Plan the work
Website reviewFinding ready
Service-page draftNeeds review
Publish the pageNot started
Review findings, choose the work and keep responsibility clear.
For agencies
Keep clients close
to the work.
Review the website, agree the work and keep clients informed. Bring checks, content and Phii into the service your agency provides.
- Review findings
- Agree the work
- Update the client
One relationship. Two views.
You manage the work.
Your client sees the progress.
Keep the business context, next action and delivery status tied to the right website.
Know what happens next
“Your draft is ready. Please check the service details before we arrange publishing.”
Review the draft
Your agency stays at the centre of the client relationship.
What to expect
Give clients a clearer
view of the work.
Give each website the attention it needs
Clients may have different websites, markets and goals. Keep the discussion tied to the right site and explain which findings matter to its next phase.
Turn the report into a conversation
Use Phii and the available evidence to explain the work, discuss options and answer client questions. A clear recommendation helps the client understand why you are suggesting a particular service.
Keep your agency relationship clear
White-label settings let an agency shape its client-facing identity, including the assistant name. Clients should know which agency looks after them and whom to ask about their agreement.
Agree responsibility before work starts
Clarify who can request work, who approves it and who pays. Discuss the services included in your client agreement separately from any additional product or task.
Before you start
Your questions,
answered.
Can clients use Phii themselves?
Clients can use the tools and assistant available to their account. Access and paid actions follow the permissions and product rules in the app.
Can we rename Phii?
White-label agencies can keep Phii or choose their own assistant name through the available settings.
Are monthly client allowances available?
Check the current options in your account before promising an allowance. Do not describe a product as included unless your client agreement and account setup support it.
For agencies
Bring your clients.
Keep the relationship.
Apply for agency access. Your application is reviewed before activation.