Client onboarding proposal

Produce the document an agency brings to the start of a client relationship: an honest read of where the client stands across SEO, AI search, and social — and a clear, scoped plan for what the agency will do. It pairs SE Ranking analysis (organic + AI visibility, competitive gaps, site health) with Planable's view of the client's current social performance.

Positioning. This is an onboarding / early-engagement proposal, not a cold pitch. It assumes the client's social pages are already connected in the Planable workspace so their real performance can be analysed. (Without that access, the social section can't be produced from data — only the SE Ranking side.)

Prerequisites

• SE Ranking MCP connected (Data API for research + audit; a project is optional, and an existing finished audit can be reused via PROJECT_listAudits instead of crawling).
• Planable MCP connected, with the client's workspace and connected social pages available.
• The user provides: client domain + brand, market/country (default us), 2–4 competitors, and the Planable workspace. Optionally the engagement goals (e.g. lead gen, brand, local).

Connector health check

Before doing anything else, verify both MCPs are reachable: