CLIENTS & ONBOARDING

Client health and onboarding health

What the health badges and onboarding states mean, and how to move a client to Ready.

Onboarding health

Open Clients → Onboarding health to see every client's setup state.

State Meaning
Not started Little or nothing set up yet.
Needs setup A required item is missing (business details, website or Brand Profile).
In progress Required items done, but neither Search Console nor Google Analytics 4 is connected.
Ready Required items done and at least one data source connected.
Attention required A serious connection problem is blocking the client.

Each row shows progress, missing required and recommended items, the Next step, and the account manager. Use the state filter to focus on one group.

Client health

The Command Center and All clients show a health badge per client:

Badge Meaning
Onboarding The client is still in onboarding.
At risk At least one critical or high item needs attention.
Needs attention At least one medium item needs attention.
Healthy Nothing significant is open.

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