Quick Start — 30-Minute Minimum Viable Setup

For: a brand-new agency owner who just signed up and wants the platform usable today, with one real client loaded, in 30 minutes.

The full New Agency Playbook covers everything; this page covers the bare minimum to do real work on day one. Come back to the playbook tomorrow for the rest.

What you need in front of you (5 min)

Before you start clicking, gather:

• [ ] Your agency name as you want it shown (legal name + how it appears to clients).
• [ ] Your agency logo as a PNG or SVG, at least 200×200 pixels. Transparent background is best.
• [ ] One real client you're going to load — pick someone simple and uncontroversial (not your biggest, not your messiest).
• [ ] The email and password (or Google login) for the Google account that manages that client's Google Business Profile. Or the client's email so you can send them the "grant us Manager access" instructions.
• [ ] A credit card for the platform subscription (you can do free trial first, but have it ready).

If you don't have all of these in the next 5 minutes, stop, gather them, come back.

Step 1 — Brand your organization (3 min)

You should already be on the Dashboard after sign-up. If not, go to dashboard.localvisibilitylab.io and sign in.

If you signed up via the marketing site (localvisibilitylab.io → Get Started), your org and subscription are already created. The org name defaults from your Stripe billing details — rename it in Settings → General if it doesn't match what you want shown to clients.

1. Open Settings → Branding.
2. Set the app name, paste your logo URL (hosted PNG/SVG), and set your primary brand color (hex). These show up on invoices, customer emails, and (for Agency Partners) the storefront.
3. Save.
4. Then Settings → General to confirm your contact details and notification toggles. (Storefront slug is set later, in Settings → Stripe Connect.)

✅ Done when: your sidebar shows your agency name and logo (refresh if needed).

Step 2 — Confirm your plan (3 min)

1. Open Billing.
2. If you signed up via the marketing site, your paid subscription is already active — just confirm the plan name matches what you bought.
3. If you signed up directly on the dashboard, you're on the free trial automatically. Pick a paid plan now or stay on trial for the first 14 days.
4. (Optional) Pick a paid tier and enter your card if you'd rather skip the trial.

✅ Done when: the dashboard top bar shows your plan name (no "Trial ends in X days" warning urgency).

Step 3 — Connect Google (5 min)

This is the single most important step. Without it, you can't post, can't read reviews, can't see metrics.

1. Settings → Integrations → Google.
2. Click Connect Google Account.
3. A Google popup opens. Sign in with the Google account that manages your first client's Google Business Profile.
   • If you don't have Manager access yet, see Connecting Google for the email template to send your client.
4. Approve all scopes. (We need them for posting, reading reviews, and pulling metrics.)
5. You're back in the platform with a green "Connected" badge.

✅ Done when: Settings → Integrations → Google shows your Google account with a green "Connected" status.

Step 4 — Add your first business and import the profile (10 min)

1. Sidebar → Businesses → + Add Business.
2. Fill in: name, industry/category (be specific — "Plumbing & HVAC" not "Services"), website, phone.
3. Click Save.

Now attach the Google Business Profile:

4. On the business page → Profiles → Import from Google.
5. The dropdown shows every profile your connected Google account can access. Pick the one for this client.
6. Click Import.

The platform pulls the business info, reviews, photos, and current status from Google. Takes 10–30 seconds.

✅ Done when: a profile row appears with status active (or pending_verification / suspended — that's still fine, just informational).

Step 5 — Add a primary contact (3 min)

Without a contact, you can't send approval emails or reports.

1. Open the business → Contacts tab → + Add Contact.
2. Enter the client's name, email, and role (e.g. "Owner").
3. Mark as Primary.
4. Save.

✅ Done when: the contact appears under the business with a "Primary" badge.

Step 6 — Create a brand profile (so AI sounds like the client) (5 min)

You can technically skip this and the platform will still work, but AI-generated content will be generic. Five minutes here saves an hour later.

1. Sidebar → Brand Profiles → + New Brand Profile.
2. Pick the business you just created.
3. Fill in the minimum:
   • Voice tone: pick a preset from the dropdown (e.g. friendly, professional, witty).
   • Target audience: one sentence (e.g. "homeowners 35–65 in the Austin metro area").
   • Additional guidelines: a few sentences on what to always or never mention (e.g. "family-owned since 1987; licensed and insured; never mention pricing").
4. Upload the client's logo.
5. Save.

You can come back and fill in the rest (industry context, watermark settings, brand color) anytime.

✅ Done when: the brand profile saves and shows attached to your business.

That's it — you're operational

You can now:

• See reviews come in (refresh the profile's Reviews tab).
• Draft a post in the Content Calendar and have it AI-generated using the brand voice.
• Generate a report from Reports → Generate.
• Add tasks, open cases, message the client.

What you DIDN'T do (and should do this week)

Don't worry about these today; they're covered in the full playbook:

• Invite your team
• Connect Facebook / Instagram for syndication
• Connect Google Analytics 4 + Search Console
• Set up content quality guidelines and saved prompts
• Configure Stripe Connect (if you're going to use the storefront)
• Add a custom domain (if white-labeling)
• Tune your brand profile's voice / guidelines so AI review replies fit your tone
• Set notification preferences

Plan to spend another 1–2 hours over the next few days on the above. None of it is urgent.

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Next: New Agency Playbook — the full sequenced walkthrough.