CiteRank Board Configuration and Weekly Report Handoff (Onboarding)

CiteRank Board Configuration and Weekly Report Handoff (Onboarding)

1. 01

   Enter the client website URL in the CiteRank board setup screen so the tool proposes three buyer questions

   CiteRank reads the site to generate question suggestions. Treat these as drafts only; they rarely match the phrasing a real buyer types into ChatGPT or Perplexity.

2. 02

   Replace the proposed questions with the client's actual buyer questions, one per board row

   Plan limits are 10 questions on Solo, 25 on Founder, 50 on Studio. Keep two or three slots free for questions the client raises after the first report.

3. 03

   Confirm which engines the board covers before saving

   Solo tracks ChatGPT, Perplexity, and Google AI Overviews. Gemini and Claude require the Founder tier at $12/month or Studio at $19/month. If the client's category skews technical, Claude coverage is usually the reason to upgrade.

4. 04

   Assign each tracked brand or product to its board slot

   CiteRank allows 1 brand on Solo, 3 on Founder, 6 on Studio. Agencies running more than six client brands need a second subscription, so decide the split before onboarding rather than mid-quarter.

5. 05

   Run the first pass and read the board as a grid, one row per question and one column per engine

   Each cell returns cited, named, or absent. Record the baseline before any content work starts, because this grid is the only clean before-picture the client will ever have.

6. 06

   Pull the cited-source list from the first weekly email and map each third-party page to an owner

   The report names the pages engines read to answer the question. Sort them into pages the client controls, pages a partner controls, and pages nobody on the account can influence.

7. 07

   Set the report delivery expectation with the client in writing

   CiteRank emails the report weekly with competitor share of voice. Tell the client it arrives as an email, not a dashboard login, since the tool does not publish a client-facing portal.

8. 08

   Log the baseline grid and cited-source list in the agency's own reporting layer

   Because CiteRank has no white-label branding, the client-facing deliverable is the agency's document, with CiteRank as the underlying data source.