User Onboarding & Ongoing Success Guide

Purpose of This Guide

This guide walks you through:

• The onboarding flow and checklist

• The key steps that matter most

• What ongoing success looks like once onboarding is complete

The goal is to help you reach value quickly, and then maintain and grow your Search Rank with minimal daily effort.

Onboarding Overview

The onboarding experience is designed to help you get visible, ranked, and competitive as quickly as possible.

During onboarding, you are guided through:

• A step-by-step onboarding checklist

• A guided product tour that explains what each feature does and how it helps you improve your Search Rank

Once you complete the most important steps in the onboarding checklist, ongoing maintenance becomes simple and only takes a few minutes a day.

Before the Checklist: The Onboarding Overview Video

Before you begin the onboarding checklist, onboarding starts with a short introductory video.

This video plays automatically and gives you a quick, high-level understanding of:

• What the Search Rank Platform is

• What Experience.com helps you do

• How the platform improves your visibility, trust, and rankings

The purpose of this video is to give you context before you take action, so you understand how the steps ahead connect to real results.

After the video, you move directly into the onboarding checklist.

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Checklist Walkthrough and Purpose

The onboarding checklist is designed to do two things:

1. Help you establish a trusted, complete digital presence

2. Teach you how to consistently improve your Search Rank over time

Once the core steps are complete, success becomes habit-based rather than setup-driven.

At the top of the checklist, you will see:

• A progress bar

• The number of steps completed, such as 7 of 13 complete

This helps you track progress and see how close you are to unlocking full platform value.

The Checklist

1. Update Your Business Information

Why it mattersThis is the foundation of Search Rank accuracy.

This step ensures that:

• Your business profile is complete

• Your information is consistent across your site, listings, and platforms

• Search engines can trust and verify your details

Sections you will complete

• Primary Details: Your core identity, including name, role, industry, and services

• Job Details: What you do and how you serve customers

• Location Details: Where you operate and who you serve

• Image Details: Visual trust signals that support credibility

Search engines prioritize accuracy, consistency, and completeness. Missing or inconsistent information can directly limit your ranking potential.

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2. Connect to Google and Other Platforms

Why it mattersGoogle is the primary driver of local visibility and rankings.

In this step, you:

• Connect your Google Business Profile via OAuth, which is required

• Optionally connect platforms such as Facebook and LinkedIn

This allows the platform to:

• Import and manage your reviews

• Track your visibility accurately

• Attribute improvements to your Search Rank correctly

Connecting Google is required to unlock your real Search Rank Score and full review insights.

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3. Begin Collection and Replying to Reviews

Why it mattersReviews are one of the strongest signals in search rankings.

In this step, you can:

• Send your first review request

• Learn how reviews and responses impact rankings

• Start building consistent review activity

This step is important because:

• Fresh reviews increase relevance

• Replies build trust and engagement

• Ongoing interaction improves visibility

This is not a one-time task. It introduces a repeatable habit that supports long-term growth.

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4. Understand the Search Rank Game

Why it mattersThis is where you learn how improvement actually works.

This step explains:

• How points are earned

• How your actions connect directly to ranking improvements

• Why consistency matters more than one-time effort

You will see that:

• Every task earns points

• Even onboarding steps contribute to your Search Rank

• Progress is visible and measurable

This step helps you understand why certain actions are recommended, which makes it easier to stay engaged over time.

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5. Set Up Your Daily Habit

Why it mattersSearch rankings improve through small, consistent actions.

This step introduces:

• Simple daily habits that compound over time

• Tools that make consistency easier

You can:

• Download a QR code for collecting reviews

• Access the Habits Guide

• Set optional calendar reminders

• Register for a new user webinar if you want deeper guidance

Even a few minutes a day can have a meaningful impact on your visibility.

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6. Invite Your Team Members or Network

Why it mattersYour visibility grows faster when you do not do it alone.

In this step, you can:

• Invite teammates or members of your network

• Share responsibility for reviews and engagement

• Amplify your presence together

This step is optional, but highly recommended for teams and growing businesses.

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7. Book a Call with Your Expert

Why it mattersPersonalized guidance helps you see results faster.

Here, you can:

• Book a one-on-one call with your assigned Search Rank Expert

• Get tailored recommendations based on your profile

• Build a simple routine that fits your goals

If you are viewing a demo profile, you may see a blank circle where the expert image appears. As a real user, you will see the photo of the expert assigned to you.

Booking this call is highly recommended. Users who do typically see faster improvements and stronger rankings.

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8. Stay Up to Date

Why it mattersSearch and visibility continue to evolve.

In this step, you can:

• Follow Experience.com on social platforms

• Stay informed about best practices

• Learn about product updates and ranking strategies

This step supports ongoing learning and enablement beyond onboarding.

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9. Password Setup

Why it matters: This ensures secure access to your account.

You will:

• Create a secure password

• Meet standard security requirements, including length, case, numeric, and special characters

This protects your account and ensures safe, reliable access to the platform.

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How to Think About the Checklist

Some steps of the onboarding checklist set the foundation of your search presence. Others show you how to win.

• Required steps make sure your profile works correctly

• Enablement steps teach you how to improve consistently

• Once onboarding is complete, upkeep stays simple

Guided Product Tour

Alongside the checklist, you will also experience a guided product tour.

The tour helps you:

• Understand what each section of the platform does

• See where to take action

• Connect features directly to Search Rank improvement
  
  
  

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As you move through the platform, the tour shows you:

• What affects your Search Rank Score

• How daily and weekly actions drive progress

• Where to find insights, recommendations, and next steps

The goal of the tour is to make sure you always know what to do and why it matters.

Life After Onboarding: Simple Daily and Weekly Upkeep

Once onboarding is complete, success comes from consistency, not constant setup.

After you finish the core steps, focus on just a few simple actions.

1. Play the Search Rank Game

Spend about 10 minutes a day playing the Search Rank Game.This reinforces behaviors that improve visibility, authority, and rankings.The game format keeps improvement guided and measurable.

2. Track Your Search Rank Score

Check your Search Rank Score regularly to understand performance. Watch how small actions lead to steady improvement over time. Use the score as your main indicator of visibility and competitiveness.

3. Follow Next-Step Action Cards

Action Cards tell you exactly what to do next. They are prioritized based on impact, so you always know where to focus. If you are unsure what to do, the Action Cards will guide you.

4. Check Rankings by Location

You can see how you rank at different levels:

• Zip code

• State

• Country

This helps you understand local competition, spot opportunities, and track progress across markets.

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Final Thought

Onboarding is a one-time setup. Growth is a habit.

Once you complete the most important onboarding steps, success comes from a simple daily routine. Spend about 10 minutes a day tracking, playing, and improving, and the results will follow.

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