Client Onboarding Call

Work this top to bottom on the call. Tick boxes as you go — progress is saved in your browser. Target: 30 minutes, all three accesses granted before you hang up.
Read this first

Prerequisite — A Verified GBP With a Physical Address

Two things have to be true before the rest of this call means anything. Raise both in the first five minutes — they have long lead times and the client has to do them personally.

1. The profile must be verified

An unverified profile does not appear on Google Maps at all. No verification, no map pack, no proximity ranking — the work we do on top of it has nothing to sit on. Verification takes 2–5 days once Google has the video, so start it on day one, not week two.

2. Service-area businesses should switch to a business location

Google ranks local results substantially on proximity — how close the searcher is to the business address. A service-area business (SAB) has no address to measure from, so it loses to any competitor with a physical one, in the same city, on the same search. It is very hard to outrank a storefront while hiding your address.

The physical location can be a residential address. Most contractors run from home, and that's fine.

It also affects citations: if you enable citation building, the directories are fed the address on the Google Business Profile. An SAB with no address means citations built on nothing, which is the second-biggest lever after the profile itself.

  • Ask: "does your profile show an address, or just the areas you serve?"
  • If service-area only, make the proximity case and get agreement to show the address
  • Keep the service areas too — showing an address doesn't remove them

Handling the pushback

The objection is always privacy — they don't want their home address on Google. It's a fair concern, so answer it straight rather than talking past it:

"It's your house, so it's your call. What it buys you is showing up for people searching a few miles away, which is where most of your calls come from. Plenty of contractors run their profile off a home address — and you keep your service areas either way."

Don't push past a firm no. Note it, and set the expectation that ranking against storefront competitors will be harder. That's an honest trade-off, not a failure.

Two practical notes: switching an existing profile from service-area to an address can trigger re-verification, so expect the video below either way. And Google's own rule is that the address should be a real place the business operates from — a home office qualifies, a mailbox or a rented virtual address does not, and profiles using one get suspended.

Escalate instead of improvising

  • Profile is suspended — reinstatement is its own process
  • Verification has already failed once or twice — the next attempt needs preparing carefully
  • They want to use an address they don't actually operate from
Read this first

How to Pass Video Verification

Watch the video above with the client if you have time on the call — it's the whole process in one pass.

The hard constraints

Say all four out loud before they start. Getting these wrong is the most common reason a profile fails.

  • The client has to film it themselves. You cannot do this for them, and neither can a videographer who isn't at the business.
  • It's one continuous take. No cuts, no stopping, no editing.
  • No double takes. They get one recording.
  • They cannot upload an existing video. It's filmed live inside Google's flow, so the phone has to be at the address, in the moment.

Because of all that: plan the walk before pressing record. Five minutes of rehearsing the route is the difference between verified in three days and starting over.

The route, in order

  • Start outside the address — begin filming out on the street, not indoors
  • Film street signs — the street name and the house or unit number, held steady long enough to read
  • Film branded trucks or equipment — Google wants to see they own the equipment needed to actually do the job. Vans, signage, ladders, tools, machinery.
  • Walk through the front door — the continuous outside-to-inside walk is what ties the address to the business
  • Show the contractor license — held still and readable
  • Show a utility bill with the address being verified — the address on the bill must match the address on the profile exactly

What trips people up

ProblemWhy it fails
Starts filming indoorsNothing links the business to that street address
Street number never readableThe single most common rejection — hold on it for a few seconds
No branded vehicle or equipment shownGoogle can't tell the business actually performs the work
Bill address doesn't match the profileAny mismatch, including suite or abbreviation, reads as a different location
Stops recording to repositionEnds the take; they've used their attempt
Vertical, shaky, or dark footageUnreadable is the same as absent — film in daylight

After they submit

  • 2–5 days is typical for Google to review.
  • Until it clears, the profile won't show on Maps — so don't let anyone read early quiet as our work failing.
  • Put the submission date in your recap and set a follow-up for day 5
  • If it's rejected, escalate before they try again — a second failed attempt is much harder to recover from
Prep — 5 minutes

Before You Join

The onboarding call has one job: leave with admin access to the domain, the Google Business Profile, and Search Console — plus verification and the address decision moving, if either is outstanding. Everything else — content, listings, reporting — we do without them. Roughly 30 minutes is their entire lift, and this call is it.

Say that out loud in the first minute. Clients relax when they hear the list is three items long and finite.

Have these open before you join

  • Their Google Business Profile pulled up on Maps — is it verified, and does it show an address or only service areas? Knowing this before you dial changes how you open the call (see the two cards above)
  • This page
  • The inbox for the email address you'll be inviting from — you'll be clicking accept links live
  • A note open for anything they can't grant on the call (you'll send it as a recap)

The email you invite

Use one dedicated ops mailbox for your agency, not a personal address, and use the same one on every client:

  • Invites survive staff changes — a rep leaving doesn't orphan a client's Google account.
  • Google sends verification and alert mail to whoever holds access; nobody wants that in a personal inbox.
  • Search Console and GBP both key permissions to the email, so one address keeps every client's access in one login.

Write it down and read it out slowly. Half of failed onboardings are a typo'd invite sitting in nobody's inbox.

Frame it in one breath

"Three logins to sort out, then you're done and we take it from here. I'm not asking for your passwords — you'll add my email as a user and can remove it any time. Should take about half an hour."

Never ask for a password. Every step below is an invite or a user-add they perform themselves, on their screen. If a client offers you credentials, decline and walk them through the invite instead — it protects both of you, and it means their account stays theirs.

Step 1

Domain / Registrar Access

We need to point their domain at the new site and add verification records. Ask "who did you buy the domain from?" — not "what's your registrar," which most contractors can't answer.

If they don't know, ask who they pay for the website or check the email they used for it. Nine times out of ten it's one of the four below.

Registrar dashboards change their menu labels every few months. If a label below doesn't match what's on their screen, you're looking for anything named delegate access, account sharing, permissions, or invite user. The path matters, not the wording.

Namecheap

  • They open Profile → Account Access → Delegate Access
  • Add delegate, enter your ops email (Namecheap may ask for your Namecheap username instead — have it ready)
  • Permission level: Full (Read-only can't edit DNS, which is the whole point)
  • You accept from your inbox, then confirm you can see their domain list

GoDaddy

  • They open Account Settings → Delegate Access
  • Under People who can access my account, click Invite to access
  • Enter your ops email and choose Products, Domains & Purchase — or Products & Domains if they'd rather not include billing. Either works for DNS.
  • You accept the invite, then switch into their account from your own GoDaddy dashboard

GoDaddy delegate access is the one clients most often complete wrong by picking the lowest permission tier. Confirm you can actually open DNS → Manage Zones for their domain before moving on.

Hostinger

  • They open hPanel → profile menu (top right) → Account Sharing
  • Add user, enter your ops email, grant access to the domain / hosting plan
  • You accept, then confirm the domain appears under Domains when you switch accounts

Hostinger's sharing is scoped per service. If they share only the hosting plan you still won't see DNS — check that the domain itself is in what they shared.

Squarespace

  • They open Settings → Permissions → Invite Contributor
  • Enter your ops email, role Administrator
  • You accept, then check Settings → Domains shows their domain and lets you open DNS settings

Squarespace domains bought elsewhere still live at the original registrar. If Domains shows the domain as connected-but-external, you need access to that registrar too — find out which one and come back to the matching section above.

If they can't grant access on the call

It happens: a nephew built the site, the login is with a former marketing company, the 2FA phone is dead. Don't burn the call on it. Fall back to DNS records only — they stay in their account and add exactly what you send them:

  • Confirm they can reach their DNS editor, even if they can't add users
  • Tell them records are coming by email today and they'll take five minutes
  • Note it in your recap and set a specific follow-up time — not "whenever you get a chance"

An unresolved domain step is the single most common reason a client stalls in onboarding. Leave the call with either access or a scheduled time, never with a vague promise.

Step 2

Google Business Profile Access

Full walkthrough with screenshots: Google Business Profile setup guide — share this link with the client if they'd rather do it after the call, but try to finish it live.

This is the highest-leverage access on the call. GBP is what drives the map pack, and it's where the early wins come from.

On the call

  • They search their own business name while signed in to the Google account that manages it, or go to business.google.com
  • Open the profile → Menu → Business Profile settings → People and access
  • Add → your ops email → role Manager
  • They send the invite; you accept from your inbox while still on the call
  • Confirm you can see the profile in your own business.google.com list before hanging up

Ask for Manager, not Owner

Manager can do everything we need: edit business info, post updates, add photos, respond to reviews, read insights. It cannot delete the profile or remove the owner — which is exactly why clients say yes to it without hesitation.

If a client offers Owner, take Manager anyway. Holding Owner on someone else's business profile is a liability you don't want, and asking for it turns a two-minute step into a trust conversation.

Common snags

What you seeWhat's actually wrongFix
"You don't manage this profile"They're signed into the wrong Google accountHave them check the avatar top-right; the profile is often on an old Gmail
Profile exists but nobody has accessAuto-generated listing, or a former agency holds itThey request access from the listing; Google emails the current owner with a 7-day clock
A former marketing company owns itAccess request is the only pathStart it on the call — the timer doesn't run until someone clicks
Profile is suspendedUsually a policy or address issueNote it; reinstatement is its own process and doesn't block the other two steps
No profile at allNever createdCreate it on the call, then go straight to How to Pass Video Verification above — nothing shows on Maps until it clears
Profile exists but unverifiedVerification never finishedSame — it is invisible on Maps until verified, so this outranks every other item on the call

Any of these that can't be resolved live goes in the recap with a date. An access request that nobody follows up on expires quietly and you find out a month later.

Step 3

Google Search Console Access

Full walkthrough: Google Search Console setup guide

Search Console is where the reporting comes from — impressions, queries, indexing. Without it, weekly reports are guesses. It's also the quickest of the three steps when a property already exists.

If they already have a property

  • They open search.google.com/search-console
  • Select the property for their domain
  • Settings → Users and permissions → Add user
  • Your ops email, permission Full
  • Confirm the property shows up in your own Search Console before hanging up

Full, not Restricted. Restricted is read-only — it can't submit sitemaps, request indexing, or manage settings, all of which we do in the first week.

Note: only an Owner can add users. If they're listed as Full and the Add user button is missing, someone else owns the property — find out who, usually a previous web developer.

If they don't have one

Most contractors don't. You create it, they verify it:

  • Add a Domain property (not URL-prefix) for their bare domain — it covers www, non-www, http and https in one
  • Domain properties verify by DNS TXT record — which you can add yourself if Step 1 gave you registrar access
  • Verification propagates in minutes, occasionally up to an hour. Move on and check back.

This is why Step 1 comes first. With registrar access you complete Search Console without the client touching anything.

If the domain step fell back to records-only, add the TXT record to the same email you're already sending them — one message, two records, one round trip instead of two.

Data doesn't backfill

Search Console starts collecting the day the property is verified. It won't show last year's traffic no matter who owns it. Set the expectation on the call:

"Search Console data starts from today, so the first couple of weeks are us establishing a baseline. Your before-and-after comes from the audit we ran before you signed up, not from this."

Clients who expect historical graphs feel shortchanged in week two. Clients who were told this feel like the reporting is honest.

Last 5 minutes

Close the Call

Verify, don't assume

Before you say goodbye, prove each access from your side — not theirs. An invite that was sent is not an invite that was accepted.

  • Registrar: you can open their DNS editor
  • GBP: the profile is in your business.google.com list
  • Search Console: the property is in your property picker

Two minutes of clicking here saves a second call.

And confirm where the two prerequisites landed:

  • Verification: already verified, video submitted (note the date), or still to film
  • Address: showing a physical address, or they declined and know the trade-off

Recap email, same day

Send it before you touch anything else. It should contain:

  • Which of the three are done
  • Which are outstanding, what you need, and the date you'll chase it
  • Any DNS records they need to add, copy-pasteable
  • What happens next and when they'll hear from you
  • If verification is outstanding: the video route, the one-take rule, and the verification walkthrough — they'll film it without you there, so it has to be in writing

Set the silence expectation

The dangerous stretch is week one to three: work is happening, nothing is visible yet, and a client who wasn't warned reads quiet as nothing. Say it plainly:

"Rankings move over weeks, not days. You'll get reporting every week regardless, and the first couple of reports are baseline — that's normal, not a stall."

What to escalate

Handle these with your account lead rather than improvising on the call:

  • The profile is suspended, or video verification has already been rejected once
  • They want to show an address they don't operate from (mailbox, virtual office)
  • A former agency holds GBP ownership and won't release it
  • Their domain is locked, expired, or in a transfer dispute
  • They ask you to take Owner on the profile, or hand you passwords instead of invites