Clear Next Actions Client Workspace Setup (Onboarding)

Clear Next Actions Client Workspace Setup (Onboarding)

1. 01

   Create the client portal in Clear Next Actions and assign it to the correct plan tier

   Starter caps at 3 client portals, Growth at 10, and Agency supports unlimited portals at $229/month. Confirm the tier before you build, because moving a live portal between tiers mid-month forces a re-provision of the client's custom domain.

2. 02

   Upload the agency logo and brand colour in the white-label branding settings

   White-label branding is available from the Starter plan at $59/month, so even small agencies can ship a portal that carries no Clear Next Actions marks. Set the brand colour before generating any PDF report, since report templates inherit the saved palette.

3. 03

   Connect the client's Google Analytics, Search Console, and WordPress accounts via OAuth

   OAuth is the only supported connection path for these three sources. Ask the client to grant access from their own Google account rather than an agency-owned login, so the connection survives if the client rotates internal passwords.

4. 04

   Add Meta Ads, Instagram, and Google Business profiles where the retainer covers paid or local channels

   Clear Next Actions integrates with Meta Ads and 12+ other tools. Skip sources the client does not use: an empty data panel in the portal reads as a broken setup to the client, not as a scoped omission.

5. 05

   Set the client's sell price at or above the $75/month platform minimum and connect Stripe

   Stripe Connect handles direct client billing. Clear Next Actions charges a 15% platform fee on gross client billing, so price the retainer with that fee already deducted from your net MRR target.

6. 06

   Enable daily rank tracking, schedule the site health audit, and activate the weekly AI briefing

   Run the first audit manually before scheduling it, so you can clear critical issues before the client ever opens the portal. Weekly AI briefings and action cards are included from Starter; priority AI processing and advanced anomaly detection require Growth at $119/month.

7. 07

   Generate one sample PDF report and one client email digest, then review both as the client would see them

   PDF report generation is available on every plan. Client email digests start at the Growth tier, so on Starter you deliver the PDF manually until the account upgrades.

8. 08

   Send the portal link and a two-line walkthrough, then log the first monthly review call

   Book the review for the week after the first automated briefing lands. That call is where rank tracking and audit summaries convert into the upsell conversation the platform's action cards are designed to prompt.