# Onboarding Checklist

This checklist turns first login into a working marketing operation.

## When to use this

Use this when onboarding a new company or re-onboarding after a major reset.

## Step-by-step

1. Complete company profile basics (name, website, strategic context).
2. Connect GA4, GSC, Microsoft Clarity, and WordPress (if publishing is required).
3. Create your first product research and generate a product draft.
4. Build or import a keyword list and identify keyword gaps.
5. Launch your first agent run from Agents dashboard.
6. Schedule at least one social post and one paid campaign draft.
7. Validate dashboard metrics and set a weekly operating rhythm.

## Common mistakes

* Marking onboarding complete without validating data flow in Dashboard.
* Launching agents before keyword lists and WordPress are configured.
* Ignoring permissions on connected Google properties.

## Related pages

* [Workspace and Company Setup](https://docs.fopos.net/getting-started/workspace-and-company-setup)
* [Connect Integrations](https://docs.fopos.net/getting-started/connect-integrations)
* [New Customer Onboarding](https://docs.fopos.net/workflows/new-customer-onboarding)