Reporting you can log into

An SEO client portal, so your marketing lives in one place you can log into.

Most marketing work is accounted for by email attachment. Last month's report is somewhere in an inbox, nobody knows whether it was opened, and the agency is the only one who can see the whole picture. A portal puts all of it behind your own login, dated and kept.

The problem with reports as attachments

An attachment can be lost. It can be edited after it is sent, with no trace of what it said before. It cannot tell anyone whether it was read. And it arrives on its own, cut off from the work it is meant to describe, so the numbers on page two have no link to what was actually done that month.

None of that is a small matter when a business is paying every month for work it cannot see happening. The report is the only view the business has. If that view is a file in an inbox, the business is being asked to trust rather than to check.

What lives in the portal

01

Reports and plans

Every report and plan shared with you, grouped by engagement and by month, to read in the browser or download. Each is dated, and each number in it says where it came from.

02

Performance

Visits from Google, times shown, position, pages indexed and, where there is a Google listing, the calls, messages and bookings it produced. Each figure is a reading taken on a named day, plotted as the months land.

03

The work log

Every piece of work, the day it was done and what it was meant to move. The monthly report is written from this log, so the report never says more than the log does.

04

Approvals

Drafts that need your word wait for it before they go anywhere. Approve with one tap, or say what to change.

05

Messages

Messages reach me directly. There is no account manager in between, and the conversation stays next to the work it is about.

Numbers you can check

Every figure in the portal carries its source and its window. Visits and appearances come from your own Search Console, with the dates they cover. Listing activity comes from your Google Business Profile, on the day it was read. Links come from Ahrefs, on a named day. The point is that you can open the same source and find the same number, so nothing in the portal has to be taken on trust.

Where a card shows a single reading, it is because a single dated reading is what the record holds so far. More points appear as each month lands. Nothing is filled in to make a chart look fuller than the record is.

What the sample engagement shows

The public sample is built from a real Manchester engagement, with the readings real and dated and the documents and messages illustrative. One card shows 20,400 times shown in Google in the 28 days to 31 August 2026. Another shows the pages Google had indexed rising from 44 to 78. Another shows 336 direct interactions on the Google listing, read on 1 September, and a 4.9 rating across 65 reviews.

One sign in carries two brands, each on its own tab: the established cleaning business and its newer sister company, which in the same record went from 37 indexed pages to 81 and reached its first page one position, third place for a real carpet search. A business with more than one brand, or more than one site, sees all of them in one place.

A view of the public sample portal showing the Reports and Plans screen and dated summary cards
From the public sample. Open the portal

Built like something that holds client data

01

Two factor sign in

Access needs more than a password, because the portal holds your numbers, your plans and your drafts.

02

Each account sees only its own

The portal is a database-backed application, not a shared folder. Each account sees its own brands and nothing else.

03

Access keys stored scrambled, shown once

Keys are stored in a form that cannot be read back, and shown once when they are created.

04

Reports hidden until finished

A report in progress cannot be seen by accident. It appears when it is complete and checked.

05

Every version kept

If a report is corrected, the earlier version stays in the record. Nothing is quietly rewritten.

06

A receipt when you read it

The portal records who opened what and when, so nobody has to wonder whether last month's report was seen.

Publishing through the record

A report cannot exist in the portal without existing in the record. Copying a file onto the server publishes nothing, on purpose. Every report goes in through the application, which dates it, versions it and makes it visible only when it is marked finished. That is what makes the history trustworthy: there is no side door through which a document can appear or change without leaving a trace.

How a month moves through the portal

01

Work logged as it happens

Each piece of work goes into the log on the day it is done, with what it was meant to move. Nothing is reconstructed at month end.

02

Drafts sent for your word

Anything that speaks for your business, a page, a post, a reply to a review, waits in approvals until you say yes or say what to change.

03

Readings taken on a named day

At month end the figures are read from your own accounts, each dated, and added to the performance cards.

04

The report written from the log

What happened, the searches that pay, what the work produced and what comes next. Marked finished only once it is checked.

05

You read it, and the record shows it

The report appears in your account, the receipt records that it was opened, and any question goes straight to me in messages.

Where the portal came from

The portal was first built for an agency that sells search to law firms. Its reporting went out as email attachments, and for a business asking law firms to trust it with their visibility, that was a credibility problem as much as a practical one. The answer was not a nicer attachment. It was a proper application behind a login, built with the same care as anything else that holds client data.

The same system now carries my own engagements. Every client gets their own account from the first month, whether the work is a single service or the whole method.

Questions to ask of any reporting you are given

01

Can I find last month's report in ten seconds

If the answer involves searching an inbox, the reporting belongs to whoever sent it, not to you.

02

Would I know if a report was changed

Without a version history, a figure can be corrected quietly after the fact.

03

Can I see the work, not just the results

Results without a record of the work behind them cannot be judged. Neither can work without results.

04

Can I check one number myself

Pick a figure and find it in your own Search Console. If you cannot, ask why.

On a phone

Most owners read their reporting between other things, not at a desk. The portal is built to work like an app on a phone: the latest report at the top, the performance cards readable one at a time, and approvals a single tap. A report that can only be read on a large screen is a report that waits for a free afternoon, and in a busy business that afternoon rarely comes.

What you receive

Your own account on the portal from the first month, with two factor sign in. Every report and plan, dated and versioned. Performance readings from your own accounts, each with its source and window. The full work log. Drafts waiting for your approval, and a direct line to me. If the engagement ends, you keep copies of everything, because the record belongs to the business it describes.

Questions about the client portal

Is the portal part of every engagement

Yes. Every engagement is reported through it, whether the work is one service or the whole method.

Do I need to install anything

No. It runs in the browser on a phone or a computer, behind your own sign in.

Can I still get a PDF

Yes. Every report can be downloaded. The portal is where the record lives; a download is a copy of it.

What happens to my data if we stop working together

You receive copies of your reports and records. The underlying data was always in your own Google accounts.

Can I see a sample before signing up

Yes. The sample engagement is public, built from real dated readings with illustrative documents and messages.

Want to see it before anything else?

Open the sample engagement, then send me your site. Your own account is set up in the first month of any work.

Open the sample engagement · The portal case study