Storm Salon Social · Internal SOP

New-Client Onboarding

The seven-step arc every salon runs through — and the exact tool for every move. Built to hand off.

AccessMeasureFree WinsContentReportGrowKeep
1

Intake & Access

Know them, get into their accounts

Nothing downstream happens until we're in and know who they are.

  • Intake — brand, services + prices, team, goals (one form / kickoff call)
  • Google Business Profile — owner adds us as a Manager rebekah@stormglobalinc.com
  • Social — connect their FB + IG Sprout Social
  • Website — contributor invite, or their web-person's contact Squarespace / Wix / WordPress / Shopify / Webflow
  • Booking system — note the platform Phorest / Square / Booksy / Vagaro / BookedBy / Boulevard
2

Baseline & Audit

Measure the start, produce the report

The audit doubles as the door-opener — issues to show them, and a "before" to measure against.

  • Site audit — page fundamentals, schema, AI-searchability, local SEO, content depth Storm scorecard engine
  • GBP baseline — calls, impressions, directions, bookings GBP Performance API
  • Rank + AI visibility — Google rank + ChatGPT / Perplexity / Gemini / AI Overviews DataForSEO
  • Reviews — count + rating Google Business Profile API
  • Social baseline — followers, reach, engagement Sprout Social
3

Turn On the Free Wins

Light up the always-on assets — all free

Highest leverage, zero cost. The foundation everything else sits on.

  • GBP optimization — categories, services + prices, attributes, description, photos GBP Business Information + Media API
  • Reserve with Google — toggle inside their booking software → calls become tracked bookings Booking platform setting
  • Website tracking — create property + install tag, verify Search Console via that tag GA4 Admin API Search Console
  • Reviews reply flow — drafted, owner-approved, posted to Google GBP reviews.updateReply owner-approval system
4

Content Engine

The core service — produce and publish, on brand

Made for their salon, not a template with a new logo.

  • Storage + intake — year/month folders, footage pipeline Google Drive
  • Brand kit — per-salon fonts, locked colors + voice Adobe Fonts
  • Plan — balanced monthly calendar (hair · team · culture · services · products)
  • Production — reels, carousels, graphics Twelve Labs Runway CapCut Canva
  • Caption + schedule — Storm hook standard + lint, Instagram-first Sprout Social
5

Reporting

The proof — one dashboard, the whole funnel

Delivered monthly as a "here's your movement vs. the start" conversation.

  • Social — reach, engagement, growth Sprout Social Meta (direct, pending review)
  • Search + AI — rank + citations + query data DataForSEO Search Console
  • Local + bookings — calls, directions, tracked bookings GBP Performance API
  • Website traffic — visits, sources, top pages GA4 Data API
6

Grow

The upsell tier — turn the audit into revenue

The Step-2 findings become paid work.

  • Website fixes — schema, H1s, title tags, llms.txt, money pages audit findings → edits
  • Rebuild — when the platform caps performance or we can't get in Astro → Cloudflare Pages
  • Meta ads — brand-defense → retargeting → local prospecting (needs Pixel + GA4) Meta Ads
  • Re-audit — on-page crawl + competitor keyword-gap, quarterly DataForSEO
7

Retention & Relationship

Keep them — the edge

Steps 1–6 earn the client. This one keeps them for years — and turns them into the next one. A 10-to-100-year relationship, not a 90-day cycle.

  • The direct line — they're always one message from a real person Message Storm
  • Monthly value proof — the Step-5 report, as a conversation
  • Proactive reputation — ask happy clients for the 5-star review
  • Referrals — a happy owner is your best salesperson to the next salon
  • Renew + expand — quarterly re-audit surfaces the next win
Access → Measure → Free Wins → Content → Report → Grow → Keep
Orchestrated by Storm Brain + Claude · draft for review