Setting up a client

Add a client, their websites and their contacts.

Add a client

1. 1Open Clients, or use the New Client quick action from anywhere in the app.
2. 2Enter the company name and the main website. Everything else is optional and can be added later.
3. 3Choose a status, set the account owner, and add reporting frequency and date if you report on a schedule.

Client statuses

A client is Prospect, Onboarding, Active, Paused, At Risk, Completed or Archived. Clients are archived rather than deleted, so their history is never lost.

Add websites

A client can have more than one website. For each, record the domain and URL, the platform or CMS, country, language, primary market and any analytics or technical notes. Search Console and GA4 connections are made per website under Configuring integrations.

Add contacts

Add the people you work with at the client. Contacts are separate from client portal logins, which you create in Setting up the client portal.

The client page

Each client has a hub with tabs for Overview, Strategy, Tasks, Campaigns, Content, Opportunities, Reports, Meetings, Files, Comments and Activity. The top of the page shows the status, account owner, start date and next reporting date, so you can understand the account in seconds.