Advice from a Full-Service, Client-Focused Digital Marketing Agency
Monthly Reports – Why Do We Need Them?
First off, let’s point out that monthly reports aren’t just for client transparency. They are critical for long-term growth. The deeper, inside look we get when evaluating the impact of our optimization efforts helps us make informed decisions. A well-structured report provides clarity and direction.
It shows us, and the clients, what’s working well and what needs improvement.
So here’s how we do it.
Step 1 – Designing the Template
First, our data analysts build the template. Here are some simple rules we follow to do this right.
- Keep your audience in mind – Factor in the company’s main goals. What are the areas we want to see growth in? Place the emphasis there. Second: Know who they need to present their data to. Some may be using the reports just for internal marketing. Others need to present to the higher-ups or the CEO.
- Keep it simple – With numbers, less is more. You don’t want to overwhelm your clients with too many stats and confuse them. We prefer to adopt a minimalist mindset – simple and clean. This way, we’re confident we can get the important points across easily and clearly.
The process: Begin by gathering information. Google Analytics, search visibility tools like Console, Ahrefs keyword trackers, conversion reporting systems such as Google Ads, and our internal management platforms where we track our progress. We gather comprehensively: keyword positions, organic sessions, direct traffic, paid campaigns, KPI status, leads analysis. Everything that we manage, we report on.
Step 2 – Collecting and Validating Data Across All Channels
From there, all the data is connected and automated to update each month.
We connect directly to platforms like:
- Google Analytics & Search Console
- Google Ads
- SEO tools
- Paid social platforms such as LinkedIn and Meta (via APIs)
- Third-party data integrators when needed
Automations streamline this process of gathering the info, but we ALWAYS manually review to ensure accuracy. Our team validates every data point before moving forward.
Step 3 – Analyzing Organic Performance Trends
We compare month-over-month and year-over-year patterns to find growth or drops – whatever shows progress or needs attention. We also tightly track keyword positions. This helps us maintain our positions in competitive environments, understand search behavior shifts, and dig up opportunities.
Step 4 – Evaluating Content Performance and Search Intent
Next focus – content.
We look at engagement, rankings, and conversions. Sometimes content is outdated, misaligned, or no longer competitive. This step helps us decide what needs refreshing, expanding, or rethinking entirely.
Step 5 – Insights, Recommendations, and Strategy (AKA the part clients really care about)
At the end of the day, the main point of getting all these insights is to guide the project moving forward. Clients want to know what the trends say and how they can get the most ROI. So this is where we stop talking in metrics and start talking in plain language.
This roadmap clarifies what actions should come next and how they connect to business goals. So we unpack it together.
What’s working?
What’s not working?
Where are we wasting effort?
Where should we double down?
We translate all the analysis into a short, prioritized, and crystal clear action plan.
Step 6 – Presenting the Monthly Marketing Report to Clients
With all our newly found insights, we present the report in a face-to-face presentation. Our walkthrough focuses on results, impact, and what the client can expect moving forward. By making the data accessible, we empower clients to collaborate in strategy. Our presentations are always an opportunity to optimize our marketing approach and discuss new potential options for further growth.
What Monthly Marketing Reports Need to Deliver
Our monthly reports aren’t just summaries of what happened. They’re tools for understanding why it happened and where to go next. Every insight is tied to real performance signals. Every recommendation has a purpose, and every strategy is based on the data we stand behind.
With careful analysis, clear communication, and a collaborative approach with our clients, reporting becomes an opportunity to make smarter decisions, bring stronger growth, and fuel consistent progress. And that’s what keeps us committed to doing it, month after month.
EMBOODO provides companies with GEO driven digital marketing solutions. Get in touch, let’s see what’s possible