AI visibility report template: what to include for clients

A client who pays for AEO wants to know three things each month: are we in the answers, who is beating us, and what are you doing about it. A good AI visibility report answers those in the first minute and backs every number with evidence.

Below is a ten-section template agencies can reuse. You can see every section filled in with sample data in our sample report.

The ten sections#

1. The one-line answer

Start with a sentence the client can repeat to their boss, for example: "Across 25 buyer questions, AI named us in about a third of answers this month, steady on last month, and recommended us first in one in ten."

2. Mentioned versus recommended

Show two numbers, not one. Mentioned is how often any AI answer names the client. Recommended is how often it names them as the pick. A client can appear in every answer and still be recommended in none, and that gap is usually the main story.

3. Each AI tool

Break results down for ChatGPT, Gemini, Claude and Perplexity. They often name different companies for the same question, so a single blended number hides where the client wins and loses.

4. Google AI Overviews

Report Google separately: how many of the client's questions showed an AI Overview, in how many the client was named, and whether the Overview cited the client's website. Our article on Google AI Overviews statistics for B2B explains why this matters for B2B.

5. Questions where the client is missing

List the buyer questions with no mention at all. These are the clearest content opportunities.

6. Rivals named instead

Rank the competitors AI names most, and show which questions each one wins. Clients care about this section more than any other.

7. Sources AI relies on

List the websites the answers cite, such as review sites, communities and publications. Getting the client described well on these sites is often a faster win than new pages.

8. What changed, honestly

Compare with last month using the same questions asked the same way. Show a range, not a single figure, and call a change real only when it is bigger than normal run-to-run variation. Our guide on how to measure AI visibility covers the method.

9. The three fixes for next month

Pick three actions tied to the findings: a comparison page against the rival named most, an answer page for a missing question, a fix to schema or AI crawler access, or a push for coverage on a cited source.

10. Method and evidence

Close with how the numbers were produced: which AI tools, how many questions, how many runs, the dates, and a link to every answer word for word. This is what makes the report trustworthy.

What to leave out#

• Promises. No one can guarantee AI recommendations, because the AI tools decide their own answers.
• Traffic forecasts. The report shows what AI said, not what it will do to visits or sales.
• One-off screenshots. A single answer from a single day proves little.

A simple monthly rhythm#

1. Ask the same buyer questions every week on each AI tool and Google.
2. Review the month's trend, rivals and sources.
3. Agree the three fixes with the client.
4. Ship them, then report what moved the following month.

Doing it with WebVisiblity#

WebVisiblity's Live AI Monitoring produces every section above automatically each week, with Google AI Overviews and evidence for every answer. Agencies can share each client's dashboard under their own logo, or fully white-label on Agency Growth. See AEO for SEO agencies or try the sample agency dashboard.