How to create a client-ready PDF with agency branding

Generate a client-ready PDF with agency branding from a ready executive template.

Prerequisites

Reporting permissions (read / run / schedule / branding as needed)

Combine a ready summary template, branding preset, and the client project context for a sendable pack.

create a client ready pdf with agency branding

Steps

Confirm branding preset / org logos.
Open Templates → SEO Rank Summary (or another ready executive template).
Configure the client project + search context, date range, and branding.
Generate PDF and download from Generated reports.
Optionally create a weekly schedule for the same config.

Outcome

A branded client PDF ready to email or attach to a portal update.