How do I track client KPIs?#
Open the client's KPIs lane, pick a suggested metric or add your own, and set a baseline. Every reading after that shows its change against where the client started.
| Metric | Source |
|---|---|
| Audit score | Follows each new audit automatically |
| Top-10 keywords | Sync from SEO: tracked keywords ranking 1 to 10 |
| Organic clicks | Recorded from Search Console in the SEO lane, last 28 days |
| AI visibility score | Recorded from the AI visibility check in the SEO lane |
| Qualified leads, Booked calls, Conversions | Sync from leads counts them for you |
| Average rating | Syncs with the lead counts when reviews are connected |
Synced metrics take readings from their source, never from typing, so the numbers a client sees hold up. Tick Show to client on any metric to put it on the client view.
How do I send clients a weekly report?#
Create a report email in CRM reporting. Pick weekly or monthly, the day and hour, and up to ten recipients; Agent Studio sends the account overview for the last 7 days or the last calendar month on schedule.
Set up client reporting
Step 1: Choose the KPIs
Open a client, go to the KPIs lane, add metrics, set baselines and tick Show to client.Open ClientsStep 2: Schedule a report email
Select New report email, choose weekly or monthly, set the send time and add the addresses. Send now fires one on demand.Open Report emailsStep 3: Issue the client view link
In the Client view lane, choose what the client sees and how long the link stays open, then copy it. The link is shown once.Open a clientStep 4: Check the whole roster
The agency roll-up puts every account side by side for one date range, with totals and a CSV download.Open the roll-up
What does a client see on the share link?#
A read-only page under your brand and theirs, showing only what you choose: Activity you marked for the client, KPIs you marked, and Deliverables such as published audits and growth plans.
| Setting | Options |
|---|---|
| Show to client | Activity, Deliverables, KPIs |
| Link stays open for | 30 days, 90 days or 1 year |
| Preview | Preview as the client before you send |
| Revoke | Stops working right away |
- Results: each KPI you chose against its baseline
- This month: the work you logged and chose to show
- Deliverables and Next steps
- A Book a call button that opens your booking link
What is the monthly loop?#
The Monthly loop lane runs each client through four steps every month: Re-audit, Prioritize, Deliver and Measure. Log what you delivered with a link as proof, then select Build the update to write the client's email.
The update covers the work this month and results since you started, ready to Copy message or Open in your email app. Close cycle logs the month in the activity feed and lists it under Past months.
Pull pipeline and revenue from CRM reporting and rankings from SEO reports into one client conversation.