Replo Client Workspace Setup (Onboarding)

Replo Client Workspace Setup (Onboarding)

1. 01

   Confirm the agency Replo account tier before client work begins

   Starter at $99/month carries 10,000 credits a month, one custom domain, and 100,000 visitor sessions; Pro at $499/month raises that to 50,000 credits and 500,000 sessions. Match the tier to the client's expected traffic so a launch does not exhaust credits mid-campaign.

2. 02

   Connect the client's Shopify catalog inside the Products module

   Verify product, collection, and inventory sync completes before any page is published. A catalog that half-syncs will surface wrong pricing on live pages and cost the retainer its first week.

3. 03

   Import the client's design source into the site builder

   Replo accepts a URL, a Figma file, or an ad creative as the starting point. Pull the approved Figma frame for the primary landing page and keep the ad creative import for campaign funnels so the two paths stay distinguishable in the client's asset library.

4. 04

   Generate the brand kit in Brand Studio

   Load the client's logo, palette, and type choices once so every subsequent page and campaign funnel inherits them. Skipping this step forces manual restyling on each new page and inflates delivery hours.

5. 05

   Wire the integrations the client's stack actually uses

   Replo connects to 40+ tools including Shopify, Figma, Klaviyo, Meta, and TikTok. Enable only the ones named in the client's brief, then confirm each connection reports healthy before handoff to the delivery team.

6. 06

   Publish the first traffic-ready page and confirm analytics capture

   Full analytics across all published pages is included from the Starter tier. Publish one page, load it in a clean browser, and check that sessions register in Insights before the client sees a link.

7. 07

   Run the SEO and conversion-rate audit skills against the published page

   These built-in audit skills give the agency a documented baseline for the retainer. Save the audit output to the client folder so month-two optimization work has a reference point.

8. 08

   Log the workspace handoff to the account lead

   Record tier, connected integrations, published page URLs, and the audit baseline in one note. The account lead needs this to scope the monthly optimization cycle and to flag any credit ceiling before it is hit.