Why Agency Portfolios Need Different Triage
A client portfolio is not one website repeated many times. Agencies usually manage different platforms, contracts, budgets, legal exposure, maintenance cadences, and decision makers.
The useful first pass is segmentation: which clients sell online, which have demand-letter or procurement pressure, which use templates the agency controls, which rely on third-party apps, and which need document or file work.
The planner helps agencies separate quick snapshot outreach from higher-touch audit, remediation, maintenance, VPAT/ACR, PDF/file, and partner-referral conversations.
How To Prioritize Client Outreach
Start with clients where accessibility risk also affects revenue, support, procurement, or legal response. Ecommerce, healthcare-adjacent, education, public-sector vendor, SaaS, and high-traffic local-service clients usually deserve earlier review.
Use a permission-based approach. Do not send client details to a provider without the client approving partner sharing, and do not imply that a widget or service guarantees compliance.
Package the agency-owned work clearly: public-page snapshot, template review, content cleanup, app inventory, remediation sprint, maintenance retainer, or referral handoff.
Where accessiBe May Fit
When appropriate and with consent, this site may refer an agency or its client to accessiBe. Public accessiBe offerings include accessWidget, accessFlow, accessServices, expert audit, user testing, VPAT/ACR support, file/PDF accessibility, and select-plan litigation support resources.
The planner does not decide that accessiBe is the right answer for every client. It helps identify whether the next conversation should be a widget/support-layer discussion, developer workflow, managed-service scope, procurement evidence, file accessibility, or agency-owned remediation plan.
How To Use The Generated Plan
Use the output to build an internal account list, client outreach campaign, agency service menu, and partner-consent process.
Attach a representative client URL only when you want a public-page snapshot and follow-up. The saved lead includes portfolio context, agency capacity, client urgency, likely categories, and consent choices.
Decision path
Use these links to move from research to evidence, then from evidence to a responsible remediation option.
Frequently asked questions
Can agencies use this without sharing client details?
Yes. The planner runs in the browser. Sharing a client URL and work email is optional and should happen only when follow-up is useful.
Should an agency disclose referral compensation?
Yes. If compensation or a partner relationship could affect a recommendation, it should be disclosed clearly. Client data should only be shared with a partner when the client or authorized agency contact consents.
What makes an agency accessibility lead high quality?
The strongest agency leads include portfolio size, platform mix, client urgency, service capacity, whether the agency can ship fixes, and whether partner sharing is allowed.