Automated Client Reporting for a Marketing & SEO Agency

Clients Weren't Seeing Their Results

Ceemi wanted every client to get a regular report showing what their marketing was doing for them. The data existed across SE Ranking, Google Analytics, Search Console, and Google Business Profile, but nothing pulled it together. Building reports by hand for every client wasn't realistic at Ceemi's size, and off-the-shelf reporting tools that charge per client didn't make sense for an agency with a large client base.

Most reporting tools built for agencies charge per client. That works for a small agency, but the cost adds up quickly with a large client base. Ceemi already used SE Ranking for keyword tracking, so the goal was to build on the tools they had instead of replacing them.

One Report Per Client, Built Automatically

We built a system that pulls all four data sources every month and produces a branded web report for each client. The report leads with calls, direction requests, and website clicks. Ceemi's team can add a short note on the work they did, and an AI-generated summary explains the results. Clients who want more detail can expand every number behind the report.

What Ceemi's Clients See

The Monthly Client Report

The top of each monthly report, shown with a demo client and sample data.

What's in Each Report

Each report opens with how many times customers reached out through the business's Google listing, with calls and messages broken out and a month-by-month trend. From there it covers how many people looked the business up, a written summary of the month, what Ceemi's team worked on and what's next, where the business ranks in Google for its tracked searches, website visits by source, and whether it appears in AI search answers. Clients can expand the full set of numbers, look at a different time period, or save the report as a PDF.

AI Search Visibility

Each month the report checks whether the business shows up when people ask AI assistants like Google AI Overviews and ChatGPT about its services, and whether it's cited as a source.

What Ceemi's Team Uses

The Client Management Portal

Ceemi runs everything from a web portal built for their team. Each month they can see at a glance which clients have complete data, which still need a note, and which reports have gone out.

The monthly reports page, shown with demo clients and sample data.

Add clients one at a time or import a list

Set each client's logo and colors

Check each client's data connections

Write the monthly note for each client

Track which reports have gone out

Pull any date range on demand

How It Runs

The system pulls new data once a month on a schedule, and Ceemi can also run it manually at any time. All historical data is kept, so Ceemi can pull a report for any date range when a client asks for it. When reports are ready, Ceemi downloads a send list from the portal, sends the reports through the client platform they already use, and marks each one as sent.

Every Client Gets a Report Every Month

Every Ceemi client now gets a report each month. Reports are built automatically, so the only step left for Ceemi's team is sending them through the client platform they already use.

Adding a new client is done in the portal, and that client is included in the next monthly report.