The Agency Monthly Report
Clients need to see numbers, not explanations. This tutorial walks you through building a polished, white-label report that shows month-over-month AEO progress in under 10 minutes.
- RankAsAnswer Pro or Agency Plan
- At least one full month of scan history for the client's domain
- At least 2-3 tracked keywords set up for the client's project
- Client branding details (logo, company name) if using white-label export
Goal
Produce a monthly report that clearly shows your client their AEO score progress, Share of Voice movement against competitors, and the specific actions you took that drove improvement — all in a branded, client-ready PDF.
What to Report On
A strong AEO monthly report covers three narrative arcs:
Where You Stand
Overall AEO Score vs. last month. Pillar-by-pillar breakdown showing what moved.
vs. Competitors
Share of Voice trend. Which queries your client now owns vs. competitors.
What You Did
Specific fixes applied this month, tied to score improvements.
Why AEO reporting is different from SEO reporting
The Steps
Run a Full Analysis on the Client's Domain
Open the client's project in RankAsAnswer. On the Dashboard, click Re-scan All Pages to refresh every tracked URL with current data.
This ensures the report reflects the current live state of the client's site, not cached data. For sites with many pages, this may take 1–2 minutes.
Select Client Project → Dashboard → Re-scan All Pages → Wait for completion
Review the Share of Voice Dashboard
Navigate to Analytics in the left sidebar, then open the Share of Voice tab.
You will see a timeline chart showing your client's SOV percentage across their tracked keywords vs. their competitors. Look for:
- Upward trends — queries where your client is gaining ground
- Flat or declining lines — queries that need attention next month
- Competitor spikes — where a competitor published new content and jumped ahead
Screenshot the chart
Review Keyword Citation Trends
Open the Keywords tab and sort by Score Change (30 days). This shows you which keywords improved the most and which declined.
For each tracked keyword, note:
- The current citation readiness score
- The month-over-month delta
- The specific fix that drove the improvement (if applicable)
This data forms the "What We Did" section of the report — linking your work directly to measurable score improvements.
Export the White Label PDF
Click the Export Report button in the top-right of the Analytics dashboard. In the export modal:
- Toggle White Label Mode to replace RankAsAnswer branding with your agency's logo
- Enter your agency name and the client's company name
- Select the date range: previous calendar month
- Choose which sections to include: Score Summary, SOV Chart, Keyword Trends, Actions Taken
- Click Generate PDF
The PDF downloads to your machine within a few seconds. It is print-ready and formatted for both email attachment and screen viewing.
Customizing the report
Deliver to the Client
Send the PDF with a short executive summary in the email body. A strong 3-sentence structure:
Email template:
"This month, your AEO Score increased from [X] to [Y], a [Z]-point improvement. Your Share of Voice on [key query] grew from [A]% to [B]%, putting you ahead of [Competitor] for the first time. Attached is your full report — the biggest win this month was adding FAQ Schema to your product page, which drove most of the gain."
Always cite a specific number and a specific action. Vague "we improved your SEO" reports erode trust. Specific, causal narratives build it.
Retention tip
What's Next
You have completed all 5 tutorials. You now have a complete operational playbook for AI Search Optimization — from first audit to client reporting.
Repeat the cycle monthly
AEO is not a one-time fix. The best results come from a monthly loop: scan → identify gaps → fix → rescan → report. Use these five tutorials as your standard operating procedures for that loop.