# For Agencies & Consultancies Docs

DocsFor Agencies & Consultancies

[All docs](/docs)

Get Started

-   [Overview](/docs/overview)
-   [How It Works](/docs/how-it-works)
-   [Your First Plan](/docs/your-first-plan)
-   [Post-Install Warm-Up](/docs/post-install-warm-up)
-   [Multi Account Management](/docs/multi-account-management)

Install

-   [Installing Trackingplan](/docs/installing-trackingplan)
    -   [For Websites](/docs/installing-trackingplan/installing-trackingplan-on-your-websites)
    -   [For Apps](/docs/installing-trackingplan/installing-trackingplan-in-your-apps)
    -   [Webhooks](/docs/installing-trackingplan/installing-trackingplan-using-webhooks)
    -   [For ssGTM](/docs/installing-trackingplan/for-ssgtm)
-   [Environments](/docs/environments)
-   [SDK Update](/docs/sdk-update)

The Agent

-   [Threads](/docs/threads)
-   [Reports](/docs/reports)
-   [Audits](/docs/audits)

Use Cases

-   [Investigate a Warning](/docs/debug-warnings)
-   [For Analytics Teams](/docs/analytics-use-cases)
-   [For Performance & Paid Media](/docs/paid-media-use-cases)
-   [For Compliance & Legal](/docs/compliance-use-cases)
-   [For Agencies & Consultancies](/docs/agency-use-cases)

Monitoring

-   [Warnings & Updates](/docs/warning-and-updates)
-   [Data Validation](/docs/data-validation)
-   [Data Layer Monitoring](/docs/data-layer-monitoring)
-   [Consent & Cookie Monitoring](/docs/consent-and-cookie-monitoring)
-   [Privacy Monitoring](/docs/data-privacy-monitoring)
-   [Pixel Monitoring](/docs/pixels-presence-monitoring)
-   [Naming Conventions Monitoring](/docs/naming-conventions-monitoring)
-   [Releases & GTM Monitoring](/docs/autodiscover-releases)

Explore

-   [Explore](/docs/explore)
    -   [Health Summary](/docs/health-summary)
    -   [Data Explorer](/docs/data-explorer)
    -   [Tracks Explorer](/docs/tracks-explorer)
    -   [Presence Map](/docs/presence-map)
    -   [Advanced Views](/docs/advanced-views)
    -   [Session Finder](/docs/session-finder)
-   [Filters & Data Segmentation](/docs/attribution)
-   [Tags](/docs/tags)
-   [Notes & Labels](/docs/notes-labels)
-   [Starred Items](/docs/starred-items)
-   [Sharing](/docs/sharing)

Your Trackingplan

-   [Destinations](/docs/destinations)
    -   [Split Destinations](/docs/split-destinations)
    -   [Events](/docs/events)
    -   [Properties](/docs/properties)
    -   [Attributes](/docs/user-attributes)
    -   [Pages](/docs/pages)
-   [Compliance](/docs/compliance)
    -   [Privacy](/docs/privacy)
    -   [Consent](/docs/consent)
-   [Platform](/docs/platform)
    -   [Daily Checks](/docs/daily-checks)
    -   [Vitals](/docs/platform-metrics)
-   [Acquisition](/docs/acquisition)

Connect

-   [Slack](/docs/slack)
-   [MCP Endpoint](/docs/mcp-endpoint)
-   [Ad Platforms](/docs/ad-platforms)
-   [Trackingplan Exploration API](/docs/trackingplan-exploration-api)
-   [Trackingplan Export API](/docs/trackingplan-export-api)
-   [Data Studio Connector](/docs/trackingplan-connector-for-data-studio)
-   [Chrome Extension](/docs/trackingplans-chrome-extension)
-   [Omnibug Extension](/docs/trackingplan-omnibug-extension)

Account & Security

-   [Settings & Members](/docs/settings)
-   [Privacy & Security](/docs/privacy-and-security)
-   [JSON Export/Import](/docs/export-import-json-schemas)

[Use Cases](/docs) Updated October 15, 2026

# For Agencies & Consultancies

How agencies and consultancies use Trackingplan to see every client plan, run the same audits for each client and hand over client-ready reports.

> For agencies and consultancies that manage the tracking of many clients, each in its own plan. See every client in one place, run the same checks for each one and send each client's results to the team that owns it.

## Every client in one list

Open the plan selector at the bottom of the menu and click **See all my plans**. ** All my plans** lists your plans grouped, with each plan's last change. ** Search plans** finds a client, and ** Create new Tracking Plan** adds a new one. See [Multi Account Management](/docs/multi-account-management).

## The same audits for every client

In each client's plan, set up the audits you run for everyone from the Library, for example **All events implementation** or ** Consent implementation**. Click ** Run now** when you need a check, for example before a client meeting or after a release. See [Audits](/docs/audits).

## Results to the account team

In each audit's settings, **Notifications** sends the result to the ** Email recipients** and the ** Slack channel** you choose, on ** Every run** or ** Only when it needs attention**. Point each client's audits to the team that owns that client, so alerts don't all land in one inbox.

![Email and Slack notifications of an audit](/images/docs-audits-notifications.png)

Email and Slack notifications of an audit

## Client-ready reports

Ask the agent for a report in the client's plan. Edit it, refresh it for the next period with **Refresh** instead of starting over, and hand it over with ** Download PDF** or a public link that needs no sign-in. See [Reports](/docs/reports).

## Ask about one client

Each plan has its own threads. Open the client's plan and just ask, for example "What broke in tracking this week?". See [Threads](/docs/threads).

## Related

-   [Multi Account Management](/docs/multi-account-management)
-   [Audits](/docs/audits)
-   [Reports](/docs/reports)
-   [Split Destinations](/docs/split-destinations)

[← Previous**For Compliance & Legal**](/docs/compliance-use-cases) [Next →** Warnings & Updates**](/docs/warning-and-updates)

Was this useful? Write to [support@trackingplan.com](mailto:support@trackingplan.com)

On this page

1.  [*01*Every client in one list](#every-client-in-one-list)
2.  [*02*The same audits for every client](#the-same-audits-for-every-client)
3.  [*03*Results to the account team](#results-to-the-account-team)
4.  [*04*Client-ready reports](#client-ready-reports)
5.  [*05*Ask about one client](#ask-about-one-client)
6.  [*06*Related](#related)