Onboarding

Your instance, built around your agency.

Orchestror isn't a login you figure out alone — it's a dedicated instance we provision and shape to your operation. Your clients become profiles, your documents become the knowledge base, your Google accounts connect once, and the entities start working already knowing who they work for. All of it included in your fee.

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The Onboarding Entity

Adding a client is
a conversation.

An entity runs your setup: it asks in short groups — slug, domain, Google IDs, brand, publishing — shows you the complete profile at the end, and creates nothing until you say create. Client number forty takes the same five minutes as client number one.

Chat — onboarding · new client
onboardinglive
I'll help you add a new client site. Short question groups — at the end you review the full profile before anything is created. First: what slug for this client?
acme-hvac
✓ Available. Now the Google side — system auth is already set, I just need the identifiers: GSC property and GA4 property ID. Or say skip and connect later.
sc-domain:acmehvac.com · properties/482103317
Full profile ready for review
site_id: acme-hvac
gsc_site_url: sc-domain:acmehvac.com
ga4_property_id: properties/482103317
business_type: local · industry: hvac
competitors: [2] · brand_tone: professional-friendly
Create it like this? — reply create or list changes
create
Site created & validated — profile, changelog and output folders in place. Suggested first steps: GSC baseline → full audit → first opportunities.
The Site Profile

Every client, profiled
before any entity touches it.

Domain, search properties, brand voice, competitors, audit defaults — and the field most tools don't have: do-not-offer, the list of services this business doesn't sell, which entities are forbidden to promise in copy, titles, or schema. And every profile is isolated at the architecture level — one client's context never leaks into another's. Context first, work second.

Site Profile — acme-hvac
acmehvac.com
local · HVAC
sc-domain:acmehvac.com
properties/482103317
acme heating & air
professional-friendly
frostlineair.comcoolpro-stl.com+ add
⊘ duct cleaning⊘ commercial refrigeration⊘ 24/7 emergency
max 500 pagestechnicallocal-seoperformance
read by every entity before any run · isolated per client
The Google Connector

Authorize once.
Every entity works from it.

One consent per client unlocks Search Console, Analytics, and Business Profile — stored encrypted in your instance, isolated per site, and reused by every audit,dashboard, and report from that moment on. No re-authorizing, no shared logins, no password spreadsheets.

Settings — Google · acme-hvac
Google — connectedauthorized once · used by every entity
● active
Search Consolequeries · pages · index status
Analytics (GA4)traffic · conversions · audiences
Business Profilereviews · local presence
next client: north-dental
one consent per client — token stored encrypted in your instance, isolated per site

Your instance can be live this week.

One call starts it — onboarding included.

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Second Brain & Site Intel

Your operation's
living memory.

Every audit, strategy, and finding — linked, searchable, and visible as a graph, timeline, or board. And your entities read it before they act.

Second Brain — Your Neural Knowledge base
◉ Graph🗂 Tree🕒 Timeline▥ Kanban
↑ Upload
GROUPS
Clients 24
Systems 11
Processes 8
Tech 6
Archive 13
seo-strategy.md
client: acme-hvac · updated 2d ago
Four views, one memory

Graph, file tree, timeline, and kanban over the same linked notes. See your knowledge as a network, a chronology, or a board.

Notes that link themselves

Audits, strategies, and findings connect to client work automatically. Six months later, the context is one click away.

Entities read it too

The knowledge base feeds your entities. Ask about a client and the answer draws on every note, audit, and decision recorded about them.

Internal link graph

An interactive force graph of every internal link on a site, with Google index status overlaid on each node. Orphan pages have nowhere to hide.

Topical maps

Pillar → cluster → article hierarchies generated per site, prioritizing the subtopics you haven't covered yet.

Per-client memory

Every client's history stays in their own space — what was tried, what worked, what changed. The agency's memory outlives any employee.

Knowledge Migration

Your agency's brain
moves in with you.

If your team wrote it down, it moves in — as PDF, Word, spreadsheet, HTML, or Markdown. The parser turns each document into a clean, linked note in the Second Brain, filed under the right client with metadata attached and any stray credentials automatically redacted. From that moment, every entity reads what your team already knew.

Kickoff docsClient briefsSOPsMarketing plans & roadmapsMessaging frameworksTone of voice guidesBrand guidelinesOld auditsKeyword researchMeeting notesMedia plans & campaign historyDigital asset inventoriesContracts & NDAsIndustry compliance docs…and whatever else you've got
Second Brain — Import Document
Drag & drop or click to uploadPDF · DOCX · XLSX · HTML · Markdown
📄
acme-hvac-brand-guidelines.pdfsave to: Clientes/acme-hvac ★
Uploading
Parsing
Saving to vault
Document imported12,480 characters extracted → Clientes/acme-hvac/2026-07-04-brand-guidelines.mdfrontmatter added · wikilinks live · credentials auto-redacted
ICP & Buyer Personas

Day one homework,
done by an entity.

Before anyone writes a word for a new client, the ICP entity crawls their site and delivers the go-to-market blueprint: who the customer is, two to four buyer personas in their own words, and a dozen-plus content seeds — ready to feed the strategists and the ads specialists.

ICP & Personas — acme-hvac
ICP BlueprintBuyer PersonasContent Seeds 14
St. Louis metro · 25mi radius
Homeowner, 35–65, urgency-driven
$4k–12k replacement · $150–400 repair
System failure · season change · new home
MR
Maria R.Emergency caller · decision maker

"my AC just died and it's 95 out — who can come today?"

DT
Dave T.Planner · researcher

"what does a new furnace actually cost installed?"

crawled from the client's own site · feeds strategists & ads from day one
Then, Day One

From onboarded
to operating.

Profiles set, knowledge migrated, Google connected — the loop takes over: first baseline, first audit, first schedules. See how the loop runs.

Orchestror — Chatacme-hvac
SITES
acme-hvac
demo-law
north-dental
ENTITIES
orchestror
seo analyst
content writer
site audit
Find quick wins on acme-hvac and refresh the top opportunity
orchestrorlive
gsc-opportunities1,240 queries analyzed
spawn: seo-analystscoring 14 candidates
spawn: content-writerrefreshing /ac-repair-cost/
Top opportunity found
4.2position
18.4Kimpressions
+212%ctr upside
🛡Publish refresh to WordPress?ApproveDeny
Your Next Step

Day one ends.
The entity that tells you what's next doesn't.

Onboarding hands off to Guide — a per-client progress assistant that audits six stages of the real workflow (Foundations, Pull data, Understand, Plan, Act, Automate), always knows the single highest-leverage step left, and gives you three ways to take it: go do it yourself, have an entity do it for you, or ask why it matters first.

Guide — valley-electric
Overall progress15/16 94%
✓ Foundations✓ Pull data✓ Understand✓ Plan✓ ActAutomate 1 left
Up next

Connect Google Search Console for valley-electric

Automate can't schedule recurring audits until search performance data is flowing in.

GA4 property linkedPull data
First topical map generatedPlan
Weekly content workflow publishedAct
FAQ

Straight answers

How long does onboarding take?

Most agencies run their first audit within days of the intro call. Your instance is provisioned by us, the first clients are set up together in a guided session, and the rest of the roster you add whenever you want — the onboarding entity walks you through each one in chat.

What do we need from you?

Per client: the domain, one Google authorization (a single consent covers Search Console, Analytics, and Business Profile), WordPress credentials if you want publishing, and any documents you want migrated into the knowledge base. That’s the whole list.

What documents can we migrate?

Anything your team wrote down: kickoff docs, SOPs, marketing plans, messaging frameworks, tone of voice guides, old audits, keyword research, media plans, meeting notes, asset inventories, contracts, compliance docs. Drop them in as PDF, Word, spreadsheet, HTML, or Markdown — each is parsed into a clean, linked note under the right client, and credentials that slip in are automatically redacted.

Is each client isolated?

Completely. Every client has its own profile, its own Google token, its own WordPress credentials, and its own knowledge folder — isolation is enforced at the architecture level, so nothing leaks between accounts.

Do the entities actually use this knowledge?

Yes — it’s their long-term memory. Before acting on a client, entities consult the notes and changelog, so strategy decisions from March still shape what ships in July.

Is this compatible with my existing notes?

Notes are plain Markdown with standard wiki-style links — portable in and out. No proprietary format holding your knowledge hostage.

Is onboarding billed separately?

No — onboarding, training, and support are part of your fee. It’s in what your fee covers, not a line item.

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Stop Prompting.
Start Orchestrating.

Tell us about your operation. We'll walk you through the platform, agree on pricing, and hand you the keys to your own dedicated instance.

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