Mato Client Workspace Setup (Onboarding)

Mato Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and assign brand seats

   Launch plan includes 1 brand seat; Business plan includes 5 brand seats. Map one seat per client stakeholder who will review episodes, and reserve a seat for your agency producer so delivery does not stall on client-side access.

2. 02

   Load the client's guest information and topic brief

   Populate the guest profile and episode topic library before the first session. The AI talents steer follow-ups from this brief, so a thin brief produces shallow follow-ups and a re-record.

3. 03

   Configure the AI interview agent with the client brand voice

   Apply the client's tone and vocabulary. Business plan adds custom voice cloning; if the client is on Launch, confirm they accept the default voice before the pilot, because a voice change after publishing means re-recording the back catalogue.

4. 04

   Run a pilot interview with a known guest and score the output

   Evaluate emotional listening, follow-up relevance, and broadcast-quality audio and mastering against your agency's podcast standards. Setup complexity is medium and time-to-value is days, so hold a short validation window before committing to client-facing work.

5. 05

   Refine the episode in the live transcript editor

   Edit the transcript in real time during or immediately after the session, then generate show notes, FAQ, and auto cover art from the corrected transcript rather than the raw one.

6. 06

   Wire the distribution pipeline to 150+ platforms

   Confirm Spotify and Apple Podcasts are connected and that the client's existing feed is not duplicated. A second feed splits listener counts and breaks the client's historical analytics.

7. 07

   Enable tracking and monetization only if the client is on Business

   Pipeline attribution with UTM tracking and ad insertion are Business-tier features. Do not promise attribution reporting to a Launch client; the plan does not carry it.

8. 08

   Hand the workspace to the client with a publishing calendar

   Deliver the login, the seat map, and the agreed episode cadence. A Starter Podcast Show runs 4 published episodes per month, so the calendar should reflect that volume, not an aspirational one.