What goes in a monthly white-label report?
A monthly report answers one question for the client: is this working, and what happens next? It contains rankings, AI mentions across 25+ platforms, traffic, leads, a plain list of what changed, and next steps. The baseline sits behind every number, so progress is measured against where the client started.
Each section exists to answer a specific question and has a specific reader. The owner reads the summary and the leads. The marketing contact reads rankings, traffic and the change log. Whoever signs the renewal reads the comparison with the baseline.
- Summary
- Rankings
- AI mentions
- Traffic
- Leads
| Section | Question it answers | Audience |
|---|---|---|
| Summary | Is this working? | Business owner |
| Rankings | Where does the business appear on Google for the searches that matter? | Owner, marketing contact |
| AI mentions | Do ChatGPT, Gemini, Claude and other assistants name the business, and who do they name instead? | Owner, marketing contact |
| Traffic | Are more people arriving from search and AI tools? | Marketing contact |
| Leads | Did visits turn into calls, forms and enquiries? | Owner |
| What changed | What did the team do this month, and what moved? | Marketing contact, account manager |
| Next steps | What happens next month and what is needed from the client? | Owner |
| Baseline comparison | How far has the business come since the work began? | Owner, whoever signs the renewal |