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For Addason Digital clients

How to use your dashboard.

A short guide to getting real value out of your engagement. Five minutes to read. Bookmark this page — I'll point you back to it when questions come up.

In this guide
  1. What you actually get
  2. Your dashboard, explained
  3. The AI chat — what it does and doesn't
  4. Asking for changes (the smart way)
  5. Realistic timelines
  6. What to ask for vs what to email me about
  7. Your monthly report card calls
  8. Photo + video work
  9. If something feels off
01 · The Engagement

What you actually get

A 3-month engagement with me to fix your website's web presence — the technical foundation, the on-page SEO, the local listings, the schema markup, the content gaps. The goal is for you to rank higher and convert better than you did when we started, and for you to understand why.

Specifically:

The real promise

If you actually do your homework and stay engaged, your web presence score will be higher in 3 months than it is today. If it isn't, you get your money back. That's the 90-day guarantee.

02 · The Dashboard

Your dashboard, explained

I sent you a unique URL that looks like addasondigital.com/example-dashboard/?client=your-business. Bookmark it. That's your dashboard. Anyone with the link can see it for now, so don't share it publicly.

The score ring (top of page)

Your "Web Presence Score" out of 100. It updates as I make changes to your site and as Google indexes them. The number on its own doesn't mean much — what matters is the trend over time. Look at the weekly bars below the ring to see whether you're moving up.

Keyword rankings (right side)

The 5–10 search terms we're targeting and where you currently rank for each. Position 1 is the top of Google's results. Position 100 is the bottom of page 10. We're trying to move you from 20+ to under 10, then under 5. Improvements come in waves, not steady increments.

Homework (left side)

The handful of things you need to do this month. Most of them are 5–15 minute tasks: take photos, write a paragraph, ask a client for a review. Click the checkbox when you finish. If a task is unclear, ask in the chat.

Messages from Casey

Notes from me about what just shipped, what's coming next, or things I noticed. Read these. They're how I keep you in the loop between calls.

03 · The AI Chat

The AI chat — what it does and doesn't

Bottom-right corner of your dashboard. It's an AI assistant trained on Casey Addason's voice and your client profile. It knows your score, your rankings, your homework, your industry, and your website. You can ask it anything and it will respond like I would.

What the chat is good for

What the chat can't do (yet)

Pro tip

The chat has a "quick question" chip strip at the top. Click any of those for an instant answer to common questions. Zero typing.

04 · Change Requests

Asking for changes (the smart way)

When you want me to change something on your site, ask the chat clearly. The more specific you are, the faster I can ship it.

Good requests look like this

Less helpful requests

When you submit a change request through the chat, you'll get a "Casey will review and ship within 24 hours" confirmation. Refresh your dashboard the next day — the chat will tell you when it's live, and you'll see the change on your site.

If something needs to ship faster

Mark the request as urgent in the chat ("urgent: my contact form is broken"). Urgent requests jump to the front of my queue. Don't use this for cosmetic stuff or I'll get desensitized to it.

05 · Timelines

Realistic timelines

SEO is slow and SEO is fast, depending on which lever we're pulling.

Same-day or 24 hours: small copy changes, typo fixes, button colors, contact info updates, image swaps. These are mechanical and I ship them through the change request queue.

1–2 weeks: bigger content additions (a new page, a new pricing section, a new about page). These need draft → review → revise → publish.

3–6 weeks: ranking movements after a real change ships. Google has to crawl, index, and re-evaluate. Don't refresh the dashboard daily looking for changes — they come in waves.

2–3 months: the meaningful difference in rankings, traffic, and inquiries. This is what the 3-month engagement is built around. The first month is mostly fixing the foundation. Month 2 is when the score climbs. Month 3 is when leads start mentioning "I found you on Google."

What we measure

Rankings are the leading indicator (they move first). Traffic is the lagging indicator (it follows rankings by 2–4 weeks). Inquiries are the real indicator (they follow traffic by another few weeks). Don't judge a month by week 1.

06 · Scope

What to ask for vs what to email me about

The chat handles a lot, but not everything. Here's the rule:

Use the chat for

  • Quick SEO questions
  • Copy edits to existing pages
  • Adding new sections to existing pages
  • Fixing typos, broken links, contact info
  • Asking what your homework means
  • Status checks ("when's my next call?")
  • Image swaps (you provide the new image)
  • Schema markup additions

Email me directly for

  • Anything billing or invoice related
  • Wanting to upgrade or downgrade your plan
  • A complete redesign of a page or your whole site
  • Anything urgent or sensitive
  • Confidential strategy questions you don't want logged
  • Photo or video shoots
  • Saying you want to end the engagement
  • Anything emotionally complicated

Email: info@caseyaddason.com. I read every email myself, usually within a few hours during business hours.

07 · Monthly Calls

Your monthly report card calls

Once a month, we get on a 30-minute video call. I walk you through:

The next call date is on your dashboard. I send a calendar invite when I schedule it. If you need to reschedule, email me — don't try to do it in the chat.

Make the call work

Show up 5 minutes early. Have your dashboard open. Bring questions. The clients who get the most out of these calls are the ones who treat them like a coaching session, not a status update.

08 · Photo + Video

Photo + video work

One thing your homework will probably mention: fresh photos and a short video of you talking about your business. This isn't filler — it's the single biggest content lever for service businesses. Your potential clients want to see who you are before they book.

I run Casey Addason Photography on the side. If you want me to shoot your studio, your team, your service in action, or a 60-second talking-head video, just ask. Clients on the audits engagement get a discounted rate. We can talk about it on our next monthly call.

If you'd rather use your own photographer, that's fine too. The point is: show real people doing real work, on real pages of your site.

09 · Troubleshooting

If something feels off

The dashboard isn't loading. Hard refresh (Cmd+Shift+R on Mac, Ctrl+F5 on Windows). If still broken, email me and I'll check the server.

The chat isn't responding. Hard refresh first. If you've sent more than 30 messages in the last hour you may have hit the rate limit — wait a few minutes and try again. If still broken, email me.

I asked for a change in the chat but nothing happened. Check the chat — there should be a "Casey is reviewing this" or "your change is live" message. If you don't see either after 24 hours, email me.

My score went down. Sometimes happens after Google does a core update. We'll talk about it on the next call. Don't panic.

I want to share my dashboard with my business partner. Just send them the URL. There's no login right now, so anyone with the link can see it. We'll add real auth in the next iteration.

Anything else that confuses or frustrates you. Email me. I'd rather know.