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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A montage image of features from Insites to aid in retention and upsell - an audit is in the centre comparing a previously low performing audit with a current high performing audit

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

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

A side-by-side competitor Insites audit. On the left is a low performing client scoring 37, on the right is a high performing local rival scoring 78

A graph of SEO score increasing over time

Build value throughout the customer lifecycle

SEO 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 audit results reveal where clients need additional support. Opportunities are obvious when clients can see exactly what’s holding back their performance - and what services you offer to fix them.

Audit Designer

An Insites audit checklist showing areas for improvement

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

A shared Insites SEO audit with meeting booking link

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 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