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SEO agency

Upperbrook Green Search · SEO agency · Burlington, VT

Henrike Kavanagh is the account manager at Upperbrook Green Search, a local SEO agency, and she keeps the review log, licence renewals and client data agreements here so an auditor or a client's lawyer gets a straight answer the same day.

Agencies and creativeComplianceDimensions4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 agent
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Review board

Quality reviews
Waiting for review6
Core web vitals audit - TidelineTideline Seafood MarketTechnical audit
Recipe page content briefs - TidelineTideline Seafood MarketContent brief
Directory link review - GullcrestGullcrest PlumbingLink review
Hours and category sweep - BramblewoodBramblewood Physical TherapyListing sweep
Recital season brief set - FernwickFernwick Piano StudioContent brief
1 more
Passed14
March ranking report - PennywhistlePennywhistle Veterinary ClinicMonthly report
March ranking report - OakhearthOakhearth RoofingMonthly report
Service page brief set - GullcrestGullcrest PlumbingContent brief
Backlink gap review - CallowayCalloway and Dreen LawLink review
April ranking report - PennywhistlePennywhistle Veterinary ClinicMonthly report
9 more
Fixes needed8
March ranking report - CallowayCalloway and Dreen LawMonthly report
Site crawl audit - BramblewoodBramblewood Physical TherapyTechnical audit
Listing accuracy sweep - PennywhistlePennywhistle Veterinary ClinicListing sweep
April ranking report - OakhearthOakhearth RoofingMonthly report
Local pack visibility audit - GullcrestGullcrest PlumbingTechnical audit
3 more
Failed2
Menu and hours schema check - TidelineTideline Seafood MarketTechnical audit
Guest post outreach review - CallowayCalloway and Dreen LawLink review

Tables

Quality reviews

30 sample rows · 10 columns

Every client deliverable checked before it goes out: who reviewed it, what they found and how long the fixes took.

DeliverableClientKind of deliverableReviewerDraft finishedDue to clientReviewed on
Recital season brief set - FernwickFernwick Piano StudioContent briefBrenna TollefsrudOct 17, 2026Oct 30, 2026—
Hours and category sweep - BramblewoodBramblewood Physical TherapyListing sweepLisbet HaverkampOct 17, 2026Oct 28, 2026—
Directory link review - GullcrestGullcrest PlumbingLink reviewYusuf Anwar-PellegrinoOct 16, 2026Oct 27, 2026—
Recipe page content briefs - TidelineTideline Seafood MarketContent briefBrenna TollefsrudOct 16, 2026Oct 26, 2026—
Core web vitals audit - TidelineTideline Seafood MarketTechnical auditOsric Delacroix-HaleOct 15, 2026Oct 24, 2026—
May ranking report - TidelineTideline Seafood MarketMonthly reportHenrike KavanaghOct 17, 2026Oct 23, 2026—
Competitor link gap review - OakhearthOakhearth RoofingLink reviewYusuf Anwar-PellegrinoOct 15, 2026Oct 22, 2026Oct 17, 2026
Internal link audit - CallowayCalloway and Dreen LawTechnical auditOsric Delacroix-HaleOct 14, 2026Oct 21, 2026Oct 16, 2026
May ranking report - PennywhistlePennywhistle Veterinary ClinicMonthly reportHenrike KavanaghOct 13, 2026Oct 18, 2026Oct 15, 2026
May ranking report - CallowayCalloway and Dreen LawMonthly reportHenrike KavanaghOct 13, 2026Oct 18, 2026Oct 16, 2026
May ranking report - OakhearthOakhearth RoofingMonthly reportOsric Delacroix-HaleOct 14, 2026Oct 18, 2026Oct 16, 2026
May ranking report - BramblewoodBramblewood Physical TherapyMonthly reportHenrike KavanaghOct 14, 2026Oct 18, 2026Oct 17, 2026

18 more rows

Licences and credentials

14 sample rows · 7 columns

The certifications, tool licences, insurance and data agreements an auditor or a client's lawyer asks to see.

Licence or credentialKindHeld byIssued onExpires onStandingYearly cost
Google Ads search certification - BrennaStaff certificationBrenna TollefsrudOct 3, 2025Oct 6, 2026Expired—
Listings manager licenceTool licenceLisbet HaverkampSep 13, 2025Oct 13, 2026Expired$1,800
Backlink index licenceTool licenceYusuf Anwar-PellegrinoOct 28, 2025Oct 28, 2026Renewal due$2,400
Client data agreement - Bramblewood Physical TherapyClient data agreementHenrike KavanaghNov 2, 2025Nov 2, 2026Renewal due—
Google Analytics certification - OsricStaff certificationOsric Delacroix-HaleNov 12, 2025Nov 12, 2026Renewal due—
Site crawler licenceTool licenceOsric Delacroix-HaleNov 17, 2025Nov 17, 2026Renewal due$1,290
Business licence, city of BurlingtonBusiness licenceHenrike KavanaghNov 22, 2025Nov 22, 2026Renewal due$310
Cyber liability policyInsurance policyHenrike KavanaghDec 12, 2025Dec 12, 2026Renewal due$1,480
Google Analytics certification - HenrikeStaff certificationHenrike KavanaghDec 22, 2025Dec 22, 2026Current—
Client data agreement - Calloway and Dreen LawClient data agreementHenrike KavanaghJan 11, 2026Jan 11, 2027Current—
Professional liability policyInsurance policyHenrike KavanaghFeb 10, 2026Feb 10, 2027Current$2,150
Local search specialist course - LisbetStaff certificationLisbet HaverkampApr 1, 2026Apr 1, 2027Current—

2 more rows

Clients

7 sample rows · 8 columns

The businesses the agency works for, with the person who signs off.

ClientContactPhoneEmailPlanReviews
Bramblewood Physical TherapyAnnelise Rotherham(802) 555-0124annelise.rotherham@bramblewoodpt.comFull serviceSite crawl audit - Bramblewood, April ranking report - Bramblewood, Blog calendar brief - Bramblewood, May ranking report - Bramblewood, Hours and category sweep - Bramblewood
Calloway and Dreen LawLeopold Brathwaite-Ng(802) 555-0121leopold.brathwaiteng@callowayanddreenlaw.comFull serviceMarch ranking report - Calloway, Backlink gap review - Calloway, April ranking report - Calloway, Guest post outreach review - Calloway, May ranking report - Calloway, Internal link audit - Calloway
Fernwick Piano StudioEvander Szymanski-Cole(802) 555-0125evander.szymanskicole@fernwickpianostudio.comStarterStudio lesson page briefs - Fernwick, Recital season brief set - Fernwick
Gullcrest PlumbingRoswitha Khatri-Moon(802) 555-0126roswitha.khatrimoon@gullcrestplumbing.comLocal growthService page brief set - Gullcrest, Local pack visibility audit - Gullcrest, May ranking report - Gullcrest, Directory link review - Gullcrest
Oakhearth RoofingWilhelmina Sorrentino-Vale(802) 555-0122wilhelmina.sorrentinovale@oakhearthroofing.comLocal growthMarch ranking report - Oakhearth, April ranking report - Oakhearth, Citation cleanup sweep - Oakhearth, May ranking report - Oakhearth, Competitor link gap review - Oakhearth
Pennywhistle Veterinary ClinicOttoline Brackenridge-Ndlovu(802) 555-0120ottoline.brackenridgendlovu@pennywhistlevetclinic.comLocal growthMarch ranking report - Pennywhistle, Listing accuracy sweep - Pennywhistle, April ranking report - Pennywhistle, May ranking report - Pennywhistle
Tideline Seafood MarketCormac Yellowhorse-Lund(802) 555-0123cormac.yellowhorselund@tidelineseafoodmarket.comStarterMenu and hours schema check - Tideline, Core web vitals audit - Tideline, Recipe page content briefs - Tideline, May ranking report - Tideline

Also included

  • Monday fixes listDigest
  • Renewal coming upNotificationTells the account manager a month before a licence, policy or agreement runs out.

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