What should a client reporting handover explain?
Client projects, role-based access, read-only client views and branded reports support agency delivery. Report and usage options depend on the selected plan. Connect the reported result with its source and the work completed.
Which example should we bring to the first conversation?
A client project with completed page work and an open decision. Record the next decision and the person responsible for it. Use a representative example and keep confidential records out of the initial enquiry.
What should the responsible team check?
Connect the reported result with its source and the work completed. Record the next decision and the person responsible for it. Agree who reviews the record before another colleague continues the task.
How is the proposed scope priced?
Plans vary by projects, seats, keywords and AI-word limits. Choose the limits around your actual workload; the team can explain the current plan and trial terms during your walkthrough. Ask the proposal to identify the selected scope, preparation responsibilities and any work that requires separate confirmation.
What should we agree before introducing the setup?
Link the accounts relevant to the chosen work. Search Console, GA4, Meta and LinkedIn connections depend on your access and account readiness. Agree who will own the initial setup, who reviews the first example and what questions must be resolved before the wider introduction.