Who it is for
For an agency serving many clients
A review report is one of those things a client appreciates and you struggle to invoice for — because the work in it is invisible. Unless it produces itself.
How it works for an agency
Each client is a separate company inside your organisation, with its own locations and its own categories. The report carries your logo and reaches the client through a link that opens with no account. Your team gets access to what they work on rather than to everything.
Your own logo on reports
The client receives your agency's document. We hide from nobody who asks, but a document going to your client is your document.
A link instead of an account
You do not have to create an account for the client or teach them a panel. They get an address that opens the report, and that is all.
Roles and visibility
Owner, administrator, analyst and viewer. An analyst can be limited to selected companies — useful when a junior handles three clients out of fifteen.
Step by step
What a month of agency work looks like
-
1
Once: client setup
Each client as a separate company, their locations inside, categories matched to their industry. You do this once, at onboarding.
-
2
Automatically: monitoring
Recurring analyses run themselves, at a frequency set per client. You do not have to remember them or start them.
-
3
At period end: reports
The report is produced from the same rules as the last one, so the client compares the same chart rather than two ways of showing the same thing. With your logo.
-
4
Delivery: one link
The client gets an address that opens the report in a browser. No account to create, no panel to explain, no questions about passwords.
In practice
How much time an agency with fifteen clients recovers
An hour per client per month is fifteen hours — almost two working days taken out of the work clients actually pay for. Once reports are generated, what remains is the review and the commentary, roughly ten minutes per client.
2 days → 2.5 h
a month at fifteen clients. What remains is the review and the commentary — the part the client is really paying for.
Why it works this way
An argument for the contract renewal conversation
A report showing the complaint count on a topic and how it moved over time demonstrates the effect of your work in numbers the client does not have to take on trust. A hand-assembled selection of examples does not — the client knows the examples were chosen by someone with an interest in renewal. Numbers picked by a rule are stronger in that conversation than the best-chosen quote.
Common questions
Will the client learn which tool I use?
Not from the report, if you are on the Agency plan with your own logo. We also conduct no communication with your clients; all email goes to you.
How are credits handled across many clients?
One shared pool per organisation. That suits uneven workloads: a client with a thousand reviews will use more than three small ones together, and there is no need to divide it up in advance.
Can this be automated?
Yes. A webhook fires when an analysis is ready, and the read-only API lets you pull the data into your own reporting system — problem cards, metrics and quotes as JSON.
See also
Be first in when we launch
Join the waitlist. We'll write once, on launch day, with a link to create your account.