Awario Client Workspace Setup (Onboarding)

Awario Client Workspace Setup (Onboarding)

1. 01

   Create the client topic inside the Awario dashboard and set Boolean search queries for brand name, owner name, and primary competitor

   Keep each topic to one brand entity. Starter allows 3 topics, Pro allows 15, Enterprise allows 100, so map topics to clients before you buy the seat.

2. 02

   Add unlimited keywords per topic covering product names, misspellings, and campaign hashtags

   Keyword count is not metered per topic, so load the full variant list at setup rather than adding terms reactively after the first report.

3. 03

   Enable sentiment analysis and reach metrics on the mention stream to establish the reputation baseline

   Capture the baseline in the onboarding doc so the first monthly retainer report has a comparison point.

4. 04

   Connect the client's social accounts for in-dashboard engagement and route alerts to Slack

   Slack notifications give the delivery team real-time crisis detection without logging into Awario each hour.

5. 05

   Brand the white-label PDF report template with the agency logo before the first client-facing export

   Report generation is the deliverable surface; an unbranded export signals a resold tool rather than a managed service.

6. 06

   Confirm the mention volume tier against the client's industry before committing to a plan

   Starter caps at 30,000 new mentions per month and 5,000 stored per topic; Pro raises this to 300,000 new and 15,000 stored. High-volume industries can exhaust Starter inside a week.

7. 07

   Document the escalation path for flagged reputation issues so the client knows who responds and when

   Awario surfaces the mention; the agency owns the response decision. Write this into the retainer scope to avoid ambiguity.