One workspace for your SEO/AEO agency and your clients.

Bring your clients, projects, team, and recurring SEO work together in one seamless workflow.

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What your team sees

Synced both ways

What your client sees

All clients / Bluecrest Retail

Bluecrest RetailActiveE-commerce SEO

SEO plan · October 2026

Bluecrest Retail SEO plan

Priorities for the month, agreed on the kickoff call.

Sent to client

Client Pulse

10/10 · Delighted

Weekly happiness, last 7 weeks

Deliverables

  • Holiday gift guideContent · due Nov 4 · Maya PatelApproved
  • Category page copy: hiking bootsContent · Priya ShahPublished
  • Core Web Vitals on collection pagesTechnical SEO · Leo MartinsTesting

OthFlow keeps the agency and the client in sync. The team sends October’s SEO plan and it appears in the client’s portal. The client rates their week 10 out of 10 and approves a deliverable, and both show up on the team’s view of the client.

How many of these sound familiar?

Tick the ones that apply to your agency.

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Tick the ones that apply.

Your result updates as you go.

Your clients get their own view of the work.

Each client has a private portal they open from a link, with no account to set up. It shows what's been done this month, what's next, and anything you need from them.

  • ProgressWhat's been delivered this month and what's coming next.
  • What you need from themAccess, sign-offs, and onboarding steps, listed with the work they're holding up.
  • ApprovalsThey approve a deliverable or ask for changes right next to it.
  • MessagesQuestions stay with the project, where your whole team can see them.
  • InvoicesWhat's been billed, what's been paid, and what's still due.
  • A weekly ratingClients rate their week from 1 to 10, and a low score shows up on your dashboard.
A client's OthFlow portal showing a weekly rating, campaign progress, deliverable counts, and the scope of work.

Everything your agency runs on, in one place.

Delivery, client health, reporting, and billing all share the same client records, so a late deliverable or an unpaid invoice shows up everywhere it matters.

Plan and run the monthly work.

Each deliverable has an owner, a stage, and a due date, and every task is tied to the client it's for. Your team can see what's late without chasing anyone.

SEO project managementSEO task management

Bluecrest Retail / Deliverables

Holiday gift guide

Content WritingIn review

Delivery workflow

BriefOutlineWritingEditingQAClient ReviewPublished

Project setup

Owner
MPMaya Patel
Due
Nov 4
Working link
Gift guide draft
Brief
Gifts for hikers under $150, linking to the boots range.

Notes

  • MPFollow-upProduct links checked, ready for Jordan.
  • LMNoteInternal links to the boots range added.

An OthFlow deliverable, a holiday gift guide for Bluecrest Retail, moves to Client Review. It appears in the client’s portal, and the client approves it.

Spot an unhappy client before they cancel.

Each client has a health score that drops when work runs late, questions go unanswered, or an invoice is overdue. Clients can also rate their week in their portal, and a low rating pulls the score down too.

How client health scoring works

BrightPath SaaS

Client health

At risk

38/ 100

  • 2 deliverables overdueHomepage rewrite and the onboarding emails guideFollow up
  • Client rated this week 4/10“Two articles slipped this month and we haven’t heard much.”Follow up
  • Invoice overdue$4,500 content retainer, sent last monthFollow up
  • Message waiting for a replyHannah asked if the homepage is on trackFollow up

From kickoff to renewal, every retainer follows the same path.

OthFlow covers each stage of a client relationship, so nothing gets lost between onboarding, the monthly work, and renewal.

  1. Step 1OnboardKickoff, access, and first-month tasks in one checklist that you share with the client.
  2. Step 2PlanA monthly SEO plan for each client, agreed with them and kept with the account.
  3. Step 3DeliverDeliverables move through clear stages, each with an owner and a due date.
  4. Step 4UpdateClients follow progress and approve work in their own portal.
  5. Step 5RenewHealth scores and billing history show who's happy and who needs attention before renewal.

Set up for SEO work from day one.

Audits, backlinks, keyword research, on-page fixes, monthly content, and client approvals come set up as deliverable types and stages. Your team can start working the way they already do.

Bluecrest Retail

This month

  • Technical audits
    100%
  • Backlinks
    60%
  • Keyword research
    100%
  • On-page fixes
    75%
  • Monthly content
    50%
  • Client approvals
    33%

Everything else included in every plan.

There are no add-ons or feature tiers. Every plan gets all of this.

Built by an SEO, for SEO agencies.

OthFlow is built by Tim, who has spent more than seven years in SEO, working with agencies and on over 50 websites. It's made for the parts of agency work that general project tools handle badly, like client approvals, monthly retainers, and billing.

An agency team gathered around a laptop, smiling as they review work together
Made for agency teams like yours
  • Read-only Google accessOthFlow reads your Search Console and GA4 data. It can't change anything in your Google accounts.
  • A private link for each clientEvery portal has its own secure link, and you can replace it whenever you need to.
  • Reports that stay currentSearch Console and GA4 data syncs daily, so reports are up to date when a client asks.

See it set up for your agency.

Book a free demo and we'll walk you through OthFlow using clients and retainers like yours, including what your clients would see. If it's a good fit, we'll help you get set up.

Common questions

How much does OthFlow cost?

Plans start at $79 a month for up to 5 active clients, with unlimited team members. Growth is $179 for up to 15 clients, and Agency is $349 for up to 40. Every plan includes every feature.

Is OthFlow another all-in-one that tries to do everything?

No. It's built for SEO and content agencies, so it covers retainers, delivery, client updates, client health, reporting, and billing. It isn't trying to be a CRM, an accounting package, or a general project tool.

Is this project management software or client management software?

Both. In an SEO agency the work and the client relationship are closely linked, so OthFlow keeps them together. When a client asks how their project is going, the answer is on one screen.

Where does billing fit?

Each invoice is stored with the client it belongs to, next to the work it covers. You can mark retainer invoices as recurring, track payment status, and see overdue invoices on your dashboard.

Why is it only for SEO agencies?

Because the details matter. Deliverable types, stages, and reports are set up for SEO and content work, so your team doesn't have to configure a general tool before it's useful.

Do my clients need an account to use their portal?

No. Each client opens their portal from a private link, so there's nothing to sign up for. You can replace the link whenever you need to.

How does the client health score work?

The score drops for late deliverables and tasks, unanswered client messages, overdue invoices, and a low weekly rating from the client. The client's page shows exactly what pulled it down.

See how OthFlow would work for your agency.

A free demo takes you through delivery, client health, reporting, billing, and the client portal, using an agency set up like yours.

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