Boostability Client Onboarding and Package Configuration (Onboarding)

Boostability Client Onboarding and Package Configuration (Onboarding)

1. 01

   Log in to the Boostability partner dashboard and navigate to the 'Add Client' section.

   Use the partner credentials provided in the reseller agreement. The dashboard is the central hub for managing all client accounts.

2. 02

   Enter the client's website URL and business details in the 'Client Setup' form.

   Ensure the URL is correct and includes the protocol (https://). Provide accurate business name, address, and phone number for local SEO accuracy.

3. 03

   Run the free SEO analysis tool on the client's website to benchmark current performance.

   This tool generates a report highlighting immediate optimization opportunities, which you can share with the client as part of your onboarding deliverable.

4. 04

   Select the appropriate service tier based on the client's goals and budget.

   Choose from Local Targeting ($480/mo), Regional Growth ($900/mo), or National Exposure ($2,000/mo). For single-location SMBs, Local Targeting is often sufficient; for multi-location or aggressive growth, consider higher tiers.

5. 05

   Configure the service package by toggling add-ons like premium backlinking or content services.

   The Regional Growth plan includes premium backlinking; ensure you align the package with the client's retainer agreement. Document any customizations in the client's file.

6. 06

   Set up the branded reporting dashboard for the client.

   Customize the dashboard with your agency's logo and color scheme. Schedule monthly reports to be generated automatically and sent to the client's email.

7. 07

   Provide the client with access to the reporting dashboard and schedule a kickoff call.

   Share the dashboard link and credentials. During the kickoff call, walk the client through the dashboard, explain the reporting cadence, and set expectations for the first 90 days.