Operating ProcedureExecution layer

meraGEO Client Workspace Setup (Onboarding)

A sequence with 7 steps: Create the agency workspace and connect the first client domain.

By InnovaAI ResearchPublished

What are the steps?

sequence

meraGEO Client Workspace Setup (Onboarding)

  1. 01

    Create the agency workspace and connect the first client domain

    Run the free scan immediately after connecting the domain to capture a baseline AI visibility score across ChatGPT, Claude, and Gemini before any fixes ship. Keep this baseline report as the starting reference for the client retainer.

  2. 02

    Define the user-intent queries that map to the client's commercial pages

    Enter the queries a real buyer would type, then map each one to the domains you intend to monitor. Stay within the sitemap page limit of the plan you bought, since Monitor covers 1 domain and Optimize covers up to 5.

  3. 03

    Run the scoring pass and separate mentions from gaps

    The scan surfaces where the brand is mentioned versus missing. Export that split so the delivery team knows which pages already earn citations and which need work.

  4. 04

    Confirm the weekly rescan and set the alert destination

    Point the change email at a shared agency inbox rather than an individual, so a scan shift does not sit unread when the account lead is on leave.

  5. 05

    Generate the fix report and pull the llms.txt, FAQ, and citation targets

    The fix report bundles an llms.txt file, FAQ templates, citation targets, and a plan. Hand the llms.txt and FAQ to the client's web owner as the first deliverable.

  6. 06

    Queue page rewrites on the worst-scoring URLs

    Monitor does not include rewrites. Optimize rewrites 50 pages a month and Scale executes up to 250 rewrites per month, so match the queue to the client's plan before promising volume.

  7. 07

    Schedule the monthly change summary for the client

    Weekly rescans show what moved after fixes ship. Roll those movements into one plain-language summary per month and note that reports carry the meraGEO brand, since no white-label option is published.