A lapsed domain takes a client's website and email down with it. Assets is a register of everything that renews, with dates, so you see renewals coming and can bill for them.

By the end you can

Add an asset with its renewal date and cost
Filter to what is expiring
See renewals across all clients

Screens used

Project, Clients hub, Assets

Steps

1
Open Assets
On: Project, Assets
Open the project, then open the Clients hub and choose Assets.
You should see: "No renewable assets yet", or a table of assets.
2
Add an asset
On: Project, Assets
Press Track an asset. Pick the Client, then the Type: Domain, Hosting, Email, Software license, SSL certificate or Other. Type the Provider (optional), such as the registrar, and the Identifier, such as the domain name.
You should see: The client, type and identifier are filled in.
3
Set the renewal and costs
On: Project, Assets
Set Purchased and Renews on. Tick Auto-renews on the provider side if it renews by itself. Enter the Renewal cost (resale) you charge the client and, if you resell it, the Wholesale cost (optional) you pay; the difference is your margin. Tie it to a service under Linked engagement (optional).
You should see: The asset is saved and listed with its Renews date.
4
Filter to what needs action
On: Project, Assets
Use the status filters: Active, Expiring soon, Expired and Cancelled.
You should see: Only assets with that status are listed.
5
See every client at once
On: /pipeline
Open Revenue in the Clients hub. Asset renewals · 90 days lists renewals across all projects for the next three months.
You should see: A list of upcoming renewals for the whole agency.

Tips

Assets marked as renewing automatically still deserve a check that the card on file is valid.
People without permission to see money see "Cost (hidden)".

Troubleshooting

"Identifier is required (domain name, plan name, etc).": Type what the asset is, such as the domain name.
"No assets in this filter.": Change the status filter back to show all assets.
The cost shows as "Cost (hidden)".: Your role cannot see money. Ask the workspace owner.

One row per shot, in the same order as the guide. Estimated length 2:10, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Track domains, hosting and other renewals. Record each client's domain, hosting, email and licences with renewal dates and costs, so nothing expires unnoticed.

Hold until you see: Lesson title on screen for three seconds.

0:18Step 1: Open Assets (Project, Assets)

Say: Open the project, then open the Clients hub and choose Assets.

Hold until you see: "No renewable assets yet", or a table of assets.

0:31Step 2: Add an asset (Project, Assets)

Say: Press Track an asset. Pick the Client, then the Type: Domain, Hosting, Email, Software license, SSL certificate or Other. Type the Provider (optional), such as the registrar, and the Identifier, such as the domain name.

Hold until you see: The client, type and identifier are filled in.

0:54Step 3: Set the renewal and costs (Project, Assets)

Say: Set Purchased and Renews on. Tick Auto-renews on the provider side if it renews by itself. Enter the Renewal cost (resale) you charge the client and, if you resell it, the Wholesale cost (optional) you pay; the difference is your margin. Tie it to a service under Linked engagement (optional).

Hold until you see: The asset is saved and listed with its Renews date.

1:23Step 4: Filter to what needs action (Project, Assets)

Say: Use the status filters: Active, Expiring soon, Expired and Cancelled.

Hold until you see: Only assets with that status are listed.

1:36Step 5: See every client at once (/pipeline)

Say: Open Revenue in the Clients hub. Asset renewals · 90 days lists renewals across all projects for the next three months.

Hold until you see: A list of upcoming renewals for the whole agency.

1:53End card

Say: That is track domains, hosting and other renewals. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.

0 of 8 checked

Step 1: Open AssetsYou should see: "No renewable assets yet", or a table of assets.
Step 2: Add an assetYou should see: The client, type and identifier are filled in.
Step 3: Set the renewal and costsYou should see: The asset is saved and listed with its Renews date.
Step 4: Filter to what needs actionYou should see: Only assets with that status are listed.
Step 5: See every client at onceYou should see: A list of upcoming renewals for the whole agency.
Problem case: "Identifier is required (domain name, plan name, etc)."You should see: Type what the asset is, such as the domain name.
Problem case: "No assets in this filter."You should see: Change the status filter back to show all assets.
Problem case: The cost shows as "Cost (hidden)".You should see: Your role cannot see money. Ask the workspace owner.

By the end you can

Screens used

Steps

Open Assets

Add an asset

Set the renewal and costs

Filter to what needs action

See every client at once

Tips

Troubleshooting

Reference articles on this topic

Related lessons