Start capacity planning with what you've agreed to measure for each client. OppAlerts organizes research into campaigns. A campaign is one client.
OppAlerts continually checks for new mentions, links, and opportunities.
Count the campaigns your clients need
Each client is one campaign. Ten clients use ten campaigns. Plans include 30, 10, or 3 active campaigns, with daily search and team limits.
Each campaign has its own brands, competitors, and opportunities. Keep the details relevant to each client in that client's campaign.
Know what the campaign keeps together
Each campaign holds the client's business description, brands, and competitors. Descriptions support campaign research, and organization names help match relevant reports. Individual tools still use their own inputs. Choose the search terms or similarity text that fit the pages you want to find.
Archiving keeps campaign history, frees the slot, and stops collection for the archived campaign. Review the collection setup when your client list changes.
Campaigns don't separate user permissions. There's no separate client login or way to restrict a staff member to specific campaigns; workspace roles determine access. Staff count doesn't change the price. If you need client-facing access or restrictions by campaign, plan another access arrangement.
Connect the report to work you can document
Treat a new link in the report as a discovery until your work records establish that you earned it. A short tracking history also shows what's been collected without necessarily establishing a lasting trend. Show the measured changes beside the documented work so clients can understand both.
Budget for the campaigns you need, access requirements, and the tools still needed for auditing, deeper keyword research, and sending outreach.
Related reading: the capacity arithmetic, preparing a review, how competitors handle client separation.
See how OppAlerts fits your work.
Tell me what you are working on and what you need to find out. I can walk you through the relevant reports and explain what OppAlerts can help you do.
You can explore the demo first, or use this form to ask about a task or arrange a demonstration with me.