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Sample agency report · sample data

Sample agency report

The kind of report an agency sends its own client under the agency's name and logo. Your agency name and logo go at the top. Harbor & Vine Dental and the rivals Northstack Creative, Pinecrest Growth Co., Lumen & Lark Marketing are fictional. This shows only what this plan includes.

Harbor & Vine Dental

  • Northstack - Price ↓
  • Pinecrest - New Offer
  • Website - Email Health
  • Automation - Quiet
Sample agency report · sample data

Prepared by YOUR Agency Name and Logo for Harbor & Vine Dental

Website health

  • Site up all week, average load 1.4 s.
  • SSL certificate valid for 61 more days.
  • SPF and DMARC pass; DKIM record missing.

Competitor changes this week

  • Northstack Creative cut its local SEO package from $1,200 to $950 a month.
  • Pinecrest Growth Co. added a same-week website launch package.
  • Lumen & Lark Marketing changed its homepage headline.

AI Radar (ChatGPT)

  • Named in 2 of 5 answers. Lumen & Lark Marketing was named in 4.
  • 20 businesses tracked weekly.

Monday summary and price-change emails

  • One email the day a price changes, and a summary every Monday.

Workflow Pings

  • Lead sync (Zapier): working.
  • Invoice export (Make): quiet for 26 hours.

Email when your AI Radar result changes

  • Alert: AI Radar score fell from 41 to 22.

Full history of changes and prices

  • Northstack Creative local SEO: $1,200 (Aug) → $1,100 (Sep) → $950 (Oct).

White-label report for your client

  • Prepared by YOUR Agency Name and Logo for Harbor & Vine Dental.

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