Agency Client Reporting

Agencies can use iSearchFrom to organize client research, capture evidence, track movement, and prepare recurring reports.

Recommended organization structure

Use one organization for the agency team, then create projects by client and market.

Examples:

Client A - US SEO
Client A - PPC Watchlist
Client B - Germany Launch
Client C - AI Visibility

Reporting workflow

1. Create or select the client project.
2. Run Search Engine Proxy checks for important queries.
3. Save searches that should be referenced later.
4. Create tracker campaigns for recurring reporting.
5. Schedule campaigns weekly or monthly.
6. Export relevant history or results when preparing reports.
7. Use comments in your own reporting tool to explain business context.

What to include in reports

• market and language settings
• device setting
• date range
• tracked domains
• keyword list
• ranking movement
• paid ad changes
• screenshots or captured SERP evidence where appropriate
• AI Visibility share of voice and prompt examples when relevant

Tips

• Keep each client in clearly named projects.
• Avoid reusing one tracker campaign for unrelated markets.
• Save only final research searches, not every test.
• Use alerts internally, then summarize for clients.
• Review token usage before onboarding large client batches.

Open in iSearchFrom

Open Projects in the app. Create one project per client or market, then add searches and campaigns under that project.

Related docs

• Projects
• History and Saved Searches
• SERP Position Tracker
• Invoices and Payments