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. GBP access is mandatory; registrar and Search Console are optional when you manage the website.
Read before anything else

Prerequisite — A Verified GBP With a Physical Address

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

Both trace back to the same fact: the website's job is to rank the Google Business Profile, and top 3 in a city takes roughly 93% of the calls. An unverified or address-less profile can't get there. Full version: The One Thing to Understand First.

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.

A residential address is fine

Most contractors run from home, and Google is fine with that.

Citations depend on it too

Directories are fed the address on the GBP. An SAB with no address means citations built on nothing.

Service areas stay

Showing an address doesn't remove the areas they serve.

  • 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

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 on switching

Switching an existing profile from service-area to an address can trigger re-verification, so expect the video either way.

Google's own rule is that the address must be a real place the business operates from — a home office qualifies, a mailbox or 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 before anything else

How to Pass Video Verification

One continuous take, filmed by the client, at the address. Rehearse the route before pressing record — they get one attempt.

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

The four hard constraints

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

They film it themselves

You cannot do this for them, and neither can a videographer who isn't at the business.

One continuous take

No cuts, no stopping, no editing.

No double takes

They get one recording.

No uploads

It's filmed live inside Google's flow — the phone has to be at the address, in the moment.

Plan the walk before pressing record

Five minutes 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 — street name and house or unit number, held steady long enough to read
  • Film branded trucks or equipment — Google wants to see they own the equipment to do the job: vans, signage, ladders, tools, machinery
  • Walk through the front door — the continuous outside-to-inside walk ties the address to the business
  • Show the contractor license — held still and readable
  • Show a utility bill with the address being verified — it must match 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

Expect 2–5 days, and warn them about the quiet

Until it clears, the profile won't show on Maps — don't let anyone read early silence 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 call has one job — leave with admin access to the Google Business Profile. Everything else we do without them.

Plus verification and the address decision moving, if either is outstanding. Roughly 30 minutes is the client's entire lift, and this call is it.

Say that out loud in the first minute

Clients relax when they hear the list is short and finite.

Which steps you actually need

GBP access is never optional. It's the one thing you cannot work around, because it's what you're ranking. The other two depend on who manages the website:

You manage the siteThe client keeps their own site
GBP (Step 1)RequiredRequired
Domain / registrar (Step 2)Usually skip — you already have the DNS access you need from building itRequired, to point the domain and add verification records
Search Console (Step 3)Skip their access — verify your own property insteadRequired, or you have no reporting
Work out which column you're in before the call

Asking a contractor for registrar logins you don't need is how a simple call turns into a twenty-minute detour about a password his nephew has.

Have these open before you join

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

The email you invite

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

Survives staff changes

A rep leaving doesn't orphan a client's Google account.

Keeps Google's mail contained

Verification and alert mail goes to whoever holds access. Nobody wants that in a personal inbox.

One login for everything

Search Console and GBP both key permissions to the email.

Read it out slowly and write it down

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 their account stays theirs.

Step 1 — required

Google Business Profile Access

The one access you cannot work around. If the call falls apart early, get this and nothing else.

GBP drives the map pack — it's the thing you're ranking and where the early wins come from. The two steps after this one are situational; this one isn't.

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

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 does 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 without hesitation.

Don't take Owner, even if offered

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
Profile exists but unverifiedVerification never finishedInvisible on Maps until verified — this outranks every other item on the call
Anything unresolved 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 2 — optional

Domain / Registrar Access

Only needed when the client keeps their own site. Ask "who did you buy the domain from?" — not "what's your registrar".

Skip this if you're managing the website

If the site is built and hosted by you, you already have whatever DNS control you need. This step is for when the client keeps their own site and you need to point the domain or add verification records.

If they don't know their registrar, 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.

Labels change; the path doesn't

Registrar dashboards rename menus every few months. If a label doesn't match their screen, look for anything named delegate access, account sharing, permissions or invite user.

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
Clients most often pick the wrong tier here

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
Sharing is scoped per service

If they share only the hosting plan you still won't see DNS — check 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
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 and come back to the matching section above.

If they can't grant access on the call

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 will take five minutes
  • Note it in the recap with a specific follow-up time — not "whenever you get a chance"
This is the #1 reason a client stalls in onboarding

Leave the call with either access or a scheduled time, never with a vague promise.

Step 3 — optional

Google Search Console Access

Where the reporting comes from. Ask the client for access only when they keep the site and already have a property.

Impressions, queries, indexing — without it, weekly reports are guesses.

Full walkthrough: Google Search Console setup guide

Skip asking for their access if you manage the website

You control the site, so verify your own property and the data is yours from day one — no invite, no waiting on them, no dependency on an old Gmail nobody can find. The "if they don't have one" section below is your path.

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 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.

Only an Owner can add users

If they're listed as Full and the Add user button is missing, someone else owns the property — usually a previous web developer. Find out who.

If they don't have one

Most contractors don't. You create it, they verify nothing:

  • 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 you have DNS control (yours, or theirs via Step 2)
  • Verification propagates in minutes, occasionally up to an hour. Move on and check back.
This is why the domain step comes first

If Step 2 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

Prove each access from your side, send the recap the same day, and warn them about the quiet weeks.

Verify, don't assume

An invite that was sent is not an invite that was accepted

Prove each access you asked for from your side, not theirs. Two minutes of clicking here saves a second call.

  • GBP: the profile is in your business.google.com list — always
  • Registrar: you can open their DNS editor — only if they keep their own site
  • Search Console: the property is in your picker — theirs if they keep the site, otherwise your own, verified

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.

  • Which accesses 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.

Profile trouble

Suspended, or video verification already rejected once.

Address trouble

They want to show an address they don't operate from — mailbox, virtual office.

Ownership trouble

A former agency holds GBP ownership and won't release it.

Domain trouble

Locked, expired, or in a transfer dispute.

Boundary trouble

They ask you to take Owner on the profile, or hand you passwords instead of invites.