Auditing
Agency strategy report (AEO)
Generate an internal, commercially framed opportunity review from an audit's intelligence. Agency-only; never shown to clients.
Last updated 2026-07-07
In the app
Who this is for
Agency staff (Owner, Admin, Editor, Viewer) preparing client follow-up, outreach or proposals. It is deliberately internal: the read-only client role never sees the tab, and the report is never added to the shareable client report.
When to use this page
After an intelligence audit finishes, when you want a senior, commercial reading of the findings rather than the technical audit itself. The report turns the audit's evidence into the strongest opportunities to raise with a prospect or stakeholder.
Before you start
- The audit must have run with Intelligence enabled. The strategy report is built from those intelligence results; without them there is nothing to generate from.
- Your plan must include the strategy report (Pro and Enterprise; Free cannot generate it).
In the app
- Open a completed audit under Audits.
- Choose the Strategy tab. It appears only for agency roles, not the client role.
- If nothing has been generated yet, choose Generate strategy report. Generation reads the audit's intelligence and writes the report; use Regenerate to rebuild it after re-running intelligence.
The report has twelve sections, including:
- A full audit interpretation, with a flag on each finding for whether to raise it with the client yet.
- A strategic diagnosis: what is strong, what holds the site back, and the single best opportunity.
- An evidence map and a set of page and journey priorities, grouped Protect, Improve, Expand, Create and Leave alone.
- The top three opportunities, a ready-to-send prospect taster, a short senior email, a proposal angle, questions to ask before pricing, a measurement plan, risks and caveats, and a "what not to say" list.
The prospect taster and senior email are written to be copied straight into outreach.
Common pitfalls
- Generate is unavailable or errors with "no intelligence". Run the audit again with Intelligence enabled first, then generate.
- It is internal. The report contains "what not to say" guidance and mention-to-client flags. Do not paste the whole tab to a client; send the taster or a curated section instead.
- It is not in the public report. The strategy content is stored separately and never appears in the shareable report, its HTML, or the PDF, so a client link never exposes it.
- Free plan. Generation returns a plan error on Free; upgrade to Pro or Enterprise.