Client onboarding
Onboard right here — six quick steps.
Your onboarding happens on this page's wizard, start to finish: confirm the basics (pre-filled from your order), name your competitors, pick your money prompts, connect your sources, choose how we deliver — done. About two minutes; progress saves automatically and you can resume anytime from the same private link.
New here — no code yet?
Onboarding is for existing clients. If you don't have a welcome-email code, start with a free teardown — we'll show you where AI answers miss you, and if you sign up your private onboarding link arrives by email. No code needed.
Start with a free teardown →What the wizard covers
- 1 · Basics — company, domain and plan, pre-filled from your paid order. Just confirm.
- 2 · Competitors — 2–5 names AI might recommend instead of you (plus any engines that matter most).
- 3 · Money prompts — the questions buyers ask AI. We suggest a starter set from your category; you approve, edit, or add your own.
- 4 · Connect your sources — least-privilege access via your platform's own roles/OAuth or our shared 1Password vault. Never a password typed into a form.
- 5 · Delivery & approvals — how finished work reaches you, who signs off, and the agreement basics.
- 6 · Done — the concrete first-week timeline. We start within one business day.
How to grant least-privilege access (safely)
WordPress
Add us as an Editor (Users → Add New → Role: Editor), or create an Application Password (Users → Profile → Application Passwords) and send that string — not your login.
Webflow
Invite us as a Content Editor, or generate a CMS-scoped API token (Site settings → Apps & integrations → API access).
Ghost
Settings → Integrations → Add custom integration → send the Admin API key + URL; or add us as a Staff Editor.
Shopify
Add staff limited to "Blog posts and pages," or a custom app with content scope. Never the owner account.
Squarespace / Wix / Framer
Invite us as a Contributor/Editor (we draft in-platform).
Custom / static site
Add us as a repo collaborator (we open PRs you merge), or name a publishing contact and we hand off files.
Analytics — GA4
Admin → Property access management → add us as Viewer (read-only).
Analytics — Plausible
Site settings → Visibility → create a shared link.
What happens next
We confirm scope in your SOW, run your baseline audit, turn it into a content + citation plan, publish to draft for your approval, and send a monthly report on your share-of-model. If anything's missing, we'll send one short, specific nudge — and you're never blocked, because we start with the audit + hand-off model until access is in place.