Client Onboarding Workflow
Onboarding a new client follows a consistent workflow. Here's the recommended process to get a new client fully set up in your agency account.
Add the client
Create a new client in the Clients tab with their business name and primary domain.
Verify their domain
Send the client the DNS TXT record to add, or add it yourself if you have DNS access.
Run initial scan
Scan the client's domain to discover all cookies and trackers.
Configure consent settings
Set up consent categories, banner design, and compliance mode based on their jurisdiction.
Deploy the widget
Add the Arqam360 embed code to the client's website.
Connect integrations
Set up any ad platform integrations the client needs (Meta CAPI, GA4, etc.).
Generate policies
Create privacy and cookie policies for the client.
Using Templates
If you onboard clients with similar setups (e.g., Shopify stores in Saudi Arabia), you can save time by duplicating settings from an existing client. Configure one client fully, then use it as a reference for new ones.
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