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Agency Dashboard Workflow

Use case

Agency Dashboard Workflow

A multi-site workflow for agencies that manage repeated SEO tasks across client sites.

Site portfolio

Agency work starts with a clear view of which sites need attention.

  • Site limits
  • Client context
  • Repeated tasks

Repeatable checks

Use the same audit, metadata, and support workflow across sites.

  • Audit first
  • Metadata cleanup
  • Support notes

Support context

Agency support should carry enough context to avoid repeating basic discovery.

  • Plan
  • Site count
  • Issue history

How it works

  1. Choose the Agency plan size.
  2. Review sites by priority.
  3. Run the same checks across sites.
  4. Escalate with plan and site context.

Good to know

  • Agency is the correct path when client sites become the normal workflow.
  • Do not use a single-site plan for repeated client operations.

Next step

Read the Agency workflow docs and match the plan to the number of active sites.

Portfolio Details
  • Created By: WP SEO Next
  • Category:
  • Timeframe: March 02, 2024
  • Location: WordPress product workflow
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