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Reporting & Client Communication part 2

April Pearson

Created on June 15, 2026

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Transcript

Title 2

  • Highlight Successes & Opportunities: Showcase wins such as increased SOV or AI answer inclusions and recommend optimizations.
  • Regular Reporting Cadence: Provide monthly and quarterly reports with clear visuals and trend analysis.

Communication TipUse dashboards and visual summaries to make complex AI metrics accessible and actionable for clients. Include "data interpretations" to ensure you are clearly explaining what different metrics mean and how they relate to program goals.

  • Maintain Transparency: Be upfront about challenges or delays and outline corrective actions.
  • Engage Proactively: Schedule periodic review meetings to discuss progress and adjust strategies.
  • Contextualize Data: Explain what metrics mean and how they relate to client goals.