Workflows / Templates / Agency monthly client report
The agency monthly client report template: built on the 1st, sent by you.
This agency monthly client report template re-plans the client's stored keywords on the first of each month, reads Search Console, builds the report from the stored receipts and emails you that it is ready. You check it and send it to the client.
Every template asks before it spends and never publishes.
Who it is for, and what starts a run.
Who it is for
Agencies with a project per client. The report is written for a client: it leaves out keys and spend.
Use it when the first week of each month goes on rebuilding the same report by hand.
What starts it
Schedule. The 1st of each month at 06:00 UTC by default, on each project you choose, with that project's stored keywords.
A run is skipped while the last one is still going.
Your agency monthly client report, in four blocks.
Each block is a step you can open in the editor. Every step keeps a receipt: inputs, outputs, evidence, provider, cost and timings.
Engine group
Re-plans the stored keywords. SERPs still fresh are reused; only stale ones are fetched again.
Search Console data
Reads the last 28 days of pages and queries, with clicks, impressions and average position, against the 28 days before.
Report
Builds the client report from the stored receipts and saves it as a Markdown file. It fetches nothing.
Notify by email
Emails the workflow owner that the month's report for the project is ready.
The report says what moved and by how much. It never claims SerpDad caused a change. Sections include the month in three lines, what moved with the math, AI visibility, work shipped and a receipts appendix.
Before it spends, it asks.
Approvals
A scheduled run needs a standing approval from an Owner or Admin, up to a per run ceiling. This template suggests $10.00, the default.
A run above the ceiling waits and emails approvers. SerpDad never sends the report to your client; a person does.
What it costs
Only the re-plan can cost money, and only for stale SERPs and volumes on your DataForSEO key.
Search Console data and the report itself cost nothing.
What you get when the run finishes.
- A refreshed page plan for each client project.
- A client report as a Markdown file for the run. There is no PDF export.
- An email to the workflow owner when the report is ready.
No workflow can publish to a site. Drafts and tasks wait for a person. Spending waits for an approval, and every run checks your monthly cap first.
Related. Templates and pages that pair with this one.
Client reporting
A monthly report that says what moved and what to fix next.
Monthly SEO report template
The free document version, if you would rather fill it in by hand.
Google Search Console
The connection the report reads its clicks and positions from.
Start from a template.
Approve every cent it spends.
Your first plan is free up to 1,000 keywords, with briefs for the top 5 pages. No card needed.