How do agencies use PostSnag for client research?

PostSnag helps agencies audit a client and competitors fast, compare them side by side instead of piecing it together by eye, and export clean data to hand over instead of a deck of screenshots, all 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, Analytics, Compare, 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, 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 weekly scan allowance gets restrictive once you're covering a client plus competitors in one sitting. See What's included in the Free plan?

1. Capture the client and their real competitors

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

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

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

4. Repeat 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 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?

2. Read what's actually working, profile by profile

Open each captured profile's Analytics tab and check its content mix, top posts by reactions, comments, and shares, posting activity by day, and best time to post. It's the fast version of what used to take days of manual scrolling: the client's real performance and each competitor's real performance, read from the same dashboard in one sitting. See How do I read a profile's Analytics?

3. Put the client against competitors in Compare

Open Compare and drop the client into one slot and up to two competitors into the others, up to three profiles at once. The At-a-glance table (posts captured, followers, groups, last captured, bookmarked, verified) highlights whoever leads on each row, and the parallel breakdown charts line up content mix, engagement composition, posting activity, and best time to post for all three at once, the fastest built-in way to show a client exactly where they sit against named competitors, in numbers, not a subjective impression. Swap a slot to check a fourth or fifth competitor in a second pass. See How do I compare competitors side by side?

4. Scan the whole set in Posts for anything Compare didn't catch

Open the global Posts page, holding every post from every profile you've captured, client and competitors together, and sort by most reactions, most comments, most shares, or biggest outlier. This surfaces standout posts across the whole competitive set at once, including ones from a competitor you didn't think to check closely. See What is the Posts page, and how do I use it?

5. Export clean datasets to hand over

The Export menu has three options: Download data for AI (a Markdown file and a CSV file together), Download media for AI (a .zip of the images and videos), and Download Data & Media for AI (a .zip with both). Pick whichever fits the deliverable:

• Download data for AI if the client or your own team wants to build a spreadsheet from the CSV, read a clean Markdown summary on its own, or paste either into ChatGPT, Claude, or Gemini for an AI-drafted competitive summary to put in front of the client. Or skip the export step and connect PostSnag MCP instead. PostSnag MCP is included with Pro and Lifetime. Claude, ChatGPT, Grok, or Perplexity can then read what you've captured and answer directly. See What is PostSnag MCP, and what can I ask my AI?

• Download media for AI if the client wants to see the actual creative, not just the numbers describing it.

• Download Data & Media for AI for both together, in one .zip.

Large pulls run in the background and notify you in-app and by email when ready, so exporting several competitors at once doesn't tie up your tab. See What is included in a PostSnag export? and How do I analyze Facebook posts with ChatGPT, Claude, or Gemini?

6. Keep client research separated with Folders and Bookmarks

Running research for more than one client on the same account? Use Folders to keep them apart, one per client or per project, so a shared account stays organized as the research builds up. You get up to 10 folders per account, worth a naming convention before you're deep into several accounts. Bookmark a client's profile or a key competitor for one-click return visits. See How do I organize captured posts into Folders? and How do I bookmark posts and profiles?

7. Run it on one Pro or Lifetime seat

PostSnag doesn't have a separate team or agency tier today. Most agencies run this whole workflow, client research, competitor research, Compare, exports, on a single Pro or Lifetime account, not limited to one client: capture and export as many profiles across as many clients as you need from the same login. Free $0, Pro $19 per month, Lifetime $139 one-time. Pricing is per account, not per person, so a small team sharing one Lifetime account still pays the same rate as a single buyer. Need separate team logins? Email support@postsnag.com with your team size and use case; there's no published multi-seat plan today, so it's handled directly. See Do you offer team or agency pricing?

8. Earn on the clients you refer

Telling a client to get their own PostSnag account instead of using 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 for the research itself. One agency link works across every client you bring on. See How do I become a PostSnag affiliate?

Common questions

Do I need a separate PostSnag account per client?

No. One Pro or Lifetime account captures and exports as many profiles as you want, across as many clients as you're working with. Use Folders to keep each client's research organized.

Is there a faster way to compare a client against several competitors at once?

Compare lines up to three profiles at once with a shared At-a-glance table and matching charts. Against more than two competitors, run a second Compare pass with a different one swapped in, or scan the full set in Posts, or ask PostSnag MCP to rank everyone you've captured in one message.

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 directly rather than self-serve.

Related articles

• How do I compare competitors side by side?

• Do you offer team or agency pricing?

• How do I become a PostSnag affiliate?

• How do I organize captured posts into Folders?

• What is included in a PostSnag export?

• What is PostSnag MCP, and what can I ask my AI?

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