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Reporting Resources

Monthly Report Template
Monthly Reporting

Monthly Report Template

Client-facing reporting that brings SEO and GEO performance together in one clear monthly view. Use the template to present key performance movements, highlight important wins and opportunities, explain what changed, and provide clear commentary around the results. It helps turn complex SEO and AI visibility data into a simple, client-ready story that makes progress, impact, and next steps easy to understand. 

What's included

     
  • SEO performance and key movements
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  • GEO and AI visibility metrics
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  • Clear commentary around performance
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  • Client-ready reporting structure
Slides PDF Looker

Executive Summary Template

The half page most clients actually read. Summarise the key movements, wins, risks and priorities so clients can quickly understand what changed and what needs attention next.

PDF

KPI and Metrics Glossary

What to report, what matters, and what to leave out. Use the glossary to keep reporting focused on meaningful performance indicators and explain the metrics clearly to clients.
PDF

QBR deck template

Quarterly review, strategy and renewal built in. Structure the conversation around performance, priorities and the next quarter, with a clear route from results to future opportunities.
Slides

Renewal and upsell guide

When to raise it, what to raise, and how to price it. Use the guide to connect client results with the next relevant opportunity and approach renewal and expansion conversations with a clear plan.
PDF