🚀 One Live Session, Five Steps
Turning on Golden Loops isn't a form you fill out alone — it's a live working session with your Search Atlas team, covering five steps:
- Scope the projects. You and your team confirm exactly which sites, brands, or business units are in scope for the loops you're activating.
- Choose the families. You pick which of the 9 Golden Loop marketing families to turn on — never all-or-nothing. Each family is checked for connector readiness before it's added: already connected, needs a login, or needs setup.
- Define the outcomes. You tell your team what "working" means for your business — pipeline growth, AI-search visibility, faster approvals, or whatever matters most to you.
- Connect Slack. This becomes your approval-and-audit layer. Every human-gated recommendation lands here for you to approve or decline, and the decision is logged automatically.
- Leave with a written record. By the end of the session, every project, family, connector status, outcome, and note is documented — on your side and your team's.
🔌 What If a Connector Isn't Set Up Yet?
You don't need everything connected before the session. Each family you select is checked for connector readiness first, and if something like HubSpot, GBP, or Slack isn't connected yet, you can still select it — your team follows up on getting the connector in place before that specific loop actually goes live.
🧭 Related Reading
For what a Golden Loop is and the cycle it runs, see our overview article. For the full list of marketing families and what each delivers, see our article on Golden Loop families. For how approvals and safety controls work once a loop is live, see our article on the Golden Loops approval model.
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.