Client Setup

Onboarding Process

Setup Flow

New clients should move through setup, context, baseline, then review

The goal is to create a clean client record, seed the context kit, review the essential files, run discovery and monitor once, and then publish the dashboard so the team can work from one source of truth.

Add client Seed context Review essentials Run baseline Publish dashboard

Step 1

Create the client workspace

cd ~/seo-process
./bin/add-client.sh <client_id> <site_url> <competitor1,competitor2,competitor3>

This creates the workspace, config file, content folders, and the base client record.

Step 2

Seed the context kit

cd ~/seo-process
python3 bin/setup-client-context.py --client <client_id>

This creates the essential onboarding files plus the supporting strategy files.

Step 3

Refresh live writing examples if needed

cd ~/seo-process
python3 bin/setup-client-context.py --client <client_id> --files writing-examples.md --force

Use this after a site launch or when the client finally has stronger live service pages worth learning from.

Context Review

Review these 3 files before trusting AI output

Brand Voice

Define voice pillars, tone rules, what to avoid, proof points, and CTA style.

workspace/<client>/context/brand-voice.md

Features

Clarify what the client actually sells, what makes them different, and what proof points should keep showing up.

workspace/<client>/context/features.md

Writing Examples

Keep 3-5 strong examples here. Replace weak or junk seeded examples with real pages or approved copy.

workspace/<client>/context/writing-examples.md

Step 4

Run discovery once

cd ~/seo-process
./bin/run-and-sync.sh <client_id> skills/seo-agent/scripts/seo-discover.sh --limit 20

This creates the baseline discovery artifact and refreshes opportunities plus action queues.

Step 5

Run monitor once

cd ~/seo-process
./bin/run-and-sync.sh <client_id> skills/seo-agent/scripts/seo-monitor.sh

This creates the first snapshot so page-level ranking movement can be shown in the client workspace.

Step 6

Build foundation materials

cd ~/seo-process
python3 bin/generate-research-briefs.py --client <client_id> --repo-root .
python3 bin/generate-implementation-briefs.py --client <client_id> --repo-root .

This gives the team a strategy brief and an implementation brief before content is approved.

Publish

Rebuild and deploy the dashboard

Build dashboard data

cd ~/seo-process
./bin/build-dashboard-site.sh .pages-dashboard

Deploy to Pages

cd ~/seo-process
./bin/deploy-dashboard-pages.sh seo-process-dashboard

What to check

Open the client workspace and confirm profile, context kit, search signals, foundation clusters, and keyword relevance controls all load correctly.