A useful client report answers three questions: what needs attention, what was done and what changed. Establish that structure before trying to increase the number of sites your team manages.
Record a baseline per client
- Confirm the domain, business brief and ownership.
- Read the most recent completed scan, its coverage and any missing evidence.
- Connect the right analytics properties on an eligible plan.
- Agree which customer journeys matter, such as a service enquiry or product purchase.
Prioritise by the client’s needs
Start with the client’s customer journey. An incorrect phone number or broken enquiry link may deserve attention before a score improvement. Select the important pages, explain why each correction matters and assign an owner for work that needs a manual edit.
Deliver a reviewable batch
Review the proposed change, confirm its facts and check delivery support for your website. After authorising an eligible fix, inspect the delivery record and the separate live-page check. Use your CMS or developer for work the connection cannot deliver.
Report the work and the outcomes
- Name the pages and changes attempted.
- Separate pending, failed, confirmed delivery and live verification.
- Compare completed measurements using their actual dates.
- Show available traffic and key events without claiming that one fix caused them.
- State the next action and any client decision needed.
Agency includes five websites and five GBP locations. Confirm additional capacity and platform compatibility with the team before onboarding a larger portfolio. Current plans: https://answermetrix.com/pricing
Start from the findings you already have. Run a fresh scan when the site has changed or the evidence is too old for your decision, and check your plan allowances first. Saved reports remain available without starting another analysis.



