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Agencies

How do I report AI visibility to clients?

Short answer: Report trends not snapshots: share of voice and visibility per engine over time, accuracy issues fixed and checklist progress, monthly, in a white-label PDF.

Report trends, not snapshots, and tie every metric to something you did. A monthly white-label PDF with four sections works for most clients: where they stand, what changed, what you fixed and what comes next.

The metrics that hold up in a client meeting:

  • Visibility rate per engine: the proportion of runs in which the client was mentioned, charted over eight to twelve weeks. Explain once that this is sampled three times per prompt, so a single bad week is noise.
  • Share of voice against named competitors, overall and for unbranded prompts only. This is the number clients remember.
  • Average position when mentioned, for the prompts where position matters.
  • Citation rate: how often the client's own domain was cited, which shows whether your content work is landing.
  • Accuracy issues raised and resolved. A wrong price caught and corrected is a concrete win that a traffic chart cannot show.
  • Checklist progress: items completed, quick wins outstanding, health score.

What to avoid:

  • Promising a position. Assistants do not have ranks and answers vary; promise measurement and improvement, not "number one in ChatGPT".
  • Reporting one manual screenshot as evidence either way.
  • Mixing branded and unbranded prompts in one share of voice figure; the branded ones flatter it.
  • Reporting AI referral traffic without the caveat that GA4 undercounts it and AI Overviews clicks appear as organic.

Cadence: weekly runs, a monthly report, a quarterly review of the prompt set. On the Agency plan, client-viewer logins let clients look between reports without emailing you, and the PDF carries your logo and colours. The checklist exports to CSV as next month's plan. Plan details are at /pricing.

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