Learn Every SEOPlan Tool, Step by Step

1. Either create and verify your account first, or run the public free audit without an account and choose Create free account and save report when it completes.
2. If you start with the public audit, complete registration and email verification in the same browser. SEOPlan saves the existing report and website without running another scan.
3. In Websites, choose the intended domain using the selector at the top. In Reports, confirm the saved audit shows Manual and Complete, then open one warning or failed check and read its evidence.
4. Optional: connect Search Console in Google Data for search performance. GA4 can be added later. Neither Google setup nor an upgrade is required to review your audit.
5. On an eligible paid plan, add a useful signal, AI recommendation, or market keyword to Action Plan. Choose To review until you decide to work on it.
6. Choose In progress and Save when you start. Make the change on your actual website, check it, then save Done.
7. Return to Reports, Google Data, or page results when new evidence is available. Use the blue arrow guides whenever a control is unfamiliar.

1. Opening saved reports and dashboard guides does not generate a fresh AI or market report. Read saved evidence before requesting another.
2. Generate analysis uses the displayed AI allowance for fresh evidence; unchanged evidence reuses the saved result. Generate market report uses the market allowance for a fresh request, even when it returns no matches.
3. Matching market reports are reused for seven days. Choose the correct website, topic, country and language before generating; reopening is different from generating.
4. Google evidence is cached for six hours. Page results need the saved URL and publication date, matching Search Console access, and at least four days after publication for a first comparison.
5. Queued or running means work has not finished. Wait rather than creating duplicates. No data means usable evidence is absent, not proof of zero demand, zero traffic, or no competitors.

1. Choose the correct website, then expand Share progress below Weekly Brief. Owners and workspace managers can manage links.
2. Select the sections you want to share. Task titles are included only if you select completed work or priorities; notes, assignees, credentials and private audit links are excluded.
3. Choose a 1, 7 or 30 day expiry. An optional recipient email requires that person to sign in to SEOPlan using the matching email; otherwise anyone holding the link can read it.
4. Click Preview selected sections and review the exact content. If you edit the settings, preview again.
5. Click Create this share link, copy the link shown, and send it yourself. SEOPlan does not send an email automatically.
6. Use Revoke link to end access. Previously printed, saved or downloaded copies cannot be recalled.

1. Save a keyword in Action Plan and optionally assign an existing page in Keyword-to-Page Planner.
2. Connect matching Search Console access for the selected website.
3. Expand Check observed page overlap and start the check. Queued, Running and Ready states update automatically while the page is open.
4. Review the observed URLs, impressions, clicks and saved target shown with the reporting window.
5. Multiple ranking URLs may serve different intentions. Inspect content before changing the target, merging pages or redirecting anything.
6. If a check fails, correct the Google connection and retry. Each check allows up to three attempts; the same saved inputs are reused during the UTC day.

1. Choose the website and expand Search Performance Early Warning in Alerts.
2. Click Check search performance. The first request queues a background check; saved results remain available.
3. Review the recent seven days against weekday-adjusted expectations from the preceding seven weeks.
4. An insufficient-history result is normal for new or low-traffic sites. It requires 56 consecutive finalized days, at least 140 baseline clicks and an expected 35 weekly clicks.
5. Owners and managers may enable daily background checks for this website. This is off by default and depends on the hosting scheduler.
6. A substantial decline creates an SEO alert at most once per website per week. Investigate pages and seasonality in Google Data; no extra email is sent.

1. Open a task linked to an unexpired audit containing a supported title, description, schema or link finding.
2. Choose the finding this task addresses and read the evidence and exact page URL.
3. Enter factual replacement text or implementation notes. For a schema draft, use the actual visible page title.
4. Click Save draft and prepare instructions. Copy the saved pack for review; task status and website content remain unchanged.
5. Back up the original value. Apply a reviewed change using your CMS or developer workflow, on staging first. Do not add duplicate tags.
6. After applying the change, run a fresh audit. Use the existing selected-check verification workflow for completed tasks.

1. A queued check is saved on the server; keeping the browser open is not required for the job record to persist.
2. While the page is visible, SEOPlan checks status without starting another provider request. After five minutes of waiting, use Check again to resume status updates.
3. The theme recovers queued audit events that lost their scheduler entry. New Google checks use an atomic job claim and up to three attempts.
4. If a job fails, inspect Google Data access or the error message, then choose Retry check.
5. Administrators should verify the Workflow queue recovery schedule in System Status and arrange a real hosting cron for reliable timing.
6. Expired workflow results and progress shares are removed during scheduled cleanup.

1. Create the account. Enter your name, company, email, password, and matching confirmation. If you already completed a public audit, choose Create free account and save report from that report and stay in the same browser.
2. Watch the response beside the button. The form explains incomplete fields, password requirements, the security check, server delays, and successful submission.
3. Verify the email. Open the message from SEOPlan and use its verification link. A pending audit is then added to the account without another scan.
4. Sign in or recover access. Use Customer Login, or choose “Lost your password?” and follow the newest one-time recovery link.

1. Open the selector and choose the required website or domain label.
2. Wait for the page to reload with that website shown in the context bar.
3. Confirm the selected domain before reading Reports, Monitoring, Google Data, AI Analyst, Market Opportunity, Alerts, Action Plan, or Weekly Brief.
4. Switch the selector whenever you need to work on another website. Your most recent selection is remembered for your account.

Open Overview to see the current plan, status, audit allowance, website allowance, and remaining usage. Use Compare plans for the current commercial offer; features and limits shown there take precedence over examples in this guide.

1. Enter the root domain, such as example.com; do not paste a private administration URL.
2. Add an optional label such as “Main website” or “UK store”. Adding a website does not start an audit or monitoring.
3. Select Add website. Duplicate or invalid domains are rejected.
4. To remove coverage, use Remove beside the domain. Review dependent monitoring schedules first.

Owners and Managers can change websites. Analysts and Viewers can only see the websites shared with their workspace.

1. Submit a public HTTP or HTTPS website address and choose Create Private Audit. The visible fair-use notice explains the visitor limit and 30-day retention.
2. If signed out, either keep the private link or choose Create free account and save report. Register and verify in the same browser; the completed report transfers without a second scan and the former anonymous link is retired.
3. In the account, a visitor-started report appears as Type: Manual and Status: Complete. Open it from Reports and begin with failed or warning checks.
4. Use Download CSV for the page inventory or Print / Save PDF for a portable copy.
5. Use Delete report when the record is no longer needed. Deletion is immediate and cannot be undone.

1. Add the website to the workspace, then open Monitoring.
2. Choose an available frequency and save the schedule. Frequencies depend on the current plan.
3. After the first completed scan, confirm that a baseline appears.
4. Review new issues, recoveries, score movements, and scan problems in Alerts.
5. Mark reviewed alerts as read; this does not fix the underlying issue. Use Email alert preferences to choose which events should also be emailed.

A scan failure means the comparison could not be completed; it is not proof that the website has an SEO failure. Retry after temporary hosting or connectivity problems are resolved.

1. The workspace owner selects Connect Google and signs in to the Google account with access to the required properties.
2. On the consent screen, approve Search Console and Analytics read access.
3. Back in SEOPlan, choose a matching verified Search Console property; GA4 is optional, then select Save Google properties.
4. Review the latest complete 28-day evidence, priority signals, landing pages, and history available to the plan.
5. Use Disconnect Google to remove saved tokens. You can also revoke access from Google Account connections.

1. Use the website selector at the top of the dashboard to choose the domain you want to analyze.
2. Confirm that the website shown inside AI SEO Analyst matches that selection.
3. Select Generate analysis. A fresh request uses the displayed monthly allowance; unchanged evidence may reuse a saved result.
4. Read the evidence summary, confidence labels, limitations, and prioritized opportunities before acting.
5. Send a useful recommendation to the Action Plan, assign it, and track the implementation there.

1. Choose the intended website at the top. To reopen results, use Open a saved report and check its topic, market, and generation date.
2. For keyword ideas, choose Keyword / topic research and enter a short phrase such as SEO audit. Select the country and language of your customers.
3. For provider-recorded domain rankings and competitors, choose Website evidence. New or low-visibility sites may have no matches in that database.
4. Generate the report and wait for its result. Read searches, difficulty, intent, and ranking evidence as estimates; missing values are not zeros.
5. Add a useful keyword to Action Plan. The saved task should appear without a page refresh; use its saved-task link to continue planning.

1. Add a relevant Google signal, AI recommendation, or market keyword. Check that it belongs to the selected website.
2. To review means not started or not yet decided. Choose In progress when starting, select an owner if available, and press Save.
3. For a keyword task, use Keyword-to-Page Planner first. A content brief is optional if writing or rewriting is needed.
4. Make the change outside SEOPlan on your own website. Check it, then save Done; use Dismissed when a task is not appropriate.
5. For a completed audit-backed task, expand Check whether the fix worked. Select the original findings you addressed, run a fresh audit of the same page after marking the task Done, then choose Check saved audit results. Review the Original audit and Comparison audit evidence shown for each selected finding.

1. Expand Keyword-to-Page Planner using the blue arrow.
2. Choose Existing page and enter its full public URL, or New page needed and enter a planned page name. For example, an audit-tool keyword might belong to https://example.com/seo-audit/.
3. Choose search intent: learn, compare, take action, find a site, or Not assessed yet if unsure. Add useful notes.
4. Optionally set a review date. Enable the review email only if you want the workspace owner notified; email alerts must also be enabled.
5. Press Save keyword plan. Read the saved summary and review any possible overlap with another page before proceeding.

1. Save the keyword planner first so the brief refers to the intended page.
2. Expand Page Content Brief and fill in the useful fields: the page purpose, proposed content, questions, and supporting links.
3. Tick only the manual checklist items you have actually checked. Press Save content brief.
4. Use Copy brief to paste it elsewhere, or Print / Save PDF and choose Save as PDF in the print dialog.
5. Share only with people who should receive the brief. Save again if you want further edits stored in SEOPlan.

1. Publish or update the actual page on your website first.
2. Expand Published page. Enter the full URL of that page, not a dashboard or editor URL.
3. Enter the real publication or update date and press Save publication details.
4. Read the confirmation. Save the task status separately if the work is complete.
5. To undo an incorrect record, clear both URL and date and save. This does not delete the website page.

1. Save the page's URL and date under Published page first. Unsaved edits are not used.
2. Confirm matching Search Console access for the selected website.
3. Wait at least four days after the recorded publication date, then choose Load page results.
4. Read the displayed before-and-after periods and any limitations. Sparse or absent data may still prevent a useful comparison.
5. Return later if the message says Not enough data yet. Do not change the publication date just to unlock a comparison.

• Compare Search Console and GA4 movement with the previous complete period.
• Review actionable Google signals and open Action Plan items.
• Check active monitoring and unread alerts before choosing the next work.
• Use the email link to return to the live dashboard; the email is a summary, not a permanent report.
• Control weekly delivery in Email alert preferences when that option is available.

1. The owner enters the email, chooses a role, and sends the invitation.
2. The recipient opens the email and signs in - or creates an account - with that exact address.
3. The owner can change the role with the selector and Save, or revoke access with Remove.

Only the workspace owner controls billing, Google connections, API keys, and destructive membership decisions.

1. Read your current plan, status, and renewal or access-end date.
2. When available, the workspace owner can open Manage Billing for Stripe-hosted payment methods, invoices, and subscription changes.
3. Review any charge and effective date before confirming. A scheduled cancellation normally keeps access until the displayed period end.
4. If checkout is not available, use Request early access or contact support; do not create duplicate subscriptions.
5. If payment needs attention, read the notice and update the payment method through the available billing flow.

1. The workspace owner selects Create API key and copies the value immediately; the full key is shown only once.
2. Store it in a secret manager or protected server setting - not source code, screenshots, email, or browser bookmarks.
3. Send it only to documented SEOPlan API endpoints using the required authorization header.
4. Rotate or revoke the key when a team member leaves, an integration is retired, or exposure is suspected.

1. Review the personal name and account email associated with the signed-in user.
2. Add or update the company name and permitted organization details, then select the relevant save action.
3. Open Alerts to review email preferences separately from company details.
4. Use the Google Data and Billing sections for provider-specific settings; do not paste provider secrets into profile fields.

Team members manage their own login credentials. Workspace ownership, billing control, and connected provider access remain restricted to the owner.

Public tools do not replace Search Console, GA4, scheduled monitoring, AI analysis, or market evidence tied to a paid workspace.

Read the current Privacy Policy and Terms of Service for the formal framework and contact path.

• The page or dashboard section where the problem occurred.
• The approximate date, time, and timezone.
• The action immediately before the problem and the visible error message.
• The affected website or report identifier, when it is not confidential.
• A screenshot with passwords, API keys, payment details, tokens, and private customer data removed.

1. Save an Existing page URL in Keyword-to-Page Planner. This is the target: the page you want readers to reach.
2. Choose Load link suggestions. Open Page to check for a suggestion: this is the source page where a link could be added.
3. On the source page, check whether a relevant and useful link to the target already exists. Looking only at the target cannot answer this.
4. Choose what you found. Existing or unhelpful link: Skip suggestion. Useful missing link: Add task. Unsure: inspect the source before deciding.
5. Open the saved task and manage its status. Add the link manually on the source page when appropriate, then check it works.