Creating and Delivering Client Reports
Nav Nouhi
Last Update 23 days ago
AI Trust Signals makes it simple to produce and present client reports that communicate measurable trust improvements over time. Each report contains the data you need to demonstrate progress and justify strategic recommendations.
To create effective client reports:
Run reports monthly for consistent performance tracking.
Highlight improvements using the Trust Signals Score trend and Scorecard changes.
Use Marcus AI to translate data into client-friendly and actionable insights.
Export reports as PDFs or share dashboard access for transparency.
When presenting to clients, focus on the movement in trust scores, changes in authority signals, and identify new opportunities.