Welcome to Search Atlas! Getting started with a new platform can feel overwhelming, especially if you're not a technical user. The good news is that you don't need any technical background to succeed. This guide walks you through exactly how to get onboarded, what training is available, and how to make the most of your first weeks with us.
👋 What Onboarding Looks Like
Onboarding is designed to take you from first login to confident, everyday use. As a new customer, you'll move through a few simple stages:
- Account setup: Confirm your login details and complete your profile.
- Guided demo: Attend a walkthrough of the platform's core features.
- Hands-on training: Learn the tools you'll use most for your goals.
- Ongoing support: Get help from your assigned onboarding trainer and our support team whenever questions come up.
You can move at your own pace. Nothing requires coding or technical know-how.
🎥 Should You Attend the Demo?
Yes! We strongly recommend attending the demo, especially if you're newer to SEO tools. The demo is the fastest way to understand how the platform fits your needs and to see key features in action.
During the demo you'll learn:
- How to navigate the dashboard and find the tools you need.
- Which features matter most for your specific goals.
- How to set up your first project or campaign.
- Answers to your questions in real time.
If you can't make the scheduled time, don't worry—you can request another session or follow the self-paced training instead.
📚 Training Options Available to You
We offer several ways to learn, so you can choose what fits your schedule and learning style:
- Live demo and walkthroughs: Guided sessions that show the platform step by step.
- A dedicated onboarding trainer: New customers are paired with an assigned trainer who can guide you through setup and answer questions directly.
- Knowledge Base articles: Written guides (like this one) that explain features and answer common questions.
- In-platform tips: On-screen prompts and tooltips that guide you as you work.
- Self-paced exploration: Try features in your own account at your own speed.
You can combine these as needed. Many customers attend a demo first, then return to the Knowledge Base for specific tasks later.
✅ How to Ensure You're Properly Onboarded
Follow these steps to feel confident and trained from day one:
- Log in and confirm your account details are correct.
- Attend your demo or request one if you haven't been scheduled yet.
- Set a goal—decide what you want to achieve first, such as auditing a site, tracking keywords, or connecting your Google Business Profile (GBP).
- Complete one starter task using the platform to build confidence—connecting your Google Business Profile (GBP) is a great first step, and the in-platform onboarding guidance will help you do it.
- Bookmark the Knowledge Base so help is always close at hand.
- Ask questions early—reach out to your onboarding trainer whenever something is unclear.
💡 Tips for Non-Technical Users
You don't need to be an SEO expert or a developer to get great results. Keep these tips in mind:
- Start small: Focus on one feature at a time instead of everything at once.
- Use plain-language guides: Our Knowledge Base avoids jargon and explains each step.
- Repeat the demo: It's perfectly fine to request a second session if you want a refresher.
- Take notes: Jot down the steps for tasks you'll repeat often.