Client Reporting

Reporting here is generated from the same tracked prompts every period, which is what makes the comparison honest.

What belongs in the report#

The trend, not the snapshot. Clients care whether the line is moving. Lead with direction over time.

Competitive context. A score in isolation is unreadable. Next to two named rivals it becomes a story.

Prompt coverage. Which buyer questions you track and how the client performs on each. This is where the client recognises their own sales conversations.

Cited sources. The evidence layer. It answers "why" before the client asks, and it justifies next month's work.

Recommended actions. Two or three specific source-level moves, taken from the citation gaps.

Keep it comparable#

Same prompts, same competitors, same cadence. Every edit to the prompt set breaks continuity, so batch changes at a quarter boundary and say so in the report.

Export and send#

Reports export as PDF with the visibility trend, top prompts, cited sources, competitor gaps, and recommended actions in one document. Send it as-is or drop sections into your own template.

A cadence that works#

Monthly for the client-facing report — long enough for source work to show up. Weekly for your own review, so a sudden drop gets caught while it is still diagnosable.

Next#

• Plans and Credits — projects per plan for multi-client work
• Track Competitors