Electrovision Onboarding ShellbackSEO Master Client Onboarding SOP Phase 1 Admin & Contract Send fully executed Master Services Agreement (MSA) Issue First Invoice / Secure initial retainer payment Set up client profile in CRM & internal tracking Create internal project folder (Drive/Dropbox) Send Welcome Email & outline Next Steps Phase 2 Access & Intel Secure CMS Access (Shopify/WP Admin with appropriate scopes) Gain Google Search Console (GSC) Ownership/Admin Gain Google Analytics 4 (GA4) Admin Access Gain Domain Registrar / DNS Access (Cloudflare/GoDaddy) Test all logins and store securely Phase 3 Baseline & Audit Pull pre-engagement ranking & traffic baseline (GSC/Ahrefs) Execute full Technical SEO Site Crawl Deploy Tiered Audit Checklist (like the Electrovision HTML) Implement safety protocols (Backups/Git integration) Draft initial 90-Day Execution Roadmap Phase 4 Kickoff & Execution Schedule & conduct Official Kickoff Call Establish comms channel (Shared Slack / Email protocol) Present 90-Day Roadmap and get client alignment Assign Tier 1 Critical Fixes to development team Schedule first monthly progress sync