New Client Onboarding

Start every engagement with the right information

Streamline onboarding with a link your clients can use to provide their business details, goals, contacts, access needs, and project context.

How it helps your agency

Start every engagement with the right information

A consistent onboarding path helps your agency start faster, reduce missing information, and give delivery teams a shared view of what the client expects.

Use the collected brief to prepare discovery, clarify responsibilities, identify dependencies, and move into SEO, paid media, website, or omnichannel work with less friction.

  • Business and contact information
  • Website, market, and service context
  • Goals, priorities, and timeframe
  • Access, dependencies, and known challenges
  • Delivery-ready onboarding brief
Built for the sales process

From insight to a client-ready next step.

Searchdom turns repetitive research and document work into a structured starting point your team can review, refine, and use in a real client conversation.

Capture the right context

Collect the business, market, service, goal, and timing details that shape a useful recommendation.

Make the opportunity clear

Translate complex marketing work into practical priorities, scope, and outcomes that clients understand.

Keep momentum

Move from diagnosis to proposal, agreement, onboarding, reporting, or the next growth conversation without starting over.

Searchdom

Where things just click.

Explore the full agency toolkit and choose the workflow that fits your next opportunity.

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