Agency Manager — Onboarding Steps

The multi-step wizard that guides a new client from empty record to fully configured — profile, data sources, personas, and Drive.

What is it?

A sequential wizard triggered by + Create Client. Each step collects a focused slice of information: basic profile, business context, data sources, personas, Drive assignment. A progress indicator on the side shows which steps are complete. The wizard is resumable — you can close mid-onboarding and come back later to finish.

When should I use it?

You're starting with a new client and want a guided path.
You inherited an existing client that has gaps in configuration — use the wizard to fill them.

How to use it

Click + Create Client in Agency Manager.
Step 1 — Basics: name, domain, logo. The app auto-fetches the favicon as logo if left blank.
Step 2 — Business context: industry, business address (NAP fields for local SEO), target audiences.
Step 3 — Profile & voice: tone (detected + custom), USP, brand values, content style.
Step 4 — Data sources: connect GSC, GA4, Chatbase, etc. Each opens the relevant OAuth or API-key flow.
Step 5 — Personas: the app suggests 2–4 AI-generated personas based on target audiences. Approve, edit, or add custom.
Step 6 — Drive (optional): assign a shared Drive folder if using Shared Drive mode.
Finish. The client appears in Agency Manager with a green "Onboarded" badge.

Tips and best practices

Don't rush steps 2 and 3 — the AI uses this context for every generation afterward. Rich context pays off forever.
Connect GSC and GA4 in Step 4 even if the client's site is new. Data populates over time.
Review AI-suggested personas carefully — sometimes they miss nuance. Edit freely before approving.

Gotchas and limits

The wizard is resumable by the original owner. Team members can't pick up where the owner left off.
If the client domain is wrong at Step 1, change it in the Edit Client modal afterward — it affects favicon, GSC suggestions, and WordPress connector.
Very long target audience lists (>5) make persona suggestions unfocused. Cap at 3–4 for best results.
Logo upload supports PNG/JPG/SVG under 2 MB. Larger files are rejected.