Reporting Cadence (SOP)

A structured monthly reporting rhythm that ties visibility metrics to actions, outcomes and the next priorities.

ID
SS-SO-008
Confidence
Established · 84
Evidence
Established
Updated
2026-07-08

Purpose

Without disciplined reporting, effort drifts from impact and stakeholders lose confidence. This SOP delivers a consistent, decision-focused report that connects the numbers to what was done and what happens next.

When & who

Trigger
First working week of each month, covering the prior month.
Frequency
Monthly
Roles
SEO lead, Account manager, Business owner

Procedure

  1. 1
    Gather the metrics

    Compile organic traffic, rankings, conversions, technical health and AI Visibility Score against the agreed baselines.

  2. 2
    Compare to targets

    Measure each metric against its target and the prior period, and highlight material gains and losses.

  3. 3
    Explain the movement

    Attribute changes to specific actions, algorithm events or market shifts rather than presenting numbers without narrative.

  4. 4
    Summarise work done

    List the optimisations, content and fixes shipped in the period and their observed or expected impact.

  5. 5
    Set next priorities

    Recommend the next month's focus using the Priority Matrix, with clear owners and expected outcomes.

  6. 6
    Present clearly

    Package the report in plain English with a one-page summary, visual trends and a short list of decisions needed.

  7. 7
    Circulate and archive

    Share the report with stakeholders and store it so trends can be tracked across cycles.

Tools

  • SearchScore Tracker
  • Google Search Console
  • Google Analytics
  • Looker Studio

Recommended next steps

    Apply the method AI Visibility Framework Framework See the wider capability AI Visibility Optimisation Capability

Where this fits - and what's next

The SearchScore path from a problem you feel to visibility you can measure.

    Problem Spot the pattern Method Pick the framework Do it Follow the guide Check Run the checklist Score Interactive audit TrackSearchScore Tracker StartFree audit →