Onboard a New Team on StratGen

Onboard a New Team on StratGen

Set your team up for success with a structured onboarding process.

Week 1: Setup

Day 1-2: Admin preparation

1. Configure workspace settings and defaults
2. Create projects for each client/site
3. Connect GSC for all properties
4. Add competitors to each project

Day 3-4: Team invitations

1. Invite all team members with appropriate roles
2. Share this documentation link with everyone
3. Schedule a kickoff meeting

Day 5: Kickoff meeting

• Walk through the platform (15 minutes)
• Explain each team member's role and access
• Set expectations for first-week tasks

Week 2: First Tasks

Assign initial tasks based on role:

SEO analysts:

• Run site audits for their assigned projects
• Review GSC data and flag quick wins
• Add missing competitors

Content writers:

• Familiarize with the editorial calendar
• Review the content pipeline
• Draft their first content piece

Account managers:

• Set up client spaces (if Enterprise)
• Configure reporting preferences
• Schedule first client touchpoint

Week 3-4: Ramp Up

• Generate first AI strategies
• Establish weekly workflow rhythms
• Set up recurring calendar events
• Address questions in a weekly team meeting

Best Practices

1. Start small: Master one module before moving to the next
2. Use templates: Create project templates for consistent setup
3. Document processes: Write internal SOPs for common workflows
4. Regular check-ins: Weekly 15-minute syncs during the first month
5. Celebrate wins: Share first ranking improvements with the team

Success metric: Within 30 days, every team member should be able to independently run their core workflows.