BrightLocal Monthly Retainer Health Check (Retention)

BrightLocal Monthly Retainer Health Check (Retention)

1. 01

   Open the client's Track dashboard and review the Local AI Visibility Tracker panel

   Confirm the tracker is still returning data for the client's primary service keywords. A stalled tracker on a retainer account is the first sign the Google Business Profile connection has lapsed.

2. 02

   Compare geo-grid map coverage against the contracted keyword count

   Track tier covers up to 100 keywords and four competitors, with geo-grid visualisation on up to five keywords. If the client has crept past those ceilings, flag the gap before the next renewal conversation rather than mid-quarter.

3. 03

   Run a fresh local SEO audit and diff it against last month's snapshot

   Look for new citation accuracy failures and GBP field inconsistencies. The audit benchmarks the profile against competitors, so note any competitor that gained ground on category or service attributes.

4. 04

   Read the AI Insights queue and convert flagged actions into client-facing language

   AI Insights is available from the Manage tier upward. Translate each prioritised action into a one-line deliverable with an owner and a due date so the retainer report shows work in motion, not just scores.

5. 05

   Verify listing sync status across the connected directories

   Manage tier keeps business details synced and protected across key sites. Any directory showing a pending or rejected update needs a manual fix before the white-label report is generated.

6. 06

   Check review monitoring for unanswered reviews older than seven days

   Route the response drafts to the client contact for approval. Unanswered reviews on a managed account read as agency inattention, so escalate anything the client has sat on.

7. 07

   Generate the white-label monthly report and spot-check branding

   Confirm the agency logo, colour set, and sender domain are correct before sending. A report that leaks BrightLocal branding undercuts the retainer's perceived value.

8. 08

   Log the health check outcome and next month's keyword or citation targets

   Record which tier features were used, any limit breaches, and the agreed scope changes. This log is the evidence base for the renewal call.