SEO monitoring checklist for agencies

A retainer-friendly list: which client URLs to watch, which incidents jump the queue, and how to keep crawl data off another SaaS. HTML for now. A downloadable PDF can follow if you want lead capture.

Updated 2026-09-01

Onboarding a client site

  • Add the site with a human-readable name.
  • Monitor home, one URL per money template, contact/legal, and anything in an active campaign.
  • Confirm robots.txt and the primary sitemap are included as site resources.
  • Connect Search Console only if the client has approved that Google connection on this machine.
  • Set Slack, Teams or Discord for Critical and Warning.

Weekly review

  • Sort by Health Score, not by whoever emailed last.
  • Close or ignore only after you understand the change.
  • File client notes from the incident evidence, not from memory.

Severity cheat sheet

  • Critical: noindex on an intended index URL, robots block on a live directory, site-wide outage, TLS failure on the host.
  • Warning: unexpected canonical, sitemap membership loss, schema parse failure, soft 404.
  • Advisory: title tweaks, minor content edits, lastmod oddities. Log them. Do not wake anyone.

The product page for this workflow is website monitoring for SEO agencies.

Questions

How often should an account manager look at TechDash?

Critical alerts go to Slack or Teams immediately. A 20-minute Health Report pass once or twice a week is enough for most retainers.

Buy the desktop licence. Keep the crawl data local.

One-off licence, 77 shipped checks, Slack/Teams/Discord alerts, and no monthly monitoring subscription. Current launch price: $89.50.