White Label

Client Onboarding

Updated November 5, 2026

Every new service project you add has an 'Onboarding' tab - it's the first tab you see, and it disappears once the checklist is complete. This article covers exactly what that checklist asks for on each project type, so you can collect everything from your client upfront. (SEO Software projects have no onboarding tab - there's no team work to set up, so they open straight on Rankings.)

Your clients never see this tab. When they sign in through your white label domain or a project invite, onboarding is hidden - completing it is done by you on the main dashboard, or by us if you'd prefer (we reach out to offer on every new project).

SEO projects

SEO onboarding is a five-step checklist. Every step can be skipped - anything you skip, we handle with best practices.

  1. Target keywords - the keywords your client wants to rank for. If you don't have any, skip it and we'll handle the research.
  2. Website access - to optimize the site and publish content, invite our editor account to the client's website. The 'View Instructions' button in the checklist walks through it for every major CMS.
  3. Blog CMS - choose our hosted blog (optimized for SEO and AI search engines), or we can publish to the client's existing blog instead.
  4. Content preferences - tone of voice, topics to avoid and whether weekly content is approved for automatic publishing. If there aren't any, we write to best practices.
  5. Google data - connect the client's Search Console, Analytics and Business Profile under the project's 'Integrations' tab, so rankings and traffic are tracked from day one.

In short, gather from your client: website access (or CMS credentials to invite us), access to their Google properties, and any keyword or content preferences they have.

PPC accounts

PPC onboarding is three steps on one page, each with a single action. A step counts as done when the connection exists or the brief is complete - nothing is ticked by hand.

  1. Connect Google Ads - sign in with the Google account that has admin access to the client's Ads account and pick the account. This is the only access we need to build and manage the campaigns; there is no Customer ID to collect and no manager link request to accept.
  2. Connect Google Analytics (optional, recommended) - the leads or sales the site already measures become the conversions the ads optimise for. Without it we start on clicks and set conversion tracking up with the client.
  3. Tell us about the campaign - monthly ad budget, where to show the ads, what to promote and what a result looks like (calls, enquiries, bookings, purchases, sign-ups or visits), plus the campaign type if the client has a preference.

The brief saves as you type and can be changed later on the project's Preferences tab, where the Google connections also live.

After the checklist

Once every item is complete, the onboarding tab disappears and the service schedule starts. If you'd rather send us the details and have us complete onboarding for you, just message us through chat - we're happy to take it from there.