Client Onboarding

Overview

This is what your first six weeks with Prime Chase Data look like when the goal is to improve your digital presence. We adapt the plan to your starting point. If you only need one track, we focus there. If you need several, we run them in parallel. Expect one hour for kickoff, then about thirty minutes each week for check-ins.

Who Is Involved

Your Team

• One decision maker for approvals
• One technical contact for access and security

Our Team

• An engagement lead
• An analyst
• A specialist for your selected track

Communication

📅 Weekly check-in: 30 minutes with notes sent after the call
📧 Status updates: Every Friday via Slack or email
⏱️ Response time: Within one business day (mark urgent items in subject line)

Approval Gates

Gate 1

Access complete and tracking verified

Gate 2

Baseline approved

Gate 3

Quick wins completed

Gate 4

90-day plan approved

What We Need During Onboarding

✓ Approve access within two business days
✓ Share brand guardrails and legal lines
✓ Confirm goals and non-goals
✓ Provide past audits or reports you want us to reuse

Six Week Plan

Week 1: Kickoff and Access

You:

• Confirm top 2-3 outcomes
• Name the decision maker
• Share assets and rules

Us:

• Connect GA4, Search Console, ad platforms
• Connect CMS/store, email platform, CRM
• Connect Google Business Profile
• Verify permissions using least privilege

Output:

Intake summary, access log, dashboard shell with connected sources

Week 2: Tracking and Technical Setup

You:

• Approve event names
• Approve conversion definitions

Us:

• Fix GA4 events and pixels
• Remove duplicates, set UTM standards
• Validate consent behavior
• Repair critical technical SEO items

Output:

Tracking checklist with pass/fail per item, technical fix log

Week 3: Baseline and Page Fixes

You:

• Review the baseline
• Confirm priority pages/templates

Us:

• Ship page-level baseline for priority templates
• Update titles, descriptions, headers
• Fix schema and internal links
• Draft content briefs if needed

Output:

Baseline report, page fix pack with diffs, content briefs

Week 4: Performance and UX Quick Wins

You:

• Approve changes to layout or forms

Us:

• Improve Core Web Vitals
• Optimize images, scripts, fonts
• Check navigation and forms
• Fix blockers on key flows

Output:

Before/after performance report, UX issue list with owners and ETAs

Week 5: Local Presence and Entities

You:

• Provide location details
• Provide service lists if relevant

Us:

• Audit Google Business Profile
• Correct hours, categories, services, NAP
• Upload fresh photos
• Update location pages and schema

Output:

Local presence change log, structured data checklist

Week 6: Review and Plan

You:

• Confirm what moved
• Approve the 90-day plan

Us:

• Review results from weeks 2-5
• Call out wins and gaps
• Propose 90-day plan with milestones
• Define owners and budgets

Output:

Six week review, ranked roadmap, measurement plan

Deliverables by End of Onboarding

Dashboards & Reports

✓ Daily updating dashboard (exec and channel views)
✓ Baseline for traffic, conversions, revenue by channel
✓ Scorecards with red/yellow/green status

Documentation

✓ Prioritized backlog with cost and impact
✓ Documented change log
✓ Access log

Track-Specific Onboarding Paths

🔍 SEO Growth Track

Deep crawl and indexation checks, template-level rules, internal linking patterns, schema strategy, content gap map by intent, editorial brief format and cadence.

Learn more →

⚡ Web Performance and UX Track

Core Web Vitals targets, image and font policy, script loading order, tag hygiene, form standards, A/B test backlog with hypotheses and sample size needs.

Learn more →

📍 Local Presence Track

Google Business Profile governance, photo plan, review response standards, NAP source of truth, location page structure, category and service mapping.

Learn more →

📊 Analytics and Tracking Track

Event and conversion taxonomy, UTM standard, consent and privacy settings, naming rules, data retention settings, QA process for releases, export or warehouse sync options.

Learn more →

💰 Paid Amplification Track

Account structure standards, naming conventions, budget caps, landing page quality checks, conversion tracking and offline imports, brand safety settings, testing plan.

Learn more →

🌏 Korean Brands to U.S. Market

Market entry strategy, cultural localization, distribution setup, influencer partnerships, compliance navigation for Korean companies entering the American market.

Learn more →

Roles and Responsibilities

Client Responsibilities

• Provide timely approvals and access
• Supply current brand and product assets
• Review weekly status notes
• Confirm priorities

Prime Chase Data Responsibilities

• Do the work listed above, on time and to spec
• Report clearly on what changed and results
• Keep access least privilege
• Remove access on request

Security and Privacy

🔒 Read access by default, write access only when needed for approved tasks
🔐 Two-factor authentication on all accounts that support it
📝 We can sign your NDA or DPA - send your standard form

Change Control

• We do not change live budgets or site content without written approval
• Every material change is logged with date, owner, and link
• New requests added to backlog with cost and impact
• Scheduled after approval

Billing and Terms

Invoices and payment terms follow your SOW. If you need different terms, tell us at kickoff so we can update the SOW before work begins.

How to Get Help

Email henry@primechasedata.com for support and scheduling. Use Slack for day-to-day questions if we share a workspace.

Start Your Onboarding