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1.3.T1
Good morning, Alex ☀
Thursday, March 26 · Flint Analytics · 3 programs
8 clients
6 active · 2 onboarding
1.3.T1a
Active clients
6
+2 this quarter
Portfolio traffic
12,300
+19% vs prior period
Portfolio leads
96
+16% vs prior period
Avg. client rating
4.5
Across 312 reviews
1.3.T1b
Client portfolio summary
↺ Regenerate
Your Flint Analytics client portfolio continues strong performance across all 6 active accounts this period. Combined traffic reached 12,300 sessions — up 19% vs last month. Denver Movers is your strongest performer with 24 qualified leads, while Metro Fitness saw the highest traffic growth at +31%, driven by a seasonal fitness campaign.
Portfolio-wide lead quality is improving: average lead score increased from 62 to 71 over the past 30 days. Front Range Auto converted 3 leads to closed-won deals this month with a 14-day average sales cycle — recommend using their nurture sequence as a template for Springs HVAC.
Two clients are actively onboarding this month: Lakewood Law Group (Step 3 of 8) and Summit Storage (Step 1 of 8). Q1 averaged 10 days from kickoff to launch — your fastest quarter yet. Your estimated net margin for March is $1,125/mo across active accounts.
1.3.T1c
Client customer sentimentLast 30 days
Positive
Based on 31 new reviews
Top praise themes
Fast response time12 reviews
Professional service10 reviews
Clear communication7 reviews
Top concern themes
Scheduling delays3 reviews
Follow-up inconsistency2 reviews
View all review analysis →
Agency open items4 items
Q2 content refresh — update all client landing pages for spring campaigns
Springs HVAC — low engagement on blog posts, needs SEO review
Denver Movers site redesign — new hero section and testimonials live
April invoices to clients — review before send Apr 1
View all in Support tab →
1.3.T1d
Client comparison
1.3.T1-margin
Margin visible to agency only
| Client ↕ | Status | Traffic ↕ | Leads ↕ | Rating ↕ | Your cost | Client price | Margin ↕ | Trend |
|---|---|---|---|---|---|---|---|---|
| Denver Movers | Active | 3,200 | 24 | 4.7 ★ | $350 | $600 | $250 | |
| Front Range Auto | Active | 2,400 | 19 | 4.1 ★ | $350 | $600 | $250 | |
| Springs HVAC | Active | 2,100 | 18 | 4.3 ★ | $350 | $550 | $200 | |
| Metro Fitness | Active | 1,800 | 14 | 4.5 ★ | $350 | $500 | $150 | |
| Boulder Plumbing | Active | 1,600 | 12 | 4.4 ★ | $350 | $500 | $150 | |
| CO Springs Dental | Active | 1,200 | 9 | 4.8 ★ | $350 | $475 | $125 | |
| Lakewood Law Group | Onboarding | — | — | — | $350 | — | — | |
| Summit Storage | Onboarding | — | — | — | $350 | — | — |
Margin column visible to agency only — clients and MarketSnare staff cannot see this data when margin privacy is ON
1.3.T1-margin
1.3.T1e
✦ Portfolio highlightsAI-generated
Denver Movers is your top client — highest traffic (3,200), most leads (24), strong 4.7 rating
Metro Fitness traffic up +31% this period — spring fitness campaign is driving organic growth
Springs HVAC engagement below benchmark — SEO content review recommended this week
2 new clients onboarding — Lakewood Law Group (Step 3 of 8) · Summit Storage (Step 1 of 8)
1.3.T1f
Portfolio billing summaryAll payments current
6 active clients × $350$2,100/mo
2 onboarding × $350$700/mo
You pay MarketSnare$2,800/mo
Client revenue (6 active)$3,225/mo
Est. net margin$1,125/mo
Based on active clients only · Onboarding clients not billed yet
Next client invoices: Apr 1, 2026
1.3.T2
Avg. traffic / client
2,050
+19% vs prior period
Total top-10 keywords
74
+12 vs prior period
Lead conversion rate
2.8%
+0.3pp vs prior period
Avg. response time
1.8 days
−0.4 days (faster)
Client performance ranking
| Rank | Client | Traffic | Traffic Δ | Leads | Lead Δ | Rating | Top 10 KW | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Denver Movers | 3,200 | +21% | 24 | +18% | 4.7 | 16 | 86 |
| 2 | Metro Fitness | 1,800 | +31% | 14 | +24% | 4.5 | 11 | 82 |
| 3 | Front Range Auto | 2,400 | +16% | 19 | +11% | 4.1 | 13 | 78 |
| 4 | CO Springs Dental | 1,200 | +14% | 9 | +8% | 4.8 | 8 | 74 |
| 5 | Boulder Plumbing | 1,600 | +9% | 12 | +6% | 4.4 | 9 | 70 |
| 6 | Springs HVAC | 2,100 | +3% | 18 | +2% | 4.3 | 17 | 65 |
Portfolio traffic trend
Portfolio leads trend
1.3.T3
You pay MarketSnare
$2,800
+$700 (2 new clients)
Client revenue
$3,225
+$500 vs prior period
Net margin
$1,125
+$300 vs prior period
Next MarketSnare invoice
Apr 1
$2,800.00
Agency billing is opted into portal billing — both MarketSnare invoices and client invoices are managed here. 1.3.T3-billing
↓ What you pay MarketSnare
$2,800/mo
| Client | Plan | Your cost | Status |
|---|---|---|---|
| Denver Movers | Marketing Package | $350/mo | Current |
| Front Range Auto | Marketing Package | $350/mo | Current |
| Springs HVAC | Marketing Package | $350/mo | Current |
| Metro Fitness | Marketing Package | $350/mo | Current |
| Boulder Plumbing | Marketing Package | $350/mo | Current |
| CO Springs Dental | Marketing Package | $350/mo | Current |
| Lakewood Law Group | Marketing Package (onboarding) | $350/mo | Onboarding |
| Summit Storage | Marketing Package (onboarding) | $350/mo | Onboarding |
Total agency cost (MarketSnare)$2,800/mo
↑ What your clients pay you
$3,225/mo
| Client | Client price | Your cost | Margin | Invoice status |
|---|---|---|---|---|
| Denver Movers | $600/mo | $350/mo | $250 | Paid Mar 1 |
| Front Range Auto | $600/mo | $350/mo | $250 | Paid Mar 1 |
| Springs HVAC | $550/mo | $350/mo | $200 | Paid Mar 3 |
| Metro Fitness | $500/mo | $350/mo | $150 | Paid Mar 2 |
| Boulder Plumbing | $500/mo | $350/mo | $150 | Paid Mar 1 |
| CO Springs Dental | $475/mo | $350/mo | $125 | Sending Apr 1 |
| Lakewood Law Group | — | $350/mo | — | Onboarding |
| Summit Storage | — | $350/mo | — | Onboarding |
Total client revenue (6 active)$3,225/mo
1.3.T3-privacy
Your margin summary Agency-only data
Total client revenue$3,225/mo
Less: MarketSnare cost−$2,100/mo
Net margin (active clients)$1,125/mo
Margin privacy is ON — MarketSnare staff cannot see your client prices or margin data. Configure in Account → White label settings. 1.3.T3-privacy
1.3.T4
Active onboardings
2
In progress
Avg. time to launch
10 days
Fastest quarter yet
Launched this quarter
2
On track
Total clients
8
6 active · 2 onboarding
Client onboarding pipeline
| Client | Step | Progress | Status | Days active | Est. launch |
|---|---|---|---|---|---|
| Lakewood Law Group | 3 of 8 | 38% |
GBP verification | 5 | Apr 10 |
| Summit Storage | 1 of 8 | 12% |
Profile intake sent | 1 | Apr 18 |
Questions about a client's onboarding? Contact your MarketSnare team — staff manages onboarding tasks and scheduling on your behalf.
1.3.T5
Open items
2
Awaiting action
In progress
2
Being worked
Resolved this month
6
On track
Avg. resolution time
1.9 days
Stable
Agency open items
All
Open
In progress
Resolved
| Priority | Item | Type | Status | Assignee | Created | Updated |
|---|---|---|---|---|---|---|
| High | Springs HVAC SEO content review — engagement below benchmark | Performance | Awaiting review | Alex Rivera | Mar 24 | Mar 26 |
| Normal | Q2 content refresh — update all client landing pages for spring | Content update | In progress | MarketSnare team | Mar 15 | Mar 26 |
| Normal | April client invoices — review and approve before send | Admin | Reminder | Alex Rivera | Mar 1 | Mar 26 |
| Low | Boulder Plumbing — request to add emergency call tracking number | Enhancement | Open | Unassigned | Mar 22 | Mar 22 |
Client support issues
| Client | Issue | Priority | Status | Days open | |
|---|---|---|---|---|---|
| Springs HVAC | Google Business Profile category mismatch — showing "HVAC contractor" vs "Air conditioning contractor" | Normal | In progress | 3 | View client → |
| Metro Fitness | Review response needed — 1-star review from Mar 21 still unresponded | High | Needs response | 5 | View client → |