Two templates for the partner's account manager. The monthly one goes with the handout after the report runs. The renewal one goes before an annual renewal or when a client goes quiet.
Monthly: what moved
Subject: [Client]: your AI map for [month]
[First name],
Your [month] map is attached. Three things:
What moved. [One line, e.g. "You're now named on 'best physical therapist in Carlsbad' on ChatGPT and Perplexity. Last month that was [competitor]."]
What we published. [Title of the content], aimed at [the question]. It's live at [URL].
What's next. [The question we're working on this month], because [competitor] holds it on [n] of 8 engines right now.
Mention rate: [n]% (last month [n]%). Share of voice: [n]%.
One ask: [a fact AI states about them that needs confirming, or "nothing this month."]
See you [meeting date].
[Name]
Renewal: before an annual renewal or when a client goes quiet
Subject: [Client]: 12 months on the map
[First name],
When we started, AI named you on [n] of 20 questions. Today it's [n]. [Competitor] was the answer on [n]; now it's [n].
In that time we published [n] pieces of content on your site, corrected [n] facts AI had wrong about you, and sent you [n] reports. Every one of those pieces is yours and stays live whether or not we continue.
The questions keep getting asked. The answer is always somebody. I'd like to keep it being you. [One line on the renewal: "Your plan renews on [date] at [$___]," or "Let's get 20 minutes on the calendar to look at next year."]
[Name]