Onboard a new client in one afternoon

What you need before you start

• Signed agreement and kickoff notes
• Client brand assets and logins
• Agentix products the client is paying for

The steps

1. Step 1 · AgentixHUB workspaces

   Create the client workspace

   Create a workspace for the client so every product and report lives in one place.

   Tip: Use the same naming pattern for every client so your team finds things fast.

2. Step 2 · AgentixHUB with Scout

   Build or import the website

   Launch the client's site from a template with Scout, or import their existing pages.

   Tip: Follow the Launch a client website in a day playbook for this step.

3. Step 3 · AgentixCRM

   Deploy the CRM

   Deploy a white-label CRM sub-account and route the site's forms into it.

   Tip: Turn on instant replies before any traffic starts.

4. Step 4 · AgentixSEO

   Start SEO

   Run the onsite audit and set up local grid tracking to record a baseline.

   Tip: Save the baseline grid. It becomes your best proof in month three.

5. Step 5 · AgentixFLO

   Connect ads

   Connect the client's ad account and prepare the first campaign.

   Tip: Launch ads only after the CRM follow up is working.

6. Step 6 · AgentixHUB SSO and dashboards

   Invite the client

   Invite the client with single sign-on and walk them through their branded dashboard.

   Tip: Record the walkthrough so new client staff can watch it later.

Scout prompts to copy

Metrics to track

Timeline

1. Day 1

   Workspace, site, CRM, SEO baseline and ads account connected

2. First 30 days

   First leads, first SEO fixes and first campaign results

3. First 90 days

   Quarterly review using the branded dashboard

Common mistakes to avoid

• Launching ads before lead follow up works
• Skipping the SEO baseline
• Giving the client no walkthrough
• Using a different setup for every client

Timelines and targets are typical ranges, not guarantees. Results depend on the client's market and starting point.