Executive summary report
One page for the decision maker: clicks, visits, top-10 searches, links, health, profile actions and leads against the period before.
- Home
- Report templates
- Agency
- Agency monthly client pack
Agency report template
Agency monthly client pack template
One branded pack: the executive page, rankings, content, backlinks, health, Business Profile, map grid, leads, AI answers, work done and next steps.
Everything for the monthly client meeting in one branded pack. It starts on last month; a part whose tool is off or outside the plan is left out with a note and never stops the pack.
Four steps
From template to a report your client reads
Choose
Pick the Agency monthly client pack in Reports → Templates and choose the project it is about.
Connect
See which sources it needs and their state for your project; connect what is missing in a click.
Customise
Choose the period and your brand, then tick sections, change their order and add your own cover.
Share
Download the PDF, send a private link, or put it on a schedule with your white label.
Section by section
What the Agency monthly client pack includes
-
Executive summary
The headline figures against the period before.
In the report as “Executive summary: Summary”.
-
Rankings and movers
The biggest climbs and drops and where the searches rank.
In the report as “Rankings and movers: Summary”.
-
Content
The pages with the most clicks.
In the report as “Content: Summary”.
-
Backlinks
Referring websites gained, and follow and nofollow links.
In the report as “Backlinks: Summary”.
-
Website health
The score of every scan in the period.
In the report as “Website health: Summary”.
-
Business Profile
How people found the profile and the actions they took.
In the report as “Business Profile: Summary”.
-
Leads
Leads by source.
In the report as “Leads: Summary”.
-
Work done and next steps
What was delivered and what comes next.
In the report as “Next steps”.
Make it yours
Customise the report
Sections and their order
Tick the sections you want and put them in your order; untick what your client does not need.
Any period
Last month, a quarter, the year so far, since the work started, or your own dates.
Your brand
Our brand, or white label with your logo and colours (with the white-label add-on).
Your own cover
A title, a subtitle, "Prepared for" and an introduction.
A schedule
Made and e-mailed weekly, monthly or quarterly, with sign-off first if your team wants it.
PDF or a private link
Download a PDF, or send a link your client reads online, with an end date and an optional password.
Data sources
What it connects
In the app the template shows each source's state for your project, with a link to connect what is missing. A figure that was not measured is never shown as zero.
Google Search Console
Clicks, impressions, click rate and positions in Google search.
Connect it once per project under Settings → Connections → This project.Google Analytics 4
Sessions, engagement, channels, landing pages and key events.
Connect it once per project under Settings → Connections → This project.Rank tracker
Positions of your tracked searches and your competitors'.
Measured by us: nothing to connect.Backlink checks
Referring websites and links found at each backlink check.
Measured by us: nothing to connect.Website scan
Health score, issues and every audit check from the newest scan.
Measured by us: nothing to connect.Google Business Profile
Calls, website clicks, directions and views of your profile.
Connect it once per project under Settings → Connections → This project.Map grid scans
Where your Business Profile shows on Google Maps across a grid of points.
Measured by us: nothing to connect.Lead inbox
Enquiries from your forms, calls and chats, with their source and outcome.
Measured by us: nothing to connect.AI answer checks
The questions put to AI assistants and who their answers name and cite.
Measured by us: nothing to connect.
Questions
Questions about report templates
Where does the data come from?
From what we already measure for the project: website scans, the rank tracker, backlink checks, AI answer checks, the lead inbox, and the Google sources you connect. Making a report never buys data or uses credits.
What if a source is not connected?
The template's page in the app shows each source with its state for your project and a link to connect it. A report made without it says which source is missing; a figure that was not measured is never shown as zero.
Can I change the sections?
Yes. After "Use template" the report is made with the template's sections; open the report type in Reports to tick other sections, change their order and add your own cover, then save your choices as a template.
Can I put my own brand on it?
Yes, with the white-label add-on and your brand set up under Agency, Branding: the report and its link page then carry your brand only.
Can it go to my client every month?
Yes. Make it on a schedule and it is made and e-mailed weekly, monthly or quarterly. A schedule made from a master template follows the master's latest sections and cover.
What is a master template?
A template your workspace keeps as the master. You make a copy for each client project; when you change the master's sections, brand or cover, every copy and every schedule made from a copy follows on its next use.
More in the help centre: Report templates.
Related templates
SEO report
The monthly SEO report: score, growth since Day 0, positions, work done and next steps.
Google Business Profile report
Calls, website clicks, directions, conversations, bookings and views against the period before, and each location.
Make your first Agency monthly client pack
Add your website, pick this template and share the report as a PDF or a private link. Reports use the data we already measure; making one never buys data.
Nothing is bought or published without your approval. No ranking guarantees.
