# AI Visibility Reporting Checklist for Agencies

## Visibility Report

### How to Use This Checklist
This checklist is designed to help agencies standardize AI visibility reporting across ChatGPT, Google AI Overviews, Perplexity, and other AI-driven answer engines.

Use it as:
- A monthly reporting reference
- An internal SOP for your team
- A quality-control check before sending client reports

### Who This Checklist Is For
This checklist is built for:
- SEO and digital marketing agencies
- Teams managing multiple client accounts
- Agencies offering white-label reporting
- Account managers responsible for monthly or quarterly reporting

If you report AI visibility to clients, this checklist applies.

### How Often to Use It
- Weekly: As a monitoring reference
- Monthly: Before sending client reports
- Quarterly: To review query sets and competitors

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## AI Visibility Reporting Checklist for Agencies

### Before You Start
Before checking boxes, confirm:
- You are tracking a locked set of queries
- You are using consistent platforms each month
- You understand that AI visibility changes contextually, not instantly

### A) ACCOUNT SETUP
- [ ] Separate workspace per client
- [ ] Clear naming (client · market · region)
- [ ] Locked query set per client
- [ ] Team vs client access defined
- [ ] Query and competitor changes logged

### B) QUERY SETUP (WHAT YOU TRACK)
- [ ] Non-branded discovery queries
- [ ] Comparison / alternatives queries
- [ ] Branded accuracy queries
- [ ] Query intent documented
- [ ] Monthly tracking set locked
- [ ] Separate test / experiment queries

Recommended: 30-60 queries per client

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## AI Visibility Reporting Checklist for Agencies

### C) METRICS CLIENTS ACTUALLY UNDERSTAND
**Core Visibility**
- [ ] Brand mentions / citations
- [ ] Presence rate (% of tracked queries)
- [ ] Share vs competitors
- [ ] Month-over-month trend

**Quality Checks**
- [ ] Explicit vs implicit mentions
- [ ] Correct brand naming
- [ ] Accurate pricing & features
- [ ] Positive / neutral context

**Business Signals**
- [ ] AI-referred traffic (if measurable)
- [ ] Brand search lift
- [ ] Demo / buyer-intent signals

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## AI Visibility Reporting Checklist for Agencies

### D) WHAT YOU DELIVER TO CLIENTS
- [ ] Agency-branded report (PDF or deck)
- [ ] Executive summary
- [ ] KPI snapshot
- [ ] Wins & losses
- [ ] Competitor snapshot
- [ ] Next-month action plan

### E) QUALITY CHECKS
- [ ] Evidence saved for key claims
- [ ] Priority queries re-run for consistency
- [ ] Brand facts manually verified
- [ ] Competitor mentions reviewed
- [ ] Changes documented vs last report

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## AI Visibility Reporting Checklist for Agencies

### F) REPORTING RHYTHM
- [ ] Weekly monitoring
- [ ] Monthly reporting cadence
- [ ] Clear owner per task
- [ ] Escalation rules for negative mentions
- [ ] Rolling 90-day visibility plan

### FINAL REMINDER
- [ ] This is a reporting checklist, not an audit
- [ ] Focus on proof, consistency, and clarity
- [ ] Clients don’t want tools — they want trust