The honest boundary
Your report is written by you and sent from your address. A client never sees the product name on the report you write.
Review links are different. On Free they carry Sitearc branding. White label for review links is part of Pro, and it is not built yet. Until it ships, a client who opens a review link sees the Sitearc name.
The client note, filled in
Northline Studio to Cedar and Slate Interiors, on signing a retainer.
reporting
- your monthly report arrives as a PDF from us, on our letterhead
- it is written by Priya, who does the work
- the numbers come from your own Search Console and Analytics
- every number in it names its source and its period
what you can see yourself
- a review link, scoped to the pages in that round, where you can
comment straight on the page
- anyone who holds the link can open it, so we set it to expire
at the end of each round
what a guest can do
- open a review link without an account
- comment on the page, after a quick email sign-in
- cannot see anything outside that review
- cannot connect a source, approve a change or spend credits
what does not exist today
- a branded space where each client signs in
- billing your clients through the product
- review links with our logo instead of the product's
if you need any of those, tell us, and we will say what it would take
How to phrase it in a pitch
- Say the report is yours, because it is.
- Say what the review link lets them do, and that it changes nothing on its own.
- Say what a guest can and cannot do.
- Do not promise a portal that does not exist.
Acceptance: the statement is honest when
- it names what is branded and what is not
- it says who can open the review link, and when it expires
- it names what is not released, in the present tense
- it offers a next step for the missing pieces
Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| The client expected a branded portal | It was implied in the pitch | Send this note before signing |
| A client shares a review link onward | Anyone with the link can open it | Revoke the link, and start a new round |
| Two clients see each other’s comments | One review covered both sites | Send each client a review for their own site |
| The client wants their own login | Workspaces belong to your account | Quote the separate arrangement |
| The client asks who wrote the report | A tool was described as the author | Name the person, and say what the tool did |
Limits
A guest cannot connect sources, approve a change or spend credits. Guests are free, and they never take a seat.
The product workspaces belong to your account, not to each client. A client who needs their own account is a separate arrangement.