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How to Report your Results to a Customer

How to Report your Results to a Customer Workflow

Your client’s success is your agency’s success. However, much depends on how you present your progress. That’s why reporting is such an important part of your agency’s process.

If you have already used SEMrush to pitch to your prospects, you should have no problem in drawing up a nice PDF with the help of My Reports. If not, please refer to the My Reports user manual

Start by creating a new report and labeling it with your customer’s logo, or just clone the report you used for pitching your business to this client to show the difference your work makes.  Now you can start adding the widgets*.

*My Reports manager contains a wide choice of widgets that pull data from SEMrush tools in the form of easy-to-understand graphs and charts. Below you’ll find samples that illustrate the main metrics to be reported. Feel free to choose other widgets based on your current customer’s business goals.

Overall Success

If you have your client’s Google Analytics and Google Search Console connected to your SEMrush account, start with a brief overview of the company goals and insert overview widgets from Google Analytics and Google Search Console into your report.  

SEO Progress

After your first impression is made, get down to the details with widgets from our top SEO tools. If your aim was website optimization, it would be beneficial to highlight:

Your customer’s website keywords and rankings (Organic Research widgets):

seo-progress

It’s overall health (Site Audit widgets):
 

site-audit

Backlink portfolio improvements (Backlink Audit widgets):

backlink-audit

If you focused on a specific issue, you can try one of our SEO report templates from the Template Gallery and customize it for your needs. These templates include:

  • Monthly SEO
  • Google My Business Insights
  • Domain Comparison
  • Organic Search Positions
  • Full Organic Research
  • Site Audit Overview
  • Site Audit Issues report


report-templates

You can also use ideas from On Page SEO Checker to substantiate your plans and provide for future cooperation.

PPC Achievements

The easiest way to show them their paid advertising results is to make use of the Full Advertising Research report template found in the Template Gallery.

However, If you are reporting specific metrics, you can start from scratch and just pick the following helpful widgets to show advertising progress:

Advertising Research - showing your client how their paid traffic has contributed to their site’s total traffic compared to organic traffic.

advertising-progressDisplay Advertising - to report on the top landing pages for their ads based on how many times they were seen by SEMrush.
display-landing-pagesPLA Research - to show your client the top sites they are competing with among keywords where they show product listing ads (Google Shopping ads).

PLA-widget

Social Media and PR Accomplishments

Under the Social Media Tool category in the My Reports menu, you’ll find 20 widgets that report various metrics including but not limited to:

 

Audience growth: 

audience-growth

Audience engagement:

engagement-socialAudience activity:

activityYou can also compare different social channels with the Overview widget or demonstrate your client’s superiority over their rivals with the Competitors Comparison widgets.

social-overview
After your report is finalized you can download or schedule it to your chosen email address.

To learn more about creating detailed reports with SEMrush please check out our Annual Progress Report guide.

To learn about white-label reports on SEMrush, read this article.