Trama Client Storefront Health Baseline (Onboarding)

Trama Client Storefront Health Baseline (Onboarding)

1. 01

   Create the client record inside the Trama agency workspace and connect the storefront via OAuth to its Shopify, Wix, or Webflow backend

   Run this against a staging or public URL first so connector request logs and the structured error inbox are validated before a paying client site is attached.

2. 02

   Run a one-off Site Health scan on the live store URL and capture the score as the baseline artifact

   The scan covers uptime, SEO, headers, TLS expiry, exposed secrets, indexing, and script issues. Save the score and flagged items to the client folder; this becomes the scope document for the retainer add-on.

3. 03

   Configure continuous monitoring and alert routing for the domains in scope

   Set uptime probes on the primary storefront and checkout paths, then route critical alerts to the client's inbox and to the agency's shared channel so nobody relies on a single recipient.

4. 04

   Map the project against the plan tier before adding more client sites

   Starter at $29/mo covers 3 projects and 10 Site Health scans per month; Pro at $79/mo covers 10 projects and 50,000 API requests per month. Confirm scan cadence fits the monthly allowance before promising weekly reporting.

5. 05

   Decide whether the engagement needs the SDK path and document the call

   If the client wants a React or Next.js frontend on the existing platform backend, scope the trama-sdk integration (products, collections, cart APIs, auth abstraction) as a separate build line. If not, record that monitoring only is in scope so the boundary is explicit.

6. 06

   Sync member identity if the client runs Memberstack or Outseta

   Connect the identity provider in the Trama dashboard and confirm login state resolves correctly on the storefront before handoff, since broken auth surfaces as a support ticket rather than a scan flag.

7. 07

   Deliver the baseline report and set the review cadence

   Send the client a plain-language summary of the Site Health score, the flagged items, and what the monthly review covers. Book the first review date so the retainer has a visible rhythm from day one.