The SOP Library / Operations
Monthly Reporting & Client Presentation
One consolidated, partner-branded report by the 5th — written so the business owner understands it in two minutes.
- 1
Assemble per account: geo-grid maps, rankings, GBP activity, review velocity, content shipped (with the Ripple), ads results, leads.
- 2
Lead with outcomes in plain English: 'X more calls than last month, here's why.' Charts support, never substitute.
- 3
Flag honestly: what moved, what didn't, what changes next month — trust compounds faster than vanity metrics.
- 4
Brand everything with the partner's logo; deliver through the portal by the 5th.
- 5
Include one suggested upsell trigger when the data supports it (e.g., organic maxed → ads; multi-location → GBP add-on).
- Delivered by the 5th
- Plain-English summary up top
- Partner branding on every page
This is the procedure your clients get when you resell it — delivered under your brand, reported by the 5th.
Sell this as yours →