For agencies, consultants & freelancers

Add a recurring revenue stream
your clients will never want to cancel.

You already have the relationships. Clear Next Actions gives you a branded intelligence portal to offer every client — connecting their data, generating weekly AI briefings, and billing them automatically while you sleep.

No credit card required · 7-day free trial · Cancel anytime

portal.yourbrand.com
YB
Smith's Bakery
Intelligence Portal · Week of Apr 7
● Live
This week's briefing
Your best search week in 3 months 🎉
Google ranking jumped from #8 → #4 for "best bakery Sydney"
+23%
Search clicks
+11%
Instagram
1,847
Site visits
⚡ Next action
Post 2 Google Business photos — 35% more direction requests.
5 min
to onboard a new client
$0
technical setup required
100%
your brand, your clients
Weekly
AI briefings, auto-generated

Built for professionals who run on data

Analytics dashboard
Client portal
Weekly AI briefings

Your clients need this.
You just haven't had a way to deliver it.

Every business you work with is drowning in data they can't interpret. Google, Meta, their website — it's all disconnected. They know things are happening but they don't know what to do about it.

They already pay for data tools

Google Analytics, Meta Ads Manager, Search Console — your clients have access to all of it. But they don't know how to read it.

You spend hours explaining it

Every monthly catch-up is you translating data into plain English. You're doing this for free, every month, for every client.

You're leaving money on the table

Agencies that package intelligence as a product charge $75–$250/month per client. That's recurring, predictable, and yours.

Two views. One platform.

Your clients see a premium portal.
You see every opportunity.

The same data. Two completely different experiences — one built for your clients, one built to grow your agency.

What your client sees
YB
Your Brand
Smith's Bakery Portal
Week of Apr 7
Best search week in 3 months 🎉
+23%
+11%
1,847
⚡ Your next action
Post 2 Google Business photos this week
📊
📋
A portal that feels like yours
Your logo. Your colours. Their data. Their name on it.
What you see
Your Dashboard
7 active clients
$763/mo
recurring revenue
Smith's Bakery
🎯 Pitch Google Ads
Briefing ready
Peak Fitness Studio
📱 Social calendar
Synced 2h ago
Harbour Law Group
Investigate now
⚠ Traffic drop 31%
Coastal Dental
📄 Generate PDF
Report due
🎯 AI upsell opportunity ready
Smith's Bakery hit #4 for key terms — ideal time to pitch Google Ads. Suggested pitch ready to send with one click.
Revenue intelligence at a glance
Every client. Every opportunity. All in one place.
Built for growth

The intelligence your clients wish they had — delivered weekly, automatically.

AI-generated weekly briefings
Every Monday, plain-English summaries of what happened, what matters, and what to do next.
Anomaly alerts before your clients notice
Traffic dropped 40%? You see it first, with a clear explanation ready.
One-tap PDF monthly reports
Clients see your value every single month — no extra work from you.
Business intelligence dashboard
Search rank improved
#8 → #4 for “best bakery Sydney”
Monthly recurring
$763/mo
from 7 clients

One subscription. Unlimited monthly income.

You pay us monthly. Your clients pay you monthly. The more clients you onboard, the more it compounds.

$0
billed to clients this month
0
active client portals
0
AI briefings generated

Your revenue at a glance

Based on charging clients $75/month (minimum). You keep 85% after the 15% platform fee.

$132
net / month
3 clients @ $75
Starter plan covered
$260
net / month
5 clients @ $75
Getting started
$519
net / month
10 clients @ $75
Growth territory
$1,365
net / month
25 clients @ $75
Agency scale

* A 15% platform fee applies per client billing transaction. These figures reflect net after fees and your plan cost.

You subscribe to Clear Next Actions

One monthly plan. Covers your whole client base. Everything included.

From $59/month

You set your own client price

Minimum $75/month per client. Most agencies charge $99–$199. You decide.

Minimum $75/client/mo

Clients pay you. You keep 85%.

Stripe handles billing. Funds land in your account automatically. No invoicing required.

85% goes straight to you

Already working for agencies like yours.

Early adopters building recurring revenue streams with existing client relationships.

I onboarded 4 clients in the first week. Two of them upgraded their retainers because the portal made my value so visible.

Sarah C.
Sarah C.
Digital marketing consultant
Melbourne, AU
+$396/mo in new recurring revenue

My clients used to ghost me between projects. Now they check in weekly because they're logging into their portal. Retention is night and day.

James T.
James T.
SEO agency founder
Auckland, NZ
7 clients @ $99/mo

The AI spotted a client's traffic drop before they did, and I was ready with a recommendation. That's what keeps clients sticky.

Maria R.
Maria R.
Freelance social media manager
Sydney, AU
First $200/mo in pure recurring
Client portal experience
Under your brand
Your logo. Your colours.
Their clients never know it's us.
What your clients experience

Their own branded intelligence portal.

Every client gets a private portal under your brand — your logo, your colours, your name. They log in weekly and see their business performance explained in plain language.

Weekly AI briefings
Every Monday, plain-English summary of what's up, what's down, what to focus on.
Action cards
AI-spotted opportunities and issues turned into clear, prioritised next moves.
All their data, one place
Google, Instagram, their website — all in one place, all in plain English.
Monthly PDF reports
One-tap reports. Clients see your value every month.
For you, the agency

Not just a new product — a better agency.

Your consultant dashboard is built to help you grow, deepen client relationships, and spot revenue opportunities before the conversation starts.

Agency team working with data

AI upsell opportunities

After every sync, the AI scans client data and generates a private pitch list — with ready-to-send copy.

Fully white-labelled

Your logo. Your colours. Your domain. A small badge shows by default; remove it for $20/mo.

Built-in client billing

Your billing is set up from day one. Clients pay you directly via Stripe, funds land automatically.

Sync on demand

Pull fresh data for any client with one click before a meeting, a call, or a pitch.

Report review control

Choose whether reports go straight to clients or come to you first for review.

Anomaly alerts

Traffic dropped 40%? You'll know before your client does — with a clear explanation ready.

Connects to the tools your clients already use.

One OAuth connection per platform. No APIs for your clients to manage. No developer required.

Google Analytics
Search Console
Google Business
Meta Ads
Instagram
WordPress
Shopify
TikTok
Wix
Squarespace
Xero
Mailchimp
Google Analytics
Search Console
Google Business
Meta Ads
Instagram
WordPress
Shopify
TikTok
Wix
Squarespace
Xero
Mailchimp
Google Analytics
Traffic, behaviour, conversions
Live
Search Console
Rankings, impressions, clicks
Live
Google Business
Reviews, views, directions
Live
Meta / Instagram
Ads, reach, engagement
Live
WordPress
Posts, pages, site health
Live
Shopify
Revenue, orders, products
Coming soon
TikTok
Ad analytics, account performance
Coming soon
Wix / Squarespace
Site analytics, store data
Coming soon

More integrations on the roadmap. Request one →

Up and running with your first paying client in a day.

No developers. No complexity. No waiting.

1

Set up your brand

Add your logo, set your brand colour. Your portal looks like yours from day one.

2

Connect your billing

Link your Stripe account in 5 minutes. Set your client price — minimum $75/month.

3

Add your first client

Enter their details, connect their Google, Meta, and WordPress accounts. ~5 minutes per client.

4

Send the link, get paid

Share their portal link. They subscribe, pay you monthly, and log in to their branded portal.

Built for professionals already working with clients.

If you manage relationships with local or small businesses and want to add a recurring revenue line — this is for you.

Digital marketing agenciesSEO consultantsWebsite designers & developersSocial media managersBusiness coachesPR & comms professionalsVirtual assistantsMarketing freelancers

Start small. Scale fast.

Your monthly platform fee. Your clients pay you on top of this — minimum $75/client, you keep 85%.

Starter
$59/mo
Up to 3 clients
Cover your plan cost with just 1 client
Start free 7-day trial
  • Up to 3 client portals
  • Full white-label branding
  • Google, Meta & WordPress integrations
  • Weekly AI briefings
  • Action cards & recommendations
  • PDF report generation
  • Client billing via Stripe Connect
Most popular
Growth
$119/mo
Up to 10 clients
$519/mo net with 10 clients at $75/mo
Start free 7-day trial
  • Up to 10 client portals
  • Everything in Starter
  • Priority AI processing
  • Advanced anomaly detection
  • Client email digests
  • Team member access
Agency
$229/mo
Unlimited clients
$1,365/mo net with 25 clients at $75/mo
Start free 7-day trial
  • Unlimited client portals
  • Everything in Growth
  • Custom domain support
  • Priority support
  • Dedicated onboarding
  • Advanced upsell intelligence

Platform fee: A 15% fee applies to each client billing transaction. You set your own client price — minimum $75/month — and keep 85% of every payment.

Common questions

Do I need to be technical to use this?

Not at all. If you can set up a Google account, you can use Clear Next Actions. We walk you through every step.

I already have clients. How do I introduce this?

Most consultants bundle it with their existing retainer, or introduce it as a new "reporting and intelligence" add-on. You're giving clients something they already want.

Can I charge my clients whatever I like?

Yes — above the $75/month minimum. Most professionals charge $99–$199/month per client, often bundled with existing services.

How does the 15% platform fee work?

When a client pays you, we take 15% automatically via Stripe. If your client pays $100, you receive $85, we receive $15.

What integrations are supported?

Google Analytics, Search Console, Google Business Profile, Meta/Instagram, and WordPress are live now. Shopify, TikTok, and more coming soon.

Can I cancel anytime?

Yes. No lock-in, no cancellation fees. Your client relationships are yours — they don't go anywhere if you leave.

Your clients are ready. Are you?

7 days free. No credit card. Start onboarding clients today.

Get started free

Join agencies and consultants already earning recurring revenue from their existing client base.