Ahrefs Client Workspace Setup (Onboarding)

Ahrefs Client Workspace Setup (Onboarding)

1. 01

   Create a new project in Ahrefs

   Log in to your Ahrefs account, navigate to the Projects dashboard, and click 'Add Project'. Enter the client's domain and select the appropriate plan tier (e.g., Lite for up to 5 projects) to ensure enough capacity for your agency's client roster.

2. 02

   Connect Google Search Console

   In the project settings, link the client's Google Search Console account to import search performance data. This enables accurate rank tracking and integrates with Ahrefs' reporting tools for client-ready reports.

3. 03

   Set up keyword tracking

   Use the Rank Tracker to add the client's target keywords. For a local SEO offer, input 50 keywords as per the productized offer. Configure tracking frequency and enable alerts for position changes.

4. 04

   Configure site audit

   In the Site Audit section, set the crawl scope to the client's domain, adjust crawl settings (e.g., crawl credits), and schedule weekly audits. Review the audit settings to match the client's technical SEO needs.

5. 05

   Enable AI visibility monitoring

   If the client requires AI tracking, set up Custom Prompts in the Brand Radar or AI Visibility module. Add prompts relevant to the client's brand and industry to monitor mentions across AI platforms like ChatGPT and Claude.

6. 06

   Integrate Slack for reporting

   Connect the client's Slack workspace to Ahrefs to automate report delivery. Configure notifications for rank changes, audit alerts, and new backlinks, reducing manual reporting effort.

7. 07

   Create a client reporting template

   Use Ahrefs' reporting tools to build a custom report template that includes keyword rankings, site health score, and backlink highlights. Save this template for reuse across all client projects.

8. 08

   Invite team members and set permissions

   In the account settings, add agency team members to the project with appropriate roles (e.g., admin, editor, viewer). Ensure each user has access only to the necessary projects to maintain client confidentiality.