Running client brands in Visibian
Visibian is built to be run for clients as much as by them. Each client gets a portfolio, a view-only login can be limited to one brand, reports open without an account, and a pitch costs only what you choose to spend.
One portfolio per client
Each client brand is its own portfolio with its own questions, competitors, facts, and labels. The portfolio switcher keeps every menu pointed at the brand you are working on.
Give a client a login to their brand only
Invite them as View-only and limit their portfolio access to their brand. They see that portfolio and nothing else in the workspace, so your other clients stay private.
Reports that open without an account
Two kinds, both on the Client report page. A live link always shows the latest numbers and can expire or be deleted at any time; the page lists every link with how often it has been opened. A fixed report freezes one period, such as a monthly review or a pitch, and never changes after you make it.
Pitch a brand before it signs
On the Studio, Growth, and Network plans, a prospect portfolio works like any other, except it never runs on a schedule. You collect answers by hand, so a pitch costs only what you choose to spend. If they sign, switch it to a customer portfolio and it starts running normally.
Your name on the report
On the Growth and Network plans, shared reports carry your company name, logo, and color rather than the Visibian mark.
Client numbers in your own reports
All 3 agency plans include API access. Chart any client in Data Studio beside the rest of their reporting, or read the numbers into your own tools.
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