Monthly client report structure
Pull the numbers from your tools even without an all-in-one platform: health score from Lighthouse/PageSpeed, rankings from your rank tracker (Ahrefs/Semrush/BrightLocal), AI visibility from your monthly prompt runs, traffic/leads from GA4 + Search Console.
1. Executive summary
- One paragraph: what changed and why it matters, in plain language
2. The numbers that matter
- Website health score (and change)
- AI visibility (and change)
- Search rankings for priority keywords
- Traffic and, where possible, leads/revenue
3. What we did this month
- 3–6 specific actions, each tied to a goal
4. What it produced
- Wins, with before/after where you have it
- Honest notes on anything that underperformed
5. What's next
- The top 3 priorities for next month and why
Sample artifact — the "numbers that matter" table
Fill it with the client's real figures (labels below are illustrative; leave a cell blank rather than guess):
| Metric | Last month | This month | Source |
|---|---|---|---|
| Site health score | — | — | Lighthouse / PageSpeed |
| "[priority keyword]" rank | — | — | Rank tracker |
| Named in AI answers (of 10 prompts) | — | — | ChatGPT/Gemini/Perplexity |
| Organic sessions | — | — | GA4 |
| Leads / calls | — | — | GA4 + call tracking |
Tips
- Lead with outcomes, not activity
- Keep it skimmable; link to the live portal/dashboard for detail
- Always end with a clear, confident next step
- Report real numbers only — an honest blank beats an invented figure