Client reporting

Send a report your customer can act on.

Clients want to know what you did this week, what happened afterward and what you need from them. Agent Studio’s client workspace keeps the audit, approved work and next decision together for the account owner to review.

Open client workspaces

Tie a client update to the work the team released.

Example weekly note

A service-page repair reaches production

Work delivered: A revised service page and links from the relevant category.
Release check: The published URL responds and displays the approved copy.
Measurement: Repeat the agreed buyer questions on the next sample date.
Client decision: Confirm the revised service-area wording for a directory correction.

Open with the business question

Identify the service, audience and period the client cares about. If the goal is discovery for commercial installations, report the work that supports that service. Pair a published change with its URL and show the date you verified it. Reserve a separate line for observed search or inquiry results.

Explain each number in its own terms

A published service page, an indexed URL, an AI mention and a qualified lead each answer a different question. Label the source, period and denominator where relevant. When a source is unavailable, leave the measurement open and name the access or follow-up needed to complete it.

Review the client view

Select the deliverables and activity the client should see. The agency workspace supports read-only sharing with expiry and revocation controls. Put the next decision in ordinary language, name who can make it and give the client a clear way to respond.

Send a report your customer can act on.

A service-page repair reaches production

Open with the business question

Explain each number in its own terms

Review the client view

Explore related work