For agencies

Your strategy in every draft, for every client

Roman carries each client’s positioning through the keyword plan, articles, CMS publishing, AI visibility, and client reports.

Articles(24)

Manage your SEO blog content pipeline

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acme vs tallybook for month-end closeAcme·Sep 12, 2026·1800 words
PublishedKeyword Plan
how to automate month-end closeAcme·Sep 10, 2026·1800 words
PublishedPending publish
accrual vs cash accountingAcme·Sep 9, 2026·1500 words
CompleteKeyword Plan
Handoffs

A client month, without the copy and paste

Outlines, drafts, client review, CMS fields, rankings, and the report move through one workflow per account.

By hand7 handoffs
RomanOne workflow
Outline rebuilt from a strategy doc
Outline built from the client profile and live SERP
Draft passed between docs for edits
Draft edited in place, links and metadata included
Client review over email attachments
Client reviews a read-only share link
Fields copied into the CMS by hand
Fields mapped and filled in the client CMS
Rankings pulled into a spreadsheet
Rank and Search Console tracked per article
AI answers screenshotted for the deck
Prompts, citations, and share of voice tracked
Monthly report built in slides
Report emailed on the schedule you set
Workflow

The same six steps on every account

Plan, research, write, publish, track, and improve, with each client’s profile, positioning, and writing style carried through.

01Plan

Keywords sorted by funnel stage, overlaps flagged.

02Research

Live SERP plus the client’s own material.

03Write

Outline, draft, links, metadata, cover.

04Publish

Fields filled in the client CMS.

05Track

Search Console, rankings, AI answers.

06Improve

Refreshes and new articles from the results.

Results set next month’s plan
Research

Drafts built from what the client knows

Roman reads the client’s site, competitors, and positioning, then pulls proof from Notion, Gong, Intercom, and HubSpot.

WebsiteProduct truthCompetitorsPositioning gapsEdge interviewWhat sets it apartWriting styleVoice + formatLive SERPIntent + gapsNotionInternal docsGongSales callsFirefliesMeeting notesIntercomSupport threadsHubSpotCRM recordsHow to Automate Month-End CloseAcme · drafted from 10 inputs
Plan

Keywords sorted, deduped, and on the calendar

Ahrefs and DataForSEO demand, classified by funnel stage and checked against pages the client already published.

Keyword ScheduleBacklog and publishing queue for Acme
Backlog (24)3/week·for 4 weeksAuto-schedule
KeywordIntentVolumeKDScore
acme vs tallybookComparisonsBuyers compare the two before a demo; no Acme page answers it.comparison8803188
accounting software for startupscommercial2,4005884
automate month-end closeCloseinformational1,1002476
what is accrual accounting6,30051
Queue (12)
Write

Drafts arrive ready to review, not rewrite

Each article carries a researched outline, product screenshots, internal links, metadata, and a cover in the client’s style.

Back to articles

How to Automate Month-End Close

CompleteCommercialGuide
1,840 / 1,800 words · Acme
OutlineContentAssetsLinkedIn
SharePublish
Blog Content (Edited)
TL;DR
The real-time close workflow
MethodSpeedAudit trail
Publish

Share the draft, then publish to their CMS

Clients review a share link without logging in, and Roman maps the fields into their CMS.

Public Link

Anyone with the link can view the latest saved article. The page is not added to search indexes.

Share URL
https://tryroman.app/share/articles/q7Rk2mVx9LpT3wZeYh0bNc4sUa8DfJ1g
Regenerate LinkStop Sharing
Close
Field mappingWebflow · Blog posts
Fields ready4For review3Ignored1
Confirm field rules
slugSlugautomate-month-end-close
summaryPlain textCut your close from days to hours…
collectionReferenceFinance Ops
4 fields ready — name, post body, SEO fields, main image
Search Console

Each client’s Search Console, turned into fixes

Roman flags queries close to page one, pages under-earning clicks, pages down 3+ positions, and competing URLs.

Agent suggestions

Recommended actions

High-leverage improvements detected from your last 28 days of Search Console data.

3 high1 med0 low
4 queries are close to page oneStriking distance

These queries already have meaningful impressions and sit near the first page. A focused on-page refresh, internal link, or answer block could move them into a higher-click band.

+410Est. monthly clicks
Queries4Impr / mo17,140Clicks if lifted+410Current clicks198
Query / pagePos.Impr.CTRSignal
month end close checklist116,2101.2%+4 pos
automate month end close9.84,8801.9%+3 pos
accrual accounting software143,9400.6%+7 pos
close management software132,1100.9%+6 pos
Run on-page brief~25 min · 4 queries
3 pages get impressions but under-earn clicksCTR underperformers

These pages rank well enough to get seen, but their CTR is below the position baseline. Title, meta description, and SERP intent alignment are the fastest fixes.

+265Est. monthly clicks
4 pages dropped 3+ positions recentlyPosition decay

These pages lost ranking ground versus the prior two-week window. Refreshing dated sections, strengthening internal links, and adding missing answer blocks can recover the slide.

+96Recoverable clicks
2 URLs are competing for "month end close checklist"Cannibalization

Multiple URLs are splitting the same query. Pick the strongest destination, consolidate overlapping intent, and add internal links toward the canonical page.

+1-2 posEst. position lift
Refresh

Refreshes start from what the top pages cover

Deep analysis reads the top-ranking pages for an article’s keyword and lists the content gaps to close.

Deep Analysis· automate month-end closeAnalyzed 3 Sep 2026
automate month-end closeRe-run

The three pages outranking this article each cover a real-time close workflow and an audit-ready trail in depth. This guide is missing both, and one tax figure is a filing year behind.

Quick Wins4Content Gaps5Keywords7Structure3Angles2Competitors3
Real-time close workflow3 competitorshigh
Missing: a step-by-step continuous-close process with daily reconciliation
Why include it: all three top pages walk through it — it is the core of the intent
Audit-ready trail requirements3 competitorshigh
Missing: what an auditor expects — immutable logs, approvals, retention
Updated tax figures for the filing year2 competitorsmedium
Suggestion: refresh three stats that still reference the prior filing year
2 selectedApply in editor
AI search

Every AI visibility run ends in client work

Roman tracks prompts across ChatGPT, Gemini, Perplexity, Claude, and AI Overviews, then ranks what to write and pitch.

Agent suggestions
All suggestions

Strategy and the specific actions to take from your latest AI visibility run.

Strategic priorities3Articles to write18Reach out to publications9Respond to discussions5

Weekly Agent moves, merged when the same issue keeps recurring.

All 3High 2Medium 1Low 0
Publish an owned comparison for month-end close softwareContent gap
Acme is missing on 4 of 5 providers for two high-intent close prompts while Tallybook, Zenfold, and Closewise are cited.
High
AI visibility
Evidence
What is the best software to speed up month-end close?

Acme absent on 4 of 5 providers; Tallybook (4 mentions), Closewise (3), Zenfold (2) recommended.

ChatGPTGeminiPerplexityClaudeGoogle AI Overview
Which accounting tools keep an audit-ready trail?

Acme mentioned once on Perplexity, never cited; Closewise-owned pages cited on 3 providers.

ChatGPTGeminiPerplexityClaudeGoogle AI Overview
Metrics
Visibility
1/5 providers
Own citations
0/5 providers
Intent
comparison
Act with AgentOpen evidence Mark reviewedhigh confidence · ~45 min · 9 Sep
Reports

Client reports that go out on schedule

Choose each client’s sections, from published articles to rankings and AI visibility, and the day it sends.

New Report Schedule

Set up automatic email delivery of publishing activity reports.

Active product: Acme
FrequencyMonthly
DayMonday
Time09:00Uses your timezone: Europe/London.
Email addressesmaya@northstar.agency, finance@acme.com, marketing@acme.com
Include in report
Summary statisticsNew articles createdArticles published (first time)Articles updated / re-publishedSearch Console performanceRank MonitorAI visibility metrics
CancelSave Schedule
Monthly
DailyWeeklyEvery 2 weeksMonthly

Its own cadence

Daily, weekly, every two weeks, or monthly, per client.

Acme ActiveMonthly on Mon at 09:00 Europe/London|maya@northstar.agency + 2 moresummarypublishedgsc performancerank monitorai visibilityLast sent: 9/1/2026
Acme PausedWeekly on Fri at 08:00 Europe/London|maya@northstar.agency

Its own recipients

The account lead and the client’s team on one send.

Acme2026-08-01 — 2026-09-01
6New Articles
5Published
3Updated
Search Console Performance
4,812Clicks
186,240Impressions

What shipped, what moved

Articles published and updated, beside Search Console, rank, and AI visibility.

What agencies ask before moving client work over

FAQ

01Will a shared workflow make our work generic?

The steps are shared; the inputs are not. Each client has its own profile, positioning, writing style, and tracked prompts, and your strategists edit all of them.

02Can client data stay separate?

Each client is its own product in Roman, with its own profile, prompts, CMS connection, and Search Console property.

Member access can be limited to specific clients and modules.

03How much review happens before a client sees anything?

New drafts stay in Roman until someone shares a link or publishes.

Refreshed bottom-funnel articles can auto-publish or wait as drafts, set per client, and version history keeps every change restorable.

04We run on our own prompts and templates.

Roman replaces the prompts, templates, and copy and paste between them with one workflow per client, and the client context stays in Roman when people change roles.

05Will our team actually use it?

Strategists work in the keyword plan, writers in the editor, and account leads in reports, all on the same client record.

06Do we keep Ahrefs and Search Console?

Yes. Roman reads Search Console directly and works with Ahrefs and DataForSEO data.

07How is pricing set for several clients?

Agencies with several client accounts run on the Managed plan, scoped to your client count and volume on the demo call.

For agencies

Bring one client account to the demo

We’ll run it through Roman live, from keyword plan and draft to share link and scheduled report.