The Perfect Monthly GEO Report: Template & Walkthrough
Title: The Perfect Monthly GEO Report: Template & Walkthrough Target Audience: Agency Account Managers, GEO Specialists, Client Directors Primary Keyword: GEO reporting template Secondary Keywords: AI search report, Share of Model reporting, agency client reporting, DECA analytics
Introduction: The "Where is my Traffic?" Problem
The most dangerous moment for an agency shifting to GEO (Generative Engine Optimization) is the first monthly report. If you send a traditional SEO report showing a decline in organic traffic without context, you risk losing the client.
In the AI era, users get answers on the search engine (Zero-Click Searches). A drop in traffic doesn't always mean a drop in business; it often means the AI is doing its job—answering the user on behalf of your brand.
This guide provides a standardized Monthly GEO Report Template designed to shift the client’s focus from "Clicks" to "Influence." It leverages DECA’s analytics to prove that while they might visit your site less, they are trusting your brand more.
The Philosophy: Influence Over Clicks
Before opening the template, establish this narrative:
"Mr. Client, our goal is no longer just to bring people to your website to read an answer. Our goal is to ensure ChatGPT, Perplexity, and Google Gemini recommend your brand as the answer."
Your report must answer three questions:
Visibility: How often does the AI mention us? (Share of Model)
Sentiment: How does it describe us? (Qualitative Analysis)
Authority: Is it citing our content as the source of truth? (Citations)
The Template: A 4-Slide Structure
Do not send a raw spreadsheet. Use this 4-slide narrative structure.
Slide 1: The GEO Scorecard (Executive Summary)
The high-level health check. Use DECA’s "Dashboard Overview" to populate this.
Share of Model (SoM)
42%
+5%
🟢
Answer Probability
68%
+2%
🟢
Citation Frequency
150 mentions
+12 mentions
🟢
Sentiment Score
Positive
Neutral
🟢
Key Takeaway: "This month, we increased our dominance in the 'Enterprise CRM' category by 5%, meaning the AI now recommends us in nearly half of all relevant queries."
Slide 2: The Battlefield (Competitor Comparison)
Contextualize their performance against rivals. Use DECA’s "Competitive Landscape" visualization.
Visual: A Bar Chart comparing Client vs. Competitor A vs. Competitor B in Share of Model.
Narrative:
Where we won: "We have successfully overtaken Competitor A in 'Pricing' related queries. The AI now correctly identifies us as the 'most cost-effective solution'."
Where we are fighting: "Competitor B still dominates 'Integration' queries. This is our target for next month’s content sprint."
Slide 3: The Voice (Qualitative Analysis)
This is the most critical slide for GEO. It proves you are controlling the narrative.
"What the AI is Saying About You"(Paste actual screenshots from Perplexity or Gemini, or use DECA’s 'Verbatim' export)
Before (Last Month): "Brand X is a software provider..." (Generic)
After (This Month): "Brand X is the industry leader in automated logistics, known for its robust API..." (Specific & Persuasive)
Insight: "Notice how the AI has adopted our new messaging pillars. It is no longer hallucinating features we don't have; it is quoting our latest whitepaper."
Slide 4: The Roadmap (Action Plan)
Connect insights to future work.
Next Month’s Focus:
Defend: Maintain dominance in "Pricing" queries.
Attack: Launch 3 new technical articles to capture "Integration" intent from Competitor B.
Fix: Correct a recurring hallucination regarding our "Free Tier" (The AI thinks we don't have one; we will publish a schema-optimized clarification).
How to Present This Report (The Script)
Don't say: "Here are your rankings." Do say: "Here is your Share of Model."
Don't say: "We built 10 backlinks." Do say: "We secured 10 authoritative citations that fed the AI's knowledge graph."
Don't say: "Traffic is down because of AI." Do say: "Traffic is evolving. We are capturing the intent directly in the search results, positioning your brand as the immediate answer."
Conclusion
A GEO report is not just data; it is a proof of relevance. By using this template, you educate your client on the new reality of search and demonstrate that your agency is the pilot navigating them through this shift.
Next Step: Once the client approves the roadmap, feed the "Attack" topics directly into DECA’s Content Wizard to begin production.
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