A workspace per client
Every client gets an isolated workspace with its own retention window and its own access list; the monthly record allowance is the one thing they share.
Marketing attribution for SEO & Content Agencies
Match the client's closed sales to the organic and content channels that produced them, months after the article ranked.
$535,500 63% of $850,000 paid
The blind spot
SEO is judged on rankings and sessions because nothing connects an organic visit to a sale that closes eight weeks later on the phone.
What you get
Every client gets an isolated workspace with its own retention window and its own access list; the monthly record allowance is the one thing they share.
Rank every channel by the revenue it closed, so a renewal conversation starts from the accounts.
Only exact email and phone matches count toward closed revenue. The one weaker link, the same national number under a different country code, waits for somebody to confirm it, and anything unmatched stays unmatched.
A worked example
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Organic search | 187 | $323,000 | 38% | |
| Content & blog | 79 | $136,000 | 16% | |
| Email marketing | 44 | $76,500 | 9% | |
| Direct / Unknown | 182 | $314,500 | 37% |
Organic works slowly. A page ranks in month three, the visitor reads it, calls in month five and closes in month six. No attribution window survives that, which is why SEO is defended with rankings — the only metric that moves inside a reporting period.
Because the match is on the person rather than a session, a sale credits the organic channel whenever it closes. That is the difference between reporting a ranking and reporting revenue.
Agencies running both are asked, every year, to justify the split. The honest answer has been unavailable: paid reports conversions, organic reports sessions, and the two cannot be compared.
Ranked on closed revenue they can be. The comparison frequently shows organic closing larger deals at a lower cost, which is exactly the argument an SEO retainer needs and has never been able to make.
When rankings move, an SEO retainer comes under review, and the review happens on the wrong evidence. Visibility falls, a client reads a trade article about an update, and the conversation becomes about recovering positions. Whether the revenue moved at all is usually unknown, because nothing in the reporting stack connects a position to money. Sometimes it did not: the terms that lost ground were not the ones producing customers, and the business had an ordinary month. Sometimes it did, and the ranking report understated the damage because the affected pages were a small share of the index.
A closed-revenue view separates those two cases in an afternoon. If organic revenue held while visibility fell, you have something specific and defensible to say to a worried client, supported by their own sales export rather than by a tool they associate with your agency. If it fell, you know which pages were actually carrying the business and where recovery work should start. Neither answer is available from a ranking tracker, and the second changes what the next three months of the retainer should contain.
The same view protects against the reverse error. Visibility improves, everybody is pleased, and the terms that improved turn out to attract traffic that never becomes a customer — an informational query, a job seeker, a competitor's research team, a student writing an essay. Agencies rarely go looking for that, because the metric moved in the right direction and nobody complains about good news. A revenue reconciliation finds it anyway, which is uncomfortable now and considerably safer than a client finding it during a procurement review.
Content programs are usually planned on search volume and difficulty, which is how an agency ends up producing excellent articles about topics that convert into nothing. The commercially valuable pages on most sites are a small set — a handful of service pages, two or three comparison pages, a location page, occasionally one long guide that happens to catch buyers rather than researchers. Nothing in a traffic report distinguishes those from the rest, because they are frequently not the highest-traffic pages on the site. They are the pages a buyer reads before calling.
Where the lead capture records which page an inquiry came from, that field can go into the lead file as the campaign, and the report can then show closed revenue by page within organic search instead of sessions. It is a change in the client's form configuration rather than in anything here, and it is often the highest-return thing an SEO agency can ask a client's developer for. Where the field does not exist the report works at channel level and the page-level question goes unanswered, which is why asking early is worth more than most kick-off requests.
The planning consequence is direct. A content calendar built from pages that produced closed revenue looks different from one built from keyword difficulty, and it is easier to defend at renewal because each item points at money the client already banked. It also identifies the pages worth updating rather than replacing, which is cheaper work with a better return and hard to sell without evidence. Agencies making this change usually reduce the volume of content they produce and increase what it earns, which is an awkward conversation about a retainer priced on output and the right one to have.
Organic assets do not stop earning when the invoice for producing them is paid. A guide written in the first year of a retainer can be the page producing inquiries in the fourth, and the standard reporting period cannot express that, because it starts and ends inside a month. So the agency is judged on what it published recently and paid for what it published recently, while the accumulated value of everything published before goes unmentioned. Clients who cancel frequently keep receiving the benefit for a year and credit it to their own brand.
Running the report across several years puts that accumulation on the page. Every inquiry the older content produced, and every sale that followed, credits organic whenever it closed, because there is no window and the match is on the person rather than on the session that read the article. For an agency, that is the clearest possible statement of what a long retainer has built, and it is made entirely out of the client's own revenue data. It is also the argument that survives a change of marketing director, which is when long retainers get reviewed.
There is an obligation attached to using that argument honestly. Accumulated value belongs to the content, not to the current month's activity, and an agency presenting four years of compounding as evidence of this quarter's work will eventually be caught doing it. The defensible version distinguishes the two: here is what the existing library earned, here is what we published this period, here is what that has earned so far. Both numbers come from the same report, and the second is usually small because it is supposed to be. Saying so makes the first believable.
Why it matters
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgment, you are reading the same ledger they are.
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
Which is why there is no attribution window. A sale six months after the visit still credits the channel.
If the visit produced a lead record with a phone or email, it can be matched. Anonymous traffic stays in Direct / Unknown, honestly.
Until a finance review. A closed-revenue figure is what survives that conversation, and it is what renews the retainer.
Pricing
The price here is the price on the invoice, plus any sales tax that applies — no per-call, per-minute or per-form fees. Agency usually fits SEO, content and organic growth agencies — ten isolated client workspaces sharing one record allowance, plus white-label reports.
Reporting on many clients at once
$799/mo
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Closed sales: a customer email or phone, the amount, and a date.
Whatever form, chat or call log already records them — that export becomes the lead file.
As long as it turns out to be. There is no window to fall outside of: however much time passes between the inquiry and the closed deal, it matches if the client is in both files.
Yes — both are channels in the same report, ranked on the same axis.
Yes, a workspace each, isolated.
Your logo from Growth upward; Agency removes the CloseRev mark.
Encrypted in transit and at rest, isolated to your workspace, and deletable in one click. A DPA is available, and client's customer details never leave that workspace.
Sales rows analyzed in a calendar month, summed across every client workspace, which draw on one shared allowance.
Run the closed-revenue view for the period. If organic revenue held while visibility fell, you have something specific to say from their own sales export rather than from a tool associated with your agency.
Only where the client's lead capture records which page the inquiry came from. That field goes into the lead file as the campaign, so revenue shows by page within organic search, and asking for it early is worth more than most kick-off requests.
Run several years at once. Every sale credits organic whenever it closed, because there is no window and the match is on the person, so the accumulated value of older content appears on the page.
No, and separating the two is what makes the larger number believable. Report what the existing library earned and what this period's publishing has earned so far, which is usually small and is supposed to be.
The reconciliation finds it, which is uncomfortable now and much safer than a client finding it during a procurement review. It usually redirects content planning toward the pages that were already earning.
Then the call log is the lead file, wherever it records which channel the caller came from. Anonymous organic traffic that produced no record at all stays in Direct / Unknown, which is the honest result.
Nearby
Match your clients' closed-sales exports to their ad and call data, and hand them a per-channel revenue report at renewal time.
See how it worksMatch each client's closed-sales export to the campaigns you ran, so a renewal starts from their revenue rather than your dashboard.
See how it worksReconcile your channel reporting against the company's own closed-sales export, so the figure you present is the one the accounts show.
See how it worksWhere your sales already are
From the blog
Every agency eventually meets the client whose sales director says the leads are rubbish. More dashboards will not fix it. What fixes it is measuring on the client's own revenue data — which is the one thing most agencies are structurally reluctant to ask for.
Read the articleBoards do not distrust marketing numbers because they are bad at maths. They distrust them because the numbers keep changing, do not tie to the accounts, and arrive with no statement of what was not measured. All three are fixable in one page.
Read the articleEvery attribution tool is built for businesses where the inquiry and the purchase happen in the same quarter. If yours does not, almost every default is wrong: the date ranges, the reporting cadence, the optimization signal and the patience of everyone involved.
Read the articleStart today
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