CLIENTS & ONBOARDING

Client profile

The client hub: facts, the next best action, status across every area, and setup.

Open Clients → Client profile (with the client selected), or Profile on All clients.

What it shows

  • Facts: account manager, website, market, industry and brands.
  • Next step: the single most useful thing to do now. See Next best action.
  • Status rows, each with a link:
    • Setup: onboarding progress → Edit client setup
    • Data: Search Console, Google Analytics 4 and paid media state → Open connections
    • Content: items in review and keyword opportunities → Open content
    • Assets: files, size and approved files → Open Asset Library
    • Reputation: alerts and mentions this week → Open reputation or Set up monitoring
    • Publishing: failed or manual items → Open publishing calendar
    • Commercial (owners, admins, account managers): overdue or outstanding → Open invoices
  • Evidence & freshness: which sources are connected and how current they are.
  • SEO & competitor intelligence: strong keyword opportunities, competitors tracked and high-priority gaps.
  • Brands.

Client records are for your agency only. Clients do not get a GrowthPilot login.

Related articles