• Industry guide
  • Agencies
  • 5 min read

Client reporting from the record

Dated samples, ranges, sources, and the approval trail. No estimate presented as a measurement.

Author
ftes.ai Editorial
ftes.ai Team

The short answer

An AI employee for agency client reporting on ftes.ai is the reporting output of each client property's Digital FTEs: a first-person monthly review from that property's record, with citation presence sampled per engine with dates and ranges, console movement where connected, pages published with sources, the approval trail, and every unmeasured item labelled. The account manager adds judgement.

Put a Digital FTE on thisEvery role proposes with evidence and reports to you.

Key takeaways

  • The report is generated from the property's record, not assembled from screenshots.
  • Citation presence is a dated sample per engine reported as a range, never a single number.
  • Reach the platform cannot see and attribution no platform can see are labelled unmeasured.
  • The account manager adds judgement: what it means and what next quarter looks like.
  • The client can verify every line against the property's audit trail, and can be given the export.

Why is agency reporting usually the weakest deliverable?

Because it is assembled at month end from whatever can be screenshotted, by the most junior person, with the numbers chosen to look good. Clients know this, which is why agency reports are read with suspicion. On ftes.ai the report is different in kind: each client property's Digital FTE writes a first-person monthly review from its own record, every number traces to a sample, a console, a publish log, or an approval, and anything it cannot measure is labelled unmeasured rather than filled in.

The account manager's job becomes reading the record and adding judgement, which is what a client wanted from an account manager in the first place.

What does a client report contain?

Citation presence on the client's fixed prompt set, per engine, sampled weekly with dates and reported as a range for the month; console impressions and clicks for the target queries where the console is connected; pages published in the month that passed the fact gate, each with its sources; social posts published and the escalations the reply rules routed to a person; the approval trail, showing what the account manager approved, sent back, and why; spend for the property against its budget; and the list of what is unmeasured. The FTE's own reading of what worked and what did not comes in its first-person voice, and the account manager's strategic reading follows.

Nothing in the report is a number the client cannot trace to the property's record.

  • Measured: citation samples, console movement, published pages with sources, approvals, spend
  • Labelled unmeasured: reach the platform cannot see, attribution, satisfaction without a survey
  • Judgement: the FTE's reading, then the account manager's

Why are unmeasured items labelled rather than estimated?

Because an estimate presented as a measurement is the thing that destroys trust in a report when a client checks it. The platform's performance view marks as unmeasured anything its connected systems cannot show, reach on platforms without an API connection, attribution of a sale to a page, satisfaction without a survey, and the report carries the same labels. A client who sees the agency say unmeasured about three things believes the twelve things it measured.

This is also the honest answer to the question every client eventually asks, which is what all of this is doing for revenue: here is what we can show, here is what nobody can, and here is our judgement.

How does the account manager review the report?

In the property's Performance tab, at the monthly review, reading the FTE's first-person review against the targets, opening the samples and the publish log where a number needs checking, and adding the strategic reading: what the movement means, what the send-back reasons say about the voice, what next month's cluster and prompt set should be. The account manager can send the FTE's review back for correction with a reason if a claim is wrong. The report that goes to the client is the record plus the account manager's judgement, and the two are visibly different.

For a client with several properties, the workforce view combines them; for the agency owner, the same view across every client shows which properties are drifting.

What can the client verify?

Every line. The samples have dates and engines; the published pages are on the client's own site with their sources visible in the trail; the approvals have names and timestamps; the spend is the property's usage. If the client's contract calls for it, the agency can give the client read access to the property or export the audit trail at any point, including at the end of an engagement. Few agencies can offer that, and offering it tends to shorten the trust conversation considerably.

A client who can verify is a client who stops asking for more screenshots.

What does the first report look like?

The first monthly report is a baseline report: the prompt set sampled, the starting citation presence per engine, the console starting point, the Brand Brain confirmed, the sources approved, and the pages already ranking that will be rewritten to the discipline. It claims nothing about movement, because a month is not long enough to claim movement honestly. The account manager says so in the strategic reading and sets the quarter's plan. The second and third reports carry the first real comparisons, still as dated ranges.

An agency that sends a first-month report claiming results is an agency the record will later contradict.

Frequently asked questions

Where do the report's numbers come from?

From the client property's record: dated citation samples per engine, console data, the publish log with sources, the approval trail, and spend. Nothing is assembled from screenshots.

Why does the report say unmeasured?

Because reach the platform cannot see, attribution, and satisfaction without a survey cannot be measured honestly. Labelling them is what makes the measured numbers credible.

What does the account manager add?

Judgement: what the movement means, what the send-back reasons say, and the plan for next month. The record and the judgement are visibly separate.

Can the client verify it?

Every line, against the property's trail. The agency can grant read access or export the trail, including at the end of an engagement.

  • Agencies
  • Client reporting
  • Measurement
  • Honesty
  • Account management
Further reading

Keep going.

Related guides on hiring and managing Digital FTEs.

Checklist · Operations · 5 min

Template: The Five-Line Monthly Review Note

The note that turns a thirty-minute review into a record: date and reviewer, the three decisions with their evidence, and what was found that is not the FTE's to fix. Copyable, with the fields and the reasons each exists.

Read

Ready to hire your first Digital FTE?

Pick a role, connect the tools it needs, and review its first proposals this week.