Standard operating procedure

SOP: Monthly SEO Report

Pull the numbers, explain what changed and send a report the client actually reads.

SOP7 stepsAbout 90 minIntermediate

Objective

Show the client what happened, why it happened and what comes next, in a report they can read in five minutes.

When to use

  • The first working days of each month.
  • Before a scheduled client call.

Prerequisites

  • Access to Google Analytics and Google Search Console.
  • Last month’s report and work log.
  • The SEO Report Template.

Steps

  1. Collect the data

    Organic sessions, conversions, clicks, impressions and priority rankings for the month, last month and last year.

  2. Look for the story

    Find the one or two changes that matter most and their likely causes.

  3. List work completed

    Pull from your work log, with links.

  4. Note issues and risks

    Anything blocked, broken or waiting on the client.

  5. Write the plan

    The top three tasks for next month.

  6. Write the summary

    Three sentences at the top, written last.

  7. Proofread and send

    Check numbers against the source and send on the agreed day.

Quality checklist

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Download

A plain-text Markdown copy (.md) that opens in any editor and pastes cleanly into Google Docs, Notion or ClickUp.

Download SOP (Markdown)

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