Agency Reporting with an Agent

Setting Up Client Accounts

This guide walks through running Agentic SEO across a roster of clients. You create one project per client, connect their Google Search Console property, and the agent takes it from there — generating reports on each client's real data, then continuously diagnosing, prioritizing, and monitoring every account.

For a full overview of agency reporting capabilities, see Agency Reports.

Step 1: Create a project for each client

1. Open the sidebar and click + New Project
2. Enter a project name (e.g., the client's domain or company name)
3. Click Create — you will be switched to the new project automatically

Step 2: Connect each client's Google Search Console

1. In the project settings, click Connect Google Search Console
2. Sign in with the Google account that has access to the client's GSC property
3. Select the correct property from the list and confirm

Step 3: Crawl the client site

1. Navigate to the project's crawl page
2. Enter the client's root URL and click Start Crawl
3. Wait for the crawl to finish — the agent will use this data for content analysis and audits

Step 4: Set up writing style (optional)

1. Go to Settings → Writing Style
2. Upload 2–3 samples of the client's existing content, or run auto-analysis from crawled pages
3. The agent will match this voice when generating content for this client

Generating Client Reports

Switch to the client's project using the project selector in the sidebar. Then ask the agent to run a report. The agent chains multiple GSC queries and produces a structured output with data tables and analysis.

Before generating a report

1. Make sure GSC data is synced — click Sync GSC in the sidebar or ask the agent to sync
2. Verify you are in the correct project (check the project name in the sidebar header)

Report Prompt Templates

Reuse these prompt patterns across client projects for consistent reports:

Multi-Client Workflow

A step-by-step workflow for running reports across multiple clients:

1. Sync all clients — at the start of the month, switch through each project and click Sync GSC (or ask the agent to sync)
2. Generate reports — use your report prompt template for each client. The agent will use that project's GSC data automatically
3. Review the task board — each report populates the task board with prioritized findings. Check /tasks per project
4. Execute — use the brief generator and article writer to produce client content directly from task board items
5. Deliver — copy the agent's report output into your client-facing format, or share the task board directly

Troubleshooting

Common issues agencies encounter and how to resolve them:

• GSC property not appearing — make sure the Google account you signed in with has at least Restricted access to the client's Search Console property. The client must add your email in GSC → Settings → Users and permissions.
• Report shows stale data — GSC data is not live-synced. Click Sync GSC before generating a report to pull the latest data. Google Search Console itself has a 2–3 day data delay.
• Wrong project selected — check the project name in the sidebar header. If you generate a report in the wrong project, the data will be from a different client's GSC property.
• Crawl results incomplete — for very large client sites, point the agent at the most important sections (blog, product pages) first and let it re-crawl as needed. On a client engagement the agent runs crawls at the top limits.

Tips for Agencies

• Standardize your prompts — use the same report prompt for every client for consistency
• Set up writing styles early — each client gets their own voice profile for content generation
• Focus on declining keywords — clients care most about what's getting worse, not just what's doing well
• Chain questions — go from report → opportunities → briefs → articles in one session per client
• Re-sync before reporting — always pull fresh GSC data before generating monthly reports