How to Automate Local SEO Reporting with Claude

An agency wants to standardize their monthly reporting across 15 clients so any team member can run it in 20 minutes rather than spending 2 hours per client assembling data and writing narratives.

The Monthly Report Template Prompt

Standardization starts with a consistent prompt structure:

"Generate the monthly local SEO report for [Client Name] for [Month Year].
Business type: [type] | Location: [city] | Primary keywords: [keywords]

Pull:
- GBP performance metrics (calls, directions, website clicks, search impressions)
- Map pack ranking trend vs. last month (geogrid ARP/SoLV)
- Review metrics (new reviews, rating change, response rate)
- Citation status (any new inconsistencies)
- AI visibility score

Format: Executive summary (3 paragraphs, business language),
metrics table, top 3 actions for next month.
Agency: [Agency Name]"

Data Sources and What Each Pulls

The local-reporting skill orchestrates multiple data sources:

GBP Performance (LocalSEOData):

  • Search impressions
  • Profile views
  • Phone calls
  • Direction requests
  • Website clicks

Rankings (LocalSEOData or Local Falcon):

  • Current geogrid ARP/SoLV
  • Comparison to previous month
  • Position changes

Reviews (LocalSEOData):

  • New reviews this month
  • Rating change
  • Response rate
  • Any notable reviews requiring attention

Citations (LocalSEOData):

  • Consistency score
  • Any new inconsistencies detected
  • Directories needing attention

AI Visibility (LocalSEOData):

  • ChatGPT appearance rate
  • AI Overview appearances
  • Perplexity mentions

The Executive Summary Layer

The executive summary is what clients actually read. It must be in business language, not SEO jargon.

MONTHLY LOCAL SEO REPORT
[Client Name] | March 2024 | Prepared by [Agency Name]

EXECUTIVE SUMMARY

Valley Plumbing had a strong March. Phone calls from Google increased
23% month-over-month, reaching 67 calls — the highest since tracking
began. This increase correlates with the map pack improvement from
average position 4.2 to 3.1 for "plumber Phoenix."

Review momentum continues building. The eight new Google reviews this
month pushed the total to 127, closing the gap with the top competitor
(now 142 vs. our 127, down from a 40-review gap three months ago).
Response rate held steady at 94%, well above the competitive benchmark.

For April, the priority is launching the summer AC tune-up promotion
via GBP posts and maintaining review velocity. The current trajectory
suggests top 3 positioning will become consistent within 60 days.

The summary:

  • Leads with business outcomes (calls, visibility)
  • Provides context (month-over-month, competitor comparison)
  • Explains what the numbers mean
  • Sets expectations for next month

Metrics Table Format

Clean, scannable metrics with month-over-month comparison:

KEY METRICS — MARCH 2024

GBP VISIBILITY
Search impressions: 3,247 (+14% vs. Feb)
Map pack appearances: 1,456 (+18%)
Profile views: 892 (+11%)

GBP ACTIONS
Phone calls: 67 (+23%) ↑
Direction requests: 45 (+9%) ↑
Website clicks: 123 (+12%) ↑

MAP PACK RANKINGS — "plumber phoenix"
ARP: 3.1 (improved from 4.2)
SoLV: 47% (improved from 34%)

REVIEWS
New reviews: 8 (+3 vs. Feb)
Current rating: 4.7 (stable)
Response rate: 94%
Total reviews: 127

CITATIONS
Consistency score: 94%
Issues found: 2 (Yelp old phone, Foursquare missing suite)

AI VISIBILITY
ChatGPT: 3/5 test queries
AI Overview: 2/5 test queries

Priority Actions Section

Specific, actionable, time-bounded:

TOP 3 PRIORITIES FOR APRIL

1. Summer promotion campaign (Week 1)
   Create GBP post series for AC tune-up special
   Target: 4 posts throughout April
   Impact: Seasonal traffic capture

2. Review generation push (Ongoing)
   Target: 10 new reviews
   Current: 127 | Competitor: 142
   Action: Activate email request sequence for recent customers

3. Citation cleanup (Week 2)
   Fix Yelp phone number, update Foursquare address
   Time: 30 minutes
   Impact: Maintains NAP consistency

Running the Report Across 15 Clients

For agencies with multiple clients, batching creates efficiency.

Batch approach: Run all monthly reports on the same day (e.g., first Monday of the month).

Prompt template with client variables: Create a standardized prompt template where you only change client-specific variables:

[Client context block - prepared in advance]
---CLIENT---
Name: Valley Plumbing
Type: Plumbing contractor
Location: Phoenix, AZ
Keywords: plumber phoenix, phoenix plumber
Competitors: ABC Plumbing, XYZ Services
---END CLIENT---

[Standard report prompt]
Generate the monthly local SEO report for this client for March 2024.
[Full prompt as above...]

Workflow for 15 clients:

  1. Prepare client context blocks (one-time setup)
  2. On report day, run prompt for each client
  3. Review outputs for accuracy
  4. Customize any client-specific notes
  5. Format for delivery
  6. Send to clients

15 clients × 20 minutes = 5 hours vs. 15 clients × 2 hours = 30 hours manually.

Formatting for Client Delivery

Reports should be client-ready without additional formatting:

"Format the report for [Client Name] as a PDF-ready document.
Include:
- Agency logo placeholder at top
- Executive summary
- Metrics dashboard (table format)
- Trend charts (describe for design team)
- Priority actions
- Next month preview
- Contact information"

Claude generates the content structure. Your design team or PDF tool creates the final visual.

Customizing for Different Client Types

Different clients need different emphasis:

For restaurant clients: Add: Reservation clicks, menu views, table bookings Emphasize: Review sentiment, peak hours traffic

For service businesses: Add: Phone calls, form submissions Emphasize: Lead generation metrics

For multi-location: Add: Location-by-location comparison Emphasize: Portfolio health, worst performers

Customization prompt:

"Generate the monthly report for [Restaurant Name], emphasizing
reservation metrics and review sentiment analysis.
Add food photo engagement data if available."

Quarterly and Annual Reports

Monthly reports track progress. Quarterly and annual reports show trajectory.

Quarterly prompt:

"Generate a Q1 2024 summary report for [Client Name].
Show: 90-day trends for all key metrics, quarter-over-quarter comparison,
major wins achieved, priorities for Q2.
Include ROI calculation if conversion data is available."

Annual prompt:

"Generate an annual local SEO report for [Client Name] for 2024.
Show: Year-over-year comparison, major milestones achieved,
ranking trajectory, review growth, competitive position change.
Format for client leadership presentation."

The Complete Reporting Workflow

  1. Set up client context blocks for all clients
  2. Schedule report day (first week of month)
  3. Run report prompts for all clients in batch
  4. Review each output for accuracy
  5. Add any client-specific notes
  6. Format for delivery (PDF, email, or presentation)
  7. Send to clients
  8. Log any follow-up items

Automated doesn’t mean unreviewed. Claude generates the report; you verify accuracy and add human context before delivery.

The goal isn’t to eliminate human involvement — it’s to eliminate the hours of data pulling and narrative writing so you can focus on insights and strategy.