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Guides

Get your agency set up.

Clear steps to add clients, add your brand, connect your tools and send invoices. Each step shows the screen you should be looking at.

Start with your first client
1Set up your first client portalFrom sign-up to a client invited, step by step.5 steps / about 25 minutesOpen the guide
2White-label your portalAdd your logo, colors and font so the portal looks like yours.6 steps / about 15 minutesOpen the guide
3Connect Search Console and SE RankingBring search data into each client portal.6 steps / about 20 minutesOpen the guide
4Run a Studio toolPick a tool and a client, then edit, save or send the draft.4 steps / about 10 minutesOpen the guide
5Send an invoiceFrom a ready-made starting point to paid, with a record of views.5 steps / about 10 minutesOpen the guide
6Schedule a client call with MeetBook a call, send the Meet link and show clients what is next.5 steps / about 10 minutesOpen the guide

Prefer to read first?

Ideas for running client work.

The blogShort essays on onboarding, reporting and approvals.
Free templatesEleven outlines and checklists to copy or download.

Stuck on something specific? The help center answers common questions, and you can always talk to a person.

Try it with one client.

Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.

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