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Getting started with SEODex

Three steps from signup to a complete pitch dossier — about ten minutes the first time, then sixty seconds for every prospect after that.

1. Create your account

Sign up at /register using your work email. We start a 7-day free trial automatically — no credit card required, no usage caps during trial. The signup form asks for your name and an agency name; the agency name appears on every PDF export, so use whatever you want clients to see.

Verify your email when the link arrives (it shows up in a minute or two from noreply@seodex.com via Mailjet). Verification unlocks the full app.

The SEODex dashboard right after signup, with no dossiers yet
Your dashboard right after signup — empty until you generate the first dossier.

2. Brand your exports (optional but recommended)

Go to SettingsAgency profile. Three fields shape your branded PDFs:

  • Agency logo. Upload PNG, JPG, WebP, or SVG up to 2 MB. Appears in the top-left of every PDF dossier and one-pager. Skip this and exports show "SEODex" instead.
  • Agency name. Used in the cover page footer of full PDFs ("Prepared by Evoba"). Defaults to whatever you entered at signup.
  • Brand color. Hex value used for the accent rule on exports. Defaults to SEODex's purple if left empty.

You can change any of these later. Existing dossiers re-export with the new branding next time you click Export PDF.

3. Generate your first dossier

Click + New dossier from the Overview page. The form takes three things:

  1. A URL or business name. Pasting example.com works fine. Pasting a full URL works too. If you only have the business name, type it — we'll resolve to a website.
  2. Location. The city or "City, State" of the business. Critical for local rankings, GBP lookup, and competitor search. "Los Angeles, CA" is better than just "Los Angeles" because DataForSEO matches against a known location index.
  3. Keywords. Up to 15 keywords you want them ranked against. Separate by commas or new lines. Mix obvious money keywords ("auto repair burbank") with long-tail variants ("brake repair near me"). Quality over quantity.

Optionally link the prospect's Google Business Profile via the Find on Google picker — this gives the most accurate GBP data on the dossier. If the picker can't find the business, you can paste a Google Maps URL directly. See Linking a Google Business Profile for details.

Click Generate. The page shows live progress — each of the six data sources lights up as it completes (rankings → GBP → AI Visibility → competitors → technical health → pitch summary). Total time is usually 60–120 seconds.

The new dossier form filled out with a sample prospect
The new dossier form — URL or business name, location, and up to 15 keywords.

What you get

When generation finishes, the dossier shows:

  • A scorecard header with four headline numbers — AI Visibility, Lighthouse Performance, GBP rating, top-3 keyword count.
  • A pitch summary written by Claude that reads like a paragraph you could speak on the call. Toggle to bullets if you prefer.
  • Five data sections — GBP, AI Visibility, Local competitors, Technical health, Keyword rankings — each with its own card.

For a full walkthrough of each section, see Anatomy of a dossier.

A finished SEODex dossier showing the scorecard header and pitch summary
A finished dossier — scorecard header on top, pitch summary right below.

Next steps

Most users do these next:

  • Export the dossier as a PDF. Actions → Export PDF (full version) or Export one-pager (single-sheet brief). See Exporting PDF dossiers and one-pagers.
  • Move the prospect through your pipeline. The Pipeline tab is a kanban with six stages. Drag the prospect across as the deal progresses.
  • Generate a few more dossiers. Most plans include 15–150 dossiers per month. Even on the Solo plan that's enough for several pitches a week.
Tip

If your first dossier looks thin (e.g., empty AI Visibility for a niche local business), it's not a bug — it's the truth. AI engines genuinely don't have data for most hyperlocal queries, and that's the conversation starter: "Even ChatGPT and Gemini can't name your business when asked. Let's fix that."

Ready to try SEODex?

Generate a complete pitch dossier for any prospect in about a minute.

Start your free trial
7 days free. No credit card required.