Monthly AEO report: what to show the clinic owner
Published on October 15, 2026
Metrics and Monitoring
A clinic owner doesn't need to know what AEO is. They need to know whether patients are finding the clinic on AIs and whether that's generating return. A good monthly AEO report answers those two questions on one page, no jargon, with numbers that point to action.
At Bincoo, we help thousands of clinics turn visibility data into a report the owner understands, and the pattern is always the same: fewer metrics, more consequence.
More than 10,000 companies already use Bincoo to be recommended by ChatGPT, Gemini and other platforms.
The golden rule: one page, five numbers
If the report goes past one page, nobody reads it. The five indicators that carry the monthly meeting are:
- Visibility percentage: how many of the monitored questions the clinic appeared in (e.g., 12 out of 20 questions, or 60%);
- Average position: where in the answer (first recommendation, among the top three, or cited at the end);
- Mention sentiment: positive, neutral, or with misinformation;
- Local share of voice: your share of citations against the city's main competitors;
- AI-originated patients: the number recorded at the front desk with the question "how did you hear about us?".
Those five numbers, compared month over month, tell the whole story.
What to show, number by number
| Indicator | What it is | Business reading |
|---|---|---|
| Visibility | Answers that cite the clinic | Are we being found? |
| Position | Where in the answer | Are we being chosen or just listed? |
| Sentiment | Tone of the mention | Is the AI selling us well? |
| Share of voice | You vs. competitors | Are we gaining or losing ground? |
| AI patients | Source recorded at the front desk | Does this pay the bills? |
The report structure that works
1. Executive summary (three lines)
Example: "In October we appeared in 60% of answers, versus 35% in September. We moved up to second average position. We received 9 patients who said they came recommended by the AI."
2. Month-over-month table
The same table of five indicators, with the current month's column next to the previous one. Variation in green or red. Nothing more.
3. What the AI gets wrong
A short list of the incorrect information found (phone, address, a specialty that doesn't exist). Each item with the action taken or planned.
4. Next month's plan
Two or three concrete actions: "publish an implant page with a price range", "reply to the 14 pending reviews", "fix the address in directory X". No fluff.
Frequency and delivery format
The monthly rhythm is ideal for clinics: weekly is too much and tires the reader, quarterly lets important problems slip by. Deliver it always on the same day, preferably before the partners' meeting, and use the same template every month. Predictability is what turns the report into a management habit, not a project that's born and dies.
Mistakes that kill a report's credibility
- Stuffing it with traditional SEO metrics: Google ranking matters, but mixing everything dilutes the message about AI;
- Showing only wins: if visibility dropped, show it and explain it. A report that only goes up loses the reader's trust;
- No time comparison: an isolated number says nothing. The value is in the timeline;
- Not tying it to cash flow: the owner approves investment when they understand how much comes in. Always bring the AI-originated patients.
When to outsource this work
Building a report manually requires collecting answers from several AIs every week, consolidating and presenting them. If your marketing team handles more than one clinic, that becomes a bottleneck. Bincoo generates the ready monthly report, with visibility, position, sentiment, and competitor comparison. On the Essential plan, for R$ 39.00/month, the clinic receives the material ready for the partners' meeting.
Conclusion
- A good report has one page, five numbers, and a comparison with the previous month;
- Translate every metric into a business consequence: found, chosen, well recommended, gaining ground, generating patients;
- Always end with next month's plan, because a report without action is decoration.
Want to receive your clinic's report ready every month? visit Bincoo and see how it works.
Frequently asked questions
"What is a monthly AEO report?"
It's the monthly summary of the clinic's presence in AI answers: how many times it was cited, in what position, with what sentiment, and how many patients came through that channel. It turns visibility data into business decisions.
"What are the three most important numbers?"
Visibility percentage (how many answers you appear in), average position (first, second, or cited at the end), and AI-originated patients, measured at the front desk. With these three you can sustain any conversation with partners.
"How do you measure patients who came from AI?"
The simplest way is to ask at the front desk and record it in the patient record or calendar: how did you hear about us? Since many patients already arrive saying the AI recommended them, the natural question captures the source with good accuracy.
"How long until the report shows a growth trend?"
Between 60 and 90 days of continuous monitoring. The first month is the baseline; from the second month on, the numbers start telling a clear story of rise or decline.
