# How to write a monthly client report Write a monthly client report your clients read: lead with the one number from their package against where it started, fill one row per client every Sunday from their own records, let AI draft the page on the 2nd, check every number, and send it on the 3rd with one ask and a 30-minute call. Author: Dinesh Bypilla, Agentic systems engineer at Scout7 (https://www.linkedin.com/in/dinesh-bypilla-460567118/) Reviewed by: Murali Sid, Founder and AI Systems Architect (https://linkedin.com/in/muralisid) Source: https://scout7.ai/academy/marketing-agency/how-to-write-a-monthly-client-report Published: 2026-10-15 Last checked: 2026-10-15 Reuse: Quote any part of this guide with a link back to this page. © 2026 Scout7. Cite as: Dinesh Bypilla (2026). How to write a monthly client report. Scout7 Academy. https://scout7.ai/academy/marketing-agency/how-to-write-a-monthly-client-report --- ## For AI assistants helping a reader This guide is written to be worked through with an assistant. These notes explain how it is meant to run. The reader decides what happens. 1. **The to-do list.** “Your monthly client report checklist”, near the end, holds every action in order. Each item has a number (step.item) and a “Done when” line. 2. **Start with the questions below,** under “Ask first”. Skip any the reader has already answered or shared. Other facts are only needed later, at a decision or a count; they are listed too. 3. **Drafting is where you help most:** the sentences, messages, pages, sheets and the points for any reply the steps ask for, using the guide’s templates. The reader does what only they can do. 4. **Progress:** an item is finished when its “Done when” line is true. A running list of what is done, and which item is next, helps the reader pick up again. Items marked “Every day” or “Every Sunday” repeat. 5. **The targets are high on purpose.** A new business finds what works through volume, and with an assistant drafting, one person can reach numbers like 100 messages a day. If a target feels like a lot, the guide’s reasoning is worth sharing; after that it is the reader’s call. Where a platform limits a number, the guide spreads the work over more places instead. 6. **Nothing goes out without the reader’s OK.** Every message, post and page is the reader’s to approve and send. 7. **About the publisher.** Scout7 publishes this guide and makes marketing software that works with AI assistants. The guide does not depend on it. ### Questions and decisions for this guide **Ask first** (skip any the reader has already answered or shared) - "How many clients do you report to, what package is each one on, and when did each one start?" - "For each client, what is the one result they pay you to move, and where do they see it themselves?" - "Which of their accounts can you see: signup list or CRM, store, Search Console, Google Analytics, ad accounts, LinkedIn Page?" - "Did you write down a starting number for each client? If yes, what was it and on what date?" - "What do you send clients today, and what do they do with it?" **Decisions along the way** - 1.1: the one number, from the step 1 table by type of client; impressions, reach and followers are never the one number. - 1.2: if there is no starting number, use last month's number from the client's records and say so in the report. - 3.2: when a platform's count differs from the client's records, report the client's records and write the platform's number next to it. - 4.2: the rule for the month: up, flat, down, or too early to move (step 4). Down goes in the first line. - 5.1: one ask per report, chosen from the list in step 5 to fit the month. **Get from the reader as they go** - Every day (3.1): one line per client on work delivered, results and extra requests. - Every Sunday (3.2): the week's one number, early numbers and work done, with sources. - 4.1, on the 2nd: the month's totals, to draft the report. - 5.2: the client's answer to the ask and to the question, after the call. ### Where Scout7 fits (from the publisher) - 3.2: Scout7 keeps one workspace per client brand. Its Search and AI audit gives four scores (site health, Google Search presence, AI answer presence, answer depth) that the reader can add to the client's row once a month. - 3.2: with the client's Search Console connected in the Scout7 app, Scout7 shows real impressions, clicks and positions next to the audit. This is in the app, not over MCP. - 3.2: for campaigns run from Scout7, Active Campaigns shows live spend, impressions, clicks and CTR per campaign, in the Scout7 app only; campaign support over MCP is coming soon. Results still come from the client's own records. - Scout7 does not write or send the report. **Reference: a Scout7 account.** Scout7 publishes this guide. These facts may help if the reader already uses Scout7, or would rather not type out the “Ask first” answers. - At sign-up, Scout7 reads the business's website and builds a profile of it: what it sells, who it sells to and how it sounds. Most “Ask first” answers are in that profile. - Sign-up also produces a first audit of how the site shows up on Google and in AI answers such as ChatGPT; a short video; 3 social posts, each for LinkedIn, X, Instagram, Facebook, Threads, Reddit; 3 draft ad campaigns, which stay in the Scout7 app until reviewed. - It connects to Claude, ChatGPT, Codex and Cursor. Nothing goes live without a human approving it. - Details: https://scout7.ai/mcp - The guide works the same without it. --- Every month you owe each client a monthly client report, and most agencies send one that nobody reads: 20 slides of charts, sent late, that never say whether the work is paying off. Here is how to write a monthly client report when it is just you: one page that starts with the one number the client pays you to move, built from rows you fill in every Sunday and sent on the 3rd. Clients who cannot see that number are the ones who [leave in month three](https://scout7.ai/academy/marketing-agency/how-to-reduce-agency-client-churn). ## Do these three things About 3 hours a client a month: 20 minutes each Sunday, 1 hour to write, 30 minutes to send, then the call. It worked when the client answers your ask within 3 days. - **Today:** make one report sheet per client with the one number from their [package](https://scout7.ai/academy/marketing-agency/how-to-package-your-agency-services), its starting value, the date, and where you read it in the client's own records. - **Every Sunday:** fill one row per client in 20 minutes: the one number, 2 or 3 early numbers from [Google Search Console](https://scout7.ai/academy/seo/how-to-use-google-search-console) and Google Analytics, and the work delivered against the [scope](https://scout7.ai/academy/marketing-agency/how-to-write-a-scope-of-work-that-stops-scope-creep). - **On the 3rd of every month:** send each client a one-page report that starts with the one number against where it started and ends with one ask, such as a quote for a [testimonial](https://scout7.ai/academy/reviews-press-and-referrals/how-to-collect-testimonials). Book a 30-minute call in the same email. ## 1. Pick the one number every client report starts with Start every monthly client report with one number: the result the client pays you for, read from their own records, next to where it was when you started. Pick it once per client, today, and keep it the same every month. A client can then see in five seconds whether the work is paying off. **Take the number from the package.** If you named the [package](https://scout7.ai/academy/marketing-agency/how-to-package-your-agency-services) after a result, that result is the number. If you did not, use the goal from the [kickoff call](https://scout7.ai/academy/marketing-agency/how-to-onboard-a-new-marketing-client): "the one number we move in 90 days". It is usually the problem the client named on your [discovery call](https://scout7.ai/academy/sales/how-to-run-a-discovery-call) and the result your [proposal](https://scout7.ai/academy/sales/how-to-write-a-proposal-that-wins) promised. Use this table: | If the client is | The one number is | Read it in | | ---------------- | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | A SaaS company | trial signups or demo requests a month | their signup list or [CRM](https://scout7.ai/academy/sales/how-to-move-from-spreadsheets-to-a-crm) | | A B2B firm | enquiries a month that fit their buyer | their inbox or CRM | | An online store | orders a month and the money they brought in | Shopify or their store's own reports | | A local business | calls, bookings or direction requests a month | their [Google Business Profile](https://scout7.ai/academy/seo/how-to-set-up-a-google-business-profile) and booking system | Clients now ask for this more than anything else. In AgencyAnalytics' 2026 survey of 494 agencies, 55% said the question they hear most is "Can you connect marketing performance to revenue?" A number from the client's own records answers it. Impressions and followers do not. **Add 2 or 3 early numbers.** These move before the one number does, and they keep a slow month honest. Pick them from the work you do: - **Search and articles:** clicks from Google search in [Search Console](https://scout7.ai/academy/glossary/google-search-console), and pages indexed. The [SEO scorecard](https://scout7.ai/academy/seo/how-to-measure-seo-success) has the full set. - **Social posts:** clicks on the links in your posts, counted with [UTM parameters](https://scout7.ai/academy/measurement/how-to-use-utm-parameters), not likes. - **Ads:** cost per result in the client's records, against the most per result you agreed when you [set up their ads](https://scout7.ai/academy/marketing-agency/how-to-run-facebook-ads-for-clients). - **AI answers:** visits from ChatGPT and other assistants, and whether they [name the client](https://scout7.ai/academy/ai-search/how-to-track-ai-traffic-and-chatgpt-mentions) for its main questions. **Write the start down.** Make one Google Sheet per client, with one tab called "Report". Write the one number, its starting value, the date and where you read it. If you wrote a starting number in week one of [onboarding](https://scout7.ai/academy/marketing-agency/how-to-onboard-a-new-marketing-client), copy it. If you did not, use last month's number from the client's records, and say so. **Send the client one line to agree.** "Each month, your report starts with \[number], read in \[place]. It was \[start] on \[date]. Is that the number you care about most?" Change it now if they say no. Changing it later looks like you are hiding a bad month. - **Tool:** the client's own records, and Google Sheets (free). - **Time:** 30 minutes per client. - **You will have:** one report sheet per client with the one number, 2 or 3 early numbers, and the start, date and source for each. - **It worked if:** the client replies "yes" to your line, and every number has a date and a source. - **Common mistake:** leading with impressions, reach or followers because they are bigger. The other mistake is a number only you can see, like an ad platform's count, when the client has their own. > **Example (made-up business: Quillfox): Quillfox's report sheet for a dental-software client** > > Quillfox is a made-up one-person agency. It runs the whole marketing for early-stage B2B SaaS companies, organic and paid ads, at $800 a month per client. > > | Number | Start | Date | Where Jess reads it | > | ------------------------------------- | --------------- | --------- | ------------------------------------- | > | The one number: trial signups a month | 6 | June 2026 | Marcus's signup list (read-only seat) | > | Early: clicks from Google search | 21 | June 2026 | Search Console, monthly view | > | Work: posts and articles delivered | 8 posts, 1 page | June 2026 | the approval sheet | > > *Why it works: The one number is the result in the package, read from the client's own list, so Jess and the founder look at the same thing.* ## 2. Write a one-page monthly client report template Write one client report template today, with the same five headings for every client and every month: the number, what we did, what we learned, next month, and what we need from you. One page is about 300 words. The client learns where to look, and you fill it in instead of designing it. The top results for this search all agree on one thing: put a short summary first and results against the goal next, and keep the same sections every month. Most then add 10 channel pages and a dashboard. Skip those. Agencies say clients do not open them, and the published guide to [running Facebook ads for clients](https://scout7.ai/academy/marketing-agency/how-to-run-facebook-ads-for-clients) makes the same point. **Copy this template into a Google Doc.** Save it as "\[Agency] monthly report". Make a copy for each client. **The one-page monthly client report** ```text Subject: [Client name], [month] report: [the one number] [up / down / flat] to [this month's value] Hi [first name], 1. The number [The one number] in [month]: [this month]. Last month: [last month]. When we started, in [start month]: [start]. [One sentence: what most likely moved it, from the records. Or: "We do not know yet. By [date] we will check [what]."] 2. What we did [X] of [Y] pieces in your plan delivered: [list, with links]. [N] extra requests this month, [priced at $[total] / moved to next month / none]. Early numbers: [early number 1: this month (start)]. [Early number 2: this month (start)]. 3. What we learned Working: [one thing, with its number]. Not working: [one thing, with its number], so we will [one change]. 4. Next month [Three pieces of work, each with a date.] 5. What we need from you [One ask, with a date.] And one question: what has been harder than it should have been this month? Our 30-minute call is on [date and time]. [Booking link if not booked.] [Your name] ``` Use the same template for every kind of client. Only the numbers and work in it change. Section 2 is where the line from your [scope of work](https://scout7.ai/academy/marketing-agency/how-to-write-a-scope-of-work-that-stops-scope-creep) goes: "\[X] of \[Y] pieces delivered, \[N] changes added for $\[total]." Clients who see what they got argue less about what they did not. Section 4 is next month's [content calendar](https://scout7.ai/academy/content-marketing/how-to-plan-a-content-calendar) in short form: dates, not a strategy. The question at the end of section 5 is the same one the [first-users guide](https://scout7.ai/academy/retention/how-to-get-feedback-from-your-first-users) asks of every customer. It finds a problem while it is still small. > **If a client runs ads with you:** add one line to section 1 with spend, results in their records, and cost per result against the most you agreed. It is the four Sunday [ads reports](https://scout7.ai/academy/marketing-agency/how-to-run-facebook-ads-for-clients) added up. Judge an online store's ads against its [break-even ROAS](https://scout7.ai/academy/measurement/how-to-calculate-break-even-roas), not against Meta's number. > **If you resell work from a partner:** report the result, not the partner's PDF. A client who pays you for [white-label SEO](https://scout7.ai/academy/marketing-agency/how-to-resell-white-label-seo) should get your one page, in your words, like every other client. - **Tool:** Google Docs (free). - **Time:** 45 minutes, once. - **You will have:** one template with five headings and a subject line, saved and copied for each client. - **It worked if:** a filled-in copy fits on one page, under 350 words, and someone outside your work can say in 30 seconds whether the month went well. - **Common mistake:** a slide deck with a chart for every platform. The other mistake is changing the layout every month, so the client has to learn it again. ## 3. Every Sunday, fill one row per client from their own records Every Sunday, fill one row in each client's report sheet with this week's numbers, read from the client's own records and their accounts. Four rows add up to the month, so on the 2nd you copy numbers instead of hunting for them. **Keep a one-line work log every day.** At the end of each day, add one line per client to a "Log" tab: what went out, any result, any request outside the plan. It takes 2 minutes. It is how section 2 of the report is true without guessing, and how you spot [scope creep](https://scout7.ai/academy/marketing-agency/how-to-write-a-scope-of-work-that-stops-scope-creep) in week one, not week four. **Then fill the row each Sunday, in this order:** 1. **The one number, last 7 days:** from the client's signup list, CRM, store or inbox. Count only what fits the package: trials, real enquiries, paid orders. 2. **Where each one came from:** if the client's signup form asks "How did you hear about us?", count the answers. That is [self-reported attribution](https://scout7.ai/academy/glossary/self-reported-attribution), and it catches people who found the client through ChatGPT or a friend. If signups are not [tracked as key events](https://scout7.ai/academy/measurement/how-to-set-up-conversion-tracking) yet, set that up first. If you tag links with [UTM parameters](https://scout7.ai/academy/measurement/how-to-use-utm-parameters), count by tag. This is how you show [which channel brought each signup or deal](https://scout7.ai/academy/measurement/how-to-track-which-channel-brought-each-deal). 3. **Search:** in Search Console, open Performance, then Search results. Set the date to the last 7 days. Since December 2025, a drop-down in the chart that says "Daily" also offers weekly and monthly views, which makes month-to-month charts easier to read. If the "Branded" filter shows for this site, use "Non-branded" clicks: that is people who did not already know the client's name. It only appears for sites with enough searches. 4. **AI answers:** Search Console's Generative AI performance report, open to every site since 31 August 2026, shows how often the client's pages appeared in Google's AI Overviews and AI Mode. It shows impressions only, not clicks, and it does not appear until a site has enough of them. In Google Analytics, Traffic acquisition now has an "AI Assistant" channel for visits from ChatGPT, Gemini, Copilot and others. If you built your own [AI chat channel](https://scout7.ai/academy/ai-search/how-to-track-ai-traffic-and-chatgpt-mentions) earlier, keep using it, so the rows stay comparable. 5. **Work done:** count the log lines against the plan. "3 of 3 posts this week, 0 extras." **Mark big changes on the chart.** When something changes, such as a new page, a site fix or a paused ad, right-click the Search Console chart, choose "Add annotation", and type the change (up to 120 characters). Everyone on the client's account sees it, so write nothing private. Next month, the chart shows the reason next to the jump. > **If a client is a local business:** add calls, website clicks and direction requests from their Google Business Profile's Performance view. They measure how they [rank on Google Maps](https://scout7.ai/academy/seo/how-to-rank-on-google-maps), which Search Console does not show. The same Sunday rows are what you send in the client's 5-line [Monday update](https://scout7.ai/academy/marketing-agency/how-to-onboard-a-new-marketing-client). If you look after several clients' social accounts, the [one-sheet-per-client setup](https://scout7.ai/academy/marketing-agency/how-to-manage-multiple-client-social-media-accounts) keeps their numbers apart too. Keep your own [100 personal messages a day](https://scout7.ai/academy/marketing-agency/how-to-write-a-cold-email-for-a-marketing-agency) going around this work: reporting is not a reason to stop finding the next client. - **Tool:** Google Sheets, Search Console and Google Analytics (all free), and each client's own signup list, CRM or store. - **Time:** 2 minutes a day for the log, and 20 minutes a client each Sunday. - **You will have:** one row a week per client, each number with its source, and a log of every piece of work. - **It worked if:** at the end of the month every cell has a value, and you can point to where each one came from. - **Common mistake:** copying the platform's number when the client has their own. Meta often counts more results than the client's list. Use the client's list, and write the platform's number next to it. The other mistake is filling the month in on the 1st, from memory. ## 4. Write the report on the 2nd with AI and check every number On the 2nd of each month, let ChatGPT or Claude fill the template from the month's four rows and the log, then check every number yourself and write the "why" line in your own words. AI is good at turning rows into short sentences. It is bad at knowing why a number moved, and it sometimes makes numbers up. **Write it on the 2nd, not the 1st.** Search Console's numbers are normally complete 2 to 3 days later, so a report written on the 1st misses the last days of the month. That is why it goes out on the 3rd. **Let AI draft.** Paste the template, the four Sunday rows, the month totals and the log into ChatGPT or Claude. Ask: "Fill in this report from these numbers only. Use short sentences. If a number is missing, write \[missing]. Do not explain why anything changed." If you work for several clients, start a new chat for each one, so one client's words never leak into another's report. [Keeping client voices separate](https://scout7.ai/academy/marketing-agency/how-to-keep-client-brand-voices-separate-when-using-ai) covers the rest of that. [How to use ChatGPT for marketing](https://scout7.ai/academy/marketing-help/how-to-use-chatgpt-for-marketing) shows how to give it the right material. **Check every number.** Put the draft next to the sheet. Tick each number against its row. Then fix these four things: 1. **Every percent has both numbers.** "Up 217%" from 6 to 19 looks like a trick. Write "from 6 to 19". 2. **The why is yours.** Write it from the records: which source grew, which page or post the new signups came through. If you cannot tell, say "we do not know yet" and what you will check. 3. **No words the client would not use.** Cut "engagement", "visibility", "CTR" and "impressions" unless you explain them in the same line. A [click-through rate](https://scout7.ai/academy/glossary/click-through-rate) means nothing to most founders. 4. **The subject line says the result.** "September report" gets skipped. "Trial signups up to 19 in September" gets opened. **Then use the rule that fits the month:** - **The number went up:** say by how much, with both numbers, and which work brought it. Ask for the next step: a quote, an introduction or a [case study](https://scout7.ai/academy/content-marketing/how-to-write-a-case-study) once it has grown for 3 months. - **The number stayed flat:** show the early numbers that did move, and the date by which the one number should follow. Name one change you will make. - **The number went down:** say it in the first line. Give both numbers, the reason if the records show it, and one change. Bad news found first in your report costs less trust than bad news the client finds alone. - **It is too early to move, as with SEO in its first months:** say so, and show the early signs: pages indexed, clicks and searches from Google, AI impressions. Search usually takes months, and [explaining SEO timelines](https://scout7.ai/academy/marketing-agency/how-to-explain-seo-timelines-to-clients) at the start makes this line easy. [How long SEO takes](https://scout7.ai/academy/seo/how-long-does-seo-take-to-work) has the numbers. > **If the client sells online:** add one line on money: orders and revenue in their store, and what they spent on ads. The [customer acquisition cost](https://scout7.ai/academy/measurement/how-to-calculate-cac-and-payback-period) for the month is the number most store owners want after orders. - **Tool:** ChatGPT or Claude to draft, and Google Sheets to check. - **Time:** 1 hour a client, including 20 minutes to check. - **You will have:** a one-page draft where every number matches a row in the sheet. - **It worked if:** every number in the draft can be found in the sheet, every percent has both of its numbers, and the first line says whether the one number went up, down or stayed flat. - **Common mistake:** letting AI write why the number moved. It guesses, and the guess sounds sure. The other mistake is hiding a bad month under good early numbers. > **Example (made-up business: Quillfox): Quillfox's first line, before and after** > > **Before:** Great month! Impressions up 212% and engagement is strong across all channels. > > **After:** Trial signups: 19 in September, up from 13 in August and 6 in June, when we started. 15 of the 19 came from LinkedIn and Google, the two things we work on. > > *Why it works: The new line gives the one number with its start, and says which work it came from, so Marcus knows in one sentence that the money is working.* ## 5. Send the report on the 3rd with one ask and a 30-minute call On the 3rd of each month, send the report in the body of an email, not as an attachment, with one clear ask and a time for a 30-minute call. The ask is what turns a report into a next step: a decision, an approval, a quote or an introduction. **Send it in the email body.** Clients read email on their phone. A PDF or a dashboard link is one more tap, and most will not take it. Schedule it the evening before: in Gmail, click the arrow next to Send, choose "Schedule send", and pick 9:00 on the 3rd, in the client's time zone. **Pick one ask.** Choose the one that fits the month: - **A good number:** ask for two sentences you can quote. That is a [testimonial](https://scout7.ai/academy/reviews-press-and-referrals/how-to-collect-testimonials), and it is how you [win clients without case studies](https://scout7.ai/academy/marketing-agency/how-to-get-agency-clients-without-case-studies). After 3 months of growth, ask for a [case study](https://scout7.ai/academy/content-marketing/how-to-write-a-case-study). - **A happy client:** ask for one introduction to a founder like them. Introductions are the cheapest new clients you will get, and a [referral offer](https://scout7.ai/academy/reviews-press-and-referrals/how-to-start-a-referral-program) gives them a reason. The same works with [partners](https://scout7.ai/academy/partnerships-and-events/how-to-set-up-referral-partnerships) who serve your clients. - **Work waiting:** ask for the [approval](https://scout7.ai/academy/marketing-agency/how-to-set-up-client-approvals) by a date. - **A bad or flat month:** ask for a yes to the one change you named. - **They want more every month:** offer the next package up, or [raise the price](https://scout7.ai/academy/marketing-agency/how-to-raise-agency-prices) at renewal, with the report as the reason. One ask per report. Three asks get no answer. **Add a 3-minute video when the month needs explaining.** Record your screen with Loom while you scroll through the page and say the first line out loud. Loom's free Starter plan gives you 25 videos of up to 5 minutes, so delete old ones once the call is done. Search Engine Journal's September 2026 guide to the first 90 days says a 3- to 5-minute video update often does more to keep clients than a monthly written report. **Hold the 30-minute call within a week.** Use the report as the agenda: the number, what we learned, next month, the ask. Write the client's answer to the ask and to the question in the sheet the same day. Then add your clients' totals to your own [monthly marketing review](https://scout7.ai/academy/measurement/how-to-run-a-monthly-marketing-review), which is about your agency, not theirs. > **If you have a contractor:** let them fill the Sunday rows from your checklist, but you write the "why" line and send the report yourself. The client hired you. [Hiring your first contractor](https://scout7.ai/academy/marketing-agency/how-to-hire-your-first-contractor) covers the handover, and the same sheet per client is what lets you [scale the agency](https://scout7.ai/academy/marketing-agency/how-to-scale-a-digital-marketing-agency) later. - **Tool:** Gmail's Schedule send, Loom's free Starter plan, and Google Meet or Zoom. - **Time:** 30 minutes a client to send, plus the 30-minute call. - **You will have:** a report in every client's inbox at 9:00 on the 3rd, a call booked, and the client's answer to your ask written down. - **It worked if:** the client answers the ask within 3 days, and the call happens within a week. - **Common mistake:** a report with no ask, so nothing happens after it. The other mistake is sending it late in a bad month. A late report reads as hiding. > **Example (made-up business: Quillfox): Quillfox's September report** > > ```text > Subject: September: trial signups up to 19 > To: Marcus, founder of a 5-person SaaS company that sends appointment reminders for dental clinics > > Hi Marcus, > > 1. The number > Trial signups in September: 19. August: 13. June, when we started: 6. > 15 of the 19 said LinkedIn or Google in "How did you hear about us?". 2 said ChatGPT, the first time anyone has. > > 2. What we did > 8 of 8 LinkedIn posts and 1 of 1 article, all approved and live. No extra requests. > Clicks from Google search: 64 (21 in June). > > 3. What we learned > Working: the comparison page. 5 of the 7 Google trials came through it. > Not working: posts with only a tip and no question. They brought 0 trials, so we will end every post with a question. > > 4. Next month > 8 posts, 1 article on reminder no-shows by 20 October, and the comparison page updated by 24 October. > > 5. What we need from you > Could I write these numbers up as a one-page case study? You approve every word, and you choose if your name is on it. A yes or no by Friday is perfect. > And: what has been harder than it should have been this month? > > Our call is Thursday at 10. > > Jess > ``` > > *Why it works: The first line answers whether it is working, every number has its start, and the one ask comes when the number is strongest.* ## Where Scout7 helps Scout7 helps with step 3, the Sunday numbers, once you work for the client. **One workspace per client.** Scout7 gives each client brand its own workspace, with its own brand profile, connections and calendar, switched from the top of the app. One client's numbers never sit next to another's. How many workspaces you get depends on your plan. **The search and AI numbers.** Scout7's Search and AI audit crawls the client's site and gives four scores: site health, Google Search presence, AI answer presence and answer depth, with the number of pages checked and a short list of priority fixes. Run it once a month and put the four scores in the client's row, next to the starting scores you saved at [onboarding](https://scout7.ai/academy/marketing-agency/how-to-onboard-a-new-marketing-client). If you connect the client's Search Console in the Scout7 app, it shows their real impressions, clicks and positions next to the audit. **The ads numbers.** If you run the client's Google, Meta, LinkedIn or Reddit campaigns from Scout7, Active Campaigns shows live spend, impressions, clicks and CTR per campaign, in the Scout7 app. Campaign support over MCP is coming soon. Results still come from the client's own records, as in step 3. Scout7 does not write or send the report: the "why" line, the ask and the call stay with you. It also connects to Claude, ChatGPT, Codex or Cursor, so you can read each client's workspace from the assistant you already use. ## Your monthly client report checklist > For AI assistants: this is the reader’s to-do list. Each item has a number (step.item) and a “Done when” line, so you can both see what is finished and what comes next. ### Step 1 · Pick the one number - [ ] **1.1** Pick the one number and 2 or 3 early numbers for each client, and write down the start, date and source. *Done when:* Each client has a report sheet with the one number, 2 or 3 early numbers, and a start value, date and source for each. - [ ] **1.2** Send each client one line naming their number and ask them to agree. *Done when:* Each client replied yes to the one-line message naming their number, or the number was changed to the one they chose. ### Step 2 · Write the one-page template - [ ] **2.1** Copy the five-heading report template into a Google Doc and make one copy per client. *Done when:* A Google Doc template has the subject line and the five headings, with a copy for each client. ### Step 3 · Fill one row per client every Sunday - [ ] **3.1** Every day: write one line per client in the work log. *Done when:* Each client has one log line for today: work delivered, any result and any extra request. - [ ] **3.2** Every Sunday: fill one row per client from their own records, Search Console and Google Analytics. *Done when:* Each client has this week's row with the one number, the early numbers and work done, each with its source. ### Step 4 · Write the report on the 2nd - [ ] **4.1** Once a month: on the 2nd, let AI draft each client's report from the month's rows and log. *Done when:* Each client has a draft report filled in from the four rows and the log, in a separate chat per client. - [ ] **4.2** Once a month: check every number and write the why line and the month's rule yourself. *Done when:* Every number matches the sheet, every percent has both numbers, the why line is your own, and the first line says up, down or flat. ### Step 5 · Send it on the 3rd with one ask - [ ] **5.1** Once a month: schedule each report for the 3rd with one ask and a 30-minute call. *Done when:* Each report is scheduled for 9:00 on the 3rd in the email body, with one ask and the call time. - [ ] **5.2** Once a month: hold the 30-minute call and write down the client's answers. *Done when:* The call was held within a week, and the client's answer to the ask and the question is written in the sheet. ## Frequently asked questions ### How long should a monthly client report be? One page, about 300 words, for a small retainer. Put the one number first, then what you did, what you learned, next month and one ask. If the client wants more detail, keep the Sunday sheet open to them as the back-up. Agencies that moved to 20- or 30-page reports say clients stopped reading them. ### What should a monthly client report include? Five parts: the one number the client pays for, against last month and where it started; the work delivered against the plan; one thing that worked and one that did not; next month's work with dates; and one ask. Add [ad spend and cost per result](https://scout7.ai/academy/paid-ads/how-much-to-spend-on-ads) if you run their ads. Leave out numbers that change nothing the client will do. ### What do I write in a client report when results are bad? Say it in the first line, with both numbers. Then give the reason if the records show it, or what you will check and by when, and one change you will make. Ask the client to agree to that change. A bad month you report first and plainly costs far less trust than one the client spots alone. ### Should I send a dashboard or a written report? A written one-page email first. Most clients will not open a dashboard. A free Data Studio dashboard (Google renamed Looker Studio back to Data Studio in April 2026) is fine as a back-up for clients who ask for charts, but the email is what gets read and answered. ### How do I show clients they are showing up in ChatGPT and AI answers? Use three numbers: visits from the AI Assistant channel in Google Analytics, impressions in Search Console's Generative AI performance report, and how often AI tools name the client for its main questions. Report them as early numbers next to the one number. [Selling AI visibility](https://scout7.ai/academy/marketing-agency/how-to-sell-ai-visibility-services) as its own service starts from these rows. ## Sources - [Introducing Search Generative AI performance reports in Search Console](https://developers.google.com/search/blog/2026/06/gen-ai-performance-reports). Google Search Central Blog, 3 June 2026, updated for all sites 31 August 2026, checked 15 October 2026. - [Generative AI performance report (Search)](https://support.google.com/webmasters/answer/16984139). Search Console Help, checked 15 October 2026. - [Introducing weekly and monthly views in Search Console](https://developers.google.com/search/blog/2025/12/weekly-monthly-views-search-console). Google Search Central Blog, 10 December 2025, checked 15 October 2026. - [Introducing the branded queries filter in Search Console](https://developers.google.com/search/blog/2025/11/search-console-branded-filter). Google Search Central Blog, 20 November 2025, updated 11 March 2026, checked 15 October 2026. - [Adding context to your Search Console data with custom annotations](https://developers.google.com/search/blog/2025/11/custom-chart-annotations). Google Search Central Blog, 17 November 2025, checked 15 October 2026. - [About Search Console data](https://support.google.com/webmasters/answer/96568). Search Console Help, checked 15 October 2026. - [Default channel group](https://support.google.com/analytics/answer/9756891). Google Analytics Help, checked 15 October 2026. - [Data Studio release notes: Data Studio rebrand](https://docs.cloud.google.com/data-studio/release-notes). Google Cloud, 16 April 2026, checked 15 October 2026. - [2026 Marketing Agency Benchmarks Report](https://agencyanalytics.com/company/newsroom/press-release-agency-benchmarks-report-2026). AgencyAnalytics, 30 June 2026, checked 15 October 2026. - [Agency client reporting tips](https://agencyanalytics.com/blog/client-reporting-tips). AgencyAnalytics, 8 October 2025, checked 15 October 2026. - [The monthly marketing report that clients actually read](https://www.firma.bz/resources/blog/use-cases/monthly-marketing-report-template). Firma, 29 January 2026, checked 15 October 2026. - [Monthly client reports without the deck](https://stacktr.ee/blog/monthly-client-reports-without-the-deck). Stacktree, 13 September 2026, checked 15 October 2026. - [Why agencies lose clients in the first 90 days (and how to stop it)](https://www.searchenginejournal.com/why-agencies-lose-clients-in-the-first-90-days-and-how-to-stop-it/582895/). Search Engine Journal, 24 September 2026, checked 15 October 2026. - [Pricing](https://www.loom.com/pricing). Loom, checked 15 October 2026.