You landed your first couple of clients as an SEO agency. Congratulations!
Now comes the hard part.
You have to find a way to KEEP your clients.
If you look around for client retention strategies, you’ll find all kinds of different advice, but I can boil it all down to a single word:
That’s right. Your client relationships are like any other relationship: communication is key.
One of the best ways to communicate with your clients and keep that relationship in the honeymoon phase is to send awesome monthly SEO reports that include everything they need to know that you’re killing it on your end.
This article is going to show you how to create the perfect monthly SEO report to blow your clients away.
Let’s get started!
- Why Reports Are Essential for Any SEO Strategy
- What to Include in a Monthly SEO Report
- How to Make a Monthly SEO Report With ProRankTracker
Why Reports Are Essential for Any SEO Strategy
Have you ever found yourself putting a lot of effort into your SEO strategy but still failing to achieve the desired results?
You’re not alone!
Everyone knows that SEO isn’t optional, but few people realize that a good REPORTING strategy is just as important as a good SEO strategy.
Reports are essential in providing insights into what works and what doesn’t work–no matter if you’re an agency or if you’re just doing SEO for your own business.
Before we discuss how to create an awesome SEO report, let’s consider why reports are crucial for any SEO strategy.
Reason #1: Improve Communication with Clients
One of the significant benefits of reports is that they improve communication with clients.
Reports create a platform for sharing insights and, more importantly, demonstrating the progress of the SEO strategy. They let your clients know you’re doing your job and keep them in the loop about changes.
With reports, clients can easily identify the areas where their business is excelling and areas in need of improvement. They also give your client enough knowledge of what’s going on to be able to inform you of any priorities they have.
Reports are a fundamental tool for creating transparency, which in turn strengthens the relationship between you and your clients.
Reason #2: Stay Up-to-Date on Your Ranks
SEO is a long-term game, so it’s essential to stay updated regularly on the progress of your SEO rankings.
Reports allow you to track changes in rankings over a specified period. By analyzing these changes, you can gain valuable insights into why your ranks are changing, how to improve your content, and other adjustments that are essential for your ranking.
Looking at these reports enables businesses to maintain a long-term understanding of their strategies, making it easier to make data-driven decisions and pivot if necessary.
Reason #3: Retain Your Clients Long Term
Another significant benefit of using reports is that they enable you to retain your clients in the long run.
With regular updates, businesses can show clients the value of their investment in SEO. Clients who see improvements in the overall ranking of their website are more likely to stick with your business in the long term.
Regular reporting is a tool for creating trust and accountability between your business and clients. In other words, if you like having clients, you should ensure that you’re sending them regular reports!
What to Include in a Monthly SEO Report
When it comes to SEO, the process of monitoring, measuring, and reporting is crucial. Keeping track of your SEO performance is as important as improving it.
This is where a monthly SEO report comes in.
If you really want to understand your ranks and how they’re changing, you need more than a quick daily rank check. You need regularly scheduled reports that dive deep into your rank changes.
Looking at and digesting the information from these reports separates successful businesses from those who fall into Google oblivion (a.k.a the second page of the Google SERP).
Let’s take a quick look at what you should include in your monthly reporting schedule to get the most benefit.
Rank Changes for the Month
One of the main reasons for monitoring SEO performance is to track any changes in rankings.
Because without keyword rankings, you won’t get traffic OR sales.
Therefore, including rank changes for the month in your report is vital. It showcases the progress made in keyword rankings over time.
Include both the positive and negative changes and explain why they occurred.
This will help you identify factors, such as updates in Google’s algorithm, that contributed to the rank changes.
In addition, adding any rank changes that occurred during the month gives your clients a chance to see that your services are improving their overall SEO performance. Don’t pass on this chance to toot your own horn!
Comparisons With Competition
Knowing how your competitors are performing is just as important as analyzing your own performance.
Include a comparison with your competitors in your report to provide a benchmark for your progress. In other words, your main goal on the SERP is to beat your competitors, and including these comparisons in your monthly reports gives your clients the chance to see how well that goal is being achieved.
Additionally, these comparisons should help you identify changes in your opponents’ strategies, which can help you find areas where you should improve your own strategy.
It may be hard to believe, but your clients don’t pay you money just because they like you. They pay you for results!
Therefore, it’s important to include client-requested information in your report. Anything your client wants to see should find its way onto a report in their inbox ASAP!
Your clients might want a variety of different data points:
- Ranking comparisons between different locations
- Graphs and charts that display overall ranking performance
- SERP snapshots
As an agency, your job is to provide your client with anything that can help them understand their SEO better. The only way you can do this effectively is by communicating with them and asking if there is anything they specifically want to see on their monthly reports.
You could probably send your reports as a simple Excel sheet, but I wouldn’t recommend it.
Because it’s BORING!
Instead, you should be sending professional-looking reports that have been customized with:
- Your company colors
- Your logos
- A custom header and footer
- Any other brand-specific customizations you want to include
Customizing your white-label SEO report ensures your clients see you as a professional and trustworthy service provider. Using white-label customizations is a simple way to achieve this.
Even if you’re using 3rd-party SEO software to assemble your reports, this customization will give your clients the impression that the report was developed specifically for them, which will improve their trust in your services.
How to Make a Monthly SEO Report With ProRankTracker
A monthly SEO report that provides you with insights into how your website is performing can guide your strategies and give you practical insight into what changes you need to make.
But that just leaves one question:
How do you make that perfect monthly SEO report?
One of the easiest ways is with ProRankTracker.
ProRankTracker is an agency rank tracker that offers a reliable and easy-to-use tool to help you create monthly SEO reports. If you aren’t already a ProRankTracker user, I’d highly recommend signing up for a free trial so you can follow along with the steps below!
Let’s discuss how to use ProRankTracker’s Reports Center to create an SEO report that’ll satisfy your clients and help your agency grow.
Enter Your Keyword/URL Combos
After creating your account on ProRankTracker, the first step is to add your keyword/URL combos in either the Add Wizard or Advanced Add tool.
Just insert your website URL and the relevant keywords, then select the options you want in step 2:
- Device types
- Search engine
- Google Business Profile information
After you’ve entered your primary keywords and URLs, make sure you enter your competitors’ URLs for the same keywords so you can monitor their performance as well.
When you’re done with that, you’re ready to move on to the next step!
Customize Your White-Label Options
The next step is to customize your white-label options. This step allows you to make sure that your reports look exactly like you want them to look.
As mentioned above, customizing white-label options helps establish your authority and builds trust with your clients. In ProRankTracker, you can customize white-label options in 2 places. The first is in your settings under the header “White Label.” Here, you can upload your logo and custom domain for shared reports.
The second place is in the Reports Center under the Templates header. Here, you can change the report’s header, footer, cover letter, and color scheme.
Now, just select the template you created when creating a report, and these template settings will automatically be applied to that report!
Select Your Desired Report
ProRankTracker offers more than 20 different types of report templates, such as:
- Overview reports
- Historical progress reports
- Ranking comparison reports
- Benchmark reports
- Many others
Just go into the reports center and select reports based on your needs or those of your client (which you should be familiar with because of your communication efforts!).
Select the first type of report you want to generate on a regular basis before moving on to the next step.
Establish a Reporting Schedule
Reports are really only good if you don’t have to REMEMBER to generate them. You want them to pop up in your inbox at the perfect time every day/week/month.
That’s why establishing an automated reporting schedule is crucial to ensure reports are regularly generated and delivered to your clients.
To create your perfect reporting schedule in ProRankTracker, fill in the scheduling details at the top of the report you selected in the last step.
Configure the Report
After filling in the scheduling details at the top of the report page, just scroll down to customize the report to your liking. You can customize almost anything about your report:
- White-label templates
- Sender email (so your client receives the report from you instead of from ProRankTracker)
- Data to be included
- In what order the data appear
- Tables/graphs, etc.
Make sure the report is EXACTLY how you and your clients want it, then click “Save.” ProRankTracker will now automatically send this report at the scheduled time.
Rinse and Repeat to Create a Powerful Monthly Reporting Schedule
You just generated your first report.
But you’re not done yet.
Repeat this process with any other reports you and your clients want until you have your perfect automated reporting schedule established!
Remember: the key here is COMMUNICATION. If you and your clients are on the same page, you will be able to establish the perfect reporting schedule to keep them happy (which means you’ll stay on their payroll!).
How do I get an SEO report?
There are several ways to generate an SEO report, but by far, the most effective and efficient is using an agency rank tracker like ProRankTracker to generate white-label reports. We highly recommend avoiding trying to generate your own reports without a tool because they usually end up looking cheap and thrown together.
What is an SEO performance summary?
An SEO performance summary is a snapshot of your website’s SEO performance in a given period. It typically includes key metrics such as ranks increased, ranks dropped, organic traffic, and other pertinent details to help users understand their SEO performance.
What do SEO reports look like?
SEO reports can look different depending on the tool or agency that generates them. The main thing to remember here is that your SEO reports should look highly professional and should coordinate with your overall brand image!
Monthly SEO reports are an essential component of any successful SEO strategy.
They help you track your performance, compare it with competitors, and showcase the impact of your services on your clients’ business.
By following the tips outlined in this article, you can better communicate the effectiveness of your SEO efforts to your clients, which means you’ll probably get to call them your clients for a lot longer than you would otherwise.
Keeping your client informed and satisfied can only lead to a long-lasting and lucrative business relationship, so report away!