📖 What Is a One-on-One Onboarding Call?
A one-on-one onboarding call is a personal session with a member of the Search Atlas team. It helps you get comfortable with the platform, set up your first project, and understand which tools to use for your goals.
If you prefer guided help over exploring on your own, this is a good place to start.
📅 How to Book Your Onboarding Call
Booking is handled through the live chat widget inside the platform. Follow these steps:
- Log in to your Search Atlas account.
- Find the chat widget in the bottom-right corner of the platform and open it.
- Type human teammate to be connected with a member of our team.
- Tell them you would like to book a one-on-one onboarding call.
- Share your preferred days, times, and time zone so the team can find a slot that works for you.
- Confirm the details once your teammate suggests a time.
Availability may vary depending on your plan and the team's schedule, so your teammate will confirm the options open to you.
📝 What to Include in Your Request
A few details help us schedule your call faster and make the session more useful:
- Your preferred times: A few options in your own time zone work best.
- Your main goal: For example, improving rankings, auditing a website, or setting up reporting.
- Your website or project name: This lets the team review your setup ahead of time.
- Who will attend: Let us know if teammates or clients will join you.
🧰 How to Prepare for Your Call
You do not need to be an SEO expert. A little preparation helps you get more value from the session:
- Make sure you can log in to your Search Atlas account.
- Have your website URL ready, and add it to a project if you can.
- Write down your top two or three goals.
- List any questions or features you are unsure about.
- Think about the keywords, pages, or competitors you care about most.
💡 What to Expect During the Session
Every call is tailored to you, but most onboarding sessions cover:
- A walkthrough of the platform and the tools most relevant to your goals.
- Help setting up your first project or website.
- Answers to your questions about features and workflows.
- Suggested next steps so you know what to do after the call.
🔄 Need to Reschedule or Change Details?
If your plans change, open the chat widget and let your teammate know as soon as possible. They can help you find a new time or update who is attending.
❓ Frequently Asked Questions
- Is there a booking page or button in the platform? The quickest way to book is through the chat widget. A teammate will arrange the session with you directly.
- Can I invite my team or client? Yes. Mention who will attend when you make your request.
- What if I am not sure what to ask? That is fine. Tell your teammate you are new, and they will guide the session.
- Can I book more than one session? Ask your teammate when you request your call, and they will let you know what is available.
💬 Still Need Help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.