- 1
Create a workspace
A workspace is one business. Projects, reports and team members all live inside it.
Most operators keep one workspace per client, or one for their own portfolio. People are invited per workspace, so a team member sees only the businesses they have been assigned.
Once per business - 2
Add the site
One tracked website. The bare domain is all that is needed.
Nothing is crawled or purchased at this point. A workspace holds as many sites as you are working, and each carries its own research, report and tracking.
Domain only — nothing is crawled yet - 3
Set the niche
A phrase describing what the business actually sells — "online cannabis clone marketplace", not "cannabis".
This anchors everything downstream, and it decides whether the research is useful or noise. Left vague, keyword expansion drifts into the whole industry: a clone nursery ends up researching vaping and concentrates. Named precisely, it stays on the business. You can type it, or build a seed list from real volume-backed terms and let the platform propose the niche from those.
One sentenceRequired before step 4 - 4
Run the deep-dive
The research pass: the keyword universe, the content topics, and the real competitor set.
Live search data, not estimates. Every keyword is judged for whether it belongs to this audience and what the searcher is trying to do — buy, compare, or just read. Directories and forums that rank in the niche are identified and set aside rather than counted as competitors; they rank for everything, so comparing a specialist against them tells you nothing.
Replaces a $500+ agency auditNeeds a niche or seed termsA few minutes, unattended - 5
Generate the report
The client-facing Opportunity Report: what is wrong with their site, what it is costing them, and the evidence for each finding.
Every claim is something the prospect can check in their own browser while you are still on the call. It is built from the research in step 4, so it is specific to their market rather than a generic audit checklist.
$27 value per prospectNeeds a finished deep-dive - 6
Share it
A public link you can send. Nothing is public until you create one, and revoking it kills the link immediately.
The shared page carries your booking link and button text, so the report ends where you want the conversation to start.
Revocable at any time
What this replaces
| Bought separately | Typical agency price | Here |
|---|---|---|
| Keyword research for the niche | $500 – $1,500 | Step 4, on live data |
| Competitor analysis | $500+ per engagement | Step 4, refreshed on demand |
| A written opportunity report | $27 per report | Step 5, in minutes |
| Ongoing rank tracking | $99 – $250 / mo | Included, checked daily |
| All of it, every site you work | Included | No per-report fee |
Look before you commit
You do not have to add a business to size it up. The prospect scanner takes any domain and reports what is wrong with the site, with the evidence for each finding — no project, no setup, no waiting. It is built to run on a stranger's domain during a phone call, or across fifty of them before you decide which are worth pursuing.
What keeps running afterwards
These are not steps. They do not gate anything, and they fill on their own once a site exists.
- Rank tracking — Add the keywords you care about and positions are checked daily. First results land the next morning.
- Site audit — An on-page crawl finding technical problems. Run it whenever — nothing depends on it.
- Backlinks — Who links to the site and to its rivals, refreshed on a monthly cycle.
- Content engine — The writing layer reads this research and publishes against it, under the compliance rules the platform generates for the vertical.
Why the order is enforced
Each step refuses to run until the one before it is done, and that is deliberate rather than fussy. Research anchored to a vague niche produces a confident, useless answer — the kind that reads fine and sends a business after the wrong customers for a year. A report built on it inherits the mistake and puts your name on it. The gates cost thirty seconds each; skipping them costs a client relationship.