Setup guide · 10 minutes

Set up a client report in under 10 minutes

Connect your Google accounts, create a client, and generate a shareable SEO report with live GA4 and Search Console data. No code, no CSV uploads, no waiting.

  • 7 steps from zero to a live, shareable report
  • Read-only Google access — your data stays safe
  • Send clients a branded report link in one click

Used by digital agencies for automated SEO reporting

Secure OAuth 2.0Read-only permissionsSame access model as Looker Studio

Before you start:
SearchSignal accountClient website URLGoogle account with GA4 + GSC access
Optional:Target keywords, Competitor domains

7 steps to your first report

Follow along and check off each step as you go. Total time: ~12 minutes.

0/7
Connect Google Account
~2 min

Where to click: Sidebar → Google Accounts → Add Google Account

  • Click Google Accounts in the left sidebar, then Add Google Account
  • Sign in with the Google account that owns your GA4/GSC properties
  • Allow read-only permissions (SearchSignal never modifies your data)
  • Click Fetch Properties to load your GA4 and Search Console sites

What you should see: Account appears with the email address and a property count after fetching

Common mistake: Signing in with a personal Google account that doesn't have GA4/GSC access. Double-check which email owns the properties.
Create New Client
Add Client DetailsRecommended

Client workspace ready. Now connect your data.

Steps 1-3 connect Google and create the client. Steps 4-7 add targeting, connect data sources, and generate the report.

Continue Setup
Add Keywords & CompetitorsRecommended
Connect GA4 and GSC
Connect GBP (Optional)
Review & Share Report

After setup: unlock the full picture

These optional steps enrich your client reports and save time on future onboarding.

2 min

Review Brand Overview

Auto-generated when you create a client — scanned from their website.

Client Dashboard → Brand Overview tab

  • Review industry, products & services, and AI summary
  • Explore Audience, Voice & Tone, and Messaging sub-tabs
  • Use Enhance with AI to refine or Edit to customise

Outcome: Brand profile with industry, services, audience, and voice ready for reporting and AI context.

Send to client

Send Onboarding Form

Let your client fill in details you don't have.

Client Dashboard → Onboarding

  • Click Generate Onboarding Link and copy the URL
  • Client fills in business details at their own pace (link expires in 30 days)
  • Status tracked on the Onboarding tab: Pending → Completed

Outcome: Client profile is complete without manual data entry on your end.

New

Explore AI Visibility

See how your client shows up in AI search engines.

Client Dashboard → AI Visibility

  • Add AI search queries and run scans across ChatGPT, Gemini, Perplexity, Claude, and more
  • Use Prompt Explorer, Content Gap Analyzer, and AI Traffic Analytics
  • Share AI Visibility data with clients via the portal toggle in Settings

Outcome: Know exactly how AI platforms reference your client, track citations, and identify content gaps.

Common issues & quick fixes

Most problems are solved in under a minute. Expand any item below.

Still stuck?

Reach out from Settings → Support inside the app. We typically respond within a few hours on business days.

Contact us

Your first client report is 10 minutes away

Sign up, connect Google, and the dashboard walks you through every step above.

Get Started

Secure OAuth 2.0 · Read-only access · Cancel anytime