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SEMrush Toolkits
Management Toolkit
How to Onboard a New Client with SEMrush

How to Onboard a New Client with SEMrush Workflow

The goal of onboarding is for you and your new client to get on the same page and know what to expect. Every agency has their own ways of onboarding, but your relationship will benefit greatly from transparency about goals and processes from the start.

  1. Start a Project and share it with your client

  2. Get Familiar with My Reports

  3. Run a Site Audit to Outline Quick areas for Improvement

  4. Connect GA & GSC

  5. Identifying Competitors

  6. Marketing Calendar

  7. Set up Position Tracking

If your agency just started a relationship with a new digital marketing client, here’s 7 ways you can onboard them effectively using SEMrush tools.

1. Start a Project and share it with your client

SEMrush Projects are a great way to keep track of growth and progress during a digital marketing campaign. Launch a Project under your client’s domain and share access with them to establish transparency from the start.

If your client does not have an SEMrush account, make a free account for them so they can log in and look at the Project.

Once the Project is running, you can view all the top-level metrics in the Project dashboard or compile reports with the data from your Project. 

project-dashboardPlease note that read-only sharing comes with a Business level subscription.

2. Get Familiar with My Reports

Check out My Reports and learn all of the ways that you can use SEMrush data to report on your work. If you don’t want to share a Project directly with your client, you can make regular PDF reports in My Reports using SEMrush data.

Create from scratch or template

My Reports allows you to create custom PDFs completely from scratch or create a report from one of our templates. Templates include Monthly SEO, Google My Business Insights, Domain Comparison, and more.

pdf-templatesIf you don’t see a template that works for you, you can also create your own templates for your regular reporting.

White label reports

With a Business level subscription you can white-label these reports with your own agency logo and remove all SEMrush branding from reports. This will give your reports the most professional look. Learn more about white label reports here.

Automatic email reports

Once you finish the design of a report, you can set up automatic email reports to get sent to any email address on a regular basis if you want to automate an email reporting process. Read about setting up email alerts for Projects here.

Since transparency is the goal, tell your client about the reporting options and ask what their preference is - shared Project, PDF reports, automatic emails or something else.

3. Run a Site Audit to outline quick areas for improvement

In the shared Project, run a Site Audit of the client’s desktop or mobile site (depending on your campaign’s goals).

Once the audit is finished, the site will receive a Total Score reflecting overall health.

total-score-site-auditReport this score to your client at the beginning of your engagement, as this score will change and improve as you take action to fix issues on the website and improve the technical SEO structure of the domain.

After showing them their score, look into everything that SEMrush reports is wrong with the website by checking the list of errors, warnings and notices. Errors have the most impact and should be addressed first in your engagement in order to make the biggest positive change from the start.

4. Connect the client's GA and GSC to set up your dashboard in SEMrush and share results

To set up a dashboard with Google Analytics, Google Search Console and SEMrush data in one, start the Organic Traffic Insights and connect your client’s Google accounts to SEMrush.

Once you connect Google Analytics and Google Search Console to one SEMrush tool, the connection can work in a number of other SEMrush tools as well.  

Your client’s internal data can connect to Backlink Audit, Content Audit, On Page SEO Checker and the SEO dashboard, among others. These connections help to ensure that your insights on SEMrush are based on the real traffic and search positioning of their site.

5. Identify their competitors and prepare for competitive analysis

One of the first steps to take with a new client is creating a competitive analysis of their top rivals. On SEMrush it’s easy to take your client’s domain and identify their top competitors in organic search, backlinks, paid search and Google Shopping.

find-competitorsAfter identifying these competitors, you can use the various tools on SEMrush to analyze their competitor’s….

To put your competitive findings into a neat PDF, use My Reports and build a report from scratch or with one of our templates.

6. Create a roadmap in Marketing Calendar

The Marketing Calendar is a tool where you can map out campaigns, tasks, and to-do lists in a shareable calendar - perfect for working with clients and keeping everything transparent.

marketing-calendarRead more about using the SEMrush Marketing Calendar with this blog post.

7. Set up Position Tracking to start a history of rankings

As soon as you decide on the keywords that you are going to target for your client, set up a Position Tracking campaign and enter the target keywords and location. Now, you’ll have a history of your client’s daily progress on the SERPs throughout the duration of your engagement.

After one month, six months, or even a year you can use this Position Tracking campaign to reference how far your client has come in SEO or PPC rankings since you’ve started working for them.

To keep track of important dates in your campaigns, you can add notes to your graph with details on deploy dates, new content creation, and other work done for the client.

This progress can easily be reported using Position Tracking’s PDF or Excel spreadsheet exports. To learn more about Position Tracking, read the user manual.