# 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 Oct 19, 2026. Updated Oct 20, 2026.

## 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.

- Page: https://utmgrabber.com/mcp/reports/agency-rollup/
- Report: Agency client rollup (Core performance)
- Shortcut: `/rollup`
- Sample data from Brightline Agency, a fictional agency with four clients. Sample headline: “The portfolio grew 12% to 1,292 leads.”

## What this report answers

- Did the portfolio grow this period?
- Which clients are up, and which are down?
- Whose tracking needs an audit?
- Is one client too big a share of the book?

Built for: Agency owners and account directors who manage many client sites.

## What's in the report

1. A headline with the portfolio's leads and change, plus clients up and down and who slipped most.
2. 4 numbers: portfolio leads, clients up, clients down and average tagging, with the lowest client named.
3. The book: up to 12 clients with leads, change, a tagging badge, top source and a daily sparkline. The client that slipped most is highlighted.
4. Callouts for the best client, the one that needs attention, the tagging gap and the biggest client's share.
5. A growth map when 3+ clients have a prior period: Growing, Big slipping, Small growing and At risk.
6. Next steps: who to call, which audit to run, where to pitch more work.

## 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

- `/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

- Your UTM Grabber leads from each client site, for this window and the one before.
- Each site has its own connection link, and you add each one to your AI app.

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.

### Which plan do you need?

What your AI can read from UTM Grabber:

- Free plugin: Your last 30 days, with a fair-use allowance (this report)
- Starter: Your last 30 days, with first touch and more click IDs
- Starter+ or Premium: Your full history, unmetered

Compare Plans: https://utmgrabber.com/mcp/plans/

The report designs need an AI app that supports skills: Claude, Codex or Cursor. ChatGPT gives the same plain-English answers from your leads, without the report designs.

## Sample in 4 looks

- Studio (Client-facing reports): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/agency-rollup-studio.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/agency-rollup-studio.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/agency-rollup-studio.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=agency-rollup&look=studio)
- Boardroom (Presenting to leadership): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/agency-rollup-boardroom.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/agency-rollup-boardroom.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/agency-rollup-boardroom.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=agency-rollup&look=boardroom)
- Ledger (Weekly ops reviews and analysts): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/agency-rollup-ledger.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/agency-rollup-ledger.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/agency-rollup-ledger.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=agency-rollup&look=ledger)
- Classic (Printed reports and long reads): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/agency-rollup-classic.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/agency-rollup-classic.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/agency-rollup-classic.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=agency-rollup&look=classic)

## Questions

### 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

- [Monthly performance review](https://utmgrabber.com/mcp/reports/monthly/): The flagship. Thirty days, every channel and every change, with what to do next.
- [Quarterly business review](https://utmgrabber.com/mcp/reports/qbr/): The quarter against the last one, ready to present to the board.
- [Weekly executive summary](https://utmgrabber.com/mcp/reports/weekly/): A one-pager for leadership: the week's numbers, the standout channel, what to do Monday.

## Capture the Whole Journey, Starting Today

The free plugin remembers each lead's last click. Every UTM Grabber Premium plan, from Starter up, also records where they first found you, more ad click IDs and what kind of visit it was, from the day you upgrade.

- Last-click UTM tags: free plugin yes, UTM Grabber Premium yes
- Google Ads click ID (gclid): free plugin yes, UTM Grabber Premium yes
- First touch: free plugin no, UTM Grabber Premium yes
- Meta and Microsoft Ads click IDs (fbclid, msclkid): free plugin no, UTM Grabber Premium yes
- Traffic labels: free plugin no, UTM Grabber Premium yes
- AI assistant visits: free plugin no, UTM Grabber Premium yes
- WooCommerce orders: free plugin UTM tags saved, UTM Grabber Premium Full source on every order
- Cookie length: free plugin 30 days, UTM Grabber Premium You choose

Premium starts recording the day you upgrade. It can't fill in visits the free plugin never recorded, so every week on free is a week of first touches and click IDs you won't get back.

See UTM Grabber Premium Plans: https://utmgrabber.com/mcp/plans/

## 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.

The UTM Grabber Support Package is $199/yr (regular $349, launch price, real value: $1,700). Works on free and paid plans, and with your agency. Cancel anytime, no contracts.

- **Expert Setup:** Our resident expert team installs UTM Grabber and wires every form, with a live test.
- **Diagnostics & Fixes:** Caching, cookie and GDPR leaks found and fixed, then audited again all year.
- **Custom Reporting + MCP:** We connect the AI Connector (MCP) to your data and hand you your own AI report builder.
- **Ongoing Support:** New funnels and forms wired all year, with priority answers.

[Get the Support Package](https://utmgrabber.com/payment/?plan_id=support_v2) · [See What's Included](https://utmgrabber.com/support/)

## Get it on your own leads

1. Connect UTM Grabber to your AI with the AI Connector (MCP). Step-by-step guide: https://utmgrabber.com/mcp/connect/ (no plugin yet? Get the free plugin: https://utmgrabber.com/?signup=1&return_url=%2Fget-started)
2. Install the free Reports skill: https://utmgrabber.com/skills/utm-grabber-reports/
3. Type `/rollup`, or ask in your own words.

Book a demo: https://utmgrabber.com/book-a-demo/