🗺️ What This Guide Covers
This article walks you through the core features you need to get results for your clients: running site audits, finding keyword opportunities, setting up reporting, and accessing personalised training. Bookmark this page as your go-to onboarding reference.
🔍 Running a Site Audit
A site audit gives you a full technical health report for any domain. To get started:
- Navigate to Left sidebar → OTTO SEO → Site Audit.
- Select or add the domain you want to audit from your project list.
- Search Atlas will automatically crawl the site and surface technical issues, on-page errors, and improvement opportunities.
- Use the issue categories to prioritise fixes — start with Critical issues for the biggest impact.
Revisit the audit regularly to track how your fixes improve the site's health score over time.
💡 Finding Keyword Suggestions
Search Atlas offers several keyword research tools depending on your goal:
- Keyword Magic — Discover thousands of related keyword ideas from a seed term. Navigate to Left sidebar → Keywords → Keyword Magic.
- Rank Tracker — Monitor how your target keywords rank over time. Navigate to Left sidebar → Keywords → Rank Tracker. Add your client's domain and keyword list, then track weekly movement.
- Keyword Gap — Compare your client's keyword coverage against competitors and spot untapped opportunities. Navigate to Left sidebar → Keywords → Keyword Gap.
For best results, start with Keyword Magic to build your initial list, validate search volume and difficulty, then import your chosen keywords into Rank Tracker for ongoing monitoring.
📊 Setting Up Reporting for Clients
Professional reports help you demonstrate value to clients clearly and consistently. Here is how to set them up:
- Navigate to the project or domain you are reporting on.
- Use the reporting module to select the metrics you want to include — keyword rankings, traffic trends, site health scores, and backlink data are popular choices.
- Customise the report with your client's branding if white-label options are available on your plan.
- Schedule automated delivery so reports land in your client's inbox on a regular cadence without manual effort.
Consistent reporting keeps clients informed and reduces back-and-forth requests for updates.
📍 Using Local SEO Features
If you manage local businesses, Search Atlas has a dedicated GBP Projects suite. Navigate to Left sidebar → Local → GBP Projects to access:
- Overview — A summary dashboard for all your local SEO activity.
- Posts — Publish and schedule Google Business Profile posts directly from the platform.
- Reviews — Monitor and manage customer reviews in one place.
- Local Citations — Build and audit business citations to strengthen local authority.
- Media Library — Store and manage images used across your local profiles.
- My Tasks — Keep track of outstanding local SEO action items.
🎓 Booking a One-on-One Walkthrough
If you would like a personalised training session with a Search Atlas success manager — covering your specific workflow, client use cases, or any feature in depth — our team is here to help. To request a walkthrough or schedule a session:
- Open the chat widget in the bottom-right corner of the platform.
- Type human teammate to be connected with a member of our team.
- Let them know you would like to schedule a one-on-one walkthrough and share any specific topics you want to cover.
Our success team will confirm availability and set up a session tailored to your needs.
⚙️ Quick-Start Checklist for New Users
Use this checklist when onboarding a new client to Search Atlas:
- Add the client's domain and run an initial site audit.
- Build a target keyword list using Keyword Magic and import it into Rank Tracker.
- Run a Keyword Gap analysis against the top two or three competitors.
- If the client is a local business, set up their profile under the GBP Projects section.
- Configure automated reporting on a weekly or monthly schedule.
- Book a walkthrough session if you need guidance on any advanced features.
🛠️ Need Further Help?
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.