SEO Agency Tools You Build Yourself: Client Portal, Monthly Reports, Proposals and CRM
Mythex lets an SEO agency build the tools that save its account managers days each month: a client portal with reports, content approvals and a task log, a reporting dashboard fed from your exports, retainer proposals with clear deliverables, and a CRM from free audit to signed. Describe your agency in chat and publish it.
Selling patience, one monthly report at a time
SEO clients sign retainers for technical audits, content and link building, then wait months for results. Every month, account managers pull numbers from analytics, search console and a rank tracker and paste them into a report by hand, while explaining the latest algorithm update to a nervous client. Content briefs and drafts stall in client inboxes, technical fixes wait on a developer nobody can reach, and in month three the client wonders what they are paying for. New business comes from referrals and free audits that need a quick turnaround. An agency needs reporting that builds itself, visible work logs and a pipeline that does not lose a prospect.
- Monthly reports from analytics and search console data
- Content briefs and drafts with approve or request changes
- Technical tasks: done, in progress, waiting on the client
- Every client domain with package and renewal date
- Free audits tracked to call, proposal and signed
- A vetted bench of writers rated after every piece
What you can build for seo agencies
A portal that shows the work beside the results
Clients open this month's report without waiting for an attachment, approve content briefs and drafts, and see a task log of fixes completed, in progress and waiting on their developer. Clients with several domains see all of theirs and no one else's.
Build a client portal for my SEO agency. Each client sees their domains, monthly reports, a content queue where they approve or request changes on briefs and drafts, and a task log with status done, in progress or waiting on client. Clients see only their own domains.
Reporting that ends the copy-paste week
Combine analytics and search console exports per client, track organic sessions and conversions month over month, show target keyword trends, and generate the monthly report from it. The agency view shows tasks completed per client and renewals due.
Make an SEO reporting dashboard. Import monthly CSV exports from analytics and search console per client. Show organic sessions, conversions, clicks and impressions month over month, target keyword positions over time, and tasks completed. Generate a monthly report page per client.
Retainer proposals with three clear levels
Three retainer levels with concrete deliverables such as articles per month and technical hours, one-off audits and migrations priced separately, minimum term and notice stated, and acceptance recorded with name and date.
Create a proposal tool for my SEO agency. Show three retainer levels with deliverables (articles per month, technical hours, link outreach), one-off items like a technical audit, a 6-month minimum term and notice period, and online acceptance with name and date.
A CRM that knows the developer's name
Each client lists its domains, package, start and renewal date, and contacts for their developer and content team. Past penalties, migrations and hacks are noted. Prospects move from audit sent to call, proposal and signed.
Build a CRM for my SEO agency. Clients have domains, package, start date, renewal date, and contacts for marketing, developer and content. Record history like migrations and penalties. Prospects move through audit requested, audit sent, call, proposal, signed.
A free audit page that promises five findings
A short request form asking for the domain, main goal and whether traffic dropped or the site moved platforms recently, with a promised turnaround. Separate pages for local, ecommerce and migration work speak to each buyer's worry.
Make a free SEO audit landing page. The form asks for domain, main goal, and whether the site recently migrated or lost traffic. Promise five specific findings within three working days. Save requests to a database for my team.
A private bench of writers and link partners
Freelance writers searchable by niche, language and rate, with private ratings on accuracy, deadlines and editing needed. Outreach partners sit apart with their own vetting notes, all behind a staff login.
Create a staff-only directory for my SEO agency. Writers have niche, languages, rate per word and ratings after each piece for accuracy, deadlines and editing needed. Keep link outreach partners in a separate list with vetting notes.
What to automate first
Start with the monthly report, because it eats the most hours. Set up the CSV imports for two or three clients, build the report page from them, and share it in the portal instead of a PDF. Next, move content approvals into the portal so drafts stop waiting in email. The proposal tool and CRM can follow.
- Monthly report from imports
- Content approvals in the portal
- Task log next to results
Building your own agency site
Mythex can also build the agency's website, with a service page per offer that spells out deliverables and case studies that show the timeline beside the results. Prospects will check whether your own site ranks, so write it with care.
Questions
Can it pull data from analytics and search console automatically?
The simplest route is importing their CSV exports. A live connection to those services needs API access set up with your own accounts, which Mythex can build code for.
Can clients approve content in the portal?
Yes. Briefs and drafts can carry an approve or request-changes step with comments, and you see what is waiting on whom.
Can I white-label the portal?
Yes. It is your own app with your branding. On Pro you can put it on your own domain.
Do I need to code?
No. You describe the tools and change them by chatting. On Pro you can edit the code, export it and connect GitHub.
Is it free?
The Free plan needs no card and gives daily credits to build and publish. Pro is $25/month and adds a custom domain, code editing, export and GitHub.
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