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Client onboarding

After you say yes

Your onboarding journey, on one page. From signed agreement to launch, this is exactly what happens and when.

Day 0

Onboarding intake

You get a private onboarding link from our team. You answer structured questions about your business, web presence, email needs, and the services you want. Seven checkboxes, and nothing is forced. If you already have an SEO person, you leave that box unchecked and it stays out of scope. On submit, your answers become your client record and we return a scoped quote against the services you picked.

The timeline

30-day plan

We learn your business, measure where you stand today, & agree on what winning looks like.

Week 1

  • Kickoff & onboarding

    Complete our client onboarding form, join a kickoff call with our team, & grant access to your analytics, hosting, & tools.

Week 2

  • Baseline audits

    SEO & answer engine visibility, website accessibility against WCAG 2.2 AA, site performance, & content quality.

  • Strategy session

    We walk through the findings with you & agree on priorities, timelines, & the metrics that define success.

  • Google Analytics integration

    We connect & configure Google Analytics on your site, so every visit, conversion, & AI agent-driven change is measured from day one.

Week 3

  • Social media

    We review your social media presence & connect your accounts, so your content & campaigns stay consistent everywhere you show up.

  • The four AI Agents get to work

    Month one is when your four AI Agents get to work: web design & content, web accessibility, cybersecurity, & AEO/SEO. They start with baselines & monitoring, then move into first fixes.

Week 4

  • Build begins

    First fixes & AI agent configurations move into our development environment, & your baseline dashboard goes live.

The timeline

60-day plan

Strategy turns into working software, staged safely where you review it before anything touches your live site.

Week 5

  • AI Agent builds

    Your AI agents are configured in development, covering content, accessibility monitoring, SEO & answer engine optimization, customer service, & cybersecurity, per your plan.

Week 6

  • Content & design

    New pages, copy, & visuals are drafted in your brand voice & reviewed by you.

  • Integrations

    Your CRM, analytics, email, & social accounts are connected & tested.

Week 7

  • Human review at every step

    AI Agents draft & monitor, & every meaningful change waits for your approval before it deploys.

  • Go live

    Approved changes deploy to your live site, with monitoring running from minute one.

Week 8

  • Training

    Your team learns how to review, approve, & get the most from the AI agents running your site.

Weeks 8 to 12

Measurement & re-optimization

The last 30 days run on real data: we measure what changed & tune the AI agents against it.

  • Optimization

    AI Agents are tuned against real traffic, real questions, & real results.

  • Reporting

    Your first full performance report arrives on the schedule you chose at onboarding.

Partnership

What we need from you

The plan works best when it is a partnership. Four things keep your first 90 days on track.

  • Accurate onboarding details

    Complete the client onboarding form with current business information & access credentials, so our team starts with the full picture.

  • One decision-maker

    A single approver keeps reviews moving & prevents changes from stalling.

  • Timely feedback

    Review dev previews within a few business days so builds stay on schedule.

  • Patience in month one

    The foundation phase is research & setup. The visible wins start in month two & compound from there.

Always

True every day

Humans approve everything

AI Agents draft, test, & monitor around the clock. Your team approves every publish. Nothing client-facing goes live on AI authority alone.

You own everything

Your website, content, data, & settings stay yours, from day one through day ninety & beyond.

Easy to read dashboard

Every dashboard & report explains what happened, what it means for your business, & what happens next. No jargon walls.

Ready for day one?

Start with the client onboarding form. It takes a few minutes and gives our team everything needed to kick off your first 30 days.