Client Mid-Term Report

Set Up

You will use this same procedure for 6 and 12 month clients. For 6 month clients this will be once during their advertising term approx. 90 days after start date. For 12 month clients twice after approx. 120 days and 250 days after start date.

Allow approx. 1 hour to complete this - if you are reporting on more than one client subsequent reports will be much quicker especially if you have the same dates and some similar categories, Features, etc (approx 30-40 mins)

Client Board task should have already been moved to "Things to Do" Board | Pending if not do so
Open the client task and open their "Links template for reporting" spreadsheet
Complete all details needed in this document from Analytics, Searchand FB Meta as below

Gathering Stats

Open Analytics -

Go to Reports | Engagement | Pages and Screens
Put in the dates you want to report on
Add total site visitors and page views in the client spreadsheet
Work through each Analytics link and add stats into spreadsheet
Check in Boards, Classifieds and Posts to see if there are any other links to report on not listed in the spreadsheet
If any new add info and link into the spreadsheet for reporting
SAVE (but don't close the spreadsheet)

Client External Site Hits

In Analytics go to Explore | External Link Clicks
Put in your reporting dates
Export as CSV
Open your download
Check click throughs and add in client spreadsheet
If you are doing other reports keep the External spreadsheet open

Open Google Search Console -

Go to Performance -

Put in your dates you want to report on
Add total Impressions and clicks in spreadsheet
Note in the spreadsheet any other Impressions/clicks of value for this report (eg for specific pages or keywords) in the client spreadsheet

Open Facebook -

Go to Facebook | Meta Business Suite ( make sure you are in the HBC profile)
Go to Insights | Content
Put in the dates to report on in the date range
Search on the client name or anything else might bring up something about them
Note stats in client spreadsheet
Check any other pages
Then check Instagram stats

Instagram -

Do the same process as above for Instagram posts.

Google Page Rankings -

In their Board task open their "Client directory page ranking list"
Manually check each link and ranking
Just update any that might have changed from that listed in the client spreadsheet

Gemini

Then go to Gemini in the globalcarrs account and type in the following prompt filling in the relevant fields -

Please insert the stats from this client spreadsheet for (client name) into the attached report template including adding all the links and rankings and please put the content of the report directly in this chat for me to copy please put the links as direct links into the wording provided for that link and please include all sections provided in the template and add your own interpretation for the Insights and Recommendations and the Looking Ahead section based on the stats. Please can you layout the same as the report template sent to you so this will be summary of hits, then a list of the links, then detailed hits, then rankings, online adverts which you can leave blank as I'll put the ads in and then Looking Ahead and our closing sentence. Keep the layout as per the below report sample -

Forrest Funeral Services Mid-Term Report – 20 February 2026

Plan Type: Premium Plan

Dates Reported On: 20 November 2025 to 20 February 2026

Full Advertising Term: 20 November 2025 to 20 May 2026

Thank you for placing your business links on Linku2 Hibiscus Coast. This is a mid-term report. You can click on the following links to view stats and graphs. Please take a moment to check your current onsite pages and advise any changes or updates and your current keywords and advise any others we should focus on in this second half of your current term.

YOUR MID-TERM HITS (20 November 2025 to 20 February 2026)

HITS SUMMARY

Hits to your onsite pages: 23 hits
Hits to pages with your full contact details, information and links: 9 hits
Direct hits through to your website: 1 hits
Hits to pages with your logo advert with direct web link: 509 hits
Hits to our Donation Programme page with your Google Map listing: 43 hits
Features and Blog hits: 84 hits
Classified Ad hits: 1 hits
Social Media reach/hits: 298 hits
TOTAL: 449 direct or indirect views of, or clicks into, your business

YOUR CURRENT LINKS

Onsite Pages

Donation Programme

Features & Blogs

Social Media

YOUR DETAILED HITS

Onsite Pages

Main Client Page (Forrest Funerals): 9 hits
Retirement | Funeral Directors and Services: 10 hits
Retirement | Funeral Celebrants: 4 hits

INSIGHTS & RECOMMENDATIONS: Your Retirement-specific pages are seeing slightly higher engagement than the general listing. This suggests your local audience is specifically looking for late-life planning resources. We recommend ensuring your "Funeral Celebrants" page has a clear bio or photo to help personalize the service further.

Donation Programme

Donation Page & Map Listing: 18 hits
Donation acknowledgement listing: 25 hits

INSIGHTS & RECOMMENDATIONS: The high hit rate on the acknowledgement listing (25 hits) shows that community members are checking who is supporting local causes. This is a powerful "silent" marketing tool that builds immense brand trust.

Features and Blogs

The Golden Years: 26 hits
Who You Gonna Call?: 32 hits
Why Funerals Matter: 19 hits
Personalising a Funeral Service: 2 hits
Retired? The Coast is a great place to relax: 5 hits

INSIGHTS & RECOMMENDATIONS: "Who You Gonna Call?" is your top-performing content piece. It clearly addresses a community need for practical, step-by-step information. We recommend developing a follow-up "checklist" style feature for the second half of the term.

YOUR CURRENT GOOGLE SEARCH RANKINGS

Hibiscus Coast funerals – No. 1
Hibiscus Coast funeral directors – No. 1
Hibiscus Coast funeral services – No. 1
Hibiscus Coast funeral celebrants – No. 1

INSIGHTS & RECOMMENDATIONS: Maintaining a total sweep of No. 1 rankings for these critical keywords is the best possible outcome for SEO. It ensures that Linku2 is effectively capturing the majority of local search intent for your services.

YOUR ONLINE ADVERTS

[INSERT SCREENSHOTS OF CURRENT ADVERTS HERE]

LOOKING AHEAD

Based on your mid-term data, our strategy for the next 3 months will focus on:

Capitalizing on Pre-Planning Interest: We will prioritize your second Classified Ad (scheduled for May) to focus on pre-planning services, given the high engagement with "The Golden Years" and "Who You Gonna Call?".
Visual Social Content: We will utilize the upcoming June Social Media post to showcase the "celebration of life" aspect of your services, which typically sees higher engagement than standard informative posts.
Keyword Maintenance: We will continue monitoring those No. 1 rankings to ensure no local competitors gain ground in the search results.

Thank you for placing your confidence in Linku2 Hibiscus Coast to support your local business to Go Local, Grow Local ...

Attach the following documents -

The client spreadsheet
The report template to use

Make sure you've included all stats and ads including -

Client pages
Client categories
All Section page hits for relevant sections
Features they appear in
Any classifieds they had
Any blog posts
All social media stats
Copyimages of their online adverts

Download and Report

Download the information and report to your client -

Format the report correctly
Check all stats are correct from the client spreadsheet
Save as pdf
Go to WPEngine | Media
Upload your pdf report | Copy the url address
Go to CRM | Contact
Send Email - use template "CLIENT - MID-TERM Report Link Template"
Change any necessary wording and add the button link to your pdf report
SEND

Go to Contact Notes & Activities | Add New | Note | Date and add that report links in Board task

Check Boards

Next go to their task in the "Things to Do" Board -

Add a copy of the mid-term report and add any comments
Move | back to their client Board under completed stage
Then clone the task | change the date to the next mid-term report date | tick to keep copy of the attachments | move to pending - you'll then be ready for next time
Create a new task then go to the task you just closed (or cloned)
Open their report and take a copy of all insights/recommendations that you will need to action
Add these into your task and set a date for about a week to go and action all/schedule - at this time you can schedule any new social posts, classifieds or look into drafting for blog posts to send the client an updated schedule