Agency Dashboard · Clients Hub

Run client accounts from one hub without spreadsheet sprawl.

Wranker Clients Management Hub gives SEO agencies a client layer above projects: account memory, health reasons, renewals, deliverables, contacts, reports, Drive files, requests and project context in one connected workspace.

No credit cardClient health and renewalsReports, Drive and requests connected
Agency Dashboard · Clients Hub
Run client accounts without spreadsheet sprawl.
42clients
9renewals
11reports due
6at-risk

Clients Directory

Account health, renewals, reports and project context in one sortable view.

Clients
42
Renewals due
9
At-risk
6
ClientHealthRenewalProjectsNext action
A
Acme Retail
retainer · ecommerce
Green
24d
4 active
Open workspace
N
Nova Dental Group
local SEO · GBP
Yellow
10d
2 active
Create report
U
Umbrella Group
multi-site · partner
Red
3d
7 active
Fix risk
S
Stark Industries
enterprise · reports
Yellow
14d
5 active
Share report

Client Workspace

Nova Dental Group · local SEO

Health watch
68
Watch
At-risk reasons
Monthly report due
2 overdue tasks
Renewal in 10 days
Owner
Mia
Projects
2
Activity
2h

Reports & Drive

Review evidence without rebuilding history.

Drive on
Monthly SEO report
Due Fri
Last delivered
May 28
Drive folder
Synced
Account workflow
One connected path from onboarding to retention.
Clients Hub layer
Create context
Owner, tags, domain
Roll up work
Projects + tasks
Monitor health
Reasons, not guesses
Create action
Task or report
Report & retain
Proof in Drive

Next actions

3 queued
Convert client request into task
Prepare renewal review pack
Confirm GSC access owner
THE OLD WAY

Client operations fail when every account story is rebuilt by hand.

SEO delivery lives inside projects, but agencies also need client-level context: renewal timing, account owner, reports due, access status, files, contacts, and the reasons a client may be at risk. When that context is split across tools, teams react late.

Missed reportsRenewal blind spotsOrphan projectsLoose files
Scattered account operations
Account memory

Contacts, goals and notes sit in scattered documents.

Renewals

Dates are separated from delivery risk and report history.

Reports

Teams rebuild the same story before every client review.

Access

Nobody knows who owns GA4, GSC, GTM or hosting follow-up.

Requests

New work enters without client, owner or folder context.

Billing visibility

Sensitive billing signals are either hidden or over-shared.

Manual account review output
9
Tools checked
34
Notes copied
?
Risk reasons
2

Primary Clients Hub screens: Clients Directory and Client Workspace, with tabs and drawers for the rest of the workflow.

6

Ops snapshot KPIs: total clients, renewals due, at-risk clients, overdue invoices, reports due and open requests.

8

MVP workspace tabs: Overview, Projects, Contacts, Brief & Notes, Access & Assets, Reports, Drive and Settings.

1

Client Health Score that explains relationship and delivery risk before renewals or client trust are damaged.

Figures are structural module counts from the Clients Hub design scope; replace with verified customer benchmarks when available.

THE CLIENT RETENTION LOOP

From client context to assigned action in five steps.

Clients Hub is not a passive account list. It creates a repeatable loop for account owners, delivery teams and agency leaders: define the client, roll up work, monitor health, act early and report the result.

1
01

Create client context

Add a client once, attach tags, account owner, primary domain, renewal date and connected projects so every delivery surface inherits the right account layer.

2
02

Roll up work

Bring active projects, open tasks, reports due, requests, access checklists and Drive folders into the client workspace without turning Wranker into a heavy CRM.

3
03

Monitor relationship health

Track Client Health Score from delivery, communication, overdue work, renewal proximity and role-gated billing signals, with reasons visible beside every risk state.

4
04

Act before delivery slips

Use quick filters, right-rail alerts and row expansion to create reports, add projects, assign owners, resolve requests or open tasks before a client becomes at-risk.

5
05

Report and retain

Package client context into white-label reports, auto-save outputs into Drive and prepare renewal conversations with evidence instead of rebuilding the account story by hand.

CLIENTS DIRECTORY

See every client, renewal and risk signal in one directory.

Clients Hub starts with an agency-grade Clients Directory: sticky header, scoped search, filter chips, ops snapshot KPIs, role-gated billing, table density controls and a right rail for renewals, at-risk clients, reports due and recent activity.

Search clients, domains, tags, contact emails and attached projects.
Filter by client type, status, account owner, renewal window, health, tags and role-gated billing status.
Expand a row to see top projects, next deliverables and transparent risk reasons.
×Account owners scan spreadsheets, report calendars, taskboards and email notes to understand which clients need attention.
Wranker puts client health, renewal windows, active projects, reports due, billing visibility and quick actions into one sortable directory.

Clients Directory

Client health, renewal windows and risk reasons in one sortable account layer.

42 clients
Clients
42
active accounts
Renewals
9
due in 30 days
At-risk
6
need attention
Reports due
11
scheduled work
ClientHealthRenewalProjectsAction
A
Acme Retail
retainer · ecommerce
Green
24d
4
Open
N
Nova Dental Group
local SEO · GBP
Yellow
10d
2
Report
U
Umbrella Group
multi-site · partner
Red
3d
7
Fix risk
Expanded row · Umbrella Group
Transparent risk signals before renewal.
At-risk
Report missed
2 overdue tasks
Renewal in 3d
CLIENT WORKSPACE

Open one client and see the full account story.

The Client Workspace is the client detail page above projects. It shows client tags, health, key dates, quick actions and tabs for Overview, Projects, Contacts, Brief & Notes, Access & Assets, Reports, Drive and Settings.

Use the sticky client header for Add Project, Create Task, Share Report and Upload File actions.
Keep client-level goals, target locations, scope notes and call notes beside delivery data.
Jump into PCC, reports, Drive or task workflows without losing the client context.
×Client history lives in a mix of account manager memory, Drive folders, old reports, notes, project dashboards and separate credential checklists.
Wranker keeps account memory, project links, contacts, access status, report cadence and Drive folders inside a single client workspace.
U

Umbrella Group

Multi-site SEO partner · full account context

Health · RedpartnerOwner · Priya S.
Renewal
3 days
Next report
Friday
Access
4 / 5 ready
Last activity
16d ago
Active projects
7
linked through PCC
Open tasks
36
11 overdue
Reports
Fri
monthly pack due
Account activity
Delivery memory in one feed
Report draft missed schedule
Monthly SEO pack
Today
Client note added
Renewal call summary
Yesterday
Task completed
Technical audit checklist
2d ago
Account context
Brief, access and files together
GoalRenew local SEO scope
MarketsUS · UK · Canada
OwnerPriya S.
Report missedRenewal soon
GA4 · GSC · Drive12 reports
CLIENT HEALTH SCORE

Know why a client is yellow or red before the renewal call.

Client Health Score is a retention engine. It measures relationship and delivery health—not SEO score—using missed reports, overdue work, backlog age, communication gaps, role-gated billing and renewal proximity.

Explain yellow and red states with reasons such as Report missed, Renewal soon or Overdue tasks.
Combine delivery, communication and renewal context without mixing it with SEO performance score.
Use at-risk filters to triage accounts before work becomes reactive.
×Risk is discovered when a client complains, a renewal is already close, or an account manager manually checks every project and report.
Wranker shows the health chip, risk reasons and at-risk lists wherever client prioritisation happens.
U

Client Health Score

Relationship and delivery health for Umbrella Group.

Health · RedRenewal · 3dOwner · Priya S.
At-risk
Umbrella Group
Red
82
risk index
Risk factors
4
Next review
Today
Why this is red
Transparent risk reasons before renewal
Report missed
Monthly SEO pack was due 2 days ago
+24
Overdue tasks
11 overdue tasks across 4 projects
+22
No client activity
Last account update was 16 days ago
+14
Renewal soon
Renewal window closes in 3 days
+12
Signal mix and next actions
Delivery, execution and client activity inputs
Not SEO score
Delivery
34 pts
Execution
22 pts
Communication
14 pts
Renewal prep queue
2 actions
Run recovery report
Before renewal call
Assign overdue tasks
Owner · Priya S.
REPORTS, RENEWALS & DELIVERABLES

Keep account reviews and client reporting on schedule.

Clients Hub ties last delivered reports, next scheduled reports, upcoming renewals, open deliverables and Drive output together so account managers can prepare reviews without rebuilding the story.

Run scheduled reports now or review the report archive from the client workspace.
Auto-save report outputs into client Drive folders when enabled.
Use renewal windows and health reasons to prepare proactive retention conversations.
×Reports, renewal notes, proof-of-work and upcoming deliverables are tracked separately, making client reviews slow and fragile.
Wranker shows report cadence, renewal windows, due deliverables and evidence paths from the same client account layer.
U

Reports, Renewals & Deliverables

Review schedule with reports, proof-of-work and Drive output.

Report · lateRenewal · 3dDrive · auto-save
Review pack
Scheduled reports
Next runs sorted by urgency
Run now
Umbrella SEO Monthly
Client scope · monthly
FriMissed draftRun
Acme Retail QBR
Quarterly review pack
MonReadyOpen
Nova Dental GBP Recap
Local SEO project
WedCollectingEdit
Renewal pipeline
9 reviews in 30 days
9
renewals due
Umbrella Group3dRed
Vehement Capital7dYellow
Review prep evidence
Deliverables, archive and Drive path
Client workspace
Report draft
Late
Proof attached
5 / 7
Drive output
On
Open deliverables
2 due soon
Monthly report draft
Due today · Priya S.
Technical proof pack
5 of 7 items attached
Report archive
12 saved
April SEO Report
Delivered 12d ago · PDF
Open
Q1 Review Deck
Saved in Drive · Slides
Open
ACCESS, ASSETS & DRIVE

Keep credentials, files and client assets findable without storing passwords.

The Access & Assets tab tracks whether GA4, GSC, GTM, hosting and asset ownership are granted, while Drive keeps Contracts, Reports, Content, Credentials and Assets organised under the client root.

Track access status and ownership without exposing passwords.
Use Drive folders by client instead of scattered shared links.
Attach files, reports and notes to the same client context.
×Teams ask who has access, where the logo lives, whether GSC was granted and which folder has the latest report.
Wranker keeps access checklists, internal owners, reminders and client folders in the workspace where the delivery team already works.
U
Access, Assets & Drive
Umbrella Group · operational access and client files
GA4 + GSC grantedGTM pendingNo passwords stored
Request access
Access checklist
Status, owner and last change
5 items
GA4 property
Owner · Priya · 2d ago
Granted
Search Console
Owner · Riley · 4d ago
Granted
GTM container
Owner · Client IT · Fri
Pending
Hosting / CMS
Owner · Mia · Mon
Requested
Logo & brand kit
Owner · Creative · Ready
In Drive
Client Drive root
Default folder map
Clients/Umbrella Group/Assets
Contracts
3 files
Reports
18 files
Content
42 files
Credentials
checklist only
Assets
11 files
Integrations
2 docs
Auto-save reports
Reports / Technical SEO
Credential-safe workspace
Store access request docs, handoff PDFs and checklists only — never passwords or secret keys.
Selected asset
Drive reference
Brand Kit · 2026.zip
Updated yesterdayClient visible
REQUESTS & ONBOARDING

Stop orphan projects before they enter the agency workflow.

When new work arrives through requests or collaboration offers, Clients Hub can require an agency container, assign or create a client, choose an internal owner and attach teams or tags before project work begins.

Review incoming and outgoing requests with client assignment in context.
Convert client tickets into tasks when delivery work is required.
Preserve auditability across account owner changes, exports and request decisions.
×A new project gets accepted quickly, but no one knows which client owns it, who manages it or where files and reports should live.
Wranker connects incoming requests to the client layer, so every project starts with owner, context, tags and delivery pathways already attached.
R
Requests & Onboarding
Umbrella Group · new work intake with client context
3 incomingClient requiredOwner assigned
Accept request
Requests queue
Before PCC
Intake
Audit expansion
Umbrella · partner
Needs clientToday
Local rollout
Northstar · inbound
Owner setFri
Content offer
Orbit · shared
Review2d
Guardrail blocks orphan projects.Required
Onboarding gate
Before acceptance
4 / 4
Client container
Umbrella Group
Linked
Internal owner
Priya Shah
Assigned
Teams + tags
SEO Pod · Enterprise
Ready
Drive path
Client folder
Created
Blocked until context is complete
Client, owner and tags required before PCC.
Request routing
Pre-project review
Workflow ready
Intake
Needs info
Client
Owner set
PCC
Pod queue
Audit trail
Decision history
Client matched
Existing workspace found
Owner notified
Priya gets intake task
CONNECTED CLIENT OPERATIONS

Clients Hub sits above projects, reports, files and requests.

The feature is intentionally a client layer, not a separate CRM. It connects the Wranker workflows agencies already use and keeps the account story close to delivery.

Clients Directory

Account list, search, filters, health chips, renewal windows, visible columns and bulk actions

Start every account review from one sortable, exportable directory.

Client Workspace

Overview, Projects, Contacts, Brief & Notes, Access & Assets, Reports, Drive and Settings tabs

Keep client memory, delivery status and account next actions in one place.

Project Control Center

Client/Folder deep links, project status, last sync health, modules and project owner context

Move from client account view into project-level SEO work without losing scope.

Campaign Activity Taskboard

Open tasks, overdue tasks, delivery risk, owner assignment and request-to-task workflows

Turn client signals into assigned work with owners, status and due dates.

Report Builder

Last delivered reports, next scheduled report, Run Now actions, archives and white-label exports

Prepare reviews and renewal conversations with report history attached.

Agency Drive

Client root folders for Contracts, Reports, Content, Credentials and Assets

Keep files organised by client instead of scattered across shared folders.

Requests Inbox

Incoming requests, project acceptance, assign/create client, owner assignment and tags

Avoid orphan projects when new work enters the agency.

Role-gated Billing

OK, Due and Overdue billing status when the user has permitted visibility

Let account owners triage risk without exposing financial details broadly.

WHO IT IS FOR

Client context for every SEO delivery model.

Whether you manage a few retainers or a full agency portfolio, Clients Hub gives account owners and delivery teams the context needed to act before work slips.

SOLO SEO

Keep client memory attached to every project without a second CRM.

Track contacts, renewal dates, reports and access notes beside the SEO work you already manage.

Group multiple projects under one client
Remember contacts, goals and access status
Spot renewal and report deadlines early
Export client-ready context when needed
IN-HOUSE TEAM

Coordinate business units, stakeholders and delivery owners from one client layer.

Use client workspaces to align SEO, content, reporting and stakeholder handoffs without losing project context.

Show health reasons, not just status colors
Track reports due and overdue work by account
Keep access checklists and project owners visible
Route requests into assigned work
AGENCY

Run account operations, renewals and delivery risk from the Clients Hub.

Give account managers and delivery teams one place to see client health, projects, reports, requests, Drive files and next actions.

Prioritise at-risk clients before renewals
Connect PCC projects, reports, Drive and requests
Use role-gated billing visibility when allowed
Prepare account reviews without rebuilding history
Placeholder testimonial — replace with customer proof
“Clients Hub would give our account managers the missing layer between project work and renewal conversations.”
Agency Operations Lead
Placeholder quote for layout only
Placeholder metric — replace with verified benchmark
1

Client account layer for renewals, health, reports, requests, Drive and project context.

Use this proof card for a real improvement metric such as hours saved per client review, renewal prep time reduced or report handoff speed.

OLD WAY VS WRANKER WAY

Stop rebuilding the client story from fragments.

Clients Hub makes account operations visible without forcing teams to leave the SEO delivery system.

WorkflowWithout WrankerWith Wranker
Find client context
×Client notes, domains, contacts, access status and project links live across spreadsheets, Slack threads and account manager memory.
Clients Hub keeps account owner, tags, contacts, project links, health reasons and next actions in one client workspace.
Manage renewals
×Renewal dates are tracked separately from missed reports, overdue tasks and account health, so risk shows up late.
Renewals due, Client Health Score and at-risk reasons sit beside active projects, reports due and recent activity.
Report client delivery
×Teams rebuild a delivery story from taskboards, reports, Drive folders and notes before every review call.
Client Workspace shows reports, Drive folders, deliverables, tasks and activity history ready for account reviews.
Accept new requests
×Incoming project requests become orphan projects unless someone manually creates a client, owner and folder structure.
Requests can require assign/create client, internal owner, teams and tags before the project enters the agency workflow.
Protect sensitive billing
×Billing details leak into broad operational views or disappear from account triage entirely.
Billing status is role-gated, keeping overdue invoice signals visible only to Owner, Admin or Billing-authorised users.
START WITH CLIENT OPERATIONS

See which clients need attention before the renewal call.

Start with a free audit, then map the client layer your agency needs: client directory, health signals, renewals, reports, Drive folders and task handoffs.

Risk reversal
No credit card required
Setup from one project or a full portfolio
White-label ready exports and share links
Scales from solo SEO to agency workspaces
FAQ

Clients Hub questions, answered clearly.

Use these answers for SEO, AEO and generative engine visibility around client management, account operations, renewal tracking and agency workflows.

What is Wranker Clients Management Hub?+

Wranker Clients Management Hub is the Clients Hub feature for SEO agencies and teams. It adds a client layer above projects so teams can manage client accounts, renewals, deliverables, health, contacts, reports, requests, Drive folders and project context from one connected agency workspace.

Is Clients Hub a CRM?+

No. Clients Hub is intentionally lighter than a CRM. It is built as account memory and retention operations for SEO delivery teams, not a sales pipeline, deal tracker or deep contact activity system.

Who should use Clients Hub?+

Clients Hub is designed for SEO agencies, solo SEOs, in-house SEO teams, content teams and local marketing teams that manage multiple clients, brands, locations or business units and need client context above project-level SEO work.

What does the Clients Directory show?+

The Clients Directory shows client name, type, health, renewal date, billing status when permitted, account owner, active projects, last report delivered, next scheduled report or deliverable, last activity and quick actions such as Open, Add Project and Share Report.

How is Client Health Score different from SEO score?+

Client Health Score is relationship and delivery health, not search performance. It can reflect missed reports, overdue tasks, backlog age, last activity, billing status where enabled and renewal proximity. Wranker shows the reasons behind yellow or red health states.

Can Clients Hub help with renewals?+

Yes. Clients Hub surfaces renewals due in 7, 14 and 30 day windows, combines renewal proximity with delivery risk and gives account managers a clearer view before renewal conversations happen.

Can client requests become tasks?+

Yes. Client requests and tickets can be connected to client workspaces and converted into assigned tasks through Wranker’s campaign activity workflow, keeping requests tied to projects, owners and due dates.

Can I export or share client information?+

Yes. The Clients Directory export flow is designed to respect current filters, sort, visible columns and selected rows. PDF exports can use agency branding, watermark fields and the same white-label rules used across Wranker reports.

How does Clients Hub connect with reports and Drive?+

Client Workspaces include Reports and Drive areas. Scheduled reports, report archives and exported files can be organised under client folders such as Contracts, Reports, Content, Credentials and Assets.

Is billing visible to every user?+

No. Billing status and billing filters are role-gated. They can be hidden or disabled unless the user has Owner, Admin or Billing-level access, so sensitive financial details do not leak into broader delivery views.

CLIENT OPERATIONS WITHOUT SPREADSHEET SPRAWL

Bring every client account into one visible workflow.

Use Wranker to connect client context, projects, reports, renewals, requests and Drive into one agency operating layer.

No credit cardQuick setupScale when ready