Add the Client
Start with the protected client workspace, business profile,
users, domain, and location context.
Connect the Supported Location
Associate the appropriate supported business location with the
correct customer workspace.
Bring In Available Activity
When API access, eligibility, and permissions allow, bring available
reputation information into the agency workflow.
Review What Needs Attention
Give the team an organized place to understand review activity
and determine which items need follow-up.
Coordinate the Response
Keep response activity and client communication connected to the
account instead of relying on scattered notes or private inboxes.
Manage Internal Status
Archive, organize, or hide items inside CMSPost as part of the
agency's own workflow without changing third-party platform visibility.
Feature Customer Proof
Use agency-controlled website displays to showcase selected review
content on client-owned properties.
Keep Reputation Ongoing
Make review activity part of recurring client delivery rather than
a one-time setup task.