Self-guided training
Learn one agency workflow at a time
Follow self-guided product walkthroughs for onboarding, local visibility and reporting. Choose a task and inspect a concrete result before moving on.
Reviewed by Agency Pilot ·
Start with the first-client path
The getting-started guide connects the client record, account access and a first deliverable. Use a representative example and write down any missing inputs. This training is a reading-based, self-guided workflow; it does not imply that a live webinar or video recording is available.
Practice the local SEO reporting path
Run a comparable scan, inspect the evidence and prepare a report summary. The walkthrough explains how to keep measured observations, completed work and business outcomes separate. Use the editable worksheets to record the baseline and next action in your own client process.
Bring unresolved questions to a demo
When a workflow depends on your account configuration, prepare the specific requirement and request a walkthrough. Record the expected result and a relevant exception, such as missing account access or an incomplete scheduled run. A demonstration should resolve those questions rather than merely display more screens.