How do we separate one client project from another?
Client projects, role-based access, read-only client views and branded reports support agency delivery. Report and usage options depend on the selected plan. Identify the project access needed for each responsibility.
Which example should we bring to the first conversation?
A team member who works on two clients with different reporting audiences. Check the client-facing view before sharing the report or inviting a reviewer. Use a representative example and keep confidential records out of the initial enquiry.
What should the responsible team check?
Identify the project access needed for each responsibility. Check the client-facing view before sharing the report or inviting a reviewer. 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.