Client reporting templates

Best practices for presenting audit results to clients.

Presenting audit results to clients is where you demonstrate value and justify your fees. Here are proven templates and approaches that work.

The executive summary email

Use VisibAI's Proposal Generator (Agency Portal → Client → Proposal Generator) to create an email summary. Customize it with your agency's voice. Lead with the score, highlight 2-3 key findings, and end with a clear next step.

The full report delivery

Download the PDF report from the audit dashboard. On the Agency plan, reports include your agency branding instead of VisibAI's. Present the report in a 15-minute call, walking through: the score and what it means, the top 3 competitors AI recommends instead, the 3 most impactful fixes, and your recommended timeline.

Monthly progress reports

After implementing fixes, run a new audit and compare scores. The Before/After view in the dashboard shows exact changes. Screenshot the improvement chart and include it in your monthly report. "Score improved from 23 to 47 (+24 points)" is the kind of concrete progress clients love.

Best practices

Keep reports simple — clients don't need to understand every query. Focus on: the score change, what you fixed, what competitors are doing, and what's next. Use the Shareable Scorecard (getvisibai.com/score/[audit-id]) to give clients a link they can check anytime.