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Report AI Visibility to Clients

This workflow helps agencies and consultants report AI visibility to clients. It uses one project per client brand, the weekly brief for the narrative, and exports for the deliverable. The result is a clear, repeatable report that shows standing, movement, and the work done.

  • The reporting workflow, step by step
  • What to include in a client report
  • How to keep it repeatable
  1. One project per client. Keep each client brand in its own project. Your plan sets how many brands you can run.
  2. Set a cadence. Run reports on a consistent schedule so the trend is comparable.
  3. Use the weekly brief. Take the Score movement, competitor changes, and recommended actions as your narrative.
  4. Export. Export the report data to CSV or JSON, and tasks to Markdown, DOCX, or PDF.
  5. Show the work. Pair the metrics with the tasks shipped and the prompts they targeted.
  • The Score trend and per-model Visibility
  • Competitor win rate and share of voice
  • The sources targeted and any new citations earned
  • The actions taken and their intended effect

Use the same prompt set and cadence each period so reports compare cleanly. Lead with what changed and why, then show the work, rather than dumping raw numbers.

Your plan sets the number of brands (projects). See the pricing page.

Export the data and present it in your own template. Check current export and reporting options for your plan.