Client onboarding
Step Your firm

The basics we use to tell your firm apart from others with similar names.

Office locations
Step Compliance contact

Nothing we write is published until your Chief Compliance Officer approves it.

Step Your website

So we know how changes reach your site, and who to ask.

Who updates the site today?
Does your site use Cloudflare? Optional
Step Google access

Access to your Google tools so we can measure results and make the changes for you. You keep ownership, and nothing goes live until you and your CCO approve it. Each takes about two minutes; the panel on the right walks you through it.

Google Search ConsoleFull user

Add our email as a Full user.

Google Analytics 4Editor

Add our email as an Editor on your GA4 property.

Google Business ProfileYour listing

Paste the Google Maps link to each office's listing, and add us as a Manager if you can.

Google Tag ManagerOptional

Add our email with Publish permission so we can set up tracking for you.

Step Your clients and market

In your own words. This decides which questions we measure for you.

Step Online presence

All optional. We find most of this ourselves; anything you add saves us time and catches profiles we'd miss.

Step Review and send

Check the details below. You can go back to any step.