Most SEO agencies don’t struggle with knowing what to do; they struggle with the time it takes to create reports that clients can understand and trust.
And when reports live in PDFs and spreadsheets that require manual updates, fulfillment slows, priorities blur, and reporting becomes a monthly scramble.
In this post, I’ll show you how to turn Xagio’s audits and rank tracker into a repeatable delivery system.
You’ll learn how 15 minutes using Audits and AI Wizards create a shareable keyword research foundation, and how automated rank tracking reports keep clients up-to-date and happy.
The outcome is smoother fulfillment, clearer client buy-in, and scalable retention.
Why Audits Fail As Fulfillment Tools (And How To Fix That)
Traditional audits fail as fulfillment tools because they take hours to produce, yet still don’t create an execution-ready plan.
They describe the current state of a website, but they don’t package the work into clear priorities, page-level actions, and keyword-driven deliverables.
They also separate “technical findings” from “content opportunities,” which forces your team to do keyword research and clustering later, usually in a spreadsheet.
It’s when you get to that research step that you hit a severe bottleneck.
Rather than tell a client that you’ll have an actionable plan within 24 hours, you have to appease them for days or even weeks.
By the time you get to demo your findings, clients often start wondering if everything else will take that long.
And that always leads to one question: when am I going to see results?
You haven’t even started doing the actual work, and you’re already under pressure.
And then there’s the need to provide regular progress updates.
That involves even more reporting work, creating elaborate PDF reports that ultimately get confusing and muddy the waters.
They are typically the type of reports that might impress fellow SEOs, but clients only care about one thing.
Let me explain.
The Only Thing Clients Truly Care About
Your clients only really care about more leads and sales.
It’s that simple, and anyone who tries to tell you that the longer and more detailed your reports are, the more clients will trust you is trying to sell you something you don’t need.
So, what brings more leads and sales to clients?
It’s more traffic to their website. And more traffic either comes from advertising or improved rankings.
Ultimately, what you need to show the client is what you’re going to do to fill technical SEO and content gaps on their site, and how your actions are improving their rankings.
The best way you can do that on autopilot is to have a rank tracking report that updates daily and has easy-to-view charts that clients can access it whenever they want.
No more sending weekly or monthly reports; instead, you’ll provide one link and tell the client that any time they feel like checking progress, they simply open the rank tracking link and get the latest info.
Believe me, that’s all they’ll care about, and it allows you to focus on improving rankings rather than spending hours on reports.
Now, let’s look at how you can simplify fulfillment.
The Xagio Fulfillment Workflow
Here are six simple steps that will take care of all your reporting needs for new clients and ongoing fulfillment.
Step 1: Run A Project Planner Audit
Your starting point should always be an audit that shows the current state of a client’s website. Xagio’s project planner helps with this, and you can use the “Import My Keywords & Rankings” feature using the Xagio plugin on a client website.
This generates a project that shows all the existing pages along with ranking keywords. You also have search volume and competition metrics that all provide a clear picture of what their site currently ranks for.
Step 2: Run A Project Planner AI Wizard
For this step, we’re staying on the Project Planner tab, but we’re going to launch the AI Wizard.
The AI Wizard allows you to specify a location and target niche keyword, then select the main competitors in the top 10 SERPs, and end up with a project report of fully researched and clustered keyword groups.
Everything up to now has taken less than two minutes, and now you just need to see which keyword groups in the AI Wizard are not on the client’s website.
Those are the gaps you can fill to drive more traffic to new pages.
Tip: Check out this blog to see how to get the most out of the AI Wizard.
Step 3: Combine Keyword Clusters Into One Project
I generally remove all keyword groups from the AI Wizard results that I don’t need, and then move the remaining ones to the Audit from step 1.
The result is one project file that shows the current state of pages and rankings, and the opportunity for targeting more keywords.
Step 4: Share The Project Plan With Clients
With a bit of practice, you’ll be ready to share the project within five minutes, and you’ll have a report that shows exactly what your initial work will involve.
All you need to do is enable the share button, and you can send a viewable project report to the client.
You can use this shared report to present your SEO plan, and then rerun step 1 when you’ve implemented the plan.
It’ll take just a minute to complete the fulfillment tasks for this part, and you can then move on to another automated feature.
Step 5: Send All Keywords To Rank Tracker
Within each Xagio project, you can send all the keywords or a selection of them to the Rank Tracker.
From this moment on, Xagio will track the rankings for the keywords, and you can choose whether to check for updates every 24 or 48 hours.
24 hours is generally best for client reporting, as this allows you to tell the client that they can come back to the shared rank tracking report every day to see the most up-to-date data.
Tip: Follow this guide to get keywords added for rank tracking in seconds.
Step 6: Share The Automated Rank Tracking Report
Now that you’ve completed keyword research and have all the keywords automatically tracked, you have a complete hands-off system for SEO fulfillment reports.
You send the shared ranking report to the client and say that they can check it any day they want an update on progress.
The reports include charts that show the progress over time, and if you’re doing your job right for the client with Xagio, then the graphs show lines going from the bottom left to the top right.
How To Package This Approach For Clients
The fastest way to improve SEO fulfillment is to package your work so the client instantly understands what they’re getting, when they’re getting it, and how progress will be measured.
With Xagio, this becomes simple because the deliverables are built into the workflow: a shareable project plan and a live rank tracking report.
Start by positioning the Project Planner share link as the “SEO delivery roadmap,” not an audit, because it shows both the current state of the site and exactly what you recommend adding next.
Then set expectations around execution by dividing the project work into clear delivery phases, such as “Fix and Optimize Existing Pages” and “Build New Pages From Keyword Clusters.”
This creates a clean fulfillment narrative where each month has visible outputs, rather than vague activity.
Next, position the Rank Tracker share link as the “results dashboard,” and explain that it updates automatically, so progress never depends on a scheduled report.
When clients can see the plan and the movement without chasing updates, fulfillment feels organized, transparent, and consistently valuable.
Start Using Xagio For Client SEO Fulfillment
All of the features described above are available with a paid Xagio subscription, and it’ll take minutes to learn how to effectively execute them.
With an Agency subscription, you’ll also be able to whitelabel all the reports so that they look as professional and authentic as possible.
Sign up or upgrade today and see how much easier client fulfillment and reporting becomes once you have a few simple processes in place.