1. Create your workspace
Sign up, then answer two questions: do you run SEO for clients (an agency) or is it your own business, and what timezone you're in. Your workspace gets its own private data store the moment it's created.
2. Add a business
Agencies: New client at the top right. One business: Add your business on the home page. Paste the Google Business Profile link and the form fills in the name, address, phone, category and map targets. Add the website and the form pulls keywords, competitors and the technical setup. Submit, and the business is in.
3. Let it run
Nothing else is required. The first check runs within the day; the first report follows. Fresh numbers appear on the business's page every week, a monthly report lands on the 1st cycle, and anything that needs a person shows up in Tasks or Approvals.
Optional, whenever you like
- Connect Google Drive (Settings → Integrations) to get a folder per business and reports as Google Docs.
- Alerts (Settings → Notifications) to get a daily summary in Slack or Discord.
- Connect Claude (Settings → Integrations) to ask your own Claude about your clients.