Your client wants to know what changed, what your team did, and what happens next. OppAlerts gives you the search results, mentions, and prospects to help answer those questions. To explain which findings turned into completed work, you also need your delivery team's records.
Imagine you're in a client review. The reports show the brand appearing in more AI answers, and you've found two new links. The client asks what your team did to get those results. Before you answer, check what the reports show against what your team can document.
A link you just discovered could be in an article published before you started working with the client. A list of prospects tells you how many pages you found. To show the work your team completed, bring the outreach request, the revised content, or the confirmed placement.
Go back to the source
Read the actual answers with your team. An AI answer might recommend the brand, compare it with a competitor, or tell the buyer it's unsuitable. All three can count as an appearance. The wording tells you what that appearance means.
Say your team corrected a page, and that page later appeared as a cited source. You can show the correction and the answer, in that order. That's something the client can inspect. You still don't know why the provider chose the source or what caused every change in the visibility chart.
Explain this before the first report goes up or down. Answers vary between runs, so keep the settings consistent and look at repeated results. And if the client wants to know about traffic or revenue, bring the analytics and sales data as well. A brand appearing in an answer doesn't tell you either of those things.
Give the team a next step they can act on. For example, you've checked two cited roundups. Both accept submissions, and both reach the client's intended buyers. Now you can explain what a contribution needs to include. A drop in answer presence, on its own, doesn't tell you which publishers to approach or what they want.
Sometimes you won't know what caused a change. Say what you collected, what changed, and what you'll investigate next. Your team can commit to checking sources, preparing corrections with supporting evidence, and updating pages. Whether another service recommends the client is up to that service.
Check who can access the account
Campaigns let you organize the research. They don't create separate client logins or restrict staff to individual client accounts; workspace roles determine access. If you've promised a client dashboard in the contract, check how you'll provide it before assuming a campaign does that for you.
Show the client which links you discovered, which came after documented outreach, and which still need checking. Keep the date you found a page separate from the date it was published.
Related reading: reviewing client campaign progress, the review method, roster capacity and access, why visibility is not traffic.
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