Free for marketing agencies. The checklists and rules behind a monthly reporting workflow that pulls each client’s data, drafts the report in your template and keeps a person in charge of what reaches the client.

Inside (18-page PDF)

• The 6-step workflow on one page
• Monthly Client Collection Checklist (GA4, Search Console, Business Profile)
• Facts Gate: 5 checks before anyone reads a draft
• Account Manager Review Worksheet
• Drafting rules you can paste into any AI tool
• 3 sample report drafts: HVAC, dental, family law (fictional clients, synthetic data)

Built for

Agency owners and account managers who report monthly on SEO and Google Business Profile.

No promises of hours saved, rankings or revenue: measure minutes per report before and after on your own clients.

Free tool

The Facts Gate runs the 5 checks on any draft in your browser: every number traced to your facts, promises and unhedged causes flagged. allbuiltdifferent-gbp.vercel.app/tools/facts-gate

Free course

Also included: a 5-lesson course on Google Business Profile work for agencies, from the audit to the reports clients renew on.

Want the full method? See the AI Client Reporting for Agencies eBook. Want it built on your accounts? See the AI Ops Install Sprint.