All docs

Send a client something to approve

One document: findings, starting position, and the plan by week.

About 6 minutes · 5 steps

  1. 1

    Finish onboarding for the client, or run an audit and generate a 30-day plan.

    The document is built from real findings — it refuses to generate from nothing.

  2. 2

    Click Create the approval document.

  3. 3

    Open the PDF and read it.

    Findings by severity, keywords tracked and where they rank today, and week-by-week work.

  4. 4

    Edit the opening paragraph, and add pricing if you charge.

    Pricing starts empty — the tool has no basis for pricing your labour.

  5. 5

    Send it, then mark it accepted when they agree.

    The starting numbers are frozen in, so next month's report has something to be measured against.

What this uses

Next

Produce the monthly report