Quick answer

Build an agency reputation system for client proof, permissions, fair review requests, evidence-led responses, escalation, and measurement.

A digital marketing agency sells judgment before execution. Prospects inspect reviews, client logos, portfolio pages, social mentions, and responses to criticism. One unsupported dashboard crop or defensive reply exposes a deeper problem: nobody knows which claim is current, who approved it, or who owns the correction.

This guide is for a US agency founder, operations lead, or account leader managing the agency's own public reputation. It does not teach reputation-management delivery for clients, recommend software vendors, or explain how to suppress critical search results. The operating job is narrower and harder: connect every public claim and response to evidence, permission, an owner, and a recheck date.

Search data researched on July 12, 2026 recorded a US monthly volume estimate of 10 for “digital marketing agency reputation management.” Keyword difficulty and CPC were unavailable. Results mixed software lists, vendors, and broad definitions. The estimate is directional, not a traffic forecast.

The operating principle: an agency's reputation file should let a new owner trace any public review, logo, quote, result claim, response, or correction back to the engagement record that supports it.

Here is what you will build:

  • a surface map tied to engagement type and risk;
  • a proof-permission ledger for each public artifact;
  • a sentiment-neutral review eligibility rule;
  • a response and escalation path grounded in verified facts;
  • stage-separated measures and a monthly governance audit.

1. Define What Agency Reputation Includes and Excludes

Agency reputation is the combined public record of your own reviews, client-authorized proof, portfolio artifacts, brand mentions, employee commentary, corrections, and complaint resolution. Manage those surfaces as evidence-bearing records. Keep them separate from reputation services delivered to clients, search-result suppression work, referral programs, and the commercial outcomes that may follow.

The distinction matters because agencies operate with unusually sensitive proof. A plumber can often show a finished installation. An agency screenshot may expose ad spend, conversion data, audience details, an unreleased campaign, or a client's weak starting position. The artifact can be accurate and still be unpublishable.

Start with a surface map. This is an inventory, not a publishing calendar. Each row describes where a claim appears, the audience that sees it, and what would happen if the claim were challenged or permission changed.

SurfaceAudience and engagementSource systemEvidence and permissionOwner, risk, escalationRecheck
Public review profileProspects; completed or milestone-eligible workProfile plus CRM/project recordReviewer-authored; verify engagement before account-specific replyClient operations; medium; privacy or dispute pathAgency-chosen monthly review
Portfolio pageProspects; build, campaign, or programProject system and approved filesArtifact-level approval plus current claim evidenceMarketing; high; account owner and legal reviewRecorded expiry or campaign change
Client logo stripAll site visitors; any engagementContract and permission recordLogo-specific destination permissionMarketing; medium; account ownerRelationship change or declared date
Named social mentionFollowers and client stakeholdersOriginal post and engagement fileQuote context, material-connection check, republication scopeSocial owner; medium; approver named in ledgerCampaign end or declared date
Employee commentaryCandidates, clients, publicOriginal platform and HR recordsNo client-data disclosure; identity and issue routingPeople lead; high; HR/legal pathOpen issue cadence

Use “not applicable” only after checking. A remote agency may have no local office-review surface. A healthcare client may impose stricter advertising or confidentiality review. Licensing, permits, or bonding claims usually do not apply to agency delivery, but they may appear inside client creative and therefore require client-side substantiation. White-label work needs an explicit disclosure status rather than a blank cell.

Where teams go wrong is treating “published before” as permission forever. A logo that passed review last year can become stale after a relationship ends. A campaign result may remain numerically true but no longer describe current delivery. The map creates the queue; the proof ledger creates the traceable record.

2. Map Reputation Risk to Each Agency Engagement Type

Set reputation rules by engagement type because a monthly retainer, accepted audit, website build, paid-media sprint, content program, and urgent account recovery reach “done” differently. For each, define the promise, acceptance evidence, operator-supplied fee band, urgency, feedback moment, confidentiality constraint, eligible milestone, and public proof allowed.

Do not borrow a fee benchmark from another agency. Enter your own contracted fee band because it changes approval authority and escalation, especially for a large retainer or recovery assignment. Price is governance context here, not a public claim and not advice about which agency business model to choose.

EngagementPromise and evidenceFee bandUrgency and eligibilityConfidentialityProof allowed
Recurring retainerDeclared monthly scope; approved deliverables, meeting record, or reporting acceptanceAgency supplies contracted bandRecurring cadence; use a written milestone, not arbitrary tenureAccount data and strategy often restrictedOnly separately approved quote, logo, artifact, or claim
Audit / strategyDelivered analysis and agreed presentation or acceptanceAgency supplies project bandEligible after delivery and acceptance, not before implementation outcomesFindings may expose client weaknessesMethod description or approved quote; no inferred result
Fixed-scope website / buildAcceptance criteria, launch approval, and change logAgency supplies build bandMilestone or final acceptance; warranty work stays distinctUnreleased assets and credentials restrictedApproved screens and role attribution
Paid-media campaignApproved setup, creative, budget handling, and campaign-period recordAgency supplies management/spend context internallyTime-sensitive; eligibility follows the contracted milestoneSpend, targeting, and performance data restrictedOnly approved period, metric definition, and source
Content / SEO programApproved briefs, publications, technical work, and reporting recordAgency supplies program bandLonger evidence windows; never equate deliverable completion with rankingStrategy and unpublished work restrictedApproved deliverables; outcome claims need separate evidence
Urgent account recoveryDefined stabilization actions, access restoration, or incident dispositionAgency supplies recovery bandHigh urgency; pause requests during active incident or disputeSecurity, blame, and platform access are highly restrictedUsually private unless counsel and client approve specifics

The promise owner should be the person who can explain what the agency committed to, not merely whoever manages the review profile. On a site build, that may be the delivery lead holding acceptance criteria. On an ad account recovery, it may be the senior operator who documented access, incident scope, and stabilization.

A common failure appears at handoff. Sales describes a broad commercial goal, delivery records a narrower scope, and marketing later turns a client compliment into an outcome claim. Preserve all three records, but publish only the claim that the evidence and permission actually support.

3. Build the Proof-Permission Ledger Before Requesting Anything

Create one ledger row for every logo, quote, screenshot, dashboard, portfolio image, and before-and-after claim before requesting approval or publishing it. The row must connect the artifact to its source, result definition, evidence window, permission scope, approver, confidentiality status, destination, recheck date, and withdrawal action.

Permission is granular. Approval to name a client does not automatically cover its logo. Approval to show a homepage does not cover an analytics dashboard. Approval of a testimonial on a proposal may not cover a public website, paid ad, sales deck, and social post. Treat each destination as scope.

Ledger fieldWhat to recordWhy an agency needs it
Client and engagementInternal client ID, engagement type, contract referenceSeparates a current retainer from an old project or white-label assignment
Artifact and claimExact file/version and exact accompanying wordsPrevents a screenshot approval from becoming blanket claim approval
Source and result definitionSystem of record, calculation definition, evidence locationMakes dashboard and campaign claims reproducible
Evidence windowStart/end dates or project milestoneStops a short campaign period from appearing evergreen
Permission scopeArtifact, claim, channels, geography, durationMatches approval to actual publication
Approver and recordName, authority, date, source message or signed clauseShows who could grant permission
Confidentiality flagPublic, restricted, white-label, regulated-client reviewRoutes sensitive work before creative production
Expiry and recheckExpiry date or agency-declared review dateCreates a stale-proof queue
Public destinationExact URL, deck, profile, ad, or postMakes removal complete rather than approximate
Withdrawal actionUnpublish, replace, crop, anonymize, or re-approveShortens the response when permission changes

Before-and-after proof needs the heaviest check. Preserve the same metric definition on both sides, record the source system and window, and identify other changes that affect interpretation. A campaign dashboard crop without date range, attribution model, spend context, or metric label is decoration, not defensible proof.

The practical mistake is asking, “Can we feature you?” That question is too broad to govern anything. Send the exact quote, image, claim, destinations, and intended duration to the authorized approver. If a field remains unknown, hold that artifact. There is always another piece of proof to use.

Turn scattered agency proof into a governed publishing system. We can help you map the content and local-search work around the evidence your team can actually support.

Book a free strategy call →

4. Create a Fair Review-Eligibility Rule

Define review eligibility with observable completion or milestone criteria and apply the same rule regardless of expected sentiment. Keep a review request separate from a testimonial request, referral ask, private feedback survey, and case-study consent. Exclude incomplete, disputed, prohibited, duplicate, or contact-ineligible work with a recorded reason.

For a fixed website build, eligibility could be signed acceptance of the agreed milestone. For an audit, it could be delivery plus the scheduled readout. A retainer needs a recurring written milestone, such as an accepted quarterly scope review, because “client for three months” says nothing about completion. An urgent recovery stays ineligible while the incident, security question, or responsibility dispute is open.

ActionWhat it asks forTrigger and recordWhat it does not authorize
Public review requestClient-authored feedback on a public profileUniform eligible milestone plus request logRewriting, republishing, or turning feedback into a case study
Testimonial requestPermission to publish an endorsementSpecific quote, destination, approver, disclosure checkLogo, dashboard, or broader result claims
Referral requestIntroduction to another potential buyerSeparate consent and contact handlingPublic endorsement
Private feedback / NPSOperational feedback in a controlled channelSurvey cohort and internal ownerPublic review or testimonial publication
Case-study consentNarrative and defined evidence packageArtifact-level approval and review processFuture claims outside the approved scope

Google's review guidance allows businesses to ask genuine customers for reviews but prohibits incentives and selective solicitation. The FTC Consumer Reviews and Testimonials Rule guidance addresses fake or false reviews, sentiment-conditioned incentives, insider reviews, suppression, and misrepresented review sites. These are minimum US references, not legal advice.

The fastest way to corrupt the process is letting account managers choose “happy clients.” That produces sentiment filtering even if the message itself looks neutral. Let the completion record create the eligible cohort. Operations can then account for every sent, excluded, or delayed request. Use the generic review-request playbook for message and send mechanics after this governance rule is fixed.

5. Route Every Public Signal to a Named Owner

Route each review, mention, complaint, correction request, and questionable proof claim through named stages: intake, identity check, factual verification, privacy review, drafting, escalation, approval, publication, and closure. Pause public action for active disputes, security or privacy issues, threats, regulated-client material, or facts the agency cannot yet verify.

A shared inbox is a location, not an owner. The owner needs authority to advance the record and a backup for absence. Set deadlines your agency can meet based on staffing and risk; there is no portable response-time standard in this guide.

SignalVerify and channelOwner / approverAgency-chosen deadlinePrivacy and escalationClosure evidence
Recognized client reviewIdentity, engagement, cited event; public reply plus private account routeClient operations / account leadDefined by risk classNo account detail; escalate active disputePublished reply and linked action disposition
Unknown or impersonated reviewSearch records; preserve URL and capture; platform route if unsupportedReputation operations / designated approverDefined by agencyDo not accuse publicly; escalate threatsPlatform case and final disposition
Public complaint or mentionOriginal context, identity, underlying project factsCommunications / account or people leadDefined by riskMove client or employee details privateResponse, correction, or documented no-response decision
Proof correction requestArtifact version, permission, evidence, destinationsMarketing / account ownerDefined by exposurePause distribution; legal review if contestedUpdated or removed destinations plus ledger entry
Security or privacy allegationPreserve evidence without broad accessSecurity/privacy owner / counsel as requiredIncident procedureNo substantive public detail during investigationIncident disposition and approved public record

Use an applicability register beside the routing table. Record whether the agency competes locally or remotely, which client-industry advertising restrictions touch its proof, whether any professional licensing claim is relevant, how subcontractors or white-label partners may be disclosed, and which employee or client confidentiality terms apply. “Not applicable” requires an owner and verification date.

The theStacc Local SEO module supports GBP review replies and approval rules. It does not manage client proof permissions, case-study approvals, disputes, or the escalation ledger described here. The operational control remains with your agency even when a tool assists publication.

6. Respond From Evidence, Not Defensiveness

A sound agency response acknowledges the concern, protects account details, states only verified facts, and gives the next action a named private route. Correct clear errors without attacking the reviewer. Record what happens after publication, and never pressure a client to edit or remove criticism as the price of investigation or resolution.

Begin with the source record. Capture the original review or mention, profile URL, timestamp, and edits. Match the person to an engagement only through information already held lawfully. Then ask the promise owner what the contract, scope, approval history, and delivery record show. “The team remembers” is not verification.

  1. Acknowledge the reported experience. Do not confirm disputed facts or imply fault before review.
  2. Protect the account. Keep campaign data, access problems, staff names, invoices, and client strategy out of the public reply.
  3. Correct only what the record proves. Use a restrained factual statement when identity, date, or scope is demonstrably wrong.
  4. Name the private route. Send the issue to the account lead, operations owner, or formal incident path.
  5. Log disposition. Record investigation, corrective action, platform action, approved reply, and closure evidence separately.

Google advises protecting customer privacy in public replies. Its Maps content policy prohibits fake engagement, rating manipulation, impersonation, harassment, and off-topic content. If a signal appears to violate policy, use the platform route and retain the case record. Do not turn the public reply into a policy trial.

What actually happens under pressure is that the founder drafts a long rebuttal in the same hour. Stop that path with two gates: factual verification and privacy approval. If the agency made a documented mistake, say what action is underway without advertising private detail. If facts remain disputed, acknowledge the concern and move the investigation into the governed channel.

7. Connect Recurring Feedback to Service Operations

Code valid feedback by the agency process it exposes: scope, sales-to-delivery handoff, expectation setting, reporting, delivery, billing, or communication. Confirm the root cause before assigning corrective work. Call an issue closed only when the responsible owner completes the action and attaches evidence, not when the public reply is published.

Use one primary code and optional secondary code. If everything becomes “communication,” the taxonomy is hiding the work. A client who says paid-media reporting was unclear may expose a reporting-definition gap, an expectation gap, or an account-handoff gap. Review the proposal, kickoff notes, reporting specification, and actual report before choosing.

Feedback codeAgency-specific evidencePossible corrective actionClosure evidence
ScopeProposal, statement of work, change requests, acceptance criteriaClarify deliverable definition or change-control triggerApproved scope revision and team acknowledgement
HandoffSales notes, kickoff brief, access inventory, owner assignmentAdd required transfer fields or joint kickoff gateCompleted revised handoff on a live engagement
ExpectationSales claims, forecast assumptions, client approvalsReplace ambiguous outcome language with defined dependenciesUpdated approved language and review record
ReportingMetric definitions, source connectors, report versionsDefine metric, period, source, caveat, and ownerCorrected report and documented acceptance
DeliveryTask history, quality checks, publication or launch recordRepair review gate or delivery dependencyCompleted correction with verification
BillingContract, invoice, approval, credit or dispute recordCorrect billing control or explanation pathFinance disposition and client notification record
CommunicationMeeting cadence, unanswered thread, escalation historyAssign decision owner or escalation triggerNew ownership record tested in the engagement

Review codes by engagement type. Repeated scope issues on fixed builds point toward acceptance and change control. Repeated expectation issues on SEO programs may show that sales language outruns the evidence window. Urgent recovery complaints often involve access ownership or responsibility boundaries. Those patterns demand different fixes.

Do not infer that replying changes rankings or sales. A reply is evidence that the response workflow ran. A corrected kickoff record is evidence that an operational action happened. Whether discovery, qualified demand, or signed work changed belongs to separate systems and needs its own causal evidence.

8. Measure the System Without Optimizing for Stars

Measure whether the agency applied its rules completely: eligible-request coverage, proof-permission completeness, response-workflow completion, and confirmed issue closure. Define each numerator, denominator, evidence window, source system, owner, and exclusions. Keep discovery, contact, qualification, contract, and completed-work stages separate rather than attributing them to star movement.

KPINumeratorDenominatorWindowSource and ownerExclusions
Eligible review-request coverageUnique eligible completed engagements or written milestones sent one compliant requestAll unique engagements or milestones becoming eligible in that cohortOne declared monthly cohort plus stated send lagProject/CRM completion record + request log; client operations ownerTests, duplicates, disputed/incomplete work, no valid contact permission, contractually prohibited requests
Proof-permission completenessActive public proof artifacts with source evidence, current permission, approver, and recheck dateAll active public proof artifacts auditedOne declared monthly audit dateProof-permission ledger; marketing lead + account ownerUnpublished drafts; expired or withdrawn artifacts removed before audit
Response-workflow completionUnique in-scope public signals with verification, owner action, approval, and recorded dispositionAll unique in-scope public signals received in the windowOne declared calendar month plus stated resolution lagMonitoring log + ticketing system; reputation operations ownerSpam, duplicates, impersonation routed to platform, unrelated employment/vendor solicitations
Confirmed issue-closure rateUnique valid issues with corrective action completed and evidence attachedAll unique valid issues accepted in the same cohortOne declared issue cohort plus stated follow-up windowTicketing/project system; operations ownerUnverified allegations, duplicates, investigations in progress, platform-only moderation requests

The formula is numerator divided by denominator for the declared cohort. Do not publish a portable benchmark. A new agency with six eligible milestones and a network agency with hundreds of active engagements have different operating contexts. The useful comparison is whether your own defined system was applied consistently and whether exclusions are growing for a reason.

Build the funnel as separate ledger rows with separate sources:

StageSource systemWhat the record proves
ImpressionRelevant profile, search, or publishing analyticsA surface was displayed under that system's definition
Profile or site clickProfile or web analyticsA defined click occurred
Call clickProfile or web event recordThe call action was tapped, not that a conversation connected
FormForm system and analytics eventA submission was recorded
Qualified opportunityCRM with written qualification ruleThe request met the agency's qualification criteria
Signed engagementContract or CRM closed recordAn agreement was executed
Completed engagementProject or acceptance systemThe defined engagement or milestone was completed

GA4 recommends distinct lead-generation events, including generate_lead, qualify_lead, working_lead, and close_convert_lead; the business defines its stage rules. Keep those analytics events aligned with, but separate from, CRM and project evidence. Reputation attribution requires your agency's own source trail.

Build measurement around evidence your operators can audit. We can help connect your content and local-search workflows to clear approval rules without turning stars into a sales claim.

Book a free strategy call →

9. Run a Monthly Evidence and Policy Audit

Audit access, platform policy, permissions, proof freshness, open disputes, removed or suppressed content records, and corrective actions once per declared month. Review every active public artifact against its ledger row. Reassign orphaned owners, remove expired proof, and keep unresolved issues open until corrective evidence meets the agency's closure rule.

The audit is a governance meeting with inputs and dispositions, not a general discussion about brand sentiment. Bring the surface inventory, proof-permission ledger, request cohort, response log, issue register, access list, and last month's exceptions. Assign a decision to each exception during the meeting.

  • Access: confirm current owners and backups for public profiles, site publishing, social accounts, monitoring, and evidence stores.
  • Policy: check the approved Google and FTC references for changes; route legal questions to qualified counsel.
  • Permissions: inspect upcoming expiries, withdrawals, changed approvers, and destination scope.
  • Stale proof: recheck campaign windows, service descriptions, team attribution, client relationships, and portfolio versions.
  • Unresolved disputes: confirm investigation owner, next action, privacy status, and public-response disposition.
  • Suppressed or removed content log: retain source capture, policy reason, platform case, and final disposition without assuming removal was justified.
  • Corrective action: verify completion evidence for accepted root causes and reopen weak closures.

FTC endorsement guidance says endorsements must reflect honest opinions and experience, and material connections may require clear disclosure. That matters when a partner, employee, subcontractor, or compensated relationship appears in public proof. Put disclosure review in the artifact record instead of relying on the publisher's memory.

Teams usually discover stale proof through embarrassment: a former client asks for removal, a sales deck carries an obsolete dashboard, or a former employee still owns a profile. The monthly audit finds the same problems through a controlled queue. If the agency has no local office presence, licensing claims, or regulated-client artifact that month, record those applicability checks as verified and not applicable.

10. Implement the Agency Reputation System in 30 Days

Use four weeks to install the operating controls, not to promise a reputation outcome. Week one defines surfaces, engagement types, taxonomy, and owners. Week two inventories proof and permissions. Week three installs fair request and response routing. Week four establishes formulas, audits the first cohort, and records governance decisions.

WeekDecisionsWorking outputAcceptance check
1: taxonomy and ownersSurface scope, engagement types, risk classes, promise owners, pause triggersSurface map, engagement matrix, applicability registerEvery active surface has a source, owner, escalation path, and recheck rule
2: evidence and permissionArtifact granularity, approval authority, expiry, withdrawal handlingProof-permission ledger populated for active public proofEach artifact traces to evidence and destination-specific permission or is removed/held
3: fair requests and responsesEligible milestones, exclusions, routing stages, privacy approvalRequest cohort rule, response table, dispute pause pathA dry run handles a retainer milestone, fixed build, and urgent recovery without sentiment filtering
4: measurement and governanceCohort windows, sources, owners, exclusions, audit agendaFour KPI records, stage-separated funnel, first monthly audit logEvery formula is reproducible and every exception has a disposition

Test with existing records; do not invent a model client or repair history by guessing. Select one actual engagement of each material type. Redact sensitive data. Trace its promise, completion evidence, public artifacts, permissions, requests, feedback, response, and corrective actions. Missing evidence becomes a task, not a zero.

By day 30, the agency should be able to answer operational questions: Which active claims are approved? Which eligible milestones received a compliant request? Which public signals are paused and why? Which accepted issues have correction evidence? That is the finish line for implementation. Ratings, rankings, leads, contracts, and revenue are not promised outputs of this plan.

For generic reply, monitoring, fake-review, and tool-selection mechanics, use the review management guide. For Google-specific foundations, see the Google reviews guide. Search-result reputation work belongs in the separate SEO reputation management guide.

Leave the call with a clear operating boundary. We will help you identify where content, local SEO, approvals, and human governance should meet for your agency.

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Frequently Asked Questions About Agency Reputation Management

These editorial questions cover the decisions agency operators usually face after the system is designed: who qualifies for a request, what can be published, how criticism is handled, and which measures belong on the operating report. Each answer preserves the boundary between public reputation evidence and downstream commercial outcomes.

What does reputation management mean for a digital marketing agency?

Reputation management for a digital marketing agency is the operating system that governs its own reviews, client proof, portfolio artifacts, public mentions, complaint responses, corrections, and closure evidence. It assigns evidence, permission, response, and escalation responsibilities. It does not mean delivering reputation-management services to clients or trying to engineer a higher star rating.

Should an agency ask every client for a review?

An agency should ask every client or contact who reaches the same documented eligible milestone, subject to valid contact permission, contract terms, and active-dispute exclusions. The rule cannot depend on expected sentiment. A retainer milestone, completed audit, accepted build, or closed sprint can qualify, while incomplete, disputed, duplicate, or confidential work may be excluded for recorded reasons.

Can an agency offer an incentive for a five-star review?

No. An agency should not offer an incentive conditioned on a five-star or positive review. Google's policy prohibits incentives for reviews and selective solicitation, while the FTC rule addresses sentiment-conditioned incentives and fake or false reviews. If counsel approves any neutral incentive program elsewhere, its terms and disclosures still need policy review before launch.

How should an agency respond to a negative client review?

Verify the reviewer and engagement, preserve the source record, check confidentiality, and answer only from confirmed facts. Acknowledge the concern without debating account details in public. Name a private route and internal owner for the next action. Correct a verifiable error calmly, document the disposition, and never make removal a condition of resolution.

Can we publish client logos, dashboards, or campaign results?

Publish them only when source evidence and permission cover that exact artifact, claim, destination, and period. A contract logo clause may not authorize a dashboard screenshot, quote, or before-and-after claim. Record the approver, confidentiality status, evidence window, expiry or recheck date, and withdrawal action before publication. Remove or revise proof when permission or accuracy lapses.

Is a testimonial the same as a review or case study?

No. A review is typically client-authored feedback on a public profile; a testimonial is a selected endorsement republished by the agency; and a case study combines a narrative with evidence claims. Each needs its own request, permission, disclosure, and approval record. A referral is another distinct action and should never be inferred from any of the three.

How do white-label or confidential engagements affect public proof?

Treat white-label and confidential work as non-public unless the governing agreement and named approver explicitly allow a defined disclosure. Do not reveal the end client, subcontracting relationship, screenshots, account data, or results by implication. The agency can still retain private completion evidence and issue records, but the ledger should mark public destinations as prohibited or approval-dependent.

Which reputation metrics should an agency track?

Track eligible review-request coverage, proof-permission completeness, response-workflow completion, and confirmed issue closure using declared cohorts and exclusions. Keep discovery and commercial stages separate: impression, profile or site click, call click, form, qualified opportunity, signed engagement, and completed engagement. Attribute movement only when the agency's own source systems support the connection.

Sources & references

Siddharth Gangal

Siddharth Gangal

Founder and CEO

Founder and CEO at theStacc. Previously co-founded ARKA 360 (solar SaaS) out of IIT Mandi in 2017. Builds AI systems that automate SEO at scale.

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