OrbitSpark Client Workspace Setup (Onboarding)

OrbitSpark Client Workspace Setup (Onboarding)

1. 01

   Create the client tenant from the agency workspace and attach the client's custom domain

   Confirm the domain resolves on the edge-hosted site before you touch branding. OrbitSpark's white-label layer runs on custom domains throughout, so a domain that fails here will break every downstream surface: branded login, footer removal, and support email replacement.

2. 02

   Verify each white-label surface in the live UI rather than trusting the settings screen

   Check four surfaces in order: custom domain attachment, branded login page, footer removal, and support email replacement. OrbitSpark is in active development with a Q2 2026 roadmap, so record which surfaces are confirmed working and which are still promised. That record becomes the scope boundary you show the client.

3. 03

   Build the client site in the Sites engine and publish it to their domain

   Keep the first build to the client's core service pages. The pilot is about proving the tenant works end to end, not about shipping a full content library in week one.

4. 04

   Create one form or multi-step funnel in the Forms engine and confirm submissions land in the per-tenant CRM

   Submit a live test entry yourself and open the deal record in the client's CRM pipeline. If the submission does not appear as a deal, stop and fix the form-to-CRM connection before configuring anything else.

5. 05

   Trigger the AI automation on the test lead and inspect the follow-up sequence it generates

   Read the generated copy as the client would. Edit or suppress any step that misstates their service, pricing, or tone before the client sees the workspace.

6. 06

   Set SEO metadata, sitemap, and local schema markup in the SEO engine

   For local service clients, local schema is the piece that earns the retainer conversation. Pull the client's business name, address, and service categories from the intake form rather than retyping them, so the schema matches what is already on their Google profile.

7. 07

   Hand the client a recorded walkthrough of their lead management dashboard and close the onboarding loop

   Record the walkthrough against the live tenant, not a demo account. The recording doubles as your delivery evidence if the client later disputes what was configured.