Bring client intake, account access, content feedback, monthly check-ins, and billing into one workspace. Keep your team and your client clear on the next action.
For SEO, content strategy, and ongoing organic-growth agencies.
Your agency is helping Juniper & Co. grow its search visibility through an ongoing SEO retainer. Collect their priorities, get account access, organize the work, and keep them involved as you plan each month.
Ask about services, target customers, locations, and current priorities. Request existing research and content, then collect the retainer agreement in the same flow.
Explore client onboardingRequest access to your client’s Google Analytics and Google Business Profile. Your client chooses the accounts and shares access in one click.
Explore platform accessAssign content updates and technical actions to the right people. Share audit documents and reports, collect feedback, and track the agreed delivery milestones in the portal.
Explore client managementGive clients a clear view of keyword rankings, changes over time, and backlinks in their portal. They can follow their progress without asking your team for another update.
Explore client managementUse recurring questionnaires to ask what changed. Compare earlier responses, discuss the next work, and manage your recurring service and invoices beside the client relationship.
Explore client managementRead client feedback, create tasks, work with messages, and more through MCP. Your assistant uses the workspace access you grant.
Explore AI & automationA prompt to try“Review Juniper’s latest check-in and open content feedback. Prepare next month’s tasks and a client update for my approval.”Review the proposed actions before sharing anything with your client.
Account requests, content decisions, delivery tasks, client check-ins, and recurring service invoices stay connected.
Walk through your workflowBring the people, plans, and next steps into one shared client experience.
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