SOP: Client Setup

Client Setup — Prepare Every Client for SEO & AEO Delivery

Client Setup is the second operational stage of the TrafficLinks SOP system. It ensures every client is configured correctly before SEO and AEO setup begins — creating a stable foundation for long‑term delivery.

Account Setup
Access Collection
Region Confirmation
Service Alignment
Tracking Setup
Delivery Preparation
View Lead Intake
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Client Setup — Preparing Your System for Delivery

Client Setup is the fifth operational stage in your TrafficLinks delivery system. This is where we prepare your tools, workflows, and communication channels so your SEO · AEO · SOP system can run smoothly from day one. A clean setup ensures every client receives consistent, professional, and predictable results.

What Happens in Client Setup

1. Account & Access Preparation

We prepare access to dashboards, reporting tools, communication channels, and workflow systems. This ensures every client is fully connected to their delivery process.

2. Website & Platform Integration

We integrate your website with the TrafficLinks system, ensuring SEO, AEO, and SOP components work together without conflict or delays.

3. Workflow Setup & Automation

We configure your weekly workflow, automation triggers, delivery tasks, and reporting cycles. This creates a predictable operational rhythm for every client.

4. Communication Setup

We set up communication channels, update templates, and ensure clients receive clear updates throughout their delivery cycle.

5. Onboarding Checklist Completion

We complete the onboarding checklist to ensure every client begins with a fully prepared, fully optimised system. This prevents delays and ensures smooth delivery.

Why Client Setup Matters

Without proper setup, delivery becomes inconsistent. With a strong setup, every client receives the same high‑quality experience, the same workflow, and the same predictable results. This stage ensures your system runs smoothly from the very beginning.

What Happens After Client Setup

After Client Setup, we move into the final SOP stage: Lead Intake — where new clients enter your system and begin their delivery cycle.

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