Ayzeo Client Workspace Setup (Onboarding)

Ayzeo Client Workspace Setup (Onboarding)

1. 01

   Create the client project in Ayzeo and connect Google Analytics and Google Search Console

   Use the low-complexity Google integrations to pull crawl and query data. Starter allows 1 project, Pro allows 3, so confirm which tier the agency account is on before adding a new client workspace.

2. 02

   Enter the client's website URL, brand name, and competitor brands in the project configuration

   Competitor entries drive the benchmarking view that shows which rival brands AI engines recommend instead of the client.

3. 03

   Build the branded AI prompt set, starting with the 20 prompts included on Starter or 40 on Pro

   Write prompts in the client's local market language (for example, 'best dentist in [city]'). Expand in +10 packs only when the client's query surface justifies the extra monitoring cost.

4. 04

   Run the first analysis pass and review the four tracked metrics: visibility, citations, mentions, and sentiment

   Note which AI engines (ChatGPT, Claude, Gemini, Perplexity) surface the client and which cite competitors. Save the baseline analysis so month-over-month movement is measurable.

5. 05

   Apply agency branding in the white-label settings, including logo and colors

   White-label PDF reports are a Pro-tier feature. The $299/month white-label dashboard add-on is separate from base plan costs, so confirm the client retainer absorbs it before enabling branded dashboards.

6. 06

   Generate the JSON-LD and LLMs.txt assets for the client site

   Both are Starter-tier features. Hand the generated files to the client's web developer with a short note on where they go, since AI crawler readiness depends on them being deployed, not just generated.

7. 07

   Schedule the first white-label PDF report and set the monthly delivery date

   Deliver under the agency brand. Flag any negative or missing citations in the report so the client sees the fix list, not just the score.