> For the complete documentation index, see [llms.txt](https://docs.smaq.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.smaq.io/documentation/get-started/quick-start/onboarding-wizard.md). # Onboarding wizard 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: | Archetype | For | | ----------------------- | ------------------------------------------------------------------------------------ | | **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](/documentation/features/knowledge-base.md). ### 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](/documentation/get-started/quick-start/pre-signup-audit.md) 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](broken://pages/HOOsaBYkwAu0cfNo2Xy2) 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: 1. Go to **Projects → Create new project**. 2. 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.smaq.io/documentation/get-started/quick-start/onboarding-wizard.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.