Retention & Upselling

Struggling to prove your agency’s value?

Show results, keep clients happy, and uncover their next need - with trackable SEO scores and clear progress reports that prove your ROI at every stage of the relationship.

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Riverside Plumbing Co.

Progress report · overall score

6 months ago

+37

Now

Local SEO 38 → 82

AI Visibility 14 → 68

Reviews 45 → 88

Transform client relationships from trust-based to evidence-based. Regular auditing creates a clear trail of measurable improvements that clients can see, understand, and share with others.

WHY AGENCIES LOVE IT

AEO & SEO audits that make your impact visible and understandable

Request a Demo

Riverside Plumbing Co.

Audit results

SEO

AEO

SEO checks

✓On-page SEO

✓Site speed

!Backlink profile

✓Schema markup

AEO checks

✓ChatGPT Visibility

✓AI Crawler Access

✗llms.txt

!FAQ Structured Data

Track changes with measurable progress

Every audit generates trackable scores that show exactly how performance has changed. Traffic light systems highlight what’s working well, what needs attention, and what requires urgent action.

Discover All Audits

AEO score comparison

Plumbing services · Riverside area

Riverside Plumbing Co.

↓ Losing visibility

Apex Plumbing Solutions

↑ Cited by ChatGPT & Gemini

AI-drafted email

From: Insites Reports <reports@insites.com>

To: hello@riversideplumbing.co.uk

Subject: Your 3-month SEO progress report

Hi Sam,

Great news, your SEO score has grown from 52 to 81 over the last 3 months. Local rankings are climbing and page speed is now in the “good” range.

52 81

Keep it up! Full breakdown attached.

Sent automatically after your quarterly audit

Build value throughout the customer lifecycle

SEO and AEO audits provide concrete evidence of your impact at every stage. Clients see continuous improvement, understand where their money goes, and recognise opportunities for additional growth.

Sharing & Exporting

Create natural upselling conversations

Let SEO and AEO audit results reveal where clients need additional support. Ask Paige, the AI agent built into every audit, and it turns any finding into a natural upselling conversation, suggesting the right next service and helping you pitch it, so opportunities are never missed.

Paige Agent

Paige

Your AI sales coach

Client's SEO score jumped from 52 to 81, what upsell opportunities are there?

Great trajectory. Their AEO score is still weak at 34, that's a natural next conversation: the AI visibility package.

How should I bring it up?

Lead with the SEO win, then show them they're still invisible to ChatGPT and Gemini. It's an easy yes after a result like this.

Local competitor comparison

Plumbing services · Riverside area

Riverside Plumbing Co.

↓ Losing visibility

Apex Plumbing Solutions

↑ Ranking #1 nearby

Drive urgency with competitor benchmarking

Show clients how their performance compares to local competitors with side-by-side analysis of up to three rival businesses. Create urgency by highlighting competitive disadvantages and motivation by demonstrating areas where your client is already ahead.

Competitor Analysis

Share progress with branded reports

Share audit results through branded PDF reports, direct audit links, or email directly from the platform. Track when clients open reports so you can closely manage follow-ups, engagement, and buyer intent.

Sharing & Exporting

PDF

SEO & AEO Audit

Riverside Plumbing Co.

SEO: 81

AEO: 65

To: hello@riversideplumbing.co.uk

Subject: Your latest SEO & AEO audit results

Hi Sam, here's your latest audit, fully branded and ready to share.

View full audit report →

Sam opened the report Just now

The Insites platform gives us the ability to define what “good” looks like and explain why each of these factors are important to website performance.

Read the Yell Case Study

What can Insites help you retain and upsell?

Local SEO & Listings

Show clients how their local presence has improved over time and highlight remaining gaps in listings, reviews, and Google Business Profile.

Google & Facebook Ads

Demonstrate ad campaign improvements and surface new advertising opportunities your client hasn’t explored yet.

SEO & Content

Track on-page SEO improvements over time and highlight content gaps that represent upsell opportunities.

Website Speed & Performance

Show measurable speed improvements and Core Web Vitals progress to justify ongoing optimisation work.

Social Media

Track social profile activity and engagement improvements to demonstrate the value of social media management services.

Accessibility (ADA/WCAG)

Demonstrate accessibility improvements and highlight remaining compliance gaps as a natural upsell into remediation services.

Local SEO & Listings

Show clients how their local presence has improved over time and highlight remaining gaps in listings, reviews, and Google Business Profile.

Google & Facebook Ads

Demonstrate ad campaign improvements and surface new advertising opportunities your client hasn’t explored yet.

SEO & Content

Track on-page SEO improvements over time and highlight content gaps that represent upsell opportunities.

Website Speed & Performance

Show measurable speed improvements and Core Web Vitals progress to justify ongoing optimisation work.

Social Media

Track social profile activity and engagement improvements to demonstrate the value of social media management services.

Accessibility (ADA/WCAG)

Demonstrate accessibility improvements and highlight remaining compliance gaps as a natural upsell into remediation services.

Frequently asked questions

How does re-auditing a business support retention and upsell?

Re-running audits during and after a project lets you compare current scores to the baseline, showcasing measurable improvements - and identifying new areas to upsell.

Can I benchmark against competitors?

Yes. With competitor analysis, you can compare your client’s performance against up to 3 local rivals, creating urgency and motivation.

What channels and site elements does the audit cover?

The audit spans SEO, site performance, content & UX, accessibility, local presence, ads, compliance (GDPR), and technical health - including metadata, CTAs, SSL, broken links, ads visibility, cookie banners, and more.

How can I share audit results with clients?

You can share branded PDF reports, direct audit links, or send results via email - all within the platform. You also get notifications when a client opens the report.

Do I need technical expertise to interpret the results?

No - Insites audits are designed to be easy for any agent and the client to interpret and understand. Colour-coded scores and plain-language recommendations mean no SEO expertise is required.

Want to boost retention? Speak to one of our experts

Book Your Free Strategy Call

See a Sample Audit

Struggling to prove your agency’s value?

Transform client relationships from trust-based to evidence-based. Regular auditing creates a clear trail of measurable improvements that clients can see, understand, and share with others.

AEO & SEO audits that make your impact visible and understandable

Trackable AEO and SEO scoring

Competitor benchmarking

Comprehensive coverage

Flexible sharing options

Track changes with measurable progress

Build value throughout the customer lifecycle

Create natural upselling conversations

Drive urgency with competitor benchmarking

Share progress with branded reports

The Insites platform gives us the ability to define what “good” looks like and explain why each of these factors are important to website performance.

What can Insites help you retain and upsell?

Local SEO & Listings

Google & Facebook Ads

SEO & Content

Website Speed & Performance

Social Media

Accessibility (ADA/WCAG)

Local SEO & Listings

Google & Facebook Ads

SEO & Content

Website Speed & Performance

Social Media

Accessibility (ADA/WCAG)

Frequently asked questions

Want to boost retention? Speak to one of our experts