosen in AI answers, with a prompt worksheet, a 90-day roadmap and a KPI scorecard.
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We’ll audit your site on Google and in AI search and walk you through what to fix first.
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