Weekly summaries
Weekly notes should show what moved, what was shipped, what is blocked, and what needs a decision. They are not a replacement for deeper analysis.
- Work shipped
- Signal changes
- Blockers
- Next decisions
Reporting cadence
A reporting schedule for SEO and marketing work.
How to separate weekly progress updates from monthly reviews and decisions about next steps.
- Weekly
- Movement summary
- Monthly
- Review and decisions
- Output
- Actionable notes
Monthly reviews
Monthly reviews connect progress to the agreed work: search visibility, AI-search results, paid campaigns, reputation, content, compliance, or local SEO.
- What changed
- Why it matters
- What should happen next
Keep unapproved claims and client data out
Reporting should avoid vanity noise, unsupported claims, client-identifying examples, and dashboard screenshots that have not been approved for public use.
- Verified metrics
- Protected client data
- Approved screenshots only
Checklist
- Confirm the active scope before reporting starts.
- Separate completed work from recommendations.
- Flag blockers early instead of burying them in a report.
- Keep sensitive client details out of public-facing materials.
- Name the person responsible for the next decision.