Which software do you use for monthly reporting to clients for your agency?

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Currently we use a mixture of Bright Local and SEMRush for reporting to clients. I would like to ask if there are other tools other agencies are using. Pros/cons to them? Ease of integration to GA?

Anyone using MOZ or SEO Powersuites?
 

JoyHawkins

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I use the following tools internally and only share charts/graphs from them on client reports if it makes sense and relates to what we're trying to achieve for them:

Bright Local
SEM Rush
LocalFalcon.com
Ahrefs
Data Studio (importing GMB data from SuperMetrics)

The reports we send customers are completely custom and are hand-done every month.
 
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For traffic and conversions, I use Analytics Edge with Excel to pull data from GA or Google Search Console. I pull raw data, then pivot table it and chart it. I love it because I can do month over month as well as year over year. I can share a screenshot if anyone is interested.
 
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I previously used Raven Tools.
They were pretty good and made very nice and customized reports.
They then one day they raised pricing and lowered the number of reports so I looked around at alternatives.

I ended up using Swydo.
It combines GA, WMT, Adwords, Call Rail (which was a big factor for me that Raven didn't include) and several other sources. I customize each report for the client's specifics and automate it to report each week/month.

Google Analytics.
On a few clients I just use a custom dashboard in Google Analytics and have it email me monthly reports of the basics.
 
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I use BrightLocal, Google Analytics, SEMRush and the Google Brand Score tool.

I've been using the Scoring Your Brand Page at Google - Local University tool to give clients a baseline on how we're doing in branded search, then giving updates as we complete work. I find it handy to not only create a "to do" list for clients (or include in our audits) it's a great way to show growth and screenshot changes to branded search.

SMBs see something like 60%+ branded search - so making sure the search for a brand is super saturated with client info ensures that contact, and hopefully conversion.
 
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I primarily use GA, GSC & GMB Insights, and then I use PowerPoint to create a PDF report. It's easy to insert graphics and add comments.
 

Phil Rozek

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None. I do 3 things instead:

1. Once every couple months I do a deep dive in Google Analytics and tell my client what I found.

2. I constantly ask, "How's business?" and press for specifics on what kind of leads my client has gotten.

3. I send an extremely clear one-page summary of the work I and my helpers did in the previous month.
 

Tim Colling

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None. I do 3 things instead:

1. Once every couple months I do a deep dive in Google Analytics and tell my client what I found.

2. I constantly ask, "How's business?" and press for specifics on what kind of leads my client has gotten.

3. I send an extremely clear one-page summary of the work I and my helpers did in the previous month.
That's almost exactly the same as what I do.

I have recurring video meetings with my clients, most of them every three or four weeks, and in those meetings we talk about how their business is doing, new ideas to try, and occasionally, how their SEO metrics are doing.

I also give them links to the online tools we use for SEO metrics via a page on our project management system, Freedcamp, to which they have access. On that page we have links to an external page on BrightLocal where we have a "dashboard" with all of their important metrics info. We also have links there to their Google Analytics page and to their Google Search Console page. To be honest, they don't seem to use those links on their own very often, but I think it's important to give them the ability to do so in order to maintain an atmosphere of complete transparency with them, regarding the results that we're producing for them.
 

mborgelt

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We currently use Swydo and it is great! The only downside is that it doesn't really sync with Facebook's Business Manager but there are workarounds for that. It has great historical analysis and several different ways to present data.
 
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I also give them links to the online tools we use for SEO metrics via a page on our project management system, Freedcamp, to which they have access. On that page we have links to an external page on BrightLocal where we have a "dashboard" with all of their important metrics info. We also have links there to their Google Analytics page and to their Google Search Console page. To be honest, they don't seem to use those links on their own very often, but I think it's important to give them the ability to do so in order to maintain an atmosphere of complete transparency with them, regarding the results that we're producing for them.

How do you like Freedcamp, Tim? I'm looking to try out a new project management system.

Anyone using MOZ or SEO Powersuites?
Does anyone here have experience with SEO Powersuite? Thoughts on it?
 

Tim Colling

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@MattPelkey - You asked how I like FreedCamp

I like it a lot. We've used it for a year or two.

I am using a paid account, which means that I am paying to use some of the premium modules. It works well for my agency's purposes. One of the things that I like about it a lot is that I can see resource utilization across two or more projects, instead of just one at a time like in Trello (at least, the last time that I looked at Trello).
 
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I use the following tools internally and only share charts/graphs from them on client reports if it makes sense and relates to what we're trying to achieve for them:

Bright Local
SEM Rush
LocalFalcon.com
Ahrefs
Data Studio (importing GMB data from SuperMetrics)

The reports we send customers are completely custom and are hand-done every month.
I never heard of LocalFalcon before, but @JoyHawkins it sure is great!

How accurate do you find the tool? I found that it mostly returns what I expect, but sometimes it conflicts with BrightLocal or if I use the Ad Preview tool
 
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Thank you for providing some great insight on how my agency can improve in terms of transparency and insights for clients.

We currently do monthly checkups on each client via phone and also monthly newsletters and ranking reports. We have looked into real time reporting however I'm not sure if that is something even necessary. I know some of my competitors offer that and was wondering if anyone in this forum have considered or used tools for that purpose?
 

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