Platform · Agency Hub · 4-step journey

Step 1 of 4 · next: Send white-label reports

Open the client portal

Invite a client into the project with the Client role. They see the results, not your workings.

  • Invite clients with the Client role
  • Clients see deliverables and reporting only
  • Tasks, settings and billing stay private to your team
  • Share a report by link when a login is not needed
Once a client has a portal, give them reports with your name on them.

Open the client portalTry it

Agency Hub / Client portals
One project, two views
Your team sees the work. The client sees the results.
✓Tasks and board
Assign, track and review the work
Agency only
✓Project settings
Connections, packages and team
Agency only
✓Billing
Plans and invoices
Agency only
sarah@nordicscale.com
Interactive demo rebuilt in HTML from the product. Sample data.

Step 2 of 4 · next: Put delivery on a schedule

Send white-label reports

Brand the report as your own, pick the sections that matter to this client and share it.

  • Your logo, brand name and accent colour
  • Platform branding hidden
  • Five report templates, or build your own
  • Choose the sections for each client
  • Share by link a client opens in the browser
A report you are happy with becomes a schedule.

Send white-label reportsTry it

Agency Hub / White-label reports
Brand the report
Your name, your colours, your sections. Share it by link.
Brand
Accent colour
Template
Include
Preview
Your Agency
Monthly Executive SEO Report
Rankings and winners12 keywords tracked, 3 new in the top 10
Site auditHealth score up from 24 to 61
Interactive demo rebuilt in HTML from the product. Sample data.

Step 3 of 4 · next: Talk to clients live

Put delivery on a schedule

Set the frequency and recipients once, and the white-label report goes out on time.

  • Weekly on Mondays, monthly on the 1st or quarterly
  • Your own recipients, subject and message
  • Send now whenever a client asks
  • Rank digests can run on their own schedule
When the report lands, the conversation starts in chat.

Put delivery on a scheduleTry it

Agency Hub / Automated schedules
Schedule the report
Set it once. Clients get the white-label report on time.
Report
Sends: The 1st of each month
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Interactive demo rebuilt in HTML from the product. Sample data.

Step 4 of 4

Talk to clients live

Keep client conversations next to the work, one space per client.

  • Direct and group chats
  • Edit or delete your own messages
  • Unread tracking per conversation
  • Approvals and sign-offs recorded against the project
Approved work and answered questions feed next month's report, and the loop starts again.

Talk to clients liveTry it

Agency Hub / Client chat
Talk to clients live
Direct and group chats next to the work, one space per client.
SarahThe May report looks great. Can we add the AI visibility section next month?
YouYes. I will switch it on in your report template.
Interactive demo rebuilt in HTML from the product. Sample data.