BoldLens Client Insights lets you add clear, client-specific updates on performance and recommended next steps, all in one place. This helps our account teams keep clients aligned on progress and how to strengthen their PR/marketing plan.
Benefits:
Keep clients informed and builds trust.
Track performance commentary over time, and highlights where to step up activity.
Setups
1. Open Customers ListGo to Customers List.
2. Select clientFind your client and click the blue Insights button on their row.
3. Add detailsOn the Insights page, enter a clear Title and your Insight content (performance summary and recommendations).
4. PublishClick Create to make the insight available to share and reference.
5. Edit as neededClick Edit to update the insight at any time; re-publish to save changes.
💡 Tip: Keep titles action-oriented (e.g., “Q3 Coverage Trends & Next Moves”) and bullet key recommendations so clients can scan quickly.
✅ You should now be able to:Create, publish, and update Client Insights for any customer in BoldLens.
Benefits Recap
By capturing performance commentary and clear recommendations in BoldLens, we keep clients consistently updated, strengthen trust with transparent guidance, and make it easier for the team to track progress and prioritise next steps across PR/marketing plans.For a visual walkthrough on how you can add client insights in BoldLens, watch the video below.