How to impress your Clients with reports
Table of Contents
Intro
One of the first things that you’ll have to understand when you run an
SEO agency is all of the relevant details about monthly SEO reports.
These reports are documents used by project managers to determine how
well a project has progressed over the course of the month. You will be
able to better formulate a plan by making one of these assessments.
Keep in mind that these reports aren’t only for your benefit, but also
for the benefit of the client. These reports will show your clients how
much work you’re putting into projects. However, you benefit from these
reports by going over SEO health, ranking progress, backlinks, and
organic traffic progress.
Keep in mind that local SEO reports are a bit different because they
focus on local trends and campaign growth in the local area instead of
worldwide.
You can use plenty of tools to go over your local and monthly SEO.
However, the tools you use should only address three things: insights,
growth, and recommendations.
The Five Phases Involved in an SEO Campaign
SEO campaigns are a crucial part of ensuring that projects go smoothly,
and you may end up having to optimize a site so that it ranks according
to Google’s algorithms. This process will include things like link
building, on-page optimization, keyword research, and SEO analysis.
Remember that you’ll never know how an SEO campaign will end up until
it’s come to an end. However, you can plan things out so that you’ll
accomplish your goals. This will greatly increase your chances of ending
up on Google’s trending pages.
There are five phases in most SEO campaigns, and following these phases
will allow you to effectively compete with other companies in the
industry. This approach to SEO is known as The Blueprint because of how
ubiquitous it is.
Learning
It’s essential to start off by doing your research so that you know
exactly what happened in the last month. You can then base your report
off of how things went before.
Improving
Using prior reports, you can take a look at areas that improved. This
will tell you what you need to continue doing. This will allow you to
come up with new ideas.
Building
After going over prior reports, you can then go ahead and start
implementing the ideas you gleaned from them. Always make sure to use
your resources to the fullest so they’re not going to waste.
Promoting
You will now be ready to launch your campaign on the various channels
that you use. The more you promote, the further your reach.
Evaluating
At the end of the month, you can then go on to evaluate your campaign
and see how it’s progressing. Evaluation will allow you to determine the
facts about how your campaign is progressing and how you can improve it
further.
How to Evaluate a Campaign
Since evaluation is the most important part of putting together your SEO
reports, we’re going to focus on what you need to do to evaluate your
campaigns. This is crucial because your monthly SEO reports will show
you exactly what you need to adjust to make up for your weaknesses.
Remember that his phase will ensure that you understand your faults and
will allow you to adjust. Remember that the intensity of the failures
and not the number of them is an indicator of how badly a campaign is
going. A campaign can be riddled with minor issues, but major ones will
cause more problems.
Using local and monthly reports will allow you to figure out how to
rectify these faults, whether they’re large or small ones. Here are two
of the most important components to account for when you’re evaluating
your SEO campaign’s performance:
Monthly SEO Reports
Going over monthly SEO reports becomes a lot easier when you know
exactly what you need to focus on. For example, if you’re just getting
started with SEO, you may not understand what everything means, but
that’s why you work on your knowledge to expand your capabilities.
By taking your time and gradually learning what each metric means,
you’ll be able to put together a more accurate report at the end of the
month.
Once you’ve completed a monthly evaluation, you’ll be able to see what
you need to put effort into and what’s not worth wasting your time on.
SEO Closeout Reports
Your closeout report is closely related to your monthly report but it
provides a more general overview of the things that you need to know
without going into unnecessary detail.
This will include details about your budgeting, timelines, results,
methodology, and your campaign goal. You should include everything
that’s in your monthly report but sum it up for easier reading.
How to Evaluate Your SEO Reports: An Overview
While the evaluation of the SEO campaign is just a phase of the overall
process, you will need to break down this phase into sub-phases of its
own. This is due to the huge range of factors that go into determining
how you can improve.
Google Data Studio is one of the best ways to determine your analytics
so that you can figure out what to include in your SEO reports. Google
Data Studio makes up a part of the Google Analytics 360 Suite and it is
available alongside software like Audience Center 360, Optimize 360,
Attribution 360, Analytics 360, and Tag Manager 360.
By using Data Studio, you’ll be able to analyze and visualize data so
that you can put together quality reports for sharing and storing. Of
course, you’ll still need to gather data so that you can work on it. At
this point, you’ll be able to reorganize, format, and calculate.
Once you have all of this data ready, you’ll be able to start putting
together your canvas. In fact, Google’s Data Studio features a
visualization feature that you can use to outline all of the info that
it gathers. It also makes it extremely easy to share your reports with
people all around the world.
Using The Blueprint, you’ll be able to understand more about what you
need to know about Google Data Studio. Knowing the platform will allow
you to use it to excel.
When you go over the template, you’ll be able to see your pages near the
top-left corner. There are also four different kinds of page categories
that you can go through so that you can easily access them. You’ll also
have the option to remove or customize pages based on your needs.
The All Category
The four page types that you’ll be able to take a look at in this
category are organic traffic performance, monthly summary, organic
landing pages, and organic traffic breakdown. This category works well
for sites that need their goals to be completed, their leads to be
generated, or their eCommerce to be stimulated. You can toggle between
seeing the last six months and the last twelve months of history.
The eCommerce Category
This category will include demographics, a breakdown, and the organic
revenue dashboard. These pages will be useful for clients that put a lot
of faith in Google Analytics, which they should. As you’d expect from
the name of the category, you can use these pages to keep track of GA,
transactions, and revenue for eCommerce clients.
The Goals Category
This category is similar to the all category but it focuses on the
bigger picture so that you can see how your client’s website has been
performing in the long-term.
The Local Category
There is only one page in this category, and it’s called the location
breakdown. This page will tell you what you need to know about web pages
that have links with location page URL filters. This category will be a
part of evaluations that deal with local page-linked landing paths.
The All Category for Keywords
This final category covers everything you need to know about your
keywords. It will address what you need to know about how your keywords
are ranking as well as how trends are changing. You’ll also want to look
at the live links page if you’re going to be publishing content.
The Sub-processes Involved in Evaluating Monthly SEO Reports
You’ll also have to know about the monthly sub-processes involved in SEO
reporting. This will allow you to compile your report, customize it, and
you can also learn more about how Data Studio operates so that you can
make the most of it.
You’ll want to start off by going over the output info that you get from
Data Studio and you’ll also have to study what the platform can do for
you. We’ll go over what you need to know about these as you progress
through compiling a report. This will benefit you by teaching you more
about how Data Studio works.
Setting Up Your Data Sources
There are a few sources of data that you’ll need to have established so
that you can come up with accurate monthly and local SEO reports. These
include Google Analytics, the Google Search Console, and a source of
keyword data. This will make it a lot easier to keep your website’s
sources of data linked.
Google Analytics
When you set up Google Analytics, you’ll want to copy the source of data
before doing anything else. You can then change the source’s name and
follow the path outlined below:
Edit connection>Account>Select website>Reconnect>Apply
This will ensure that your site is linked, meaning that it can show you
all relevant metrics. You can then go on to change or format the data
later on.
Google Search Console
Like with Google Analytics, you should start by copying your data
source. You can follow these steps to set up GSC for both Query and URL:
Edit connection>URL impression>Select website>Reconnect>Apply
As with GA, you can change this and format it later on.
Tracking Keywords
When you’re trying to track keywords, you’ll have to put a little more
work into things than you would with GA and GSC. You’ll have to start by
putting all of the data into a sheet. We recommend using The Blueprint
template to do so. When the data is in Sheets, you can outline it in
Data Studio.
When using the template, you’ll see sources like campaign timespan,
target pages, monthly keyword tracking, and more. Here are the steps
involved in using the template:
- Use the Ranktracker keyword tool to get the required info about your
keywords. - Get data from three different periods of time so that you’re sure
that you have a complete data set. - Make sure that the columns are properly set up.
- Choose a campaign month on your sheet.
- Copy the data from GSC and GA’s sources of info.
Putting Together Your Report and Sharing It
Even though you won’t have to put a lot of work into setting up your SEO
report, we’ll give you some advice so that you can more effectively
accomplish your tasks with a minimal amount of effort.
As we mentioned, you’ll want to use The Blueprint Template on Data
Studio to streamline your work.
You can then bring the data report into the ecosystem, and since most of
your data is coming from Google sources, the data should fit in well. In
rare cases where it doesn’t, you can adjust things manually.
Remember to change the name of the template as well as the logo that’s
featured on it so that your client doesn’t immediately see that the
template wasn’t purpose-made for them.
When the charts appear, go through them and fill in what you’ve gathered
on the summary page. Also, make sure that keyword info is updated every
month. You should also update the content and live links pages each
month.
There are multiple ways to share your monthly SEO reports, including
through links or through attachments.
Conclusion
A few final notes to take include ensuring that you examine the field
changes when you’re setting up GSC and GA. However, you don’t have to
pay attention to semantic configuration. When you share documents,
you’ll want to avoid using the reminder feature because of how annoying
it can get.
Finally, ensure that the data is always updated so that you don’t have a
huge backlog of work to get through.