What is the Onboarding Checklist?

The Onboarding Checklist tracks the setup progress for Managed plan clients. It includes tasks like: GBP claimed and verified, brand voice configured, review auto-respond enabled, review request campaign set up, first review response posted, and monthly report scheduled. Our team updates the checklist as each task is completed, and you can view progress from your dashboard. Once all tasks are done, your onboarding is complete and you transition to ongoing monthly management.