product image
product image

AI Client Reporting for Agencies: Monthly Reports Without Account Hopping

$27

Collect every client's data, draft reports from facts, keep a human in charge.

Month-end reporting eats the last week of the month: log into GA4, Search Console and Google Business Profile for every client, export, paste, then write the commentary by hand.

This eBook lays out the workflow I use to fix that, step by step:
• One client register that tells the workflow where each client’s data lives
• Collection from standard exports (day 1) or the Google APIs (later), with errors logged per client so one failure doesn’t stop the roster
• A facts file per client: the only thing AI is allowed to use
• AI drafts in your template, with rules: no invented numbers, “likely related, not proven” for causes, no ranking or revenue promises
• Automatic checks before a human sees the draft, then account-manager review. Nothing is sent automatically.

Includes 2 worksheets (Monthly Client Collection Checklist; Facts File & Report Review Worksheet) and Report Studio, a browser tool that runs the workflow for your client roster: collection, facts, prompt, the 5 checks and review.

For: agency owners reporting on SEO / GBP for 10–60 clients.
Not for: anyone looking for a “set and forget” bot or guaranteed hours saved. The book is clear about what the workflow cannot do.

See sample report drafts (synthetic data): allbuiltdifferent-gbp.vercel.app/ai-ops

Rather have it built for you on your own accounts? Details at the link above.

Frequently asked questions