🎯 Overview

Search Atlas gives you two powerful ways to gather the data you need for client proposals: a full Site Audit that uncovers technical SEO issues across a domain, and Site Metrics reports that surface traffic, keyword, and ranking data. This article walks you through both workflows so you can build compelling, data-driven proposals quickly.

🛠️ Step 1: Run a Full Site Audit

The Site Audit scans a domain at a technical level and identifies issues that affect search performance — broken links, crawl errors, page speed problems, and more.

1. In the left sidebar, click OTTO SEO, then All Sites (SEO Automation).
2. Select or create a project for the domain you want to audit.
3. Navigate to OTTO SEO → Site Audit → Overview (Website Overview) within your project.
4. Click Audit Site (or Recrawl Site if one already exists) and confirm the domain URL.
5. Wait for the audit to complete — processing time depends on site size. You will see a progress indicator on screen.
6. Once finished, review the audit summary. Key sections include Errors, Warnings, and Notices, each ranked by SEO impact.
7. To export audit findings for a proposal, use the Export to Docs button at the top of the results page (OTTO SEO → Site Audit → Overview (Website Overview)) to save a PDF or CSV.

Tip: Focus on high-impact Errors first when summarising findings for a client — these represent the clearest quick wins and are most persuasive in a proposal context.

📈 Step 2: Pull Site Metrics for the Domain

Site Metrics gives you a snapshot of a domain's organic performance — estimated traffic, top keywords, backlink profile, and more. This data adds context to your audit findings and strengthens the case for your proposed work.

1. In the left sidebar, click Site Metrics.

2. On the Site Metrics list page (/site-explorer/list), enter the target domain in the search bar and press Enter.

3. Review the overview dashboard, which includes estimated organic traffic, domain authority signals, and top-performing pages.

4. Use the sub-sections for deeper data:

   • Keyword Magic — discover keyword opportunities relevant to the domain's niche.
   • Rank Tracker — check current keyword ranking positions.
   • Keyword Gap — compare the domain against competitors to identify untapped keyword opportunities.

5. Export the data you need by clicking the Export button available in select sub-pages (Site Metrics → Pages, Subdomains, Position Changes, Backlinks, Competitors, or Google Ads). Most of these views support CSV export for easy inclusion in proposal documents.

📄 Step 3: Build Your Proposal Package

With your audit report and site metrics exports in hand, you have everything needed for a comprehensive proposal. Here is a simple structure that works well:

• Executive Summary — a brief overview of the domain's current SEO health using the audit score and key metrics.
• Technical Issues — pulled from the Site Audit export, prioritised by severity.
• Organic Performance — traffic estimates, top keywords, and ranking data from Site Metrics.
• Competitive Gap — insights from the Keyword Gap report showing where competitors outperform the client.
• Recommended Actions — your proposed scope of work tied directly to the issues and opportunities identified.

Combining audit findings with live metrics gives clients a clear picture of where they stand today and why your proposed work will move the needle.

💡 Tips for Faster Proposal Workflows

• Save the domain as a project in OTTO SEO → All Sites (SEO Automation) so you can re-run audits easily and track improvements over time after the client signs on.
• Use the Keyword Gap report to name specific competitors in your proposal — this personalises the pitch and increases urgency.
• Schedule regular audit re-runs for existing clients so you always have fresh data ready for quarterly reporting or upsell conversations.

🆘 Need Help?

If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.