First-time setup: your first client and audit

After you sign up, a short setup helps you add your first client and run your first audit. You can leave it at any time with Skip setup and do everything later.

Steps

1. About you. Pick your Agency size and one or more Main goals, then click Continue.
2. First client. Enter the Client name and Website (for example yourclient.com), then click Add client.
3. First audit. Enter the Page URL and a Target keyword, then click Run audit. The result is usually ready in a few seconds. Click Open the full report to see it.
4. All set. A checklist shows what is done. From here you can click Invite your team (Settings › Team) or Go to overview (Overview).

Steps 1 to 3 also have Skip for now.

The setup checklist

The checklist on the last step includes:

• Create your workspace
• Add your first client
• Run your first audit
• Put the audit widget on a website (Audit widgets)
• Connect Google Search Console (Search Console)
• Turn on the AI chatbot (Chatbot settings)

The Overview page shows a Get set up checklist too.

If a step fails

• “Your plan has no client slots left.” Your plan’s client limit is reached. See Add a client.
• “Your plan has no page audits left this month.” See Run an SEO audit for the limits.

Related articles

• Create your account and start the free trial
• A tour of the app: sidebar, top bar and Overview
• Add a client
• Run an SEO audit

Still need help?

Ask in the chat inside the app, or send us a message on the contact page. You can also browse all help topics.