Build a client report template
Pick SEO, ads or both and the reporting period. Get a blank report with the metrics table, the work done and the next steps, with every number left for you to fill in. Free, no account.
Your client report template
Example inputs, pre-filled so you can see how it works. Replace them with your own details.
A blank monthly SEO report for Smith Plumbing with 7 metrics to fill in and 7 sections.
Header
Monthly SEO report for Smith Plumbing
Prepared by Lopez Marketing. Period: [dates]. Where the numbers come from: [your tools]
Summary in three lines
What happened this month: [one plain sentence].
What it means for the business: [one plain sentence].
What we will do next: [one plain sentence].
Numbers
Clicks from Google search: this period [number] | last period [number] | change [number]
Impressions in Google search: this period [number] | last period [number] | change [number]
Average position for your main searches: this period [number] | last period [number] | change [number]
Calls from your Google Business Profile: this period [number] | last period [number] | change [number]
Direction requests from your Google Business Profile: this period [number] | last period [number] | change [number]
New Google reviews: this period [number] | last period [number] | change [number]
Form enquiries from the website: this period [number] | last period [number] | change [number]
Work we did
[List each task in one line, in the client's words, not yours.]
What we noticed
[One thing that went well, one that did not, and why you think so.]
Next period
[Two or three planned tasks with dates.]
[One thing we need from you: photos, approvals, access.]
Questions for the client
[Anything you need to know about their business that affects the work.]
Copy everything
The template is filled with your words, with no AI, and contains no figures: every number is a [bracket] for you to take from your own analytics, call tracking or ad account. Report what happened, including the bad weeks, and do not present estimates as results.
What a client report should do
- Lead with the plain meaning: three lines a busy owner reads in a minute.
- Show this period against the last: a number alone says little.
- List the work: clients forget what you did between reports.
- Say what you need: late approvals and missing access slow results down.
Win the clients who will read it
Search 67Leads by trade and city, then look at businesses with few reviews, low rated businesses and businesses with no website to find the ones who need reporting in the first place.
Get 67 leads free No card. Search free with contacts masked.
Agency client onboarding checklistLocal SEO audit checklistGoogle Ads budget estimatorLocal SEO proposal generatorAll lead lists67Leads pricing
Questions
A short summary, a table of this period against the last, the work done, what you noticed and the plan for next time. The template lists the metrics to fill in.
No. Every number is a bracket for you to fill from your own tools. Nothing here is invented.
As often as you agreed with the client. The template has weekly, monthly and quarterly versions.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
More free tools
Local business counterNo-website business finderLead list previewCold email template generatorCold call objection handlerLocal SEO audit checklist generatorAgency client onboarding checklist generatorLocal citation list builderLocal keyword generatorNo-website pitch email generatorDiscovery call questions generatorGoogle Business Profile post generatorGatekeeper script generatorDoor-to-door sales script generatorAppointment setting script generatorSMS follow-up template generatorWebsite audit email generatorAgency profit margin calculatorLeads needed calculatorRetainer vs project pricing calculatorFacebook ad copy generator for local servicesLocal landing page outline generatorWebsite maintenance plan pricing calculatorReferral request script generatorCold email subject line generator for local businessesGoogle Ads budget estimator for local tradesProposal follow-up email generatorAll For web designers toolsAll tools