Agency OS Client Reporting — Built for Agencies

Built for the needs of agencies

Most reporting tools were built to visualize one channel. Agencies sell seven — SEO, local, links, content, PPC, LSA, and paid social — and end up stitching a report together out of four dashboards, two spreadsheets, and a screenshot the night before the call. Agency OS reports on every service you sell, in one place, per client. The data pulls itself in, the report carries your brand, and the client can open it any day of the month instead of waiting for it.

01 · The report

One report, every channel you sell

The report is sectioned by service — SEO, local, links, content, PPC, LSA, paid social — and each client only shows the sections you actually run for them. Pick a date range, hit refresh to pull live, and the whole thing rebuilds against the new period with the previous-period comparison already calculated.

Total leads

147

▲ 22

Cost / lead

$61

▼ from $84

Sessions

18,420

▲ 31%

Sections

per client

SectionHeadline metricLeadsChangeSource

SEO18,420 sessions63▲ 31%GA4 · GSC

Local SEO4,106 profile views41▲ 18%GBP · grid

Links9 placements—▲ 3Link board

Content8 published19▲ 38%Content board

PPC · LSA · Social$8,950 spend43▲ 6%Ads platforms

02 · Data connections

Connect every source you already pay for

GA4, Search Console, Google Business Profile, Google Ads, Local Services Ads, and Meta broker through Windsor.ai, with Ahrefs, Local Falcon, and DataForSEO for rankings, links, and grid tracking. Connect a source once, paste the account IDs on the client's Data tab, and it feeds every report and every analysis from then on — there's no per-client rebuild and no cap on what you can plug in.

Sources live

across 18 clients

Setup

Once

then every report

History

15 mo

search data

Refresh

On demand

or scheduled

SourceBrokerFeedsStatusLast pull

Google Analytics 4Windsor.aiTraffic · leads · contentConnected2 hrs ago

Search ConsoleWindsor.aiClicks · keywords · positionConnected2 hrs ago

Google Business ProfileWindsor.aiCalls · views · directionsConnected2 hrs ago

Google Ads · LSA · MetaWindsor.aiSpend · conversions · CPLConnected2 hrs ago

AhrefsDirectLinks · authorityConnectedYesterday

Local Falcon · DataForSEODirectGrid rankings · SERPsOptionalWeekly

03 · Cross-channel reporting

Organic and paid in one place

Every channel reports the same numbers — volume, leads, and cost per lead — so SEO, local, links, content, PPC, LSA, and paid social sit in one table and can actually be compared. The blended cost per lead puts the retainer next to the ad spend, which is the number that tells a client where the next dollar should go.

Total leads

147

▲ 22

Blended CPL

$61

▼ from $84

Paid spend

$8,950

▲ 6%

Channels

one table

ChannelVolumeLeadsCost / leadvs last month

Organic SEO · Local · Links · Content

Organic search18,420 sessions63retainer▲ 31%

Google Business Profile4,106 views41retainer▲ 18%

Paid PPC · LSA · Paid social

Google Ads$4,200 spend24$175▲ 6%

Local Services Ads$2,850 spend13$219▼ 9%

Meta ads$1,900 spend6$317▲ 14%

04 · AI analysis

Generate the read, not just the numbers

One button reads the whole report and writes what's working, what isn't, and why — the same read a senior strategist would give you, on every client, in the time it takes to open the page. It runs on your own Claude plan through the connector, so there's no separate API key and no separate bill, and every analysis is saved to the client's Analyses tab.

Client

Rivera Law

Period

Aug 1 – Aug 31

Runs on

Your Claude plan

Saved to

Analyses tab

▲Organic is carrying the accountSessions up 31% and 63 leads at no incremental media cost, driven by the /car-accidents/ cluster after the August placements.

▲Local is the fastest moverAverage grid rank improved from 7.1 to 3.4 and calls are up 27%.

▼Paid is the problemLSA cost per lead rose from $186 to $219 while volume fell, and the Meta carousel spent $210 with zero leads.

→RecommendationPause the carousel, shift budget to the distracted-driver video at $240 per lead, and audit LSA lead disputes before next month.

05 · Branding & sharing

Your brand, your link

Upload your logo and set your accent colour once and every client report carries it — the report looks like your agency built it, because your agency did. Share a live link instead of a PDF, so the client can check performance mid-month and stop emailing you for numbers.

SettingValueApplies toStatusUpdated

Agency logowebris-mark.svgReport header · app navLiveAug 2

Accent colour#2563EBCharts · buttons · linksLiveAug 2

Share linkrivera-law · liveClient-facing reportLiveSep 1

Sections shownSEO, Local, Links, Content, PaidPer clientCustomSep 1

Report typeLead generationMetric setDefaultAug 2

A deeper look at client reporting

Every service you sell, reported: SEO, local, links, content, PPC, LSA, and paid social.

Show the traffic, and the leads it turned into

Sessions, clicks, impressions, and average position from Search Console, matched against the leads and conversions from analytics. Keyword movement broken out by top 3, top 10, and top 100, plus the landing pages driving the gains — so the report answers "is this working?" instead of just showing a line going up.

Rivera Law · SEO

Aug 1 – Aug 31 vs Jul 1 – Jul 31 · GA4 + Search Console

OverviewSEOLocalLinksContentPaidShare

Sessions

18,420

▲ 31% vs last month

Leads

▲ 19%

Avg. position

11.4

▲ from 16.2

KeywordPositionChangeClicksLanding page

tampa car accident lawyer3▲ 61,240/car-accidents/

personal injury attorney tampa5▲ 4880/practice-areas/

motorcycle accident lawyer8▲ 11410/motorcycle/

slip and fall attorney14▼ 3190/premises/

Prove the map pack, not just the website

Grid heat maps show where the client actually ranks across their service area, tracked over time so you can point at the squares that turned green. Alongside it: Google Business Profile rankings, calls, direction requests, and website clicks — the numbers a local client already understands.

Rivera Law · Local

"personal injury lawyer" · 7×4 grid · 3 mi spacing · Aug 31

OverviewSEOLocalLinksContentPaidShare

Calls

312

▲ 27% vs last month

Profile views

4,106

▲ 18%

Directions

188

▲ 9%

1123479 12245811 234571014 4568111518

Top 34–67–1011+

Every link you built, and what it moved

The links placed this period with their target page, anchor, and authority — then the performance of the pages you pointed them at. Clients stop asking what they paid for, because the report shows the placement and the ranking and traffic change on the page that received it.

Rivera Law · Links

9 placed this period · avg. DR 41 · 14 in outreach

OverviewSEOLocalLinksContentPaidShare

Links placed

▲ 3 vs last month

Avg. authority

▲ from 34

Pages boosted

traffic up on 5

PlacementAuthorityTarget pagePage trafficRank change

injuryboard.comDR 58/car-accidents/▲ 42%▲ 6

tampabizjournal.comDR 47/about/▲ 11%▲ 2

flalegalreview.orgDR 39/practice-areas/▲ 18%▲ 4

safedrivingfl.comDR 28/blog/distracted-driving/▲ 6%flat

What you published, and what it earned

Everything shipped this period pulled straight from the content board — with the traffic, keywords, and conversions each piece has picked up since it went live. Report the three pieces now driving leads, not just the eight you published.

Rivera Law · Content

8 published · 6,240 sessions · 19 leads from content

OverviewSEOLocalLinksContentPaidShare

Published

4 briefs in progress

Content sessions

6,240

▲ 38%

Leads from content

▲ 7

PiecePublishedSessionsKeywordsLeads

What to do after a rear-end crashAug 62,180418

Florida comparative negligence, explainedAug 131,640335

How long does an injury claim take?Aug 201,290284

Do I need a lawyer for a minor accident?Aug 271,130242

Spend, conversions, and the cost of each one

Clicks, cost, conversions, and cost per conversion by campaign — with the trend against the previous period, so a rising cost per lead shows up in the report before it shows up in an angry email. Broken out by campaign and keyword, not rolled into one account-level number.

Rivera Law · PPC

Google Ads · $4,200 spend · 24 conversions · $175 each

OverviewSEOLocalLinksContentPaidShare

Spend

$4,200

▲ 8%

Conversions

▲ 6

Cost / conv.

$175

▼ from $210

CampaignSpendClicksConv.Cost / conv.

Search · Car accident$1,90078013$146

Search · Personal injury$1,3206107$188

Search · Motorcycle$6403103$213

Brand$3401401$340

Local Services Ads, reported like the lead source it is

Leads, charged calls, message leads, and cost per lead from Local Services Ads, next to every other channel. LSA sits in its own silo in most stacks — here it lands in the same report as SEO and PPC, so the client can see which channel is actually cheaper.

Rivera Law · LSA

Local Services Ads · 13 leads · $2,850 spend · $219 each

OverviewSEOLocalLinksContentPaidShare

LSA leads

▼ 2 vs last month

Charged calls

avg. 4m 12s

Cost / lead

$219

▲ from $186

Lead sourceLeadsCostCost / leadvs last month

Local Services Ads13$2,850$219▼ 9%

Google Ads24$4,200$175▲ 6%

Meta ads6$1,900$317▲ 14%

Organic & local104retainer$61▲ 22%

Which creative is carrying the account

Clicks, leads, conversions, and cost per result by campaign — plus a creative breakdown that ranks the ads actually producing leads. It tells you what to scale and what to kill, and it gives the client a reason the spend moved.

Rivera Law · Paid social

Meta ads · $1,900 spend · 6 leads · $317 each

OverviewSEOLocalLinksContentPaidShare

Spend

$1,900

▲ 4%

Clicks

3,410

▲ 21%

Cost / lead

$317

▼ from $402

AdSpendClicksLeadsCost / lead

"Hit by a distracted driver" · video$7201,4803$240

Case result · $1.4M settlement$5609102$280

Free case review · static$4106801$410

Firm intro · carousel$2103400no leads

Your client reporting, wired into Claude

Agency OS exposes every client report to Claude through the BPT connector. Claude reads the same live data the report is built on — pulling a client's numbers, comparing periods, writing the analysis, and saving it back to the client record.

Agency OS Reporting

Every channel, one branded report per client

Pulls SEO, local, links, content, PPC, LSA, and paid social
Caches each client's data and rebuilds on refresh
Stores every analysis on the client's Analyses tab

BPT MCP

Claude Desktop

Your reporting analyst

Pulls any client's report for any date range
Writes the analysis on your own Claude plan — no extra key
Answers "which clients slipped this month?" on demand

Data sources & integrations available

Google Analytics Google Search Console Ahrefs Semrush Local Falcon Windsor.ai Google Ads Facebook Ads Bing Ads Local Services Ads Instagram TikTok Facebook YouTube Custom

Most sources broker through Windsor.ai, so connecting once feeds every client report — and anything not on the list can come in as a custom source.

Watch a month of client data become a report you can send.

💬 Live wins from the community

Real agencies trust The Blueprint

Since 2015, Blueprint members have used these exact systems to land clients, scale revenue, and build agencies they're proud of. These are just a few of the hundreds of wins shared every week in our community.

Austin ClineToday at 3:10 PM

Not a showoff post — we just closed an SEO deal with a large home-improvement chain. I used the Blueprint tools and processes for the whole thing: onboarding, sale, kickoff, budget, audit. They signed a $70,000 deal yesterday. Thank you Ryan.

🔥 7💪 4🎉 3

Nicole SchmiedJust now

56 days in: the $18K client is on the books! 🎉 Invoice paid, kickoff next week. The Blueprint system keeps me in my zone of genius. So grateful.

❤️ 3🙌 2💥 2

Grant HigginsonYesterday at 7:45 PM

Signed up a few days ago and just closed an $80K/year SEM contract using your onboarding SOP docs. Looking forward to the rest of the course.

🔥 12💰 8

Jason Duncan2 days ago

Quick note — thanks to you I'm finally over $31K in monthly revenue and had to spend time building out my team. Looking forward to catching up.

🚀 9🔥 6

Charline TToday at 11:07 AM

Dropping in to say WE HIT $10K IN REVENUE FOR THE FIRST TIME EVER!!! 🔥 Y'all have been part of this journey and I'm so grateful. Thank you Ryan and the whole Blueprint team!

🎉 8❤️ 6💪 5

Glen Milton3 days ago

A few months in and I landed my first client at £2K a month for a painting & decorating company — about 5 calls in my first 3 weeks. The system works.

🙌 5🔥 4

James De RocheToday at 5:15 AM

Converted a client from retainer to sprints and charged 33% more. Bit of a hybrid since the sprint pricing spreads over the year — but a real big win.

💰 7🔥 4

Benji Albrecht, MBA7 minutes ago

Just sold $17,500 of sprints with at least 1 more expected this year — mere hours after watching the modules. This stuff works. Lol

😂 5🔥 8💪 3

Kevin Kim3 hours ago

If you're an agency, you literally have no excuse not to join the Blueprint.

👍 24🔥 18💯 11

Matt VarleyToday at 8:36 AM

Won my first official "Blueprint" client this week! Used the Blueprint proposal template — they loved it.

🎉 4🙌 3

🔥 Austin C. — "$70K deal signed yesterday" 💰 Grant H. — "$80K/year contract closed" 🚀 Jason D. — "$31K+ monthly revenue" 🎉 Charline T. — "Hit $10K first time ever" 💪 Nicole S. — "$18K client on the books" 🔥 Benji A. — "$17,500 in sprints in one day" 🏆 John H. — "$500K in 12 months" ⚡ James D. — "Charged 33% more with sprints" ✅ Glen M. — "First client, £2K/month" 🎯 Matt V. — "First Blueprint client this week" 🔥 Austin C. — "$70K deal signed yesterday" 💰 Grant H. — "$80K/year contract closed" 🚀 Jason D. — "$31K+ monthly revenue" 🎉 Charline T. — "Hit $10K first time ever" 💪 Nicole S. — "$18K client on the books" 🔥 Benji A. — "$17,500 in sprints in one day" 🏆 John H. — "$500K in 12 months" ⚡ James D. — "Charged 33% more with sprints" ✅ Glen M. — "First client, £2K/month" 🎯 Matt V. — "First Blueprint client this week"

Get started

BETTER REPORTING, LOWER PRICE.

Client reporting is one part of Agency OS — and the whole platform costs less than most agencies pay for their reporting stack alone. Every membership includes free migration support and free onboarding, weekly live coaching calls, weekly AI training calls, and a full support community.

Your agency stack — monthly

Team size

Client reportingAgencyAnalytics, DashThis

CRM & pipelineHubSpot, Close, Pipedrive

Project managementAsana, Monday, ClickUp

Client portalSPP, Ignition

AI assistant & workflowsassorted add-ons

Your stack total

Agency OSClient reporting included, everything all-in

$199/mo

Get instant access

Prices shown are typical market rates for comparison. Your stack may vary.

📈

Report on every service you sell

SEO, local, links, content, PPC, LSA, and paid social in one report per client

🗺️

Prove local rankings with heat maps

Grid rankings across the service area, tracked over time, next to GBP calls and clicks

🔗

Tie links and content to results

Every placement and published piece shown with the traffic and rankings it moved

💰

Compare paid channels honestly

Spend, conversions, and cost per result by campaign and creative, blended against organic

✨

Generate the analysis in one click

AI reads the report and writes what's working and what isn't — on your own Claude plan

🎨

Put your brand on every report

Your logo and accent colour across client reports and the app itself

🔓

Share a live link, not a PDF

Clients check performance any day of the month instead of emailing you for numbers

Frequently asked questions

Everything you need to know before you move your client reporting over.

Where does the data come from?

Sources broker through Windsor.ai — GA4, Search Console, Google Business Profile, Google Ads, Local Services Ads, and Meta — with Ahrefs, Local Falcon, and DataForSEO for rankings, links, and grid tracking. You connect each source once, then paste the account IDs on the client's Data tab.

Which channels can I report on?

SEO (traffic, clicks, keywords, leads), local SEO (grid heat maps, GBP rankings, calls, clicks), links (placements and the performance of the pages they point at), content (what you published and what it earned), PPC, LSA, and paid social (clicks, conversions, cost per result, best-performing ads). Each client only shows the sections you run for them.

Is the report white-labelled?

Yes. Upload your logo and set your accent colour once and every client report carries your brand, not ours — as does the app itself.

Can clients see it themselves?

Yes. Each client report has a live share link, so they can check performance any day of the month instead of waiting for a monthly PDF. You control which sections they see.

What is Generate analysis?

One button reads the whole report and writes what's working, what isn't, and why — then saves it to the client's Analyses tab. It runs on your own Claude plan through the connector, so there's no separate API key and no separate bill.

How far back does the data go?

As far back as each source allows. Search Console history tops out around 15 months — Google's limit, not ours — so that's the longest preset for search data. Reports read from a cache, so hit Refresh to pull the latest.

Is reporting sold separately?

No. It's part of Agency OS, which is included in your $199/mo Blueprint Training membership along with the CRM, project management, billing, the AI agent suite, and the community.