Make the monthly conversation specific.
Reports start from the client’s conversation history. Recurring questions, thin content, and the next useful change sit beside a version the client can actually read.
The monthly meeting, already started.
A retainer dies when the review is “the bot is still on.” Insights start from the conversations that actually happened: what people asked, what the site failed to answer, and the change you recommend next. You keep a private note. The client gets a version they can read.
I can manage multiple clients from one place and it feels like our own infrastructure.
Perfect Solution for Agencies Managing Multiple ClientsOn G2Private notes. Client-ready narrative.
Same conversations. Two audiences.
From the threads
Reports are grounded in that client’s conversation history, not a generic traffic summary.
Agency view
Recurring topics, thin content, and the next website or knowledge change stay on the operating workspace.
Client view
The portal version says what people asked, what was handled, and what you recommend next.
What you can promise.
- Pro and Advanced
- AI Insights is part of the retainer plans, not Essential.
- One client
- A report belongs to that client’s conversations. It is not a portfolio rollup.
- Two versions
- Keep the sharp recommendation private. Share the narrative the client can approve.