Reports drafted before you ask.
From each client's own accounts, in your tone.
An illustrated Brightside Slack workspace plays example conversations between the team and Patricia, one channel at a time. Pick a channel to read it at your own pace.
Monday report for Northwind is ready. Organic sessions up 6 percent week on week, two pages dropped out of the top ten after the pricing rewrite, and the fix is drafted. Written in Brightside's tone, Elena's summary on top.
Sounds familiar?
Reporting eats every Monday.
Pulled by hand, pasted into slides, checked twice.
Every client, every week
Recurring client work, on a schedule.
Onboard her once. She runs the standing jobs for every client.
The weekly client report, ready on Monday
From Google Ads, Meta, GA4 and Search Console, in your agency's tone.
One brain for every client
Briefs, calls and decisions per account, so nobody re-explains a client.
Remembers
Northwind: report every Monday, Elena reads the summary only, no stock photos, Q4 is the backlink push.
Recaps that become tasks
She joins the client call. Action items land on the board with owners.
After the call, 11:33 AM
Northwind monthly review: recap in the channel, 3 decisions saved, 4 tasks in Notion with owners, follow-up drafted.
She asks before a draft reaches a client
Every draft waits for your team's yes. By default, so does every change and spend.
Send the Northwind weekly report to the client?
Reply to Elena about the Q4 calendar?
Send October invoices?
Spend and CPL alerts
Silent until something is wrong. Then the flag and a proposed fix.
Unprompted, 8:12 AM
Fernbrook's CPL is up 28 percent since Tuesday and frequency sits at 4.2. Fix proposed, client note drafted. Want them?
Works on a schedule
Set the rhythm once. She keeps it.
Mon
Tue
Wed
Thu
Fri
Month-end: invoices drafted, sent after your yes
The report, spec by spec
How does Patricia automate the monthly client report?
Early each month, Patricia drafts each client's report from their Google Ads, Meta Ads, LinkedIn Ads, GA4 and Search Console accounts. She compares the month with the one before and with last year, explains what changed, and proposes next steps. The white-label draft waits in your channel until an account lead checks it and sends it.
| Sources it pulls | Google Ads, Meta Ads, LinkedIn Ads, Google Analytics 4 and Google Search Console. You name each client's accounts once. Each platform is reported on its own, because adding results across platforms counts the same sale twice. |
|---|---|
| What the report says | How the period went against the period before and the same period last year, what changed and why, and what the agency proposes next. A source she could not read is named, never left out. |
| Output format | A web page in your agency's voice, white-label by default, with no Patricia branding. It follows the sections and metrics of the report you send today. Google Slides, PDF or PowerPoint if you prefer. |
| Schedule | Early each month: it runs at 08:00 on the 3rd to the 7th and drafts 3 clients per run by default, up to 5. Monthly or quarterly, per your setting. |
| Approval | Nothing reaches a client on its own. The draft lands in your team's channel with a check list: the figures she is least sure of, every assumption, and what she could not read. An account lead checks it and sends it. |
| Cost per report | About 613 credits, about $1.38: BetterPic's monthly client report in October 2026. |
The cost is the credits one real run used. BetterPic is our sister company and Patricia's first client; the other jobs of that month are in the AI coworker pricing breakdown.
AI visibility in the client report
Can the client report show visibility in ChatGPT and Google AI?
Yes. Patricia's AI visibility report counts how often a client's brand is named in ChatGPT answers and in Google AI Overviews and AI Mode, next to up to four competitors, from DataForSEO data. It is its own monthly page, shared in the client's channel next to the monthly report, and it goes out on your yes.
Top 3
of the AI headshot brands named in ChatGPT and Google AI answers: 2nd of 5 on ChatGPT, 3rd of 5 on Google AI.
Patricia's AI visibility report, five headshot brands tracked, US English, September 2026.
28%
of the ChatGPT mentions among those five brands go to BetterPic. The share a client wants on page one of the report.
ChatGPT, 34 of 121 mentions, September 2026.
1.3x
more ChatGPT mentions for BetterPic than for Aragon AI, and 2.8x more than for HeadshotPro, the two best-known names in the category.
ChatGPT, 34 vs 26 vs 12 mentions, same September 2026 read.
- What it covers. ChatGPT (United States, English) and Google AI Overviews and AI Mode. It does not cover Gemini, Perplexity or Copilot.
- What it costs. BetterPic's monthly AI visibility report used 311 credits, about $0.70, in October 2026. The fuller version in the GEO retainer uses about 800 credits per client, about $1.80.
- What comes after. Each finding becomes a recommendation, and on your yes a ticket for the team. See the GEO retainer.
Setup
Set up in 20 minutes.
Together, on the call. No engineering, no onboarding fee.
Add her to a channel
Like any teammate, in Slack or Teams. No new app to learn.
Today at 9:00 AM
Connect your client accounts
Once, for the whole agency, with access scoped per person. No shared logins.
Point her at the first client
Name the account and its standing jobs. She starts the same day.
@Pati take over Northwind's weekly report and the daily account check.
On it. First report Monday morning, in your agency's tone, for your sign-off.
Proof
Proven on our own company first.
BetterPic, an AI photography company, runs on Patricia.
$20k
2
2h
“Patricia runs the campaigns, updates the website, sends the monthly reports, and pings me when something looks off. We did not hire for any of it.”
Thibaut HennauPricing
One price. Every seat included.
What a month of client work costs.
80 replies and briefs, 25 client updates, 10 weekly reports and 2 campaign plans in one example month
- 45,000 credits included every month
- Every seat included, never per-seat
- Metered to real work, and you set a monthly spend cap
- Credits never expire and roll over
- Smart Meeting Notetaker, save $20 per employee per month
What a task costs, on average
A client reply or brief
~$0.13
~56 credits
A client update or LinkedIn post
~$0.34
~150 credits
A weekly client report
~$0.68
~300 credits
A full campaign plan
~$2.66
~1,183 credits
FAQ
Questions, answered.
Which sources does she pull?
Google Ads, Meta Ads, LinkedIn Ads, GA4 and Search Console. Each platform is reported on its own.
Which formats?
Google Slides, PDF, PowerPoint or a web page. You pick per client.
Does she send it to the client?
Only after your yes.
Will it match our template?
Yes. Give her your deck or brand kit once.
What if GA4 and Meta disagree?
She explains the gap. She never averages it away.
When does it run?
Early each month, at 08:00 on the 3rd to the 7th. Monthly or quarterly.
What does one report cost?
About 613 credits, about $1.38. That was BetterPic's monthly client report in October 2026.
Can it show AI visibility?
Yes. A monthly page shows how often the brand is named in ChatGPT and Google AI answers, next to competitors.
Let her draft the next report.
Bring last month's report. Leave with the next one scheduled.