Client onboarding for agency owners — done for you
The ten-day onboarding that decides whether a programmatic retainer is profitable. Scoped as a standalone workstream or folded into a full agency owners build.
from $2,050 as a standalone workstream · included in the Agency Owners Build tier
- Onboarding
- 10 days
- Deliverables
- 4
- Runs with
- WordPress multisite
What we actually do here
Every scope dispute in month four traces back to something not captured in week one. We run this as a fixed-scope workstream: 4 defined deliverables, one named approver, and a written handover at the end. It attaches to an existing agency owners engagement or stands alone if that is the only piece you are missing.
- 1Audit
Data access, ownership and refresh cadence agreed in writing
- 2Design
Approval chain named — with one decision-maker, not a committee
- 3Build
Kill criteria and success metrics fixed before the first tranche
- 4Hand over
Brand, tone and legal review requirements captured up front
- Onboarding questionnaire and access checklist
- Signed data contract and refresh schedule
- Approval chain document
- Success and kill criteria appendix for the SOW
What the first weeks look like
- Week 1
Scoping call and data review
We look at what agency owners already hold — systems, exports, APIs — and score each axis for demand and defensibility.
- Weeks 3–4
Contract and template design
The data contract is written and the first template is designed against real rows, not placeholders.
- Weeks 5–8
First tranche live
1,800–4,200 URLs published with schema, internal links, sitemap entries and IndexNow.
- Weeks 9–14
Read, widen, hand over
Indexation and impression data decides what widens and what gets cut. Templates, gates and runbook transfer to you.
Other pieces of the agency owners build
Client onboarding — questions before you buy
That is the single strongest predictor of an unprofitable build. We recommend repricing for review rounds.
Programmatic SEO builds for other seats
Want the client onboarding for agency owners surface scoped before you build it?
We'll audit the data source, size the first batch, set the performance budget and tell you honestly if programmatic is the wrong tool for your category.
