Keep clients
Prove the work landed, and let the client see it.
Winning the client is the first meeting. Keeping them is every month after it. Recheck each fix under the rule that raised it, show the client their site in a portal under your name, and email them when something moved.
Score over time18 → 61
Still open
Certificate renews in 9 days
No tap-to-call on mobile
Fixed and rechecked
FixedDMARC policy
FixedHero image size
After they say yes
A retainer is sold on proof that the money did something.
Verify this fix
Every planRecheck one finding, not the whole site, under the rule that raised it.
A client portal
Pro and upTheir own site: the score over time, what is open, every fix with its recheck. Their login reaches nothing else.
Progress emails
Pro and upWeekly or monthly from the last scheduled audit, sent as you. A month nobody measured sends nothing.
Monitoring
Plans with re-auditsRe-audit on a schedule and see what moved: a score that dropped, a certificate about to lapse, a finding that came back.
Told when it matters
Every planA monitored site that moved, a client reopening a report, and one daily digest.
AI visibility over time
In pilotWhether the answer engines mention the business for the questions its customers ask, weekly, beside the score in the portal.
Verify this fix
Four answers, and one of them is “we could not tell”.
Only the checks behind one finding run again, judged by the rule that raised it. On every plan, without spending an audit.
Before · 20 Oct
Fail DMARC policy p=noneRecheck · 14 Nov
Fixed DMARC policy p=quarantineThe new reading passes the rule that raised the finding. It shows in the portal with both dates.
Before · 20 Oct
Fail DMARC policy p=noneRecheck · 14 Nov
Still failing DMARC policy p=noneThe new reading still breaks the rule. Often the change has not reached public DNS yet, so it is worth checking again tomorrow.
Before · 20 Oct
Fail DMARC policy p=noneRecheck · 14 Nov
Got worse DMARC policy no recordThe reading moved in the wrong direction, for example a record removed during the change.
Before · 20 Oct
Fail DMARC policy p=noneRecheck · 14 Nov
Could not measure DMARC policy no readingThe recheck could not take a reading, usually because the site or DNS did not answer. It says neither fixed nor failed. Try again later.
The portal and the progress email
The client opens it themselves.
A report you email is read once. A portal is where the owner goes when their partner asks what the agency is doing.
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The score over time. Every finished audit as a point on one line, so a year of work reads as a direction.
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What is still open. In plain language, without the sales notes you see in the app.
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Every fix, with its recheck. What you fixed, when you checked it again, and what the recheck found.
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Under your name. Your name, logo and colour. Ours does not appear.
Your site this month: up 9 points
Two fixes confirmed, one new issue found. Here is what changed since October.
- FixedAnyone could send email as you
- FixedThe home page was slow on phones
- NewYour certificate renews in 9 days
After the report goes out
Most tools stop at the PDF. The next eleven months happen here.
| Capability | SiteAssay | A report you email once |
|---|---|---|
| Whether the fix worked | The checks behind that finding run again, under the same rule | Run the whole audit again and compare by eye |
| What the client sees | Their own site in a portal under your name, whenever they look | An attachment somewhere in their inbox |
| How they hear about progress | A weekly or monthly email from the monitoring, sent as you | Whenever you remember to write one |
| A recheck that could not run | Could not measure, printed as such | Read as fixed, or as failed |
Questions
About keeping clients.
Can my client see my other clients?
No. A client login is granted per site and reaches the sites you shared with that person and nothing else: not your other clients, not your prospects, and not your notes on how you would sell each finding.
What does “Could not measure” mean?
The recheck could not take a reading, usually because the site was down, slow or blocking the request. That has not shown the fix failed or worked, so it says neither.
Can every finding be rechecked?
Every finding measured from the website can. Findings from outside it, such as reviews, the Google listing and keyword rankings, are not offered a recheck.
Which plans include this?
Verify this fix is on every plan. The client portal and progress emails are on Pro and up, and the number of client logins each plan allows is on the pricing page.
Is AI visibility tracking included?
It is in pilot with a small number of agencies while we measure what it costs to run properly. The readiness checks behind it are part of every audit already.
Show a client the fix worked.
Start a free trial, no card needed. Audit a site, fix one thing, and check it again.