How do agencies use PostSnag for client research?

Agencies capture a client and competitors, export clean sorted data instead of screenshots, and run it on one Pro or Lifetime seat.

Written By PostSnag

Last updated About 9 hours ago

PostSnag helps agencies audit a client and their competitors fast, export clean, sorted datasets to hand over instead of a deck of screenshots, and run the whole workflow, client research and competitor research alike, on a single Pro or Lifetime account.

There's no separate agency tier or client-management layer bolted on top. It's the same capture, sort, Analytics, and export workflow any single user has, applied across as many clients and competitors as your work requires.

Before you start

  • PostSnag is installed and pinned to your toolbar, and you're signed into both Facebook and PostSnag on the account you'll use for client work.

  • You're on Pro or Lifetime, or planning to be, since the Free plan's 3-scans-a-week and 30-posts-per-profile caps get restrictive fast once you're covering a client plus several competitors in one sitting. See What's included in the Free plan?

1. Audit the client and their real competitors

  1. Open the client's own profile or Page.

  2. Click the PostSnag toolbar icon to open the panel, and scroll steadily while it captures their posts.

  3. Wait for Synced, then click Export To Dashboard.

  4. Repeat the same steps for 3 or 4 of the client's actual competitors, not just the names that came up in the kickoff call. Capture is one profile at a time, so each one gets its own pass.

Within one sitting, you have a captured history for the client and everyone they're genuinely up against. See How do I capture posts from a Facebook profile? and How do I capture posts from a Facebook Page?

[Screenshot: The PostSnag panel mid-scroll on a client's profile, with the Collected count rising]

2. Sort and read what's actually working

Open each captured profile and set Sort to Most reactions to see what's actually landing, not just what's been posted most recently. Then open Analytics and check Post types (the format mix), Engagement composition (how each format actually performs), and Posts by day (their posting rhythm). This is the fast version of what used to take days of manual scrolling: the client's real performance and their competitors' real performance, read from the same dashboard in one sitting. See How do I read a profile's performance in Analytics?

3. Rank the client against competitors in Top profiles

Once you've captured the client and a handful of competitors, Analytics' Top profiles table ranks your top 5 captured profiles side by side on Posts, Followers, Reactions, Comments, Shares, and Avg / post. It's the fastest built-in way to show a client exactly where they sit against the competitors you captured, in numbers instead of a subjective impression. There's no dedicated side-by-side comparison screen beyond this table; for a deeper look, export each profile and compare the files directly.

4. Export clean datasets to hand over

Instead of a deck full of screenshots, export each profile to Markdown or CSV and hand over the actual sorted data.

  • CSV works well if the client or your own team wants to build a spreadsheet, a pivot table, or a chart from the numbers.

  • Markdown reads cleanly as its own document, useful for a written summary, or pastes straight into ChatGPT, Claude, or Gemini if you want an AI-drafted competitive summary to put in front of the client alongside the raw data.

See Markdown or CSV: which export should I use? and How do I analyze Facebook posts with ChatGPT, Claude, or Gemini?

5. Keep client research separated with Folders

If you're running research for more than one client on the same account, use Folders to keep them apart: one folder per client, or per project within a client, so a shared account stays organized as the research builds up. Add a post to a folder from its ··· menu, choose Add to folder, and pick or create the right one. You get up to 10 folders per account, so it's worth deciding on a naming convention, by client or by engagement type, before you're deep into several accounts at once. See How do I organize captured posts into Folders?

6. Run it on one Pro or Lifetime seat

PostSnag doesn't have a separate team or agency tier today. Most agencies run this entire workflow, client research, competitor research, exports, everything, on a single Pro or Lifetime account. That one account isn't limited to a single client either: capture and export as many profiles across as many clients as you need from the same login. Pricing is per account, not per person, so a small team sharing one Lifetime account still pays the same $139 one-time as a single buyer. If your agency specifically needs separate logins for different team members, email support@postsnag.com with your team size and how you'd use it; there's no published multi-seat plan today, so it's handled directly. See Do you offer team or agency pricing? and Can I use PostSnag on multiple devices or with my team?

7. Earn on the clients you refer

If you're the one telling a client to get their own PostSnag account rather than working from your shared login, join the affiliate program at anderro.com/join/postsnag and use your own tracked link. You earn a 30% recurring commission for as long as that client stays subscribed, on a 30-day cookie window, on top of whatever you're already billing them for the research itself. A single agency link works across every client you bring on, so there's no need to generate a separate one per account. See How do I become a PostSnag affiliate? and How do PostSnag affiliate commissions work?

Common questions

Do I need a separate PostSnag account per client?
No. One Pro or Lifetime account can capture and export as many profiles as you want, across as many clients as you're working with. Use Folders to keep each client's research organized within that one account.

Is there a faster way to compare a client against several competitors at once?
There's no dedicated side-by-side view. Use the Top profiles table in Analytics for a ranked comparison of your top 5 captured profiles, or export each one and compare the files directly.

Can I use my affiliate link with my own clients?
Yes. Agencies can share one affiliate link across every client they bring to PostSnag and earn a recurring commission on those subscriptions.

What if my agency needs multiple team logins instead of one shared account?
Email support@postsnag.com with your team size and how you'd use it. There's no published multi-seat plan today, so it's handled as a direct conversation rather than a self-serve option.

Does Lifetime cost more if several people on the team use the same login?
No. Lifetime is a one-time $139 payment per account, regardless of how many people on a team work from that one login.