How do you deal with clients who genuinely like the product and want to pay, but have little to no interest in managing things on their end or even accessing their own Google My Business profile (even if they already have one)? In these cases, they usually prefer that we handle everything for them. How do you typically manage access and permissions in this situation? Do you guide them step-by-step, request ownership transfer, or use another approach?

Is anyone offering the Climbo as a managed service? I have an agency and are offering Climbo as part of Reputation Management Services for our current clients. The client does not know about Climbo or 5 Star Reviews... nor care as long as we are managing reviews and GBP. So my question for those who offer managed marketing services, how much are you charging to manage Climbo for the client? Our plan is to offer SAAS pricing first in our white label website and as an upgrade offer a managed service where we do it all for the client, but wanted to know what to charge? Thanks in advanced!

Hi Climbers, we are planning a new feature around employee tracking, and before building it we want to collect your feedback in detail, because we think this could become one of the most powerful ways to help local businesses generate more reviews in a natural and consistent way. The idea is this. The business owner will have a dedicated section called Employees Links, where they can add the employees who are responsible for asking customers to leave reviews. Adding an employee will be very simple: the business just inserts a photo, a name, and an alias, which can also simply be the employee’s real name or nickname. Every time an employee is added, the platform will automatically generate a dedicated review link for that employee. It will also be possible to download the related QR code. Technically, this employee link will simply be the general review link with an extra URL parameter, something like employee=alias. In this way, we will be able to track the unique visits to each employee’s review link. So if an employee asks a customer to scan their own QR code or open their own review link, the business will be able to measure how many unique visits that employee has generated. On top of this, we want to build a leaderboard, inspired by the Skool style, where the business can see the ranking of employees based on the number of unique visits to each employee’s review link. The leaderboard will be viewable for the last 7 days, the last 30 days, or all-time. This would already create an interesting use case for businesses. For example, the company could decide that, on the last day of every month, the employee with the highest number of unique visits receives a bonus in payroll, because that employee made a stronger effort to ask customers for reviews. But we want to take this feature much further. Our idea is that if, inside the text of the review, the customer mentions the alias of the employee, then that review will be automatically assigned to that employee. For example, if the review says “Luke was very kind with us”, the review will automatically be associated with the employee whose alias is “Luke”.

Hi everyone! I’m currently streamlining my onboarding process for new clients using Climbo. I want to avoid asking for their Google/Meta passwords at all costs to remain professional and secure. I’m curious how you guys handle the initial connection of their Google Business Profile and Meta accounts to the platform. 1. Do you jump on a quick Zoom call and let the client click the "Connect" button via screen sharing? 2. Do you send them a step-by-step guide (or a Loom video) and let them do it on their own? 3. Or do you use third-party onboarding tools (like Connexify) to gather all permissions at once before moving them into Climbo? What has proven to be the "path of least resistance" for you, especially with clients who aren't very tech-savvy? I’d love to hear about your workflows and any "traps" I should avoid. Thanks in advance for your insights!

Hi Climbers, We’ve received several comments and tickets about the new coupon feature and how you currently work with both free plans and Stripe plans. Here’s the current situation that can feel limiting: Right now, coupons created via the platform apply to all plans. So if a client uses a coupon on a Bronze plan and later upgrades to Silver, the discount automatically transitions to the new plan as well. Customers can apply a coupon when signing up through a payment link. However, for existing customers, you cannot directly apply a coupon from the client’s billing portal unless you trigger a subscription update (like upgrading/downgrading the plan or changing quantity). Only in that case does the “apply coupon” field appear. Also, you cannot directly move a paid (Stripe) client to one of your free plans. To do this, you currently need to delete the subscription, recreate the client manually under a free plan, redo onboarding, reconnect integrations, and regenerate links. Essentially, the client starts from zero. Here’s how we want to improve this: First, when creating a coupon, you will be able to select exactly which plans it applies to (for example, only Bronze). If a client on Bronze with an active coupon upgrades to Silver, the discount will not automatically transition unless that plan is explicitly included in the coupon configuration. Second, via the Stripe API, it is possible to apply a coupon directly to an existing subscription without modifying the plan. We will add an “Apply Coupon” button inside the Clients area. This will allow you to manually apply a coupon to an active subscription without forcing an upgrade, downgrade, or quantity change. Coupons will support one-time discounts or forever discounts — and with the new logic, they can remain tied only to the client's plan. Third, we want to introduce a simple “Move to Free Plan” button in the Clients area. This will allow you to move a paid client (in trial or active subscription) to a free plan without rebuilding the account. Integrations, links, and settings will remain intact. This opens up cleaner flows for trial expirations and freemium strategies.