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Once you’re past a handful of clients, the challenge shifts from setting up individual Sites well to triaging across twenty or thirty of them without anything slipping through. This page covers the tools and habits that make that sustainable.
The client portfolio: every client's headline metrics and activity at a glance

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The portfolio

The portfolio is the agency home screen. Every client appears with their headline numbers (Visibility, Share of Voice, and Sentiment) plus recent activity like completed scans, so the state of the whole book of business is readable at a glance. From the portfolio you drill into a client workspace for the detail, and from there into their Sites. If you look at nothing else in Onsomble during the day, the portfolio tells you where to spend your next thirty minutes.

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A triage rhythm

A practical daily/weekly/monthly cadence for a portfolio of 15–30 clients: Daily (5–10 minutes):
  • Scan the portfolio for anything that’s moved
  • Follow up on failed or overdue scans immediately
  • Note anything unusual to raise in the next client call
Weekly (30–60 minutes):
  • Open each client whose Site ran a scan in the last week
  • Check the Brand Scorecard movement against the previous scan
  • Draft a short note for anything meaningful to share with the client
  • Plan the next round of actions for any client actively improving their AI discoverability
Monthly:
  • Full portfolio review: look for patterns across clients in similar industries
  • Refresh competitor lists and prompt libraries for any client whose market has shifted
  • Review which clients are on which scan cadence. Step actively-improving clients up, step steady-state clients down

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Spotting clients who need attention

A few signals that should pull a client to the top of your list:
If a client’s visibility has fallen noticeably since the previous scan, especially across multiple models, something has shifted. Check what’s changed on their website or in the market. Occasionally it’s a model update rather than anything the client did; compare across the portfolio to tell the difference.
Negative sentiment is uncommon enough that it’s worth investigating immediately. Trace it to the specific responses in Prompt Results, see what’s being said, and work out whether the source is correctable.
If a competitor’s share of voice has risen significantly, someone is doing something effective. Check their trend on the Brand Scorecard and read recent responses for the prompts that client cares about. What is the competitor being credited with?
Mechanical issues don’t move metrics, but they stop you collecting data, and you’re flying blind until they’re fixed. Check Run History for the affected Site and resolve these before anything else.

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Finding patterns across clients

A portfolio view makes cross-client patterns visible in a way single-client work doesn’t. Two worth watching for:
  • Industry-wide shifts: if three clients in the same industry show a similar trend, that’s signal about the industry, not the individual client. Useful context for all three.
  • Recommendation overlap: if the same recommendation keeps appearing across clients (e.g. “publish comparison content,” “add structured data”), you have a repeatable play your agency can template.
Both are hard to see one Site at a time. The portfolio is where they become obvious.

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What’s next

Adding a client

Add the next client to the portfolio, from their website URL to their first scan.