🗓️ Why There May Be a Wait for 1:1 Onboarding
Our onboarding specialists hold personalised sessions to walk you through Search Atlas in depth. During busy periods, the next available slot may be a few weeks out. The good news: you do not need to wait for that call to start getting value from your account. This guide will help you hit the ground running right away.
⚙️ Step 1 — Complete Your Account Setup
Log in to your Search Atlas account and take care of the essentials first so everything is ready when your onboarding call arrives.
- Add your website: From the left sidebar, go to Home (Hi, CSM. What will we get done today?) and click Create Project, then enter your domain. This unlocks site-specific tools like rank tracking, site audits, and backlink analysis.
- Connect Google Search Console: From the left sidebar, go to Site Metrics → GSC Performance (Manage Sites / Connect GSC Account) to connect GSC and import real keyword and click data for your domain.
- Set your target location and language: Configure these in your project settings to ensure keyword data is relevant to your market.
- Invite your team: Go to the top-right avatar menu → Team Members (or navigate to /settings) to add colleagues so everyone has access before the onboarding session.
🔍 Step 2 — Explore Key Tools on Your Own
Search Atlas is designed to be intuitive. You can start using the following tools independently — no guided session required.
- Site Auditor: Run a full technical SEO audit of your website to identify crawl errors, broken links, and on-page issues.
- Keyword Research: Use the Keyword Magic Tool or Keyword Gap to find opportunities your site can rank for.
- Rank Tracker: Add your target keywords to begin monitoring daily ranking changes.
- Backlink Analyzer: Review your current backlink profile and compare it against competitors.
- Content Planner: Generate a data-driven content strategy based on your niche and competitors.
🎓 Step 3 — Use Self-Service Learning Resources
Our resource library lets you learn at your own pace and get up to speed before your 1:1 call.
- Knowledge Base: Browse articles covering every feature in Search Atlas — use the search bar at the top of this Help Center to find specific topics quickly.
- Video Tutorials: Short walkthrough videos are available inside the platform and on our official YouTube channel.
- OTTO SEO Setup Guide: If you plan to use our AI-powered SEO automation, search for the OTTO onboarding article in this Knowledge Base to configure it step by step.
💡 Step 4 — Prepare for Your Onboarding Call
Getting set up early means your scheduled onboarding session becomes a strategy consultation rather than a basic walkthrough. Here is how to make it as productive as possible.
- Run a site audit and note any questions about the findings.
- Add at least 10–20 keywords to your rank tracker so you have real data to discuss.
- Write down your primary SEO goals — organic traffic growth, local rankings, content production, or link building — so your specialist can tailor the session.
- Invite all relevant team members to the call in advance.
⚡ Need an Earlier Onboarding Slot?
If your business has an urgent launch deadline or you need a faster start, our team may be able to accommodate you. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.