How to send a white-label AEO and SEO report to a client

Step 1: Set your agency branding (once)

A white-label SEO report carries your agency's name and logo instead of the software's. Open Report branding in the sidebar and add your agency name, logo, brand colour and website. It applies to every client report in your account; your own dashboard keeps our branding.

Step 2: Open the client report

Open the client's brand and click Client report at the top. Then choose:

• Period: the last 30 days or a calendar month. Only months with data are listed.
• Template: Full report, One-page summary, AI visibility, or Google SEO.

Step 3: Share it

Under Share with the client, copy the client link (it opens on any phone, no login needed) or download the PDF and attach it to your own email. Every number is compared with the previous month, and sections without data are left out.

You can also turn on automatic summary emails, sent weekly and on the 1st of each month with a link to the full report.

What to write when you send it

• One line on the headline: “You were named in 23 of 64 AI answers this month, up from 15.”
• What you did: point to the Work completed section.
• What's next: the top two items from the to-do list.