---
title: Client Onboarding
category: product
entity_type: skill
price: $15
canonical: https://forgehouse.ai/skills/client-onboarding/
lang: en
hreflang_alt: https://forgehouse.ai/tr/skiller/client-onboarding/
last_updated: 2026-06-20
---

# Client Onboarding

> Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.

An 8-step, checklist-driven workflow that takes a new customer from signed contract to a ready first-phase blueprint in under 48 hours with zero missed steps. It coordinates the full setup: registry entry, document folder structure, credential collection, analytics and ads linking, automation, and dashboard update, so the first impression that defines the whole relationship is structured instead of chaotic. Every step is documented in a chronological work log so 'when did we do what?' is always answerable.

## Use cases
- Initializing the full first-phase setup for a brand-new client
- Standing up the document folder and profile card for a new engagement
- Collecting and securely storing analytics, search console, and ads access
- Running the first technical SEO scan during onboarding
- Mapping decision-maker, technical contact, and daily contact roles
- Producing the first-phase blueprint that hands work to the right specialists

## Benefits
- Lock in client trust by delivering a structured setup within the first 48 hours
- Eliminate missed steps that surface as expensive errors months later
- Keep data consistent with a single source of truth across systems
- Stop and ask early when key access is missing instead of building on bad data

## What’s included
- An 8-step checklist workflow from registry entry to first-phase blueprint
- A customer profile card template (platform, sector, package, tracking, quota, goals, competitors)
- A technical-access checklist for search console, analytics, ads, CMS, DNS, and hosting
- A first technical SEO scan covering crawlability, speed, mobile, and indexing
- Keyword and competitor research outputs plus a content architecture plan
- Platform-specific onboarding paths and a stakeholder role-mapping model

## Who it’s for
Agency onboarding coordinators and account leads who need every new client engagement to start structured, documented, and trust-building from day one.

## How it runs
A new client's first 48 hours decide the whole relationship, so the entire setup ships inside them. Intake, folder structure, access checks, a first technical scan and keyword research all land before the blueprint closes.
1. Collects the mandatory intake before anything else: business name, domain, sector, location, platform (Next.js, WordPress, IdeaSoft, ikas), the chosen package with its monthly quota, extra services (Ads, GBP, backlinks), primary goal and 2-3 named competitors. Missing credentials like a GA4 property ID or Ads CID stop the flow, fail-fast, no setup on half data.
2. Creates the client folder from the standard template: README profile card, a chronological work log file, a first-month report folder and a strategy folder, then fills the README with package, quota table, tracking IDs, goals and competitors so every later report has one source of truth.
3. Runs the technical access checklist: Search Console ownership, GA4 viewer or editor access, Ads account linked to the agency MCC, CMS admin, DNS for deploy. Credentials go into the secured local credential store, never into project .env files.
4. Executes the first technical SEO scan: robots.txt, sitemap, SSL, Core Web Vitals, mobile usability, indexed page count, meta and schema state, broken links and redirect chains. Findings are noted across dimensions, UX issues, code debt and tracking gaps included, not only SEO.
5. Builds the keyword and competitor research file: 5-10 core service keywords, 10-20 long-tail opportunities, local 'service plus city' terms, competitor target keywords and content gaps, saved into the strategy folder.
6. Closes with the FAZ 1 Blueprint: a site architecture and content plan plus the agent chain that will execute it, with success criteria (technical score 7+/10, GA4 and GSC connected and flowing, first-month quota planned). Every step is logged with a date so 'what did we do and when' is answerable in seconds, six months later.

## FAQ
### Does it actually link the analytics and ads accounts, or just remind me to?
The workflow drives the real setup steps, including the analytics, search console and ads linking, not just a reminder list. You supply the credentials it collects, and it routes them into the right places securely.

### What makes the zero-missed-steps claim hold up?
It runs as a fixed eight-step checklist from signed contract to a ready first-phase blueprint, so each piece has a defined place rather than living in someone's memory. The structure is the safeguard against a skipped step.

### Does this also start the SEO and ad work?
No, it gets the engagement set up and documented within the first couple of days. The ongoing optimization is a separate stage handled by the work skills, not the onboarding flow.

## Price
$15, one-time, no subscription. VAT included.

Related guide: [How to run a marketing agency with AI automation](https://forgehouse.ai/guides/ai-marketing-agency-automation/)