Onboard a new client

The day 1–3 sequence to run when a client signs, then leave it alone.

When a new client signs, run this in order. Goal: clean up their profile, trigger brand-entity recognition, and stand up the systems that run weekly. Then leave it alone for 2–4 weeks and watch what ranks easily.

The sequence

1. Social ring audit / creation. Confirm or create branded Facebook, Twitter, Instagram, Pinterest (minimum). Brand-consistent usernames, all fields filled, 2–3 recent posts each so they don't look abandoned. Multi-location? See Strategy → Multi-location.
2. DAS to the money site. One DAS campaign at homepage + about + contact + main service pages. Plan 1–2 weeks of run time. Once. Never repeat.
3. DAS to each social profile. Same treatment, one campaign per social URL. Triggers entity recognition. Once per profile.
4. Zero to Hero on money pages. Run the Zero to Hero wizard across homepage + about + contact + top categories so link velocity looks organic. Once.
5. Schema audit (multi-location only). Fix the hierarchy so the whole site validates as one connected graph. See On-page discipline + Strategy → Multi-location.
6. Indexing hookup. Verify GSC + Bing WMT + GA, submit the XML sitemap, push every URL to Omega Indexer.
7. Build the cloud network. Make the 25 cloud blogs (per-client for sticky clients, per-niche otherwise) so the client has referring domains ready.

Then stop

Leave it alone 2–4 weeks. Don't fix anything yet. Watch which pages rank easily, then start at the easy wins (not the hardest), sending RD100 or a cloud-template run at them.

Don't

• Don't repeat DAS on a property. One-time, period.
• Don't take control of the client's domain or hosting (see Network safety).
• Don't start at the hardest pages.

Full detail lives in the relevant Tool Manuals and Rules.