Agency OS

Client Profile

The command center for each site/client. Holds the 'intelligence' about a client.

Maturity
GA
Plan
Pro
Access
SEO Manager+
Works with
Any website (scan)
Operator step
1. Connect client
The problem

What it solves

  • multiple client sites chaos
  • scattered client data
  • inefficient client onboarding
  • poor client performance visibility
How it works

One managed system, not scattered tools

The centralized business identity hub for each client site. All data entered across these panels — business details, services, credentials, branding, locations, and social profiles — feeds downstream into content generation (via Content Authority Engine), SEO audits, schema markup, and marketing intelligence. Features sticky tab navigation for efficient profile management.

What's inside

The capabilities that make up Client Profile

Client overview

Dashboard showing profile setup status and integration health at a glance. Displays Profile Completeness percentage with breakdown by category (Business Information, WordPress Integration, Google Services). Shows "Action Required" checklist for missing items (with option to mark as "Not Applicable") and "Completed Setup" list of what's done. Quick Stats panel shows Total Posts, Published, Scheduled, and WP Connection status. WordPress-specific items hidden for static sites.

Business information

Business information entry form organized by Content Readiness impact tiers. Foundation fields (business name, industry type, about us) appear first with visual priority. Enhancement fields (owner, phone, email, website) follow. Polish fields (contact page URL, hours, logo) are at the bottom. Includes a live word counter on About Us with color-coded guidance (amber <30 words, blue 30–50, green 50+). Industry type is intentionally freeform to allow niche descriptions that give the AI better content angles.

Local Presence

Manage multiple business locations with individual address, phone, hours, and Google Maps data. Each location feeds into the content generation engine — multi-location businesses get all cities mentioned in articles with hyperlinked Google Maps URLs. The Manage Locations sub-tab handles CRUD, CSV bulk import/export, Service Area Business toggle, and legacy address conversion. The Local Visibility sub-tab (credit-gated) checks which keywords containing each city the domain ranks for in Google, showing positions, trends, quick-win opportunities, and direct links to write targeted content.

NAP Shield

NAP Shield monitors a business's Name, Address, and Phone consistency across the web. It discovers citations from directories and listing sites, lets users review each one against the ground truth defined in the Locations tab, tracks fixes over time, and computes a verification-based health score per location. Inconsistencies (wrong phone number, outdated address, misspelled name) are flagged for correction. The score improves as citations are verified or fixed, giving agencies clear proof-of-work for local SEO clients.

Social profiles

Centralized storage for a client's social media profile links (Facebook, Instagram, Twitter/X, LinkedIn, YouTube, TikTok, etc.). These links are referenced by the article writer to include accurate social profile URLs in generated content, and by the Social Content Kit to provide direct "open platform" links for easy posting.

Services & areas

A Client Profile hub to define what services the business offers and the geographic areas it targets, including focus services and priority target areas. This information is reused by the article writer for accurate, location- and service-specific copy.

Google Services

Client Profile parent dropdown that centralizes all Google-related connections, account/property selection, and navigation for a single client. This is the umbrella entry point that shows Google connection state and routes users into the specific Google service tabs that power AlmaSEO’s reporting and workflows. Child tabs included: - Search Console: full GSC performance + indexing/technical health dashboard, and the core data backbone for AlmaSEO’s content strategy and recovery workflows. - Analytics: GA4 reporting dashboard for traffic and engagement visibility (read-only, standalone; not used as an input to the SEO engine). - Business Profile: connect and manage Google Business Profile (GBP) to support local SEO workflows and location-aware optimization. - Google Ads: connect and manage Google Ads with lightweight campaign/keyword/ad creation plus reporting, keyword planner, and SerpAPI fallback only when Ads is not connected. - Content AI: connect Google Natural Language API (NLP) via OAuth for credential management; enables an inline content quality score across content elsewhere in the platform (quota is tied to the cloud project, not the connecting user).

Content Hub

Client Profile parent dropdown for end-to-end blog/content management. The Content Hub is a four-tab system that covers the lifecycle of posts from draft → scheduled → published, plus Content Freshness analysis, with a shared post detail page that supports export, SEO metadata, CMS publishing, and search engine submission workflows. Child tabs included: - Drafts: write and manage in-progress articles, then continue editing in the post detail page. - Scheduled Posts: timeline view of upcoming posts with duplicate-risk indicators and basic schedule controls (edit/cancel stubs). - Published Posts: searchable, filterable library of published content with status badges and actions (details, export formats, view live, GSC stats, copy URL). - Content Freshness: passage-level AI staleness scan that flags outdated content; available on live WordPress/hosted sites only, hidden for static + project sites. Shared post detail page (/post/<id>): - Status + generation progress (published/draft/processing/failed). - Full rendered content preview + SEO metadata (multi-source fallback from Yoast/AIOSEO/AlmaSEO). - Inline quality score card (Google Cloud NLP) when Content AI is connected. - Export options (8 formats) and live URL actions when available. Integrations and delivery modes: - WordPress (full integration): publish via REST API, upload featured images, read/write Yoast + AIOSEO metadata, store wp_post_id and wp_url. - Static sites (export-based): no CMS connection required; use exports for Hugo/Jekyll/Next.js, etc. - Search engine submission: submit URLs to Google Search Console and Bing IndexNow.

Infrastructure scan

Runs a technical infrastructure check for a client's site, helping teams spot hosting, security, performance, and availability issues before they become client-facing problems. Critical and digest alerts can be emailed based on per-site settings, and each scan produces a saved infrastructure audit report that can be reviewed later.

Website Analysis

Website Analysis brings together three audits that turn a site's current state into a clear, prioritized list of fixes. A first-impression audit reviews the homepage the way a new visitor sees it; an AI-search-readiness check looks at how visible and quotable the site is to AI assistants and AI search results; and an emergency recovery review helps diagnose a sudden ranking or traffic drop and lay out a plan to address it. Each audit returns specific, ranked action items — high, medium, and low priority — so teams know what to fix first instead of guessing.

Content automation

Turns approved content plans into a repeatable publishing workflow: scheduled topics are generated, given a featured image, and published to WordPress — as a draft for review or auto-published per the site's settings — with optional search-engine submission and email notifications. Built-in safeguards (a per-site daily cap, duplicate detection, and automatic retry) keep runs reliable, and failed or paused items are surfaced for review so the content calendar keeps moving.

Activity/Logs/Reports

Hub for tracking work performed on client sites, managing retainer budgets, building client-facing reports, and publishing to white-label portals. Contains five major subsystems: Retainer Tracker (billing cycles, hour quotas, pacing), Work Entry Logging (manual entries with screenshot attachments), Client Report Builder (select, compose, and email branded work summaries), Client Portal (share read-only report history), and Profitability Dashboard (portfolio-level revenue vs. cost analysis).

WordPress acceleration

Client Profile tab that shows details about the AlmaSEO plugin installed on the connected WordPress site, including version, active modules, tier (free/pro), and connection health. Uses a softer first-run state: an info-style “Get started” notice when no plugin is detected.

WordPress SEO plugin

Client Profile tab that shows which SEO plugin is installed on the connected WordPress site (detected automatically from connection data). Presents the detected plugin and a dropdown that includes AlmaSEO Playground as a detected plugin option alongside Yoast, RankMath, AIOSEO, and others.

Projects

A dedicated site type for managing website build and redesign projects. Includes a project-specific dashboard with task progress tracking, a full Tasks & Milestones system with subtask nesting, a visual Timeline view, categorized Notes & Docs (requirements, design, content, credentials, general), a 30-item Launch Checklist grouped by phase, and a Client Info Readiness tracker. Strips away all WordPress, SEO, Google Services, and content publishing features that are irrelevant during a website build, presenting only what matters for project delivery.

Strategy game plan

Per-site recurring task scheduler with strategic phases, one-time milestones, and weekly calendar view. Allows SEO practitioners to define a phased playbook per client (what to do, when, and why), check off tasks as completed (auto-logged to Activity Logs), track streaks, receive login reminders for due/overdue tasks, and put tasks on hold when blocked by dependencies. Includes pre-built templates and phase-level strategic context descriptions.

Branding

Branding tab stores brand colors, slogan/tagline, and brand voice settings for each client. These values feed into generated client reports and emails — ensuring visual consistency in Publication Report Emails and Client Report Builder output. Brand voice data also informs the Content Authority Engine's tone selection.

Power-user controls inside Client Profile — Ownership tracker, Credentials Vault, Sticky Notes, SEO Intelligence — run inside the same system for teams that need them.

See Client Profile in the bigger picture

Client Profile is one entry point into the AlmaSEO operating system. Follow it into the workflow it belongs to, step up to the engine that runs it — or see the whole thing on one of your client sites.