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.
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.
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.
Hover, tap, or use the arrow keys to inspect a day.
Keyword
Position
Change
ceramic planters
3
↑ 2
indoor plant pots
5
↑ 3
handmade plant pots
8
↑ 1
ceramic plant pots
11
↑ 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.
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.