> For the complete documentation index, see [llms.txt](https://help.rankability.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rankability.com/getting-started/quickstart-checklist.md).

# Quickstart checklist

Go from a new account to a working client workspace, your first Serena task, and your first measurable result.

## 1. Create a client

1. Open **Clients** and select **New client**.
2. Enter the client’s website.
3. Confirm or edit the suggested brand name.
4. Add a location if local search matters. Location is optional.
5. Create the client. Rankability opens the client’s **Tasks** board.

Initial knowledge setup and keyword research are free. Rankability shows the cost before a metered action begins.

## 2. Review the Tasks board

Start with the **Suggested** column. Open a card to see what Serena recommends, why it matters, who owns the next step, and any cost shown before you start.

## 3. Connect data

Open the client’s **Settings** and choose **Integrations**. Connect the services that apply to the client, then confirm the correct account and property.

## 4. Add or review sources

Open **Settings → Sources** to review website content and add supported client material. Serena uses these sources as client context.

## 5. Complete a first workflow

* Use **Research** to save a keyword opportunity.
* Use **Create** to start a brief, draft, or Autopilot run.
* Use **Track** to create a tracking project and run its first scan.

Your organization’s first Autopilot draft is complimentary. Later Autopilot runs show their credit cost before they start.

## 6. Invite or share

Invite teammates from organization settings. For outside stakeholders, use the client portal or a supported revocable share link instead of sharing your own login.

## Related articles

* [Creating a new client](/getting-started/creating-a-new-client.md)
* [Using the Tasks board](/tasks/tasks-board.md)
* [Connecting client Google services](/account-and-settings/connecting-client-google-services.md)


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