Client Reports That Send Themselves

Schedule AI visibility reports per client, and Rank Prompt delivers them on time, under your brand, every cycle. You only hear about it when something needs attention.

Delivery Options

• Daily, weekly, monthly
• Your logo & sender name
• Delivery health tracking

Email Example

From: Bluepeak Digital reports@bluepeak.agency
To: maria@solacehealth.com
Date: Jun 1, 9:00 AM

Subject: Your June AI visibility report is ready

Hi Maria, the monthly report for Solace Health just finished. Here are the highlights:

• Visibility: 71% (+5%)
• Avg rank: #2 (▲1)
• Citations: 38 (+6)

[View full report]

How It Works

Configure Once, Deliver Every Cycle

The reporting day disappears from your calendar. The reports keep arriving on your clients'.

From Schedule to Inbox

Set it up once, then leave it running.

1. Schedule the report
   Pick daily, weekly, or monthly per brand, with prompts, platforms, and locations configured once and reused every run.

2. Add client recipients
   Attach client emails to the schedule. Each contact gets the report addressed to them, from your sender name.

3. We run and deliver
   Clients receive a branded email with your logo, colors, and footer, linking to a white-label report view.

4. You watch delivery health
   Sent, opened, and failed deliveries roll up to your agency dashboard. Failures are flagged before the client emails you first.

Why Agencies Switch

• Reporting on autopilot
• No exporting, forwarding, or pasting into slides
• Reports are delivered on time, every cycle
• You find out about failures before clients notice

What's Included

Reporting That Looks Like Your Agency Built It

• Logo, colors, sender name, reply-to, support email, and footer text come from your white-label settings.
• What Clients Open: Clients land on a branded results page: visibility score, trends, platform breakdown, competitors.
• Set-and-Forget Schedules: Daily, weekly, or monthly runs per brand, with multi-location configurations.
• Branded Decks, PDF & PPTX: Presentation-ready exports in PDF or PowerPoint, with saved templates.
• Delivery Health Monitoring: Every send is tracked; failed or bounced deliveries surface in the dashboard.
• Reply-To That Reaches You: Client replies go to your inbox; support email and business address in the footer keep delivery compliant.

Branded Exports

• Export a branded report deck to PowerPoint or PDF. Reorder, save layout, password-protect shares, and see when the client opens it.

Agency Plus Features

• Auto-refresh on view
• Drag-to-reorder sections
• Client reporting integrates with the rest of the Agency Plus suite.

Client Reporting FAQs

What is Automated Client Reporting in Rank Prompt?

When the run completes, Rank Prompt emails each client a branded notification, linking to a white-label view of the results. No manual exporting required.

Can Clients Tell Rank Prompt is Behind It?

No, unless you want them to. This can be controlled through white-label settings.

What Happens if a Delivery Fails?

Failed and bounced sends are logged and flagged in the dashboard.

Do Client Replies Go Anywhere?

Yes, replies land in your inbox.

What Does the Client Receive?

A "your report is ready" email linking to a branded results page.

Which Plan Do I Need?

White-label branded reports are included in the Agency plan ($149/mo). Automated delivery is part of Agency Plus ($299/mo).

How Often Can Reports Go Out?

Daily, weekly, or monthly on multiple schedules.

How Does This Work with the Client Portal?

Delivery emails push each new report to the client, while the portal serves as a permanent home for shared reports.

Conclusion

Set up a schedule, add your client's email, and let the next report deliver itself under your brand.