New: recurring client check-ins & individual portal brandingExplore product updates

Get the access you need.
Keep the retainer moving.

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.

Sample workflow

Your agency is helping Acme & 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.

A
Follow Acme & Co.One client. One connected workflow.
01

Learn the business before planning the work.

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 onboarding
✳Northstar Studio
Acme & Co.
0102030405

Plan your SEO engagement

A few details. A better start together.

Business name
Acme & Co.
What are you hoping to achieve?
 
What do you need help with?
ContentTechnical SEOLocal SEO
Illustration of collect the priorities for Acme & Co..
02

Get access. Get to work.

Request access to your client’s Google Analytics and Google Business Profile. Your client chooses the accounts and shares access in one click.

Explore platform access
✳Northstar Studio
Acme & Co.

Connect your Google accounts

Choose what to share with Northstar Studio.

Share access↗
One less thing to chase.
Illustration of get account access for Acme & Co..
03

Turn recommendations into work the client can follow.

Assign 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 management
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Monthly SEO

Good work, in motion.

To do 2

Monthly SEOReview collection page copy
SNAcme & Co.⌁
DeliveryShare the monthly report
JMAcme & Co.⌁

In progress 2

Client reviewApprove the article outline
JMAcme & Co.⌁
WebsiteUpdate service page titles
SNAcme & Co.⌁

Done 1

PlanningAgree on content priorities
JMAcme & Co.⌁
Another step forward.
Illustration of keep delivery visible for Acme & Co..
04

Let clients see how their SEO is doing.

Give 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 management
✳Northstar Studio
Acme & Co.
acme.example

Keyword rankings

Tracked keywords4
Average position6.8
In the top 103
Average positionLower is better
481230 days agoToday

━ Current period┄ Previous period

Hover, tap, or use the arrow keys to inspect a day.

KeywordPositionChange
ceramic planters3↑ 2
indoor plant pots5↑ 3
handmade plant pots8↑ 1
ceramic plant pots11↑ 3
Illustration of show seo progress for Acme & Co..
05

Keep priorities current as the retainer grows.

Use 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 management
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Monthly SEO

A quick check-in. A clear next step.

Your monthly check-inAcme & Co. · October
Recurring
What should we focus on next?
 
Response history
SeptemberContent priorities approved
AugustBusiness goals collected
Illustration of plan the next month for Acme & Co..
✳Northstar Studio
Acme & Co.
0102030405

Plan your SEO engagement

A few details. A better start together.

Business name
Acme & Co.
What are you hoping to achieve?
 
What do you need help with?
ContentTechnical SEOLocal SEO
Illustration of collect the priorities for Acme & Co..
Try it in the interactive demo
Put your AI assistant to work

Take the next step
from Claude or ChatGPT.

Read client feedback, create tasks, work with messages, and more through MCP. Your assistant uses the workspace access you grant.

Explore AI & automation
A prompt to try“Review Acme & Co.’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.

Every month starts with the full client context.

Account requests, content decisions, delivery tasks, client check-ins, and recurring service invoices stay connected.

Walk through your workflow

There’s more to the relationship.

Welcome a new clientManage ongoing workGet work approved
A CLEARER WAY TO WORK TOGETHER

Make every client
feel like your best work.

Bring the people, plans, and next steps into one shared client experience.

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Creative director working in a sunlit studioCreative colleagues reviewing a brand direction together