Show every client the impact your work has had this month
With Insites, you can monitor every client with a fresh audit each month and see which scores moved and why, in plain English, so the renewal conversation starts with proof rather than a list of tasks you've ticked off.
Client churn happens when you can't prove what worked.
Stay on top of the whole portfolio
Every client you monitor sits in one list with their latest scores, which way they're trending and when they're next checked. Each one is sorted into Critical, At risk or Healthy, so you or your sales team know exactly which clients to ring this week to show them what's changed and what needs fixing.
Spot the trends, and what to fix next
The Trends view shows your biggest movers and how each part of the audit is doing across every client. Quickly spot when a section starts slipping, so you have plenty of time to fix it or identify your next piece of work.
Website and AI visibility, together
Every client is tracked on both halves of the audit, on the same timeline. Your SEO and AI wins sit side by side, so you can tell the whole story in one conversation.
Demonstrate value with change trends
Start every renewal conversation with proof, as each client gets a Monitoring tab with their score since monitoring began, a dashed line on every day something changed, and a note on what's behind each area of the audit.
Explained in plain English, shared in one link
Every change is explained in plain English, so the business owner understands exactly what's happened. Send clients their Monitoring tab as a live link to check whenever they like, and tag clients by account manager or region so everyone on the team sees the ones they look after.
Embed monitoring into your workflow
- 1Add your clients oncePick the clients you look after and add them to Monitoring. Their first audit becomes the baseline, and nobody has to set it up again.
- 2The monthly check runs itselfEvery month the same website and AI visibility checks run again on their own, so there's no audit to remember to kick off.
- 3Your call list builds itselfClients are sorted into Critical, At risk and Healthy, so your team starts the week knowing which clients to ring, what's moved and what to fix next.
- 4Everyone sees their own clientsTag clients by account manager or region, and each person on the team opens straight to the clients they look after.
- 5Send proof, not a reportBefore a renewal or a review, send the client their live Monitoring tab instead of pulling a report together by hand.
From the agencies already keeping clients with Insites
“Our new AI-Check quickly proved its value. We've rolled it out as a core lead engine and saw measurable results within three weeks - generating qualified leads at up to 30% lower cost per lead.”
“We manage a large portfolio of clients across web development, SEO and advertising, and Insites has become essential to our daily workflow. The automated audits give us a clear overview of each client - work that used to take hours to compile by hand.”
“The combination of Insites' technical SEO tools and AI Visibility scan has been a game changer for our agency - helping us uncover opportunities and build smarter client strategies in the growing AI space.”
“I introduced Insites to my team and everyone saw how valuable it is - not just for selling, but for streamlining our QA. We've even implemented it as a lead-gen tool on our own website.”
“Our new AI-Check quickly proved its value. We've rolled it out as a core lead engine and saw measurable results within three weeks - generating qualified leads at up to 30% lower cost per lead.”
“We manage a large portfolio of clients across web development, SEO and advertising, and Insites has become essential to our daily workflow. The automated audits give us a clear overview of each client - work that used to take hours to compile by hand.”
“The combination of Insites' technical SEO tools and AI Visibility scan has been a game changer for our agency - helping us uncover opportunities and build smarter client strategies in the growing AI space.”
“I introduced Insites to my team and everyone saw how valuable it is - not just for selling, but for streamlining our QA. We've even implemented it as a lead-gen tool on our own website.”
“Our new AI-Check quickly proved its value. We've rolled it out as a core lead engine and saw measurable results within three weeks - generating qualified leads at up to 30% lower cost per lead.”
“We manage a large portfolio of clients across web development, SEO and advertising, and Insites has become essential to our daily workflow. The automated audits give us a clear overview of each client - work that used to take hours to compile by hand.”
“The combination of Insites' technical SEO tools and AI Visibility scan has been a game changer for our agency - helping us uncover opportunities and build smarter client strategies in the growing AI space.”
“I introduced Insites to my team and everyone saw how valuable it is - not just for selling, but for streamlining our QA. We've even implemented it as a lead-gen tool on our own website.”
“We've literally doubled the size of our business in the last couple of years since using Insites.”
“Insites has become one of the most effective sales tools in our arsenal - helping us not just find leads, but close them. We show prospects real issues they didn't even know existed, which builds trust fast.”
“My favourite is the ChatGPT scan that shows a small business's AI optimisation status. It takes a 10–20 minute research phase and distils it into a single robust report - making our sales reps appear as experts faster.”
“Almost-instantaneous audits without our team preparing them by hand - and the Salesforce integration lets our sales reps run reports on demand, without waiting on anyone else.”
“We've literally doubled the size of our business in the last couple of years since using Insites.”
“Insites has become one of the most effective sales tools in our arsenal - helping us not just find leads, but close them. We show prospects real issues they didn't even know existed, which builds trust fast.”
“My favourite is the ChatGPT scan that shows a small business's AI optimisation status. It takes a 10–20 minute research phase and distils it into a single robust report - making our sales reps appear as experts faster.”
“Almost-instantaneous audits without our team preparing them by hand - and the Salesforce integration lets our sales reps run reports on demand, without waiting on anyone else.”
“We've literally doubled the size of our business in the last couple of years since using Insites.”
“Insites has become one of the most effective sales tools in our arsenal - helping us not just find leads, but close them. We show prospects real issues they didn't even know existed, which builds trust fast.”
“My favourite is the ChatGPT scan that shows a small business's AI optimisation status. It takes a 10–20 minute research phase and distils it into a single robust report - making our sales reps appear as experts faster.”
“Almost-instantaneous audits without our team preparing them by hand - and the Salesforce integration lets our sales reps run reports on demand, without waiting on anyone else.”
