Alli AI Client Workspace Setup (Onboarding)

Alli AI Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace in Alli AI and connect the CMS

   Supported platforms are WordPress, Shopify, Wix, and Squarespace. Installation runs under an hour per site, so a 15-site agency book can be stood up inside a single onboarding day.

2. 02

   Deploy the pre-rendering snippet so 50+ AI crawlers receive optimized HTML

   This is the step that makes the client readable to ChatGPT, Claude, and Gemini. On the Agency plan ($599 monthly, or $499 monthly billed annually) white label snippet hosting is included, so the client sees agency branding rather than Alli AI's.

3. 03

   Confirm the plan's site and page ceilings before loading rules

   Business ($299 monthly, $249 monthly billed annually) covers 5 sites, 500 keywords, and 1,250 pages. Agency covers 15 sites, 2,000 keywords, and 5,000 pages. Enterprise is custom-priced at 50 sites, 5,000 keywords, and 20,000 pages. Exceeding a ceiling mid-onboarding forces an upgrade conversation the client did not budget for.

4. 04

   Build the rule set for on-page changes in the visual SEO editor

   Configure title tags, meta descriptions, schema markup, and internal linking as bulk deployment rules rather than one-off edits. For the SMB Visibility Starter offer, scope this to 250 pages and 100 tracked terms.

5. 05

   Set keyword tracking and baseline the rankings

   Capture the starting positions before any rule goes live. Without a baseline, the monthly AI visibility report cannot show movement, and the retainer has no proof of work.

6. 06

   Run A/B tests on SEO variants before pushing rules portfolio-wide

   Alli AI supports variant testing from the dashboard. Test on one client site first, then apply the winning rule across the rest of the book instead of gambling on every site at once.

7. 07

   Hand the client a monthly AI visibility report and confirm the retainer scope

   Report tracked keyword movement plus AI crawler visibility. Setup effort for the SMB Visibility Starter runs 16 hours, with 4 hours monthly to maintain, so price the retainer against that delivery cost, not against the $1,500 monthly fee alone.