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Monthly client report, claimable

A white-label monthly report with a footer the client can claim as their own free brand vault.

By Marketeer

1. Step 1

   Switch to the client brand

   Use the workspace switcher. Never publish brand B through brand A's connection.

2. Step 2

   Pull measured numbers

   Only numbers from connected accounts. If it is not measured, say so.

3. Step 3

   White-label the PDF

   Turn on report branding. Keep the claimable footer so the client can start their own vault.

4. Step 4

   Share, don't copy the workspace

   Create a client share link. Do not hand over the whole account.

Signed-in owners can fork this into their workspace from Workflows.