Step 1 — Onboard the portfolio with a baseline scan
Start by listing every domain your agency is responsible for — sites you built, sites you host, and sites where you only run campaigns but installed the tags. Then run a baseline scan on each one. The scan needs no client credentials or code changes, so onboarding 20 sites is an afternoon, not a project.
The baseline does two things: it surfaces the sites with pre-consent trackers or broken banners right now (triage those first), and it gives every client relationship a dated starting point you can measure drift against. On the Agency plan you get 25 monitored sites, 500 scans a month, and 5 seats — enough to give account managers their own logins instead of a shared inbox.