Product Tours & Training
By Camilo Aponte
By Camilo Aponte
📚 How to Access Your 1:1 Training Sessions
🚀 Mastering the Science of Search: OTTO SEO Mastery Course Overview
🚀 Mastering the Science of Search: OTTO SEO Mastery Course Overview The OTTO SEO Mastery Course is a comprehensive educational ecosystem designed for professionals who want to move beyond surface-level SEO tactics and into a deeper, scientific understanding of how modern search engines actually work. Instead of relying on fragmented hacks or outdated opinions, this course teaches a holistic methodology grounded in primary research, controlled experimentation, and over 10 years of real-world campaign data. With more than 400 pages of synthesized research, the program focuses on the physics, systems, and engineering principles behind ranking, relevance, and visibility in both traditional search and AI-driven interfaces. 🧠 What's Inside the Curriculum The curriculum is built around foundational pillars that bridge classic ranking theory with modern AI-first search environments. 📜 Patent & Data Analysis This pillar focuses on understanding search engines from the inside out through deep analysis of primary sources. Topics include: - Google patents such as Knowledge-Based Trust, Embeddings, and vector-based systems - Analysis of the Content Warehouse API leak, offering insight into how Google stores and processes data internally The goal is to move from assumptions to mechanical understanding of search engine behavior. 🧪 Experimental "Petri Dish" SEO Rather than relying on anecdotal case studies, the course provides access to controlled, single-variant SEO experiments. These experiments isolate individual factors to determine true causal impact. A key example is the "Snackusetts" study, where variables were tested independently to identify what genuinely moves rankings. 🧩 Content Engineering & Semantics This section dives into how search engines interpret meaning at scale. Covered concepts include: - Micro and macro semantics - Algorithmic authorship - Topical relevance algorithms - How content structure and semantic alignment influence ranking systems Applying the Domain Knowledge Network (DKN) The DKN tool operationalizes the semantics pillar inside Search Atlas. Recommended workflow: - Look at the map gaps — those gaps represent your next articles. - Prioritize clusters where you already have some existing but incomplete content — completing partial clusters compounds authority faster than starting new ones. - Follow the clusters, not random topics — topical coherence beats keyword scatter. - Prioritize by authority potential when choosing which cluster to complete next. - Pair DKN with the Search Atlas Content Planner to turn cluster gaps into a publishable roadmap. 🤖 Generative Engine Optimization (GEO) A dedicated pillar focused on winning visibility inside AI-driven search interfaces, including ChatGPT and Google's AI mode. Key concepts include: - The Guided Inquiry Framework - Techniques for influencing AI retrieval and synthesis - Visibility strategies specific to generative search results Internal testing showed a 56% improvement in AI search visibility within 30 days using these frameworks. 📍 Local SEO Mastery This module applies the same scientific rigor to local search. You'll learn how to use the Local Ranking Factor Matrix to: - Analyze Google Business Profiles (GBP) - Measure the impact of profile completenessForecast projected gains based on review authority and optimization depth 🎯 Who This Course Is For The OTTO SEO Mastery Course is designed for SEO professionals, content strategists, and product leaders who want a defensible, evidence-based approach to ranking in both classical and AI-driven search. 🛠️ Tooling & Troubleshooting Companion The methodology above is delivered through Search Atlas tooling. The following operational notes address the most common issues encountered while completing the course exercises. 🔗 Indexing Integrations (GSC & Bing) - GSC Instant Indexing: Confirm the integration shows as connected under Avatar → Settings → Integrations. If submissions appear to fail, re-verify the connection before contacting support. - Bing Indexing: Bing's indexing API requires root domain access. If you only have access to a subdomain or subdirectory, Bing Indexing cannot be configured from your account and the integration will not function until root-level verification is provided. 💳 AI Premium Credits & Quotas - Recurring quota (your monthly AI Premium allotment) can be restored by support if it was consumed in error. Reload the tab after restoration to see the updated balance. - Non-recurring credits (one-time top-ups) that have already been consumed cannot be restored. Plan high-volume generation runs accordingly. ⚠️ Content AI Editor Errors If you encounter an error when editing an article (e.g., updating the About The Author section), this is typically an intermittent content AI processing issue. Check current platform status at https://status.searchatlas.com/ before retrying or escalating. 📚 Further Learning Refer to the in-app documentation and scheduled training sessions for live walkthroughs of DKN, the Content Planner, and the indexing integrations referenced above.
🧭 Search Atlas Feature Usage Guide for Your Project
🗺️ Overview of Core Search Atlas Features Search Atlas offers a wide range of tools organized into two main areas of the platform. Understanding what's available helps you get the most value from your subscription. - Keywords — Tools for keyword research, rank tracking, and competitive gap analysis. Access these from Left sidebar → Keywords. - Keyword Magic — Explore thousands of keyword ideas and search volume data. Navigate to Left sidebar → Keywords → Keyword Magic. - Rank Tracker — Monitor how your pages rank over time, including month-to-month movement. Navigate to Left sidebar → Keywords → Rank Tracker. - Keyword Gap — Identify keywords your competitors rank for that you don't. Navigate to Left sidebar → Keywords → Keyword Gap. - GBP Projects — Manage your Google Business Profile, posts, reviews, and local citations. Access from Left sidebar → GBP Projects. - Local Citations — Build and manage your business listings across directories. Navigate to Left sidebar → Local → Local Citations. - Backlink Tools — Analyze your backlink profile and identify link-building opportunities via Site Metrics → [select project] → Backlinks (Backlinks). 📅 How to View Month-to-Month Performance Data Search Atlas tracks your SEO performance over time so you can measure progress and spot trends. Follow these steps to access your historical data. 1. Go to Left sidebar → Keywords → Rank Tracker. 2. Select the website project you want to review from the project dropdown at the top of the page. 3. Use the date range selector to choose a custom period or select a preset such as Last 3 Months or Last 6 Months to compare month-to-month ranking changes. 4. Review the graph to see ranking trends over your selected period. Keywords moving up or down are highlighted to make changes easy to spot. For a broader view of organic traffic trends and site health over time, go to Left sidebar → Site Explorer and open your site's dashboard. The overview graph displays month-over-month changes in visibility and estimated traffic. 🌡️ How to Access the Performance Heatmap The heatmap view shows you at a glance which time periods have seen the most ranking activity and keyword movement. 1. Navigate to Left sidebar → Keywords → Rank Tracker. 2. Select your project and ensure your tracked keywords are set up. If you haven't added keywords yet, click Start Tracking and enter the terms most relevant to your project. 3. Look for the Heatmap tab or toggle within the Rank Tracker interface. This view color-codes ranking changes across your keyword set — darker colors indicate larger movements. 4. Hover over individual cells to see the exact ranking position for a keyword on a specific date. 5. Use the heatmap to identify which months drove the most improvement and which periods may need attention. Note: The heatmap populates with more meaningful data the longer your keywords are tracked. If you are just starting out, allow at least 30 days of data collection before drawing conclusions from the heatmap. ⚛️ Recommended Features for a React JS Project React JS projects have specific SEO challenges, including client-side rendering, dynamic content, and technical indexing issues. Here are the Search Atlas tools most likely to make an impact for a React-based website. - Rank Tracker (Left sidebar → Keywords → Rank Tracker) — Track rankings for your core pages and monitor whether Google is indexing and ranking your React-rendered content correctly over time. Month-to-month data here will surface any drops caused by crawl or rendering issues. - Keyword Magic (Left sidebar → Keywords → Keyword Magic) — Research technical and developer-focused search terms relevant to your React product or documentation. Identify long-tail keywords with lower competition that are realistic targets for a technical audience. - Keyword Gap (Left sidebar → Keywords → Keyword Gap) — Compare your site against competitor React or JavaScript framework sites to discover keyword opportunities you are currently missing. - Backlink Tools (Site Metrics → [select project] → Backlinks) — React projects, especially open-source libraries or SaaS tools built on React, benefit strongly from developer community backlinks. Use the backlink analyzer to audit your current link profile and find opportunities to earn links from developer blogs, documentation hubs, and technical directories. - Local Citations (Left sidebar → Local → Local Citations) — If your React project is tied to a business with a physical location or service area, local citations help establish authority and improve local search visibility. This tool is often overlooked by technical teams focused purely on organic rankings. - GBP Galactic Posts (Left sidebar → Local → Posts) (GBP Posts) — If you maintain a Google Business Profile for your company, regularly publishing posts through this tool supports local SEO without requiring ongoing manual effort in the Google dashboard. 🔍 How to Identify Which Features You Are Not Using Search Atlas does not automatically improve your results in the background if you are not actively using its tools. The platform provides the data and recommendations, but action is required on your side to move the needle. To quickly audit your own usage, check the following areas and ask yourself whether each has been configured for your project: - Have you added your website to Site Explorer and set up keyword tracking in Keywords → Rank Tracker? - Have you run a Keyword Gap analysis against at least two competitors? - Have you explored Keyword Magic to build a keyword list for your target topics? - If you have a local presence, have you connected your Google Business Profile under Left sidebar → Local → Overview? - Have you checked your backlink profile for any toxic or lost links? Any area where the answer is no represents an underutilized part of the platform. Prioritize the tools listed in the React JS section above if you are focused on a technical project. 💬 Need More 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.
🎓 Course Video Access and Content Format in SCHOLAR
📚 Overview The AI Search and SEO Mastery course lives inside the SCHOLAR module. Modules across this course use a mix of content formats — some include embedded video lessons, while others are structured as text-based reading material. If videos are not playing in certain modules, the cause may be the module's content format, a browser issue, or a platform loading error. This article explains what to expect and how to resolve selective playback problems. 🗺️ How to Access the SCHOLAR Module 1. Log in to your Search Atlas account. 2. In the left sidebar, go to Content → Scholar to open the SCHOLAR module. 3. Select the AI Search and SEO Mastery course from the course library. 4. Use the course outline to navigate between modules. 🎬 Content Format by Module Not every module in the AI Search and SEO Mastery course contains a video. Some modules are intentionally designed as text-based reading lessons with no embedded video player, while others include an embedded video lesson. If a module does not display a video player at all, that may be expected behaviour for text-only modules — a missing video player is not necessarily a playback error, as the lesson content may be delivered entirely through written material. If you are unsure whether a specific module should contain a video, please reach out to our support team (see below) with the module name or number so we can confirm its intended format. 🔧 Troubleshooting Selective Video Playback Failures If you see a video player in a module but it will not load or play, follow these steps before escalating: 1. Confirm the module contains a video. Check the module outline or lesson header. Text-only modules will not have a player. If no player appears, the module may be intentionally text-based. 2. Hard-refresh the page. Press Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to clear the cached version of the page and reload fresh assets. 3. Try a different browser. Open the course in a second browser such as Chrome, Firefox, or Edge to rule out a browser-specific rendering issue. 4. Disable browser extensions. Ad blockers, privacy extensions, and script blockers can prevent embedded video players from loading. Temporarily disable all extensions and reload the module. 5. Check your internet connection. Video content requires a stable connection. Run a quick speed test and reconnect if your signal is weak or intermittent. 6. Clear cookies and site data. In your browser settings, clear cookies and cached data for the Search Atlas platform, then reload the module. 📩 When to Contact Support If none of the troubleshooting steps above resolve the issue, or if you need confirmation on whether a specific module is supposed to contain a video, please escalate to our team. When you do, have the following ready: - The exact name or number of the module where the issue occurs - A description of what you see (e.g. no player visible, player visible but not loading, error message shown) - The browser and device you are using - Any error messages displayed on screen 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.
🔍 Access SOPs and Partner Training Resources
Overview Search Atlas provides Standard Operating Procedures (SOPs), Partner Training resources, and niche-specific workflows — such as pest control agency workflows — to help teams deliver consistent SEO results. This article explains what these resources are and how to locate or request access to them. Search Atlas SOPs SOPs are step-by-step documents designed to guide your team through core Search Atlas workflows. These documents are not stored in a single self-serve location inside the platform — they are shared directly by the support team based on your account type and plan. To obtain SOP documents: contact the support team and they will identify which SOPs apply to your plan and share the relevant documents with you. Have the following ready when you reach out: - Your account email address - Your current plan name - The specific workflow topics you are looking for (e.g., keyword research, rank tracking, Google Business Profile setup) The support team will confirm which SOPs are available for your plan and send them directly to you. Partner Training Resources Partner Training materials support agency and client campaign delivery. These resources are not accessible through a self-serve portal — access is granted by the support team once they verify your account plan and eligibility. To obtain Partner Training materials: contact the support team with the following information: - Your account email address - Your current plan name - A description of the training resources you are trying to access (e.g., onboarding guides, campaign delivery playbooks) The support team will confirm availability for your plan and share the appropriate materials. Niche-Specific Workflows (e.g., Pest Control Agencies) Search Atlas resources may include guides relevant to specific niches such as local service agencies, including pest control local SEO and citation building workflows. These niche-specific materials are not browsable in a self-serve library — the support team maintains them and shares them upon request after verifying your account. To obtain a niche-specific workflow: contact the support team with the following ready: - Your account email address - Your current plan name - The specific niche or workflow type you need (e.g., pest control local SEO, citation building, local keyword gap analysis) The support team will confirm whether the workflow exists for your niche, and if so, share the document directly with 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.
🗺️ Platform Walkthroughs and Training Options at Search Atlas
🗺️ Overview Search Atlas offers training and onboarding resources to help you get familiar with the platform. This article explains how to request a platform walkthrough or find out what training options are available for your account. 📚 Self-Paced Training Resources Before requesting a live session, we recommend starting with the Search Atlas Help Center. Use the search bar at the top of the Help Center to find step-by-step articles covering major platform features and common workflows. 🎟️ Requesting a Platform Walkthrough or Live Training If you would like a guided walkthrough of the platform or want to know what live training sessions are currently scheduled, reach out to the support team directly using the chat widget below. When you do, please have the following ready so the team can point you to the right option: - Your Search Atlas account email address - Your account or plan type (e.g. agency, individual, etc.) - A brief description of what you want to learn or which features you need help with - Any scheduling preferences or time zone information A teammate will confirm what sessions or walkthroughs are currently available for your account and share registration details or next steps directly with you. 💡 Tips for Getting the Most Out of Any Training - Review the Help Center before your session so you can ask more targeted questions. - Have your Search Atlas account open during any walkthrough so you can follow along in real time. - Note specific features or workflows you are unclear on — the more specific your questions, the more useful the session will be. 💬 Still Have Questions? 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.
🚀 Search Atlas Overview, GHL Compatibility & Demo
🔍 What Is Search Atlas? Search Atlas is an all-in-one SEO and digital marketing platform built for agencies, freelancers, and business owners who want to grow organic traffic and local visibility. It brings together a wide range of tools under one roof, so you don't need to juggle multiple subscriptions. Here's a snapshot of what Search Atlas includes: - OTTO SEO – An AI-powered SEO automation assistant that audits your site and deploys on-page fixes with minimal manual effort. - Local SEO Tools – Manage Google Business Profile (GBP) projects, schedule posts, respond to reviews, build local citations, and monitor performance — all from the left sidebar under Local. - Keyword Research & Rank Tracking – Find high-value keywords and monitor your rankings over time. - Site Auditor – Identify and prioritise technical SEO issues on any website. - Backlink Tools – Analyse your link profile, research competitor backlinks, and find link-building opportunities. - Content Tools – Plan, brief, and optimise content using AI-driven recommendations. - Reporting & Analytics – Build client-ready reports and track SEO KPIs from a centralised dashboard. 🔗 Does Search Atlas Work with Go High Level (GHL)? Yes — Search Atlas is compatible with websites hosted or built on Go High Level (GHL). Here is what you need to know: - Site Auditing: You can run a full technical SEO audit on any GHL-hosted website by entering the site URL in the Site Auditor. Search Atlas crawls the live site regardless of the platform it is built on. - OTTO SEO: OTTO can be connected to GHL sites. Because GHL uses its own CMS, some automated on-page deployments may require you to apply recommendations manually inside GHL, but OTTO clearly flags every suggested change so implementation is straightforward. - Local SEO: The Local tools (GBP management, citations, reviews, posts) work independently of your website platform, so GHL users benefit from these features without any limitations. - Rank Tracking & Keyword Tools: These are platform-agnostic and work fully with GHL sites. In short, Search Atlas adds a powerful SEO layer on top of Go High Level, giving GHL users capabilities that GHL alone does not provide. 🎬 Where Can I Find a Demo or Overview Video? If you or your client wants a quick visual walkthrough before committing to a purchase, here are the best places to find Search Atlas demo content: 1. Search Atlas YouTube Channel – Visit the official Search Atlas YouTube channel for product walkthroughs, feature deep-dives, and tutorial videos. Search for "Search Atlas overview" or "Search Atlas demo" to find the most relevant videos. 2. In-Platform Onboarding – After logging in, navigate to Home (left sidebar → Home, URL: /home) where onboarding guides and quick-start resources are available to help new users get oriented fast. 3. Live Demo Request – If a pre-recorded video isn't enough to convince a stakeholder, you can request a personalised live demo through the Search Atlas website or by contacting the team via the chat widget inside the platform. 💡 Quick Talking Points for Business Owners If you need to make a quick case to a business owner or decision-maker, here are the key value propositions of Search Atlas: - One platform, everything included – Replace multiple SEO tools with a single subscription. - AI-powered automation – OTTO SEO saves hours of manual optimisation work every week. - Local SEO built in – Ideal for businesses that rely on local search traffic and Google Maps visibility. - Agency-ready – White-label reporting, multi-project management, and client dashboards are all available. - Works with any website platform – Including Go High Level, WordPress, Shopify, Wix, and more. 🛠️ Need More 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.
🚀 Search Atlas Features, Training, and Competitive Edge
🎯 What This Article Covers This article answers the most common questions about Search Atlas platform capabilities, available training resources, and how our tools compare to other SEO platforms — including keyword research and competitor analysis features. 📚 Live Training and Learning Resources Search Atlas offers several ways to get up to speed quickly and continue learning as the platform evolves: - Live weekly walkthroughs: Search Atlas hosts regular live training sessions where the team walks through platform features, new updates, and real-world SEO workflows. Check your email and the in-platform notifications for upcoming session dates and registration links. - On-demand video library: A growing library of recorded tutorials covers everything from initial setup to advanced strategies. These are available inside the platform and through the official Search Atlas YouTube channel. - Help Center articles: Step-by-step KB articles (like this one) cover every major feature with clear navigation instructions and best-practice guidance. - Onboarding support: New customers receive onboarding guidance to help them configure their workspace and launch their first campaigns quickly. These resources are designed to reduce the learning curve and help you get measurable results as fast as possible. 🔍 Keyword Research: How It Compares Search Atlas includes a powerful keyword research suite built to match — and in several areas exceed — what you would find in tools like SEMrush or Ahrefs. Here is what you have access to: - Keyword Magic (Left sidebar → Keywords → Keyword Magic): Generate thousands of keyword ideas from a seed term. Filter by search volume, keyword difficulty, intent, and more. This is comparable to SEMrush's Keyword Magic Tool and is designed for both broad discovery and deep niche research. - Rank Tracker (Left sidebar → Keywords → Rank Tracker): Monitor your keyword rankings over time across multiple locations and devices. Track progress against your target keywords and spot drops early. - Keyword Gap (Left sidebar → Keywords → Keyword Gap): Compare your keyword profile against up to several competitors at once to instantly identify opportunities your site is missing. This is one of the most direct equivalents to SEMrush's Keyword Gap tool. The Search Atlas keyword database is continuously updated, and the tools are integrated with the rest of the platform — meaning insights flow directly into content creation, OTTO SEO, and campaign workflows without switching tabs. 🕵️ Reverse-Engineering Competitor Strategy One of Search Atlas's core strengths is competitive intelligence. You can uncover exactly what is driving a competitor's organic traffic and replicate or outperform their strategy. Here is how: 1. Site Explorer (Left sidebar → Site Metrics (Site Explorer)): Enter any competitor domain to see their estimated traffic, top-ranking keywords, backlink profile, and domain authority. This gives you a complete picture of their SEO footprint. 2. Keyword Gap (Left sidebar → Keywords → Keyword Gap): Input your domain alongside one or more competitor domains. The tool surfaces keywords your competitors rank for that you do not — ranked by opportunity size. Focus on high-volume, lower-difficulty gaps to close ground quickly. 3. Backlink analysis: Within Site Explorer, review a competitor's referring domains to identify link-building opportunities, spot patterns in their anchor text strategy, and find publications you should be targeting. 4. Content benchmarking: Use the data from competitor keyword rankings to brief content that is more thorough and better optimised than what currently ranks on page one. Together, these tools let you move from guesswork to a data-driven strategy based on what is already working in your niche. ⚖️ How Search Atlas Positions Against SEMrush and Similar Tools Search Atlas is built as an all-in-one SEO platform — combining keyword research, rank tracking, backlink analysis, content optimisation, local SEO, and AI-powered automation (OTTO SEO) in a single workspace. Key differentiators include: - OTTO SEO automation: Unlike SEMrush, Search Atlas includes an AI agent that can implement on-page and technical SEO fixes directly on your site — reducing the gap between insight and action. - Local SEO suite (Left sidebar → Local → GBP Projects): A dedicated module covering Google Business Profile management, local citations, reviews, posts, and media — features that require separate tools or add-ons in most competing platforms. - Unified workflow: Research, content creation, optimisation, and reporting all live in one platform, reducing the need for multiple subscriptions. - Pricing: Search Atlas is designed to deliver enterprise-level capabilities at a more accessible price point than comparable all-in-one platforms. 💡 Tips for Getting the Most from Search Atlas - Attend at least one live weekly walkthrough to see features demonstrated in real time and ask questions directly. - Start with the Keyword Gap tool to identify your quickest competitive wins before building out a broader content plan. - Use Site Explorer to audit a competitor before entering a new niche or launching a campaign. - Bookmark the Help Center and check it before escalating — most workflows are covered in step-by-step articles. 🙋 Need More 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.
🎓 How to Access Member Training and Onboarding
This article explains where members can find training and onboarding resources inside the platform, including how to access 1:1 training calls and what to check if the option is not immediately visible. 📍 Where to Find Training Options Training and onboarding options are available inside the Search Atlas platform. Once you are logged in, look for a section or menu item related to onboarding, training, or your account setup. The exact label may vary depending on your plan and account configuration. 🛠️ Steps to Access Training 1. Log in to your Search Atlas account. 2. Navigate to the section of the platform dedicated to onboarding or member resources — this is typically accessible from the main navigation. 3. Look for an option to view or book a training or onboarding session. 4. If the training option is not visible, check whether your account setup is complete, as some training options may become available only after initial setup steps are finished. 5. If you are unable to locate the training option after completing your account setup, contact support directly so a team member can confirm eligibility and provide the correct link or next steps for your account. ✅ What to Have Ready When Contacting Support If you cannot find or access training options on your own, please have the following ready before reaching out: - Your Search Atlas account email address. - Your current plan or subscription type. - A brief description of what you see (or do not see) when looking for training options in the platform. - Any error messages displayed, along with the approximate time they occurred. 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.
📧 Course Access Email Not Received — Skool Workaround
🔍 Overview When a team member grants you access to a Search Atlas course, an automated confirmation email is sent to the address on your account. In some cases this email does not arrive — even after checking your spam, promotions, and junk folders. This article explains why that happens and how to access your course immediately using a direct Skool link. ⚠️ Why the Email Sometimes Does Not Arrive Course access emails are sent by Skool, the learning platform Search Atlas uses to host its courses. Delivery can fail or be delayed for several reasons: - Your email provider filtered the message before it reached any folder you can see. - The email address on your Search Atlas account differs from the one you usually check. - There is a short processing delay between access being granted and the email being dispatched. - Corporate or institutional email systems block external automated senders. Waiting for the email is not the only way to reach your course. You can log in to Skool directly right now. ✅ Step-by-Step: Access Your Course via Direct Skool Link 1. Go to the Skool login page. Open a browser and navigate to skool.com/login. 2. Use the same email address that is registered on your Search Atlas account — this is the address your access was granted to. 3. Set or reset your password if needed. If you have never logged in to Skool before, click Forgot password on the login page. Skool will send a password-reset email directly to your inbox. This email is separate from the course-access email and is typically delivered within a few minutes. 4. Log in and find your courses. Once inside Skool, navigate to your courses area. Your granted course should appear there once access has been activated. 5. Start learning. Click the course tile to open it and begin from the first lesson or any module you choose. 🕐 How Long Does Access Take to Activate? Access is usually activated shortly after a team member grants it. If you log in to Skool and the course does not appear in your library, wait a few minutes and then refresh the page. If the course is still missing, contact support using the instructions at the bottom of this article. 💡 Tips to Avoid This Issue in Future - Confirm your email address in your Search Atlas account profile before requesting course access, so access is granted to the correct inbox. - Add Skool to your safe-senders list. Allowlisting Skool's sending domain in your email client can prevent future course-access emails from being filtered. 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.
📅 Book Onboarding Sessions and Explore Training Alternatives
Why No Time Slots May Be Showing If you open the onboarding booking page and see no available times, this may be due to current availability in your region or timing of the request. Reaching out to our team is the fastest way to confirm what options are open to you right now. Onboarding Session Availability If the booking calendar appears empty or fully booked, there are several ways to move forward while you wait for a slot to open or explore other ways to get up and running. Steps for Customers With No Available Slots If you cannot find an available slot, the following options can help you get started: 1. Check back after a short interval. Availability can change as other customers reschedule or new windows are added. Checking again after a day or two may surface newly opened slots. 2. Explore self-serve training resources. Search Atlas offers help center articles, step-by-step guides, and video walkthroughs covering core platform features. Browsing the Help Center is a practical way to get familiar with the platform while you wait for a 1:1 session to become available. 3. Ask about alternative onboarding formats. Our team can advise on other onboarding options that may be available for your account, such as group webinars or async onboarding materials. Contact us directly to find out what is currently available in your region. 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.
🗺️ Complete Search Atlas Platform Training Guide
🎯 Overview This article walks you through four core workflows in Search Atlas: running a site audit, generating keyword suggestions, configuring client reporting, and booking a personalized success manager session. Follow each section in order or jump to the one you need. 🔍 How to Run a Site Audit A site audit scans your client's website for technical SEO issues and gives you a prioritized list of fixes. 1. In the left sidebar, go to OTTO SEO → Site Audit. 2. Select the project you want to audit, or create a new one by clicking Create Project on the Home page. 3. Click Start Audit and confirm the domain URL. 4. Once the crawl completes, review the issues grouped by severity: Critical, Warnings, and Notices. 5. Click any issue category to see affected pages and recommended fixes. For deeper automation, connect OTTO to your project. OTTO will surface prioritized recommendations and can apply certain fixes directly. Look for the Activate OTTO button inside your project dashboard. 💡 How to Get Keyword Suggestions Search Atlas offers several keyword research tools under Site Metrics → Site Explorer. Use them together to build a complete keyword strategy for your clients. Keyword Magic Tool 1. In the left sidebar, click Keywords, then select Keyword Magic. 2. Enter a seed keyword and choose the target country. 3. Click Search to generate a list of related keywords with volume, difficulty, and CPC data. 4. Use the filters to narrow results by search volume range, keyword difficulty, or word count. 5. Select keywords you want to track and click Add to Rank Tracker or Export to download the list. Keyword Gap Tool 1. In the left sidebar, click Keywords, then select Keyword Gap. 2. Enter your client's domain and up to four competitor domains. 3. Click Analyze Keywords to see keywords competitors rank for that your client does not. 4. Filter by opportunity type — Missing (client has no ranking) or Weak (client ranks lower than competitors). 5. Add high-value gap keywords directly to your Rank Tracker for ongoing monitoring. Rank Tracker 1. In the left sidebar, click Keywords, then select Rank Tracker. 2. Add your target keywords manually or import them from Keyword Magic or Keyword Gap. 3. Set your tracking frequency and target location. 4. Review position changes, SERP features, and trend graphs from your Rank Tracker dashboard. 📊 How to Set Up and Configure Reporting Search Atlas lets you build branded, automated reports to share progress with clients. 1. In the left sidebar, navigate to the Reports section. 2. Click Create Report and select a template or start from scratch. 3. Choose the data modules you want to include — site audit scores, keyword rankings, traffic trends, backlink summaries, and more. 4. Upload your agency logo and set your brand colors under Branding Settings to white-label the report. 5. Connect the client's Google Search Console or Google Analytics account if you want to pull live traffic data into the report. 6. Set a delivery schedule — choose Weekly or Monthly and enter the recipient email addresses. 7. Click Save and Activate. Reports will generate and send automatically on your chosen schedule. You can also generate a one-off report at any time by opening a saved report template and clicking Download PDF or Send Now. 📅 How to Book a Success Manager Walkthrough Search Atlas offers personalized one-on-one sessions with a success manager. These sessions are designed to walk you through the platform for your specific use case — whether you are onboarding new clients, scaling your agency workflow, or exploring advanced features. To request a session: 1. Open the chat widget in the bottom-right corner of the platform. 2. Type success manager walkthrough or onboarding call in the chat. 3. A team member will confirm availability and send you a calendar link to book a time that works for you. During your session, your success manager can cover any combination of the topics in this article plus advanced topics such as OTTO configuration, Local SEO setup, white-label reporting, and multi-client account management. Come with a list of questions to make the most of your time. 🏢 Using Search Atlas for Client Management Here are a few best practices to get the most out of Search Atlas for your clients: - Create a separate project per client so audits, keyword sets, and reports stay organized and do not overlap. - Use Keyword Gap weekly to spot new ranking opportunities as the competitive landscape shifts. - Schedule monthly automated reports so clients receive consistent progress updates without manual effort on your part. - Connect Google Search Console to each project for accurate traffic and impression data inside your reports. - Activate OTTO on active client projects to get continuous technical SEO recommendations without running manual audits every time. 🆘 Need More 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.
🎓 How to Locate and Access Search Atlas Academy Training Content
Search Atlas Academy is your built-in training hub, offering courses, certifications, and walkthroughs to help you get the most out of the platform. If you are struggling to find the Academy or clicking a training link that does not load correctly, this guide will walk you through the correct navigation path and common fixes. 📍 Where to Find the Academy The Academy is accessible directly from your Search Atlas dashboard. To locate it: - Log in to your Search Atlas account. - From the left sidebar, click Home to land on your main dashboard at /home. - Click the More Features apps-grid icon in the header (not on the Home screen) to open it. - Within More Features, you will find the link to Search Atlas Academy, along with certification tracks and course modules. If you do not see the More Features icon, try refreshing your browser or clearing your cache, as dashboard layouts are updated periodically and a stale cache can hide newer navigation elements. 🔗 Why Provided Links or Instructions May Not Work Several factors can cause Academy links to fail or redirect incorrectly: - White-labeled environments: If you access Search Atlas through a reseller platform (such as a white-label plugin, GoHighLevel, or Vendasta), some Academy or help links may point to pages still showing Search Atlas branding instead of your agency's branding, or may not resolve at all. This is a known issue our team actively monitors and resolves as it is reported. - Outdated bookmarks: Direct links shared in older emails, PDFs, or third-party guides may no longer match the current URL structure after platform updates. - Browser session issues: Being logged out, using incognito mode, or having conflicting extensions can prevent Academy pages from loading properly, especially for embedded or white-labeled app users. - Plugin version conflicts: If you access Search Atlas through a WordPress white label plugin, an outdated plugin version can block access to certain settings and linked resources, including training content. 🛠️ Troubleshooting Steps 1. Always navigate to the Academy through the More Features apps-grid icon in the header rather than relying on external or bookmarked links. 2. Clear your browser cache and cookies, then log in again using a standard (non-incognito) browser window. 3. If you access Search Atlas through a white-label plugin, confirm you are running the latest plugin version, as older versions may restrict access to settings and linked content. 4. If you are a reseller or agency customer accessing Search Atlas through a third-party platform (Vendasta, GoHighLevel, etc.), try logging in directly through the native Search Atlas dashboard to confirm whether the issue is specific to the embedded environment. 5. Disable browser extensions temporarily, as ad blockers or privacy tools can sometimes interfere with embedded training content. 📚 Certification and Course Access If you are working toward a Search Atlas certification, all modules and progress tracking are managed within the Academy itself, accessed via the More Features apps-grid icon in the header. If your certification progress does not appear to save or your completed modules are not reflecting correctly, this may be part of an ongoing audit and improvement process our team is actively working through. 💬 Need More Help? If you have followed these steps and still cannot locate or access Search Atlas Academy content, our team can investigate your specific account and environment. 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.
🏢 Agency Onboarding Guide: Using Search Atlas with Multiple Clients
🎯 What This Article Covers Welcome to Search Atlas! This guide is designed for new agencies getting started with multiple clients. You will learn how to structure client projects, resolve common WordPress crawl issues, and get a quick overview of core capabilities including the Backlinks tool. 🗂️ Step 1: Set Up a Separate Project for Each Client Search Atlas organises all SEO work around Projects. Each client should have their own dedicated project so that data, reports, and settings remain cleanly separated. 1. Log in to Search Atlas and click Create Project from the Home dashboard. 2. Enter the client's root domain (e.g., https://clientsite.com). 3. Select the target country and language for that client. 4. Click Create Project. Repeat this process for every client you manage. You can switch between client projects at any time using the project selector in the top navigation bar. There is no limit on the number of projects you can create under your agency account. 🔗 Step 2: Connect WordPress and Fix Crawl Issues Connecting WordPress enables Search Atlas to crawl your client's site and surface on-page optimisation opportunities. If the site is not crawling after connection, follow these steps. 1. In your client's project, go to Settings → Integrations and confirm the WordPress plugin is installed and activated on the client's site. 2. Check that the API key displayed in Search Atlas matches the key entered inside the WordPress plugin settings. A mismatch is the most common cause of crawl failure. 3. Verify the client site is publicly accessible. Password-protected, maintenance-mode, or staging sites behind a firewall will block the crawler. 4. Ensure the site's robots.txt file is not blocking the Search Atlas crawler. Open https://clientsite.com/robots.txt and confirm there is no Disallow rule targeting all bots or the Search Atlas user-agent. 5. Confirm the WordPress permalink structure is set to anything other than Plain. Go to WordPress Admin → Settings → Permalinks and save the current structure to flush rewrite rules. 6. After verifying all of the above, return to your project in Search Atlas, open Settings → Integrations, and click Re-sync to trigger a fresh crawl. If the crawl still does not start within 15 minutes after re-syncing, the issue may be related to server response time or a firewall rule blocking outbound API requests. Check with the client's hosting provider that outbound webhook requests are permitted. 🔍 Step 3: Explore Core SEO Capabilities Once your client's project is crawling, here is a quick overview of the main tools available to your agency. - Site Auditor: Runs a full technical SEO audit and groups issues by severity so you can prioritise fixes quickly for each client. - Keyword Research: Find high-opportunity keywords for your client's niche, analyse search intent, and build topical clusters. - Rank Tracker: Monitor keyword rankings daily across Google and Bing for each client's target location. - Content Planner: Generate briefs and outlines aligned with top-ranking content in your client's space. - OTTO SEO V3 (Content Editor): Optimise individual pages in real time. Access it via Left sidebar → OTTO SEO → SEO Automation or navigate directly to /seo-automation-v3. - Backlinks: Full backlink intelligence suite — covered in detail in the next section. 🔗 Step 4: Using the Backlinks Tool for Clients The Backlinks tool gives your agency a complete picture of any domain's link profile — your clients' sites and competitors alike. - Backlink Analysis: Enter any domain to see its full list of referring domains, anchor text distribution, link authority scores, and whether links are dofollow or nofollow. - Competitor Gap Analysis: Compare your client's backlink profile against up to four competitors to identify link-building opportunities they are missing. - New and Lost Links: Track links gained or lost over time to measure the impact of outreach campaigns and catch unexpected drops quickly. - Toxic Link Detection: Identify low-quality or spammy backlinks that may be hurting your client's domain authority and generate a disavow file if needed. - Link Prospecting: Search for potential link targets by niche, domain rating, and traffic to feed directly into your agency's outreach workflow. To access the Backlinks tool, go to Site Metrics → [select your client's project] → Backlinks (Backlinks). All data is scoped to the selected project, keeping each client's backlink intelligence separate. ✅ Recommended First Steps for New Agencies 1. Create a project for each client and complete the WordPress integration. 2. Run a Site Audit for every client to establish a baseline health score. 3. Pull a Backlinks report for each client and their top three competitors. 4. Set up Rank Tracking for each client's primary target keywords. 5. Use the Content Planner to build a 30-day content roadmap for your highest-priority client. Working through these five steps in your first week gives your agency a clear, data-backed starting point for every client engagement. 💬 Need More 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.
🔍 Search Atlas Overview and Go High Level Compatibility
What Is Search Atlas? Search Atlas is an all-in-one SEO and digital marketing platform designed to help agencies, marketers, and business owners grow their online visibility. It brings together a wide range of tools under one roof so you can manage your entire SEO workflow without switching between multiple subscriptions. Core capabilities include tools for local SEO, content creation, site auditing, backlink research, rank tracking, and client reporting. Does Search Atlas Work with Go High Level (GHL) Websites? Search Atlas may be compatible with websites built and hosted on Go High Level, but compatibility with specific features can vary. If you have questions about how your GHL site will work with a particular Search Atlas feature, our team can help clarify before you purchase. Where Can I Learn More Before Buying? Search Atlas provides demo videos and other pre-sales resources you can access before purchasing. Search for Search Atlas on YouTube to find official walkthrough videos, feature demos, and tutorials covering the platform. 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.
🎓 Paid Training and Professional Services for Search Atlas
🧭 Overview If you want personalised guidance beyond self-service resources, Search Atlas offers access to certified implementors — independent professionals who provide hands-on, 1-on-1 training and setup services tailored to your goals. This article explains what implementor services are, what they cover, and how to connect with one. 🤝 What Is an Implementor? An implementor is a certified Search Atlas expert — typically a consultant, agency, or freelancer — who has been trained specifically on the platform. They offer paid, personalised services to help you get up and running quickly, use the platform strategically, and maximise your return on investment. Implementors are independent professionals, not Search Atlas employees. They set their own rates, availability, and service packages. ✅ What Implementor Services Typically Cover While every implementor tailors their offering to your needs, common services include: - 1-on-1 onboarding and platform walkthroughs — personalised sessions covering the tools most relevant to your workflow - SEO strategy setup — configuring Rank Tracker, Keyword Magic, and Keyword Gap under Left sidebar → Keywords to match your campaigns - Local SEO configuration — setting up and optimising your GBP Projects tools, including GBP projects, Posts, Reviews, and Local Citations via Left sidebar → Local (GBP Projects) - Content and workflow training — hands-on guidance for building and executing content plans inside Search Atlas - Ongoing coaching — regular check-ins to review performance and refine your strategy over time 👤 Who Should Use an Implementor? Implementor services are a strong fit if you: - Are new to Search Atlas and want to learn the platform quickly with expert guidance - Have a specific SEO goal — such as local ranking, content scaling, or competitive research — and want a structured plan to achieve it - Prefer learning by doing in live, interactive sessions rather than reading documentation - Are migrating from another SEO tool and need help recreating your existing workflows - Manage a team and want training sessions delivered to multiple people at once 💰 How Much Does It Cost? Implementor pricing is set independently by each professional and varies based on their experience, the scope of services, and session length. Common pricing models include: - Hourly rates — ideal for focused, single-topic sessions - Project-based packages — covering full onboarding or a defined deliverable - Retainer engagements — ongoing monthly coaching or support Because implementors are independent, there is no fixed rate set by Search Atlas. You can discuss scope and pricing directly with your chosen implementor before committing. 🔍 How to Find and Hire an Implementor 1. Open the chat widget in the bottom-right corner of the platform and type human teammate to connect with our team. 2. Let the team member know you are looking for an implementor and describe your goals — for example, 1-on-1 training, local SEO setup, or a full onboarding package. 3. Our team will refer you to a vetted implementor who matches your needs and availability. 4. Connect directly with the implementor to discuss scope, timeline, and pricing before getting started. 📚 Free Alternatives to Consider First If you are exploring options before committing to a paid service, Search Atlas also provides the following at no additional cost: - In-app onboarding flows — guided tours when you first access key tools - Knowledge Base — step-by-step articles covering all major features - Live chat support — available via the chat widget for platform questions These resources are a great starting point. If you find you need deeper, personalised guidance, an implementor is the recommended next step. 💬 Need Help Getting Started? 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.
📚 Find Search Atlas Tutorials and Learning Resources
Overview Search Atlas provides several self-serve learning resources to help you get the most out of the platform. Whether you are just getting started or looking to master a specific feature, the options below will point you in the right direction. Where to Find Tutorials and Learning Resources All official Search Atlas learning materials are available through the following channels: - Knowledge Base (Help Center): The Knowledge Base is your primary resource for step-by-step guides, feature overviews, and how-to articles. You can access it directly from within the platform or by visiting the Help Center. - Video Tutorials: Search Atlas publishes video walkthroughs on its official YouTube channel. Search for "Search Atlas" on YouTube to find tutorials covering key features and workflows. Tips for Getting the Most from the Resources 1. Start with the Knowledge Base. Use the search bar in the Help Center to find articles relevant to the specific feature or task you need help with. 2. Watch the YouTube walkthroughs. Video tutorials are especially useful for understanding workflows end-to-end before diving into a feature yourself. 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.
🎓 Pre-Purchase Training and Migration Support for SEMrush Users
Overview If you are a freelancer or agency considering switching from SEMrush to Search Atlas, this article explains what training and migration support is available to help you get started. Search Atlas offers onboarding resources and migration guidance that do not require technical expertise. Pre-Purchase Training Search Atlas offers training and onboarding resources to prospective and new customers. To find out what is currently available and how to register: - Reach out to the support team via the chat widget in the platform — they can confirm whether live onboarding sessions are currently scheduled, what topics they cover, and how to sign up. - Ask specifically whether trial account holders are eligible to attend sessions before purchasing a paid plan. - Request details on session format, duration, and any prerequisites so you can prepare in advance. Free Trial Access Creating a free trial account gives you hands-on access to the Search Atlas platform, which can help you follow along during onboarding sessions and evaluate the tool before committing to a plan. To get started with a free trial: 1. Go to the Search Atlas website and click Start Free Trial or Sign Up. 2. Complete the registration form with your name, email address, and basic account details. 3. Once your trial account is active, you can explore the platform's tools and ask support about upcoming onboarding sessions you can join. Migrating from SEMrush Search Atlas supports migration from SEMrush and the process is designed to be accessible without technical knowledge. To get guidance tailored to your specific SEMrush setup, contact the support team — they can walk you through the migration process step by step. In general, the migration involves: - Exporting your data from SEMrush: Save your tracked keyword lists, project settings, and any reports you want to retain from your SEMrush account before switching. - Setting up your projects in Search Atlas: Once your trial or paid account is active, create your projects by entering your domain and target keywords, using your exported data as a reference. - Adding your keywords: Search Atlas supports bulk keyword entry, so you can add your keyword lists to your projects without entering them individually. - Verifying your setup: After adding your data, confirm that your tracked keywords, target locations, and project settings reflect your previous configuration. 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.
🎓 Manick's SEO Course — Release & Access Details
📋 What Is This Course? Search Atlas founder Manick Bhan is producing a comprehensive SEO course designed to help marketers and business owners build and execute high-impact SEO strategies. We do not have confirmed pricing to share yet — the price will be announced at launch. 📅 When Will It Be Released? The course was originally targeted for early Q3. We understand you may be eagerly waiting, and we appreciate your patience. Release timelines for content projects like this can shift as production and quality reviews are completed. We want to make sure the course delivers real, lasting value before it goes live. We do not have a confirmed launch date to share at this time. As soon as an official date is announced, it will be communicated through: - In-platform notifications - The Search Atlas blog and changelog - Email updates to active subscribers 💰 How Much Will It Cost? Pricing has not been finalised or announced. We cannot confirm a specific price, or whether any subscription tier will include complimentary access, until Search Atlas makes an official announcement. Please do not rely on any price or entitlement claim you may have seen elsewhere — the confirmed details will be shared through the official channels below when the course is ready to launch. 🔔 How to Stay Updated You do not need to do anything special to be notified. Keep an eye on your registered email inbox and check the Search Atlas platform regularly for announcements. Official release news will not be shared through unofficial third-party channels, so rely only on direct communications from Search Atlas. 🙋 Still Have Questions? 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.
📘 How Onboarding Works in Search Atlas (1:1 Calls & Training Sessions)
Search Atlas offers 1:1 onboarding calls for select users through a dedicated booking page. Because availability is limited, there may be times when no 1:1 slots are open. When that happens, you can still get fully onboarded by joining our live group training sessions, which cover the same setup workflows and include live support. This article explains both options and exactly where to find them. 🧱 Option 1: Book a 1:1 Onboarding Call (When Available) 📍 Where to book 1:1 onboarding sessions are booked through this page: 👉 https://dashboard.searchatlas.com/onboarding-1on1 🕒 What to expect - 60-minute session - 1:1 with a Search Atlas specialist - Personalized setup based on your SEO goals If you see available dates, you can select a time slot and confirm your session. ⚠️ When no slots are available If the page shows no available dates, this is expected behavior when sessions are fully booked. Slots open periodically, but availability is not guaranteed. 🧱 Option 2: Join Live Training Sessions (Always Available) When 1:1 onboarding slots are full, you should join a live training session. 📍 Where to find training calls 1. Log into your Search Atlas dashboard and navigate to Header (apps-grid icon) → More Features → Explore Training Calls You can also access sessions directly here: 👉 https://lu.ma/SearchAtlas 🎓 What training sessions cover - Platform setup - Core workflows - Feature walkthroughs - Live Q&A with the team These sessions are designed to help you get started even if a 1:1 call is not available. ❓ FAQs ❓ Why don’t I see any available dates for 1:1 onboarding? Because 1:1 sessions have limited availability and may be fully booked at times. ❓ Is something wrong with my account if I can’t book a 1:1 call? No. This is not account-related. ❓ Is live training a replacement for 1:1 onboarding? Yes. Live training sessions cover the same onboarding steps and include real-time support. If a 1:1 onboarding slot is available, you can book it directly from the onboarding page. If not, Explore Training Calls is the fastest way to get onboarded and start using Search Atlas effectively.
🎓 Manick's New SEO Course Release Date
About the Upcoming SEO Course Search Atlas is excited to share that Manick Bhan, our founder and SEO expert, is working on a brand-new SEO course designed to help users get the most out of Search Atlas and build a strong foundation in modern SEO strategy. We understand you're eager to access it, and we appreciate your enthusiasm! Current Release Timeline As of now, the course is still in production and no confirmed release date has been announced. Course development timelines can shift to ensure the content meets our quality standards. Here is what we can confirm: - The course is actively being developed and recorded. - It will cover practical, actionable SEO strategies using the Search Atlas platform. - An official release announcement will be made once a confirmed date is locked in. We do not currently have a specific release date to share, but we expect to provide an update once production is complete. How to Stay Notified To make sure you don't miss the launch announcement, we recommend the following steps: 1. Keep an eye on your registered email inbox for product announcements and newsletters from Search Atlas. 2. Check the Search Atlas blog and social media channels regularly for updates. 3. Log in to the platform and watch for in-app notifications about new features and content releases. In the Meantime While you wait for the new course, there are several resources available to help you sharpen your SEO skills and make the most of Search Atlas right now: - Search Atlas Academy: Browse existing training videos and tutorials available inside the platform. - Knowledge Base: Explore our growing library of step-by-step articles covering every feature in Search Atlas. - Onboarding sessions: If you haven't completed your onboarding, reach out to schedule a walkthrough with our team. Still Have Questions? 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. Pricing Not Yet Confirmed Pricing has not been finalised or announced. We cannot confirm a specific price, or whether any subscription tier will include complimentary access. Please do not rely on any price or entitlement claim you may have seen elsewhere — confirmed details will be shared through official channels when the course is ready to launch.
📅 Schedule a Demo and Access Training Resources
Overview Whether you're onboarding a developer, bringing in a new team member, or just want a guided walkthrough of Search Atlas, scheduling a demo is quick and straightforward. This article explains how to request a demo and where to find self-serve training resources to get your whole team up to speed. How to Schedule a Demo Search Atlas offers personalized demos for individuals and teams, including technical stakeholders like developers. To book one: 1. Go to searchatlas.com in your browser. 2. Click the demo booking or request option on the homepage or pricing page. 3. Fill in your name, email address, and company details in the booking form. 4. Add the names and email addresses of anyone you'd like to include, such as a developer or agency colleague, in the appropriate fields. 5. Pick a date and time that works for your team from the available calendar slots. 6. Note any goals, use cases, or specific features you want covered so the session is tailored to your needs. 7. Submit the form. You will receive a confirmation email with joining instructions for the session. Tip: Add all team members' email addresses during the booking process so they each receive a calendar invite and joining details directly. Inviting Team Members to Join a Demo Demos are not limited to a single attendee. You can bring your entire team — including developers, content managers, or SEO leads. To make the most of a group demo: - Enter all relevant team members' email addresses in the booking form. - Brief your team beforehand on which features or questions are most relevant to their roles. - Encourage attendees to come prepared with specific questions about the features most important to their work. Accessing Training Resources Search Atlas provides self-serve resources so your team can learn at their own pace before or after a demo: - Knowledge Base: Search the Search Atlas Help Center for articles covering account setup, features, and workflows. Use the search bar to look up specific topics. - Developer resources: For API keys, integration details, or developer documentation, search the Knowledge Base for relevant articles or contact support for guidance specific to your plan. Adding Your Developer or Team Members to Your Account Once your demo is complete and you are ready to set up your team, you can add team members within your Search Atlas account. If you are unsure how to invite colleagues or need help granting the right level of access, reach out to support and have your account email, team members' email addresses, and the roles you need assigned ready so the team can assist you quickly. 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.
📓 Search Atlas Onboarding Guide
Getting started with Search Atlas is now smoother, faster, and more intuitive than ever. In this guide, you’ll walk through the full onboarding experience, from choosing your subscription plan, activating your free 7-day trial, scheduling your 1:1 Launch Lab session, and creating your first website project. 🚀 1. Choose Your Plan & Start Your Free 7-Day Trial When you first land on the Search Atlas subscription page, you’ll see our available plans: Starter, perfect for freelancers and solo marketers; Growth, ideal for mid-size teams managing multiple sites; Pro, built for agencies ready to scale; and Agency, for agencies that need unlimited campaigns and connections. Click “Start 7-day trial” on the plan that fits your needs. 💳 2. Complete Your Secure Checkout You’ll be redirected to Search Atlas’ secure Stripe checkout page. Here you can enter your card details, add your billing information, and choose your country. Once everything is filled in, click “Start Trial.” ✅ 3. Payment Successful After processing your card, you’ll immediately see a confirmation screen. Your 7-day free trial is now activated. 🪐 4. Access Your Exclusive 1:1 Launch Lab Session Users unlock a dedicated 1:1 onboarding session with one of our product specialists, branded the Launch Lab. During this call, we help configure your entire Search Atlas environment, connect key integrations, set up your workflows, and tailor strategies to your actual goals. Click “Select Meeting Slot” to continue. 📅 5. Choose Your Meeting Date You’ll now see the Launch Lab calendar. Select your preferred date using the calendar selector and your time zone (automatically detected), then click on the date that fits your schedule. ⏰ 6. Choose Your Meeting Time After selecting your date, you’ll be presented with all available time slots. Click “Select” on the time slot you want. 📝 7. Confirm Your Details Before finalizing your booking, complete the short confirmation form with your first name, last name, phone, and email, then click “Schedule Meeting.” 🎉 8. Your Meeting Is Scheduled Your onboarding session is confirmed. On this screen you’ll see your exact time and date, the meeting link, your selected time zone, and calendar add-options (Google, Outlook, iCloud). Click any calendar button to add the session automatically. 🌐 9. Create Your First Website Project Now you’ll be guided into your Search Atlas dashboard to create your first website project. Enter your website’s homepage URL and click “Create Project.” This will unlock keyword rank tracking, backlink monitoring, technical audits, OTTO SEO insights, content intelligence, and full Search Atlas performance reporting. Your Search Atlas workspace is now active, your onboarding meeting is scheduled, and your first project is ready to track. Over the next few days, you’ll start seeing your data populate, your insights take shape, and your growth opportunities become clear. 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.
📘 How to Find “Explore Training Calls” in the Search Atlas Dashboard
If you’ve been directed to join Explore Training Calls but aren’t sure where to find it inside the Search Atlas dashboard, this guide shows the exact location and path to access it. This option is available from the main dashboard and opens the page where you can view and join live training sessions. 🧱 Navigation Path Explore Training Calls is NOT in the left sidebar. It is located via the Header apps-grid icon → More Features → Help → Explore Training Calls. 👁️ Visual Path (From What You See on Screen) Step 1 — Click the apps-grid icon in the header While on the main dashboard, look at the header and click the apps-grid icon to open the menu. Step 2 — Click More Features Inside the menu, click More Features to expand the panel with additional sections including: Help Step 3 — Look under the “Help” section Inside the dropdown panel, scroll slightly downward to the Help section. You will see an option labeled: 👉 Explore Training Calls It includes: - A small icon to the left - A short description underneath mentioning training calls and workshops Step 4 — Click “Explore Training Calls” Clicking this option opens a new page where you can: - View upcoming live onboarding sessions - Register for training calls - Join scheduled workshops 🔄 What If You Still Don’t See It? - Make sure you are clicking the apps-grid icon → More Features → Help, not the left navigation - The option will not appear inside: - OTTO SEO - Authority - Site Metrics - Any tool module If you prefer, you can access the same training sessions directly here: 👉 https://lu.ma/SearchAtlas 🎓 What Happens Next After clicking Explore Training Calls: - A new page opens with upcoming live sessions - You can view: - Session titles - Dates and times - Registration options ❓ FAQs ❓ I don’t see “Explore Training Calls”, is something wrong? No. Make sure you are opening the header apps-grid icon → More Features → Help in the dashboard, not the left sidebar. Click this button: ❓ Is this the same as 1:1 onboarding? No. These are live group training sessions, which are available when 1:1 onboarding slots are full. ❓ Do I need special access to join training calls? No. Training calls are available to all users. If you’re unable to book a 1:1 onboarding call, Explore Training Calls is the fastest way to get live guidance and continue your onboarding without delays.
🎓 Get Onboarded: Live Group Training, Guides, and Implementers
Want help getting set up? These are the fastest ways to get fully onboarded with Search Atlas. 🎓 1. Live Group Training (recommended) Join a live walkthrough with Q&A so you can get real-time help and leave with clear next steps: https://lu.ma/SearchAtlas 📓 2. Search Atlas Onboarding Guide A guided, start-to-finish onboarding checklist you can follow step by step: Search Atlas Onboarding Guide 📚 3. Knowledge Base Step-by-step guides and best practices you can follow at your own pace: Search Atlas Help Center 🤝 4. Implementers and Experts Prefer hands-on support? Implementers can help with setup and execution so you can move faster with expert guidance: https://searchatlas.com/otto-implementer/ 📅 What about a 1:1 onboarding session? If a 1:1 onboarding option is available for your account, you will see it directly inside the in-product onboarding flow. 1:1 sessions are booked only through that flow, and our support team cannot schedule them manually. If you don't see the option there, use Live Group Training, the Onboarding Guide, the Knowledge Base, or an Implementer above.
🚀 New Customer Onboarding: What Training and Support Is Available
✅ What is included with your paid plan - Training calls — one-on-one onboarding calls with the Search Atlas team. Book through the link in your welcome email, from the 1:1 onboarding banner shown in-app for active paid accounts, or by contacting support - Help Center — comprehensive written guides and video tutorials - FIN AI chat support — available 24/7 for instant answers - Live chat support — human agents available during business hours (Monday-Friday) 🚫 What is NOT included with paid plans - Dedicated account manager — not available on standard plans. Agency and enterprise plans may include this; contact sales for details - Live product demos — demos are reserved for free trial users evaluating the platform. Paid customers should use training calls instead 💡 How to get the most out of onboarding 1. Book your onboarding training call after signing up. If you are illegible, the 1-1 onboarding call banner will be displayed when you login to your SA dashboard 2. Come to the call with a list of your top 3 goals 3. After the call, use the Help Center to go deeper on the specific tools you'll use most Don't see your booking or login link? Some new annual checkout customers have received a welcome email that is missing the login link — this is a known issue our team is tracking. If your welcome email doesn't include a login or booking link, contact support and we'll get you access. Note that the in-app 1:1 onboarding banner only appears for accounts with an active paid plan. 🗓️ Weekend support availability Human agent support is available Monday through Friday during business hours. FIN AI is available 24/7. A human agent will follow up at the start of the next business day for weekend messages.
🚀 New Customer Onboarding and Training Guide
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: 1. Account setup: Confirm your login details and complete your profile. 2. Guided demo: Attend a walkthrough of the platform's core features. 3. Hands-on training: Learn the tools you'll use most for your goals. 4. 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: 1. Log in and confirm your account details are correct. 2. Attend your demo or request one if you haven't been scheduled yet. 3. Set a goal—decide what you want to achieve first, such as auditing a site, tracking keywords, or connecting your Google Business Profile (GBP). 4. 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. 5. Bookmark the Knowledge Base so help is always close at hand. 6. 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.