Skip to content
Client Retention // 3 CLUSTER GUIDES

Agency Hub & Workflows

White-label custom client portals, automated PDF & live web reporting, client sign-off approvals, and collaborative Kanban task management.

Other Pillars

SEO 6 GEO 4 Local SEO 4 Google Ads 4 Social Media 4
Intermediate 8 min read

Scaling Client Retainers with Automated White-Label Portals

Host custom-branded client portals on your own domain (e.g. reports.youragency.com), with custom logos, bespoke color palettes, and restricted client logins.

Location: Left Sidebar → Agency Hub / Settings → White-Label & Branding

Step-by-Step Procedure

  • 01 Access White-Label Branding Settings
  • 02 Configure Custom CNAME Domain
  • 03 Invite Clients with Role-Based Access
#WhiteLabel #ClientPortal #AgencyBranding
Read complete guide
Beginner to Intermediate 7 min read

Scheduling Multi-Channel PDF & Live Web Reports for Clients

Combine SEO rankings, GEO visibility, Google Ads spend/ROAS, and social media analytics into polished PDF reports and automated recurring emails.

Location: Left Sidebar → Reports (/projects/<id>/reports/)

Step-by-Step Procedure

  • 01 Create a New Report
  • 02 Customize Widgets & Add Strategic Commentary
  • 03 Configure Automated Delivery Schedules
  • 04 Download Print-Ready PDF or Share Live Link
#ClientReporting #AutomatedPDF #ExecutiveReports
Read complete guide
Beginner to Intermediate 7 min read

Agency Workload Management, Kanban Tasks & Client Sign-Offs

Organize agency deliverables on an integrated Kanban board, link tasks to audit issues or keywords, and streamline client sign-offs on content briefs and ad copy.

Location: Left Sidebar → Tasks (/projects/<id>/tasks/)

Step-by-Step Procedure

  • 01 Open the Project Kanban Board
  • 02 Create a Task Linked to an SEO Asset
  • 03 Submit Deliverables for Client Sign-Off
  • 04 Review Activity Audit Trail
#Kanban #ClientApprovals #AgencyManagement
Read complete guide

Ready to execute this workflow?

Every step in these guides is available immediately inside your SEO Runway project dashboard. Start your 14-day free trial.

Start 14-day free trial See packages and pricing