Advancedwebranking Client Project Onboarding (Onboarding)

Advancedwebranking Client Project Onboarding (Onboarding)

1. 01

   Create a new project in Advancedwebranking and assign client branding

   In the Projects section, click 'New Project', enter the client's website URL, and upload your agency's logo to ensure white-label reports carry your branding from the start.

2. 02

   Configure keyword list and target search engines

   Import the client's keyword list via CSV or use the keyword suggestion tool. Select the relevant search engines (e.g., Google, YouTube, Amazon) and specify locations, including country-specific engines like Baidu or Naver if needed.

3. 03

   Enable AI Visibility tracking for ChatGPT, Perplexity, Gemini, and Claude

   In the project settings, toggle on AI Visibility tracking to monitor brand mentions and citations across these AI platforms, providing a baseline for AI search presence.

4. 04

   Integrate Google Search Console and Google Analytics

   Navigate to Integrations and connect the client's Google Search Console and Google Analytics accounts to enrich ranking data with search queries and traffic metrics.

5. 05

   Set up automated white-label email reports

   In the Reports section, configure a recurring email report with the client's email address, select the white-label template with your agency's logo, and schedule delivery (e.g., weekly or monthly).

6. 06

   Configure SEO forecasting for the project

   If the client is on the Pro plan or higher, create an SEO forecast to estimate traffic and revenue impact. For Agency plan users, enable unlimited forecasts to model different scenarios.

7. 07

   Review and launch the project

   Perform a final check of the keyword list, locations, and report settings, then activate the project to begin tracking. Confirm the first data pull completes successfully.