One-Time SEO Setup - Foundation Service
Overview
What: Foundational SEO optimization included with Professional ($397/mo) and Enterprise ($997/mo) plans
When: Delivered during client onboarding (Week 2-3 of Professional/Enterprise setup)
Who Delivers: Onboarding specialist or SEO technician
Time Required: 2-3 hours per client
Primary Tool: SearchAtlas with OTTO AI automation
Goal: Establish solid SEO foundation using SearchAtlas automation, improve search visibility, set up tracking, and position client for future growth
Service Philosophy
What This IS
✅ Foundation building - Set up SearchAtlas and OTTO for automated SEO success ✅ Quick wins - Implement automated optimizations that show immediate improvement ✅ Tracking setup - Establish baseline for measuring future progress in SearchAtlas ✅ Automation enabled - OTTO continuously monitors and fixes technical issues
What This is NOT
❌ Ongoing SEO management - This is one-time setup with automation, not monthly content creation ❌ Content creation - We optimize existing content, don't write new blog posts ❌ Guarantee of rankings - We fix technical issues and automate improvements, not promise #1 positions ❌ Competitive SEO campaign - For ongoing content + backlinks, client needs monthly SEO tiers
SearchAtlas Platform Requirements
Prerequisites
- Client has Professional ($397/mo) or Enterprise ($997/mo) plan
- Symphony Core has SearchAtlas agency subscription
- Client website URL and access credentials
- Google Search Console property ownership (or ability to verify)
What We Use
- SearchAtlas Dashboard: Site audits, keyword research, rank tracking
- OTTO Automation: AI-powered technical SEO fixes and monitoring
- OTTO Pixel: Real-time site monitoring (for non-WordPress sites)
- SearchAtlas WordPress Plugin: One-click integration (for WordPress sites)
- White-Label Reporting: Branded client reports from SearchAtlas
What We DON'T Use
This SOP uses SearchAtlas exclusively. We do NOT use:
- ❌ Screaming Frog
- ❌ Ahrefs
- ❌ SEMrush
- ❌ Moz
- ❌ Google PageSpeed Insights (SearchAtlas provides this data)
- ❌ Schema.org validators (OTTO handles schema automatically)
What's Included: 6 Core Components
1. SearchAtlas Project Setup (10 minutes)
Purpose: Add client site to SearchAtlas, run initial audit, connect tracking
Steps:
- Log into SearchAtlas dashboard (https://dashboard.searchatlas.com)
- Create new project folder for client (if using folder organization)
- Add client website URL to SearchAtlas
- Connect Google Search Console to SearchAtlas
- Run initial comprehensive site audit (OTTO will analyze automatically)
- Review audit results and flag critical issues
Deliverables:
- Client site added to SearchAtlas
- Initial audit report generated
- Google Search Console connected
- Baseline SEO score documented
Expected Outcomes:
- SearchAtlas provides comprehensive technical audit (replaces manual auditing)
- Current SEO health scored (0-100 scale)
- All technical issues identified and prioritized by OTTO
- Baseline established for future comparison
Typical Findings (from OTTO audit):
- 5-15 technical issues on average business site
- 2-5 critical issues (must fix immediately)
- 3-10 moderate issues (should fix within 30 days)
- Schema markup opportunities identified
- Page speed and mobile issues flagged
2. OTTO Installation & Configuration (15 minutes)
Purpose: Install OTTO automation to enable continuous SEO monitoring and fixes
For WordPress Sites:
-
Install SearchAtlas WordPress plugin from client's WP admin
- Navigate to Plugins > Add New
- Search "SearchAtlas"
- Install and activate
-
Authenticate plugin with SearchAtlas account
- Click "Connect to SearchAtlas"
- Enter Symphony Core SearchAtlas credentials
- Authorize connection
-
Activate OTTO automation
- Enable OTTO in plugin settings
- Configure automation level (see below)
-
Verify connection
- Check WordPress dashboard shows "Connected to SearchAtlas"
- Confirm OTTO Pixel is active
- Verify in SearchAtlas dashboard that site shows "Plugin Connected"
For Non-WordPress Sites (GHL, Wix, Squarespace, Custom):
-
Copy OTTO Pixel code from SearchAtlas dashboard
- Navigate to Site Settings > OTTO Pixel
- Copy JavaScript tracking code
-
Install OTTO Pixel in site header
- Access client site's header/code injection area
- Paste OTTO Pixel code before closing
</head>tag - Save changes
-
Verify pixel installation
- Visit client site and inspect page source
- Confirm OTTO Pixel code present
- Check SearchAtlas dashboard shows "Pixel Active"
OTTO Automation Level Configuration:
Set to "Auto-Implement" (Recommended):
- Broken link detection and repair
- Canonical tag corrections
- Schema markup generation (Organization, LocalBusiness, etc.)
- XML sitemap generation and updates
- Image alt text generation (for missing alt tags)
- Meta robots tag optimization
- Internal linking recommendations
Set to "Recommend" (Manual Approval Required):
- Title tag modifications
- Meta description rewrites
- H1/H2 header changes
- Content optimization suggestions
Deliverables:
- OTTO installed (WordPress plugin OR Pixel)
- Automation configured (auto-implement + recommend settings)
- Real-time monitoring active
- Confirmation screenshot from SearchAtlas dashboard
Expected Outcomes:
- OTTO begins continuous monitoring
- Automated fixes apply within 24-48 hours
- New issues detected and fixed automatically going forward
- Client site stays technically optimized without manual intervention
3. OTTO Technical Audit & Automated Fixes (30 minutes)
Purpose: Review OTTO's audit findings and enable automated technical optimizations
Steps:
-
Review OTTO Technical Audit Results
- Navigate to SearchAtlas dashboard > Site Audit
- Review critical issues (red flags)
- Review moderate issues (yellow flags)
- Note low-priority issues (informational)
-
Enable Auto-Implement for Technical Fixes
- Broken links: Auto-fix enabled
- Schema markup: Auto-generate for homepage, about, contact
- XML sitemap: Auto-generate and keep updated
- Canonical tags: Auto-correct duplicate content
- Image alt text: Auto-generate for images missing alt tags
-
Review and Approve High-Priority Recommendations
- Title tags: Review OTTO's suggested improvements for 6-10 key pages
- Meta descriptions: Approve OTTO's rewrites for key pages
- Header structure: Accept H1/H2/H3 hierarchy fixes
-
Configure Ongoing Monitoring
- Set OTTO to scan site weekly
- Enable email alerts for critical new issues
- Configure dashboard notifications
What OTTO Fixes Automatically:
Immediate (Within 24 Hours):
- Broken internal links (404 errors)
- Missing or duplicate canonical tags
- Basic schema markup (Organization, WebSite, WebPage)
- XML sitemap generation and submission
- Missing image alt tags
- Robots.txt optimization
After Approval (Manual Review):
- Title tag optimization (keyword placement, length)
- Meta description improvements (CTR optimization)
- Header tag hierarchy (H1, H2, H3 structure)
- Internal linking enhancements
Deliverables:
- Auto-implement enabled for technical fixes
- 6-10 pages manually approved for title/meta optimization
- Schema markup auto-generated and validated
- Weekly monitoring configured
- Before/after comparison documented
Expected Outcomes:
- Technical SEO score improves from ~40-60% to 75-85% within 7 days
- All critical errors resolved automatically
- Schema markup implemented on key pages
- Ongoing monitoring prevents new issues
Measurement:
- OTTO Technical SEO score: Before vs After (7 days)
- Critical errors: X → 0
- Schema markup: None → Organization + LocalBusiness + WebPage
- XML sitemap: Missing/outdated → Current and auto-updating
4. On-Page SEO Optimization via OTTO (30 minutes)
Purpose: Optimize existing website pages using OTTO's AI-powered recommendations
Pages to Optimize (Priority Order):
- Homepage
- Primary service/product pages (3-5 pages)
- Location pages (1-2 if applicable)
- About page
- Contact page
Total: 6-10 pages optimized
Process:
- For Each Priority Page, Review OTTO Recommendations:
Title Tags:
- OTTO suggests optimized titles with target keywords
- Review for: keyword placement, length (<60 chars), click-worthiness
- Approve or modify OTTO's suggestion
- OTTO implements automatically
Meta Descriptions:
- OTTO generates compelling meta descriptions
- Review for: keyword inclusion, CTA, length (<155 chars)
- Approve or modify
- OTTO implements automatically
Headers (H1, H2, H3):
- OTTO analyzes and suggests header improvements
- Review for: logical hierarchy, keyword usage, scannability
- Approve OTTO's restructuring
- OTTO implements automatically
Content Optimization:
- OTTO provides NLP (Natural Language Processing) keyword suggestions
- Review recommended keyword additions
- OTTO shows keyword density and improvements
- Approve content enhancements (or note for client to implement)
Internal Linking:
- OTTO identifies internal linking opportunities
- Review suggested links between related pages
- Approve internal link additions
- OTTO implements automatically
Image Optimization:
- OTTO generates descriptive alt text for images
- Review auto-generated alt tags
- Approve or refine
- OTTO implements automatically
- Bulk Approve for Remaining Pages (if applicable)
- For sites with many pages, use OTTO bulk actions
- Set automation rules for consistent optimization
- OTTO applies optimizations site-wide
Deliverables:
- 6-10 key pages fully optimized (title, meta, headers, content)
- Internal linking enhanced between related pages
- All images have descriptive alt text
- Before/after screenshots of optimized pages
- OTTO content score improvement documented
Expected Outcomes:
- 6-10 pages fully optimized for target keywords
- On-page SEO score improves 30-50% per page
- Better keyword relevance signals to Google
- Improved click-through rates from search results (measured over 30-90 days)
Measurement:
- OTTO Content Score: Before → After (per page)
- Keyword optimization: 0-1% density → 1-2% natural density
- All key pages have unique, optimized meta tags
- Headers properly structured (H1 → H2 → H3)
5. XML Sitemap & Google Search Console Integration (15 minutes)
Purpose: Ensure Google can discover and index all pages via SearchAtlas automation
Steps:
-
OTTO Auto-Generates XML Sitemap
- OTTO creates sitemap automatically upon site connection
- Sitemap includes all indexable pages
- OTTO updates sitemap automatically when new pages added
- Sitemap location: yoursite.com/sitemap.xml (or WordPress default)
-
Connect Google Search Console to SearchAtlas
- In SearchAtlas dashboard: Integrations > Google Search Console
- Authenticate with Google account
- Select correct GSC property for client site
- Grant SearchAtlas permission to read/write GSC data
-
OTTO Submits Sitemap to Google Search Console
- SearchAtlas automatically submits XML sitemap to GSC
- Verify submission in SearchAtlas dashboard
- Check GSC shows sitemap as "Success"
-
Configure SearchAtlas to Monitor GSC Data
- SearchAtlas imports GSC performance data (impressions, clicks, rankings)
- Set up automated weekly data sync
- Enable alerts for GSC errors or warnings
Deliverables:
- XML sitemap auto-generated by OTTO
- Sitemap submitted to Google Search Console
- GSC connected to SearchAtlas dashboard
- Automated monitoring enabled
- Confirmation screenshot showing GSC integration
Expected Outcomes:
- All important pages discoverable by Google
- Sitemap auto-updates when new pages published
- SearchAtlas dashboard shows GSC data (impressions, clicks, CTR)
- Faster indexing of new content
Measurement:
- XML sitemap contains X pages
- GSC shows "Success" status for sitemap
- 0 errors in sitemap
- SearchAtlas dashboard displaying GSC metrics within 48 hours
6. Keyword Research, Rank Tracking & Baseline Report (30 minutes)
Purpose: Establish keyword targets and baseline rankings for future measurement
Steps:
-
Keyword Research in SearchAtlas
- Navigate to Keyword Research tool in SearchAtlas
- Enter client's primary services/products
- Enter target geographic location (for local SEO)
- SearchAtlas suggests relevant keywords with search volume and competition
-
Select Target Keywords (10-15 keywords)
- 3-5 high-priority keywords (main services)
- 5-7 mid-priority keywords (secondary services)
- 2-3 local keywords (city + service)
- Document target keywords in SearchAtlas project
-
Set Up Rank Tracking
- Add selected keywords to SearchAtlas Rank Tracker
- Configure tracking location (city, state, or national)
- Set tracking frequency (weekly recommended)
- SearchAtlas begins tracking immediately
-
Generate Baseline Ranking Report
- SearchAtlas shows current rankings for all tracked keywords
- Document baseline positions (most will be unranked or page 5+)
- Screenshot baseline report
- Save as "Day 0" benchmark
-
Configure Ongoing Reporting
- Set SearchAtlas to generate weekly ranking reports
- Enable email notifications for ranking changes
- Create white-labeled report template for client
Deliverables:
- 10-15 target keywords identified and documented
- Rank tracking configured in SearchAtlas
- Baseline ranking report generated (Day 0)
- Weekly tracking and reporting enabled
- Client-facing report template created
Expected Outcomes:
- Clear keyword targets established
- Baseline rankings documented (most likely page 5+ or unranked)
- Automated weekly rank tracking
- Foundation for measuring SEO progress over 30/60/90 days
Measurement:
- X keywords tracked (10-15)
- Baseline average ranking: Unranked or page 5-10
- 30-day target: 3-5 keywords move to page 2-4
- 90-day target: 1-3 keywords reach page 1
Implementation Checklist
Pre-Work (Before Starting)
Client Information Needed:
- Website URL
- Website platform (WordPress, GHL, Wix, Squarespace, Custom)
- Access credentials (WordPress admin, FTP, code injection access)
- Google Search Console property (or ability to verify)
- Target keywords or primary services (for keyword research)
- Business category/industry
- Geographic service area (for local SEO)
SearchAtlas Setup:
- Symphony Core SearchAtlas agency account active
- Available project/site quota (check SearchAtlas usage limits)
- White-label branding configured (if client-facing reports)
Delivery Timeline (One-Time Setup)
Day 1: SearchAtlas Setup & OTTO Installation (25 min)
- Add client site to SearchAtlas
- Run initial OTTO audit
- Install OTTO (WordPress plugin OR Pixel)
- Configure automation settings
- Connect Google Search Console
Day 2: Automated Technical Fixes (30 min)
- Review OTTO audit findings
- Enable auto-implement for technical fixes
- Monitor OTTO applying automated fixes
- Document issues resolved
Day 3: On-Page Optimization (30 min)
- Review OTTO on-page recommendations
- Approve title/meta optimizations for 6-10 pages
- Approve header structure improvements
- Approve internal linking enhancements
Day 4: Keyword Research & Tracking (30 min)
- Conduct keyword research in SearchAtlas
- Select 10-15 target keywords
- Set up rank tracking
- Generate baseline ranking report
Day 5: Final Report & Client Handoff (30 min)
- Generate white-labeled SearchAtlas report
- Create before/after comparison
- Document all optimizations completed
- Provide client access (if appropriate)
- Deliver Foundation Report to client
Total Time: 2.5-3 hours over 5 days (can be compressed to 1-2 days if needed)
Deliverables Package
What Client Receives:
1. SEO Foundation Report (White-Labeled from SearchAtlas)
Contents:
- Executive summary (what was done, why it matters)
- OTTO Technical Audit results (before state)
- List of automated optimizations OTTO completed
- On-page optimizations approved and implemented
- Schema markup added (Organization, LocalBusiness, etc.)
- Keyword targets and baseline rankings
- XML sitemap and Google Search Console confirmation
- Expected outcomes timeline (30/60/90 days)
Format: PDF exported from SearchAtlas with Symphony Core branding
2. Ongoing Access & Monitoring
What's Active Going Forward:
- ✅ OTTO Pixel or WordPress plugin continuously monitoring site
- ✅ Automated technical fixes applying as new issues detected
- ✅ Weekly rank tracking for 10-15 target keywords
- ✅ Google Search Console data syncing to SearchAtlas
- ✅ XML sitemap auto-updating when new pages published
Optional Client Dashboard Access:
- Can provide client with read-only SearchAtlas dashboard access
- White-labeled reports available on-demand
- Client can view rankings, traffic, and SEO health anytime
3. What Happens Next (Guidance for Client)
For DIY Clients:
- OTTO handles technical SEO automatically (no action needed)
- Client should publish new content regularly (blogs, pages)
- Monitor SearchAtlas dashboard monthly for opportunities
- Consider monthly SEO tier when ready to accelerate
For Managed SEO Upsell:
- Show them Tier 1/2/3 options
- Explain one-time setup is foundation, monthly tiers add content + backlinks
- Position monthly SEO as "accelerator" (3-5x faster results)
Expected Outcomes (Benchmarks)
Immediate (Week 1)
- ✅ OTTO installed and monitoring
- ✅ Technical SEO score improves 20-40 points
- ✅ All critical errors resolved
- ✅ Schema markup implemented
- ✅ XML sitemap generated and submitted
- ✅ Google Search Console connected
30-Day Benchmark
- ✅ Google Search Console showing impression data
- ✅ 5-10 new keyword rankings (page 2-5)
- ✅ Technical SEO score 75-85%
- ✅ All pages properly indexed
- ✅ 10-30% increase in organic impressions
60-Day Benchmark
- ✅ 10-15 keywords ranking (page 1-4)
- ✅ 1-3 keywords reach page 1 (if low competition)
- ✅ 15-40% increase in organic impressions
- ✅ Click-through rate improving
90-Day Benchmark
- ✅ 15-20 keywords ranking
- ✅ 3-5 keywords on page 1
- ✅ 20-50% increase in organic impressions
- ✅ 10-25% increase in organic traffic
- ✅ 1-3 leads/conversions attributed to organic search
Key Message to Clients: One-time SEO setup establishes foundation and enables OTTO automation. For faster, more aggressive results (more content, backlinks, ongoing optimization), consider monthly SEO tiers.
Quality Assurance Checklist
Before Marking Complete:
SearchAtlas Integration:
- Client site visible in SearchAtlas dashboard
- OTTO Pixel or WordPress plugin showing "Connected"
- OTTO automation enabled (auto-implement + recommend)
- Google Search Console connected and syncing data
- Rank tracking active for 10-15 keywords
Technical Validation:
- OTTO Technical SEO score documented (before/after)
- Schema markup passes SearchAtlas validation
- XML sitemap accessible and error-free
- All approved optimizations applied
- No critical errors remaining
Reporting:
- White-labeled Foundation Report generated
- Baseline ranking report saved
- Before/after screenshots captured
- Client deliverables package complete
Client Communication:
- Explain what OTTO is doing automatically (15 min on call)
- Show them SearchAtlas dashboard (if providing access)
- Set expectations: 90-180 day timeline for meaningful results
- Offer monthly SEO tiers if they want faster results
Common Issues & Solutions
Issue 1: Can't Install WordPress Plugin
Problem: Client on shared hosting with plugin restrictions Solution:
- Use OTTO Pixel instead (JavaScript code injection)
- Install pixel in theme header.php or via code injection plugin
- Verify pixel active in SearchAtlas dashboard
Issue 2: Google Search Console Not Verified
Problem: Client doesn't own GSC property or can't verify Solution:
- Assist client in GSC verification (DNS, HTML tag, or Google Analytics method)
- Use SearchAtlas verification assistance
- Document as limitation if client refuses (still proceed with other components)
Issue 3: OTTO Can't Access All Pages
Problem: Pages behind login, password-protected, or dynamically generated Solution:
- Manually optimize accessible pages
- Document limitations in report
- Recommend site architecture changes if critical pages hidden
Issue 4: Client Expects Immediate Rankings
Problem: "When will I be #1 on Google?" Solution:
- Education: SEO takes 90-180 days minimum
- Show them baseline rankings (likely page 5-10+ or unranked)
- Explain OTTO provides foundation, monthly SEO accelerates with content + backlinks
- Set 30/60/90-day benchmark expectations
- Offer monthly SEO tiers for faster results
Issue 5: Exceeding SearchAtlas Quota Limits
Problem: Too many sites or keywords consuming quota Solution:
- Check SearchAtlas agency plan limits
- Prioritize active/paying clients
- Scale agency subscription based on client needs
- Consider tiered client access (Enterprise clients get more keywords tracked)
SearchAtlas-Specific Features to Leverage
OTTO Automation Advantages
- Set-It-and-Forget-It: OTTO continuously monitors and fixes issues
- AI-Powered: OTTO uses machine learning to improve recommendations
- Real-Time: Issues detected and fixed within 24-48 hours
- Scalable: OTTO handles multiple sites simultaneously
White-Label Capabilities
- Custom logo and branding on all reports
- Client-facing dashboard (optional)
- Agency-branded URLs
- Professional reporting without SearchAtlas branding visible
Integration Benefits
- WordPress Plugin: One-click installation, no coding needed
- OTTO Pixel: Works on any platform (GHL, Wix, Squarespace, custom)
- Google Search Console: Bi-directional data sync
- API Access: For advanced automation (if needed in future)
Upsell Opportunities
When to Offer Monthly SEO Tiers
During One-Time Setup: If client asks: "Will this get me to #1?" → Explain foundation + OTTO automation vs. monthly SEO with content + backlinks
30 Days After Setup: Check their SearchAtlas dashboard. If showing movement in impressions/rankings: "You're seeing early wins from OTTO. Monthly SEO adds content creation and backlink building to accelerate this 3-5x."
90 Days After Setup: Review benchmark. If minimal ranking movement: "OTTO has established strong technical foundation. Monthly SEO adds fresh content, backlinks, and ongoing optimization to compete in your market."
Red Flags Client Needs Monthly SEO:
- Highly competitive industry (law, real estate, healthcare, finance)
- Multiple competitors ranking above them with strong content
- Desire for consistent lead flow from organic search
- Budget available ($1,500-$6,000/month)
- Willing to invest 6-12 months for results
Success Metrics
Internal (Team) Metrics
- Time to Complete: <3 hours per client (90% of deliveries)
- SearchAtlas Setup: <30 min per site
- OTTO Automation: Enabled for 100% of clients
- Client Satisfaction: 4.5+ stars on post-delivery survey
- Upsell Rate: 20%+ convert to monthly SEO tiers within 90 days
Client (Outcome) Metrics
- Technical Health: OTTO score 75%+ (from ~40-60% baseline)
- Indexed Pages: 95%+ of pages indexed by Google (via GSC data in SearchAtlas)
- Keyword Rankings: 5-10 new rankings within 90 days (tracked in SearchAtlas)
- Organic Impressions: +10-30% increase within 90 days (GSC data)
- Organic Traffic: +5-15% increase within 90 days (GA4 data)
Training Required
Who Needs Training:
- Onboarding specialists (deliver the service)
- Account managers (explain to clients)
- Sales team (set expectations during sale)