See Every Client on One Page and Know Who to Call First
The Agency client rollup puts every client on one page for an agency owner. It answers who grew, who slipped, whose tagging needs work and who to call first, and every recommendation names the client and the number behind it.
Published · Updated
/rollupCore performance
How do I see all my agency clients on one page?
It depends on whether you're reviewing the whole book or one client. For every client site on one page, the Agency client rollup shows who grew, who slipped, whose tagging needs work and who to call first. Type /rollup to run it. For one client's full month, send the Monthly performance review. For a client's quarterly review, use the Quarterly business review. For a short Monday update, the Weekly executive summary fits better.
What it is: The Agency client rollup is a portfolio report from the free UTM Grabber Reports skill for agency owners and account directors that ranks every client and names who to call first.
What this report answers
Built for: Agency owners and account directors who manage many client sites.
What's in the report
Why You Can Trust What It Tells You
Up or down means a real move
A client counts as up or down only when it moved by 5+ leads and 10%+.
Tagging health at a glance
Each client gets a tagging badge, green at 80%+, amber at 50% to 79%, and red under 50%.
Warns when one client dominates
A client with 40%+ of your portfolio's leads earns a recommendation to lower that reliance.
Ask your AI
Type the shortcut, or ask in your own words. Your AI pulls your leads through your UTM Grabber connection and builds the report.
You ask: /rollupWhich of my clients slipped this month?
Used UTM Grabber
check_site_health· UTM Grabberlist_forms· UTM Grabberget_entries· UTM Grabber· 1,292 leads across 4 clients
Claude answers: The portfolio grew 12% to 1,292 leads. 1 client grew and 1 slipped against August.
/rollup- “Which of my clients slipped this month?”
- “Give me the agency rollup for all my client sites.”
- “Whose tracking needs fixing across my clients?”
What it uses
UTM GrabberRequiredEach client site's leads, one connection eachReport designs need Claude, Codex or Cursor.
Agency client rollupWhich plan do you need?
This report works on every plan, starting with the free plugin.
On Free and Starter each site gives your AI only its last 30 days, so a 30-day rollup has no prior period for the growth map. Sites on Starter+ or Premium have their full history.
| Plan | What your AI reads |
|---|---|
| Free pluginThis report | Your last 30 days, with a fair-use allowance |
| Starter | Your last 30 days, with first touch and more click IDs |
| Starter+ or Premium | Your full history, unmetered |
See it in 4 looks
Same numbers, same story, 4 designs. View the sample full screen, or download it as a PDF or editable PowerPoint slides.
Questions about this report
How does it see all my clients?
Each client site has its own UTM Grabber connection link on its MCP tab. Add each one to your AI app as its own connector, then ask for the rollup and it reads them all in the same chat.
How long does it take?
About 60 to 90 seconds, because it makes many calls. Your AI shows progress while it works.
Can each client still get their own branded report?
Yes. The rollup is for you. Any of the 30 reports runs for one client, and the skill keeps a brand profile per client, so each report goes out in that client's colors and logo.
Related reports
Want Us to Build This for You?
Get reports like this one with your logo and colors, set up for you. With the Support Package, we connect the AI Connector (MCP) to your data and hand you your own AI report builder, tuned to your business, for weekly, monthly and annual reports.
Works on free and paid plans, and with your agency. Cancel anytime, no contracts.
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Launch price · Real Value: $1,700
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Get This Report on
Your Own Leads.
Connect UTM Grabber to Claude, ChatGPT, Codex or Cursor with the AI Connector (MCP), add the free Reports skill, then type /rollup. Or just describe what you need.
Every plan can connect. The report designs need an AI app that supports skills: Claude, Codex or Cursor.
This sample is real output from the UTM Grabber Reports skill v2.0, built on sample data for Brightline Agency, a fictional agency with four clients. Once you set it up, every report uses your own brand colors and logo. Google Ads, Meta, Google Analytics and CRM connectors come from each platform or a third party, not from UTM Grabber. You add them to the same AI chat.