Onboarding Checklist

Use this checklist to make sure your GaugeWell account is fully set up and ready to deliver value.

Account Setup

• Accept your invitation — Click the link in your welcome email to create your account
• Set a strong password — Use at least 12 characters with a mix of letters, numbers, and symbols
• Enable two-factor authentication — Go to Settings → Security to add 2FA for extra protection
• Complete your profile — Add your name and contact details in Settings → Profile

Pre-Formation Accounts (Forming or Idea Stage)

• Review your pre-formation checklist — If your business is still forming, complete the checklist shown after signup
• Verify your email — Use the resend action on the checklist page if needed
• Add your website when ready — In onboarding/settings, generate a website verification token so GaugeWell can safely match existing business data
• Finish business profile details later — Legal name, website, and location can be completed after account creation

Portal Orientation

• Review your Dashboard — Check your visibility score, KPIs, and action items
• Explore the Visibility page — See your website health, SEO scores, and competitor comparison
• Check your Documents — View any signed contracts and agreements
• Browse Content Suggestions — See AI-generated content waiting for your review
• Use gate cards when access is locked — If you see an Upgrade or Client Setup card, use the CTA for billing setup, account-manager contact, or optional demo preview

Content & Communication

• Review pending content — Approve or provide feedback on any content in your queue
• Check your Goals — Review the goals your account team has set and track progress
• Explore the Proofing tool — If you have active reviews, annotate and provide feedback on designs

Billing & Subscription

• Verify your plan — Check Settings → Billing to confirm your subscription tier
• Review invoices — Access your billing history and download receipts

What Happens Next

Once your account is set up:

1. Your first scan completes — Within 24-48 hours, your initial website audit will populate your dashboard with scores and recommendations
2. Content starts flowing — Your account team will begin generating content tailored to your business
3. Regular check-ins — Expect weekly or bi-weekly updates from your account manager on progress and results

Need help? Email support@gaugewell.io — we typically respond within 1 business day.