Onboarding · 6 phases

Your strategic integration plan, step by step.

Nothing here is magic. This is the exact path we walk with every new client, from understanding what you sell to watching AI crawlers index your first published article. We move as fast as your team can.

6 phasesPaced to your teamYou keep control at every step
Why this matters

Great setup makes great content. Bad setup makes noise.

This phase isn't optional fluff. Every prompt, every recommendation, every article Claude writes downstream feeds off the information we collect here. The garbage-in / garbage-out rule applies, with one catch: garbage out of AI looks like confident, fluent, plausible garbage.

With a sharp setup

What a perfect setup produces.

  • Tracked prompts that match real buying intent, every citation matters.
  • Content recommendations grounded in your actual gaps, not a generic checklist.
  • Drafts that sound like your brand, because Claude was given your voice, not a template.
  • Share-of-voice movement you can tie directly to a published article.
With a sloppy setup

What a bad setup produces.

  • Generic prompts that track queries no buyer actually asks, noise, not signal.
  • Recommendations that point to the wrong topics, effort spent in the wrong place.
  • Drafts that sound like every other AI blog, indistinguishable, uncitable.
  • Dashboards that move for the wrong reasons, you can't tell what's working.

This is why we make Phase 01 the non-negotiable part. Five items collected properly is worth more than fifty tracked prompts set up badly.

Overview

The whole plan fits on one page.

Each phase has a clear goal and a short checklist you can tick off. We move together, you decide the pace.

PHASE 01

Understand

→PHASE 02

Set up your xSeek account

→PHASE 03

Connect your data

→PHASE 04

Let the data

→PHASE 05

Set up content generation

→PHASE 06

Ship and track

→
Step by step
01
Phase

Understand what you actually sell.

We start by getting your business right, not by launching a dashboard. The sharper this step, the better every AI prompt that follows will perform.

  • Service and product offer
    What you do, who pays for it, how you describe it to a stranger at a dinner.
  • Ideal customer profile
    Role, company size, trigger moments, the person whose question you want to answer.
  • Brand voice, positioning, and goals
    Your story, your tone, what you stand against, what winning looks like. This is what we feed Claude so every draft sounds like you, not like AI.
  • Main competitors (~10)
    Not "all of SaaS", the specific names AI engines already recommend in your category. Ten is the sweet spot for meaningful share-of-voice comparison.
  • The questions your clients ask
    What they type into ChatGPT before they even know you exist.
02
Phase

Set up your xSeek account and tracked prompts.

You get an account, we configure it together. By the end of this phase, xSeek is watching a focused set of queries, not a firehose.

  • Create your workspace
    Your company, your team, your billing. Ten minutes.
  • Add your website and competitors
    We pre-fill what we can from the discovery call. You validate names and aliases.
  • Generate tracked prompts
    20 to 50 queries that match real buying intent, not vanity keywords.
  • Validate with your team
    A 15-minute review so the list reflects how people actually talk, not our best guess.
03
Phase

Connect your data so we see the whole picture.

Visibility without traffic is half the story. We hook xSeek into what you already measure so AI signals sit next to your real numbers.

  • Connect Google Analytics 4
    Referrer traffic from ChatGPT, Perplexity, Gemini, and Claude tagged automatically.
  • Connect Google Search Console
    So we see where Google and AI answers overlap (and where they diverge).
  • Install the xSeek tracking plugin
    WordPress, Cloudflare, Edgely, or a 2-line middleware for Next.js, whichever fits your stack.
  • Verify AI crawler visits
    Within 24 hours you should see GPTBot, ClaudeBot, PerplexityBot hits in your logs.
!
Note. If any connector is blocked (agency access, legacy WP, custom stack), we fall back to server-log ingestion, no project gets stuck at this phase.
04
Phase

Let the data baseline cook.

This is the patience phase. AI engines crawl on their own schedule. We use this window to document your current state so we can measure lift in 30 days.

  • AI engines crawl your site
    GPTBot, ClaudeBot, PerplexityBot, GoogleOther, at their own pace, not yours.
  • Prompt results populate
    Every tracked query runs across the 4-6 engines; first ranked results land within hours.
  • First share-of-voice baseline
    We snapshot exactly where you stand today, the number every improvement is measured against.
  • No action required
    You close the dashboard. We ping you when enough data is in.
05
Phase

Set up content generation with your team.

Now the gap list is real. You pick what to publish first, we hand your team the tools to do it fast without sacrificing voice.

  • Install xSeek Desktop or CLI
    Native app for non-devs. Terminal + Claude Code for developers. Same brand voice baked in either way.
  • Brief the first 3-5 articles
    Pulled from the gap list, queries where competitors get cited and you don't.
  • Generate with Claude Code + brand voice
    Your style guide, your audiences, your knowledge base. AI drafts; you edit.
  • Fact-check before publishing
    Built-in verification against official sources so nothing AI-hallucinated ships.
06
Phase

Ship and track your first results.

This is where the slow days pay off. Articles go live, crawlers come back, and the first citation moves show up in the dashboard.

  • Publish the first articles
    From xSeek Desktop or your CMS, whichever review workflow your team already uses.
  • Watch crawler visits pick up
    Within 48 hours, GPTBot and ClaudeBot typically re-crawl new pages on a tracked site.
  • Monitor share-of-voice movement
    Citation frequency per query, per engine, weekly deltas visible in the dashboard.
  • Iterate every week
    Ship 2-3 articles per week, keep the brief sharp, adjust the gap list based on what moves.  That's the whole loop.
Ready to start

From here to your first AI citation.

We walk it with you, end to end. No dashboard hand-off and good luck. Book 30 minutes and we kick off Phase 01.

Book a kickoff call →See pricing