A priority-ranked audit built from a site crawl plus Search Console and GA4 data, with the top findings already turned into fix tasks naming the specific pages. You approve the list before the team starts.
This playbook audits a client’s site from three angles: a technical crawl for broken links, missing alt text, and on-page issues; Search Console data for ranking drops and content gaps; and GA4 data for traffic trends and high-bounce pages. It saves a full audit deliverable, then creates a batch of tasks from the top findings. Each task names the specific page, the issue, and what the fix looks like. A review task lands on your desk so you can check priorities before the team starts.
Agencies running SEO for clients who need regular audits that lead to actual work getting done. Works as a monthly or quarterly check-in, or as the first audit when onboarding a new SEO client.
Template 1: SEO Audit. Crawls the client’s site for technical issues (broken links, missing alt text, heading problems, thin content, meta tags). Pulls Search Console data for ranking drops, low-CTR pages, and content gaps. Pulls GA4 data for traffic trends and high-bounce pages. Saves everything in one “SEO Audit Findings” deliverable ranked by priority. When done, books Template 2.
Template 2: Create Tasks from Audit. Reads the audit deliverable and creates tasks from the top findings. Each task is scoped to one specific issue: a page that needs a meta description, images missing alt text, a broken link to fix, a thin page to expand. The prompt limits the batch to the top 5-8 findings so the team isn’t overwhelmed. Remaining findings stay in the audit deliverable for next month. When done, books Template 3.
Template 3: Review Audit & Tasks. Review the audit deliverable for the full picture, check that the generated tasks are scoped correctly, adjust priorities or due dates, and assign to team members.
Add a line to Template 1’s prompt: “Also duplicate this task for the first business day of next month.” Each month you get a fresh audit that catches new issues and tracks whether old ones were fixed.
gbp_report to the tools and a line: “Also pull Google Business Profile data and check for NAP consistency issues.” Paste these into Settings → Task Templates in your Lifted Work account. Create a template group, add each template in order. When you create tasks from these templates, the AI picks up client context automatically.
Read the client profile for the website URL.
Browse the homepage, main navigation pages, and 10-15 interior pages. Check for:
Pull Search Console data for the past month vs previous month:
Pull GA4 data for the past month vs previous month:
Create one deliverable titled “SEO Audit Findings” containing:
Create a task from the “[2/3] Create Tasks from Audit” template, due 5 minutes from now.
Look up the “SEO Audit Findings” deliverable and read the full audit.
Aim for 2-3 hours of total estimated work across all tasks. Stop when the batch is full, even if findings remain.
Time benchmarks:
If a finding affects many pages, break into chunks (e.g., top 10 pages by traffic, not all 40).
Before creating tasks from scratch, list our task templates and try to find and use appropriate templates. If you can’t find an appropriate one, then you can create the tasks from scratch.
Create tasks working down the ranked findings. For each:
When done, create a task from the “[3/3] Review Audit & Tasks” template, due tomorrow.
AI has run a full SEO audit and created tasks from the top findings (~2-3 hours of work). Review before your team starts:
FAQ
Quarterly is a reasonable baseline for a stable site, while monthly checks suit active publishing, migrations, large ecommerce sites, or accounts with recent ranking changes. Run an additional audit before and after a redesign or major URL change.
The site crawl can still find technical and on-page issues, but it cannot show which queries, landing pages, or traffic changes matter most. Connect Search Console and GA4 when possible so priorities reflect actual performance rather than crawl findings alone.
A ranked batch of five to eight tasks is easier to review, assign, and complete than a backlog containing every observation. The full audit keeps the remaining findings so the agency can choose the next batch later.
No. A person should verify crawl findings, analytics date ranges, search intent, business impact, and the proposed fix before work begins. Automation gathers evidence and drafts priorities; it does not know every technical constraint or client goal.
Related reading
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Every ads, social, blog, and email playbook you run afterwards writes in the client's voice, because they all read the same brand note. It is built once per client from the site and the live ad accounts, and the offering section adapts to whatever the client sells, from products to services to software.
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Turn a recurring process into a playbook that runs on a schedule, produces real deliverables, and routes them through your team before they reach a client.