The agency workflow
From search signal
to client-visible outcome.
Five connected steps — evidence, interpretation, task, monitoring, client visibility — with no dead ends between them.
Signal triggered · 2 hours ago
“best crm for small business” — position dropped to 18
CTR: 1.2% · 4,400 impressions/month
Recommendation approved
Task assigned: “Update H1 and title tag” · Due 14 Jun · J. Smith
How the loop runs
Five steps. Each one feeds the next.
Step 1 — Evidence
First-party data surfaces the signal.
GSC, GA4, and GBP data flows into Vizbly from your clients' verified connections. Threshold evaluation routes each signal to the right response: a keyword dropping position, a CTR anomaly, an intent class with no active coverage, a page underperforming against its traffic potential. The signal is specific, grounded in the client's actual data, and ready to be interpreted.
No third-party estimates. No modelled traffic. If the signal is not in your client's first-party data, Vizbly does not invent it.
Step 2 — Interpretation
Business-context AI generates a grounded recommendation draft.
The AI session is anchored in two layers before a draft is produced: the client's approved intelligence profile — their objectives, audience, KPIs, and brand context — and Vizbly's versioned knowledge library of SEO, AEO, and GEO guidance. The output is a structured draft: recommended action, rationale, evidence links, and specific suggested changes relevant to this signal, this client, this moment.
Generic advice that ignores the client's context is not acceptable output. The AI cannot proceed without the approved profile and library.
Step 3 — Task
Analyst reviews, approves, and assigns.
The analyst reads the draft, edits where needed, and approves or rejects it. An approved recommendation becomes an assigned task — owner, due date, status, and a link back to the recommendation that created it. Client-facing recommendations and summaries require human sign-off before they appear in the portal.
Tasks are tracked through completion in the task CRM. Nothing is approved and forgotten. The task has a status, and the status moves.
Step 4 — Monitoring
The outcome is tracked, not assumed.
After a task is marked complete, Vizbly monitors the metric that triggered the original recommendation. If the signal was a keyword dropping position, it tracks whether position recovered. If it was a CTR anomaly, it tracks whether CTR moved. The outcome is logged against the task and visible to the analyst and manager.
The agency can show a client not just what was done, but whether it worked. That is the difference between a completed task and a closed loop.
Step 5 — Client Visibility
Approved insights and outcomes appear in the client portal.
The client portal shows what the agency did and what it achieved — in plain English, without GSC dashboards, spreadsheet attachments, or SEO jargon. Clients see approved insights and completed tasks at the level of detail appropriate for a business owner, not a search marketing analyst.
Internal workflow details, analyst notes, task assignees, and team scorecard data remain agency-only. The client sees the outcome, not the machinery.
Role-based access
Each role sees exactly what they need.
The same workflow serves three different perspectives simultaneously.
Analyst
Full first-party data, recommendation drafts, task queue, monitoring status, recommendation feedback
Manager
Analyst work queue, recommendation approvals, team scorecard, agent quality scores, client portfolio health
Client (portal)
Approved insights, completed tasks, plain-English outcome summaries — no internal workflow data
No role has access to data outside their permission level. Client portal users see only the clients they are linked to. Agency users are scoped to their organisation.
No dead ends
Every step leads to the next.
Most SEO tools produce insight. Insight without a defined next action produces a dashboard nobody acts on.
A signal without a recommendation wastes analysis time.
A recommendation without a task leaves insight in a tab.
A task without monitoring leaves outcomes unverified.
A completed task without client visibility leaves the agency unable to prove its work.
Each step in the Vizbly loop has a defined output that feeds the next. The analyst does not have to invent the handoff each time — the workflow defines the path from insight to task to client-visible summary, with human approval at the steps that require it.
See the loop running on a real agency workflow.
We will walk you through each step — from connecting your first client's data to the outcome visible in the client portal.