Onboarding wizard
Five steps that take you from a brand-new account to a connected project with audit findings — usually in under 10 minutes.
The onboarding wizard runs the first time you create an organization. It's designed to get you to value fast: pick what kind of business you run, connect one platform, run an audit on it, and choose a plan.
You can skip any step except Category — but the more you fill in, the more useful SMAQ is on day one.
Step 1 — Category
"What kind of business are you running?"
Pick the archetype that best matches you. SMAQ uses this to pre-load the right dashboard templates, automations, and benchmarks:
Local services
Home services, restaurants, salons, fitness studios — local-intent ads, GMB-driven
Pro services / B2B
Agencies, consultancies, B2B SaaS, finance/legal — lead-gen funnel, long sales cycle
D2C ecommerce
Direct-to-consumer brands selling on Shopify, WooCommerce, etc.
B2B SaaS
Subscription software companies with self-serve + sales-assist motions
Multi-location
Franchises, chains, retail with 5+ physical locations
Creator / Education
Course creators, info products, coaches, content monetization
Pick the closest match — you can change archetype later in project settings.
Step 2 — Business profile
Tell SMAQ what you sell. Filling this in helps the AI ground its answers in your actual business:
Business name
Website
Industry context — a short free-text description (e.g. "Premium tea brand, Hong Kong + Singapore D2C")
Optional: target audience, key competitors
Skip is allowed — you can add this later in Knowledge Base.
Step 3 — Connect
Pick one platform to authorize. The wizard prioritizes the ones that give SMAQ the most signal:
Google Ads — paid search performance, keywords, ad copy
Meta Ads (Facebook + Instagram) — paid social performance, creative library
Google Analytics 4 — site behavior, conversion funnels, channel mix
The OAuth flow happens in a new tab and only requests read scopes. Once you're back, you may need to pick a specific account/property if your login has access to multiple.
You can skip this step — the wizard will route you to a demo project so you can see what SMAQ looks like even without your own data.
Step 4 — Audit
"Let's audit your [platform]"
SMAQ runs the same audit as the pre-signup audit on the platform you just connected. It takes 30–90 seconds and streams progress live.
Findings show up as cards you can expand and read — wasted spend, fatigued creatives, broken tracking, etc.
Step 5 — Plan pick
You see the V3 pricing tiers (Starter, Growth, Scale, Agency) with the audit findings baked into the upsell. Pick one:
Continue on the free trial — full Growth-tier features for 14 days, no card required.
Subscribe now — go through Stripe checkout. You can pick monthly or annual billing.
See Tiers explained for what each tier includes.
What happens after Step 5
If you connected a platform: SMAQ runs your first automations in the background (Daily Brief, Campaign Performance Check) while showing you a "populating" overlay. You're then dropped into the project home with a pre-built dashboard.
If you skipped Connect: you'll see a dialog offering a demo project (read-only sample data) or an empty workspace.
Re-running the wizard
The wizard only runs the first time. If you want to set up a new project with a similar guided flow:
Go to Projects → Create new project.
SMAQ skips Category and Profile (you already set those for the org) but still walks you through Connect and an optional audit.
Skipping for existing users
Already on a paid plan, or migrating from an older SMAQ tier? You won't see the V3 onboarding wizard — you skip straight to the project home. This is intentional: we don't want to interrupt established users with an onboarding flow they don't need.
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