Sample report
Sample Visibility Report
A fictional reporting-format example showing the categories available to active members.
This fictional sample shows reporting categories and definitions. It does not represent actual traffic, lead volume, search visibility, AI visibility, prospect quality, advisor outcomes, or ROI.
Example report summary
Current stage
Not enough data yet / early signal / maturing signal
Useful signal this period
Specialty exposure, profile views, query themes, or source evidence updates
Recommended next action
Add source evidence, improve client-situation language, update links, or add public-safe proof
Profile visibility
Specialist profile views
Visits to a live Specialist profile page.
Firm profile views
Visits to the related Firm profile page.
Specialty page exposure
Where the profile appears inside Tax Advisor Index.
Client inquiries
Request Introduction submissions
Introduction requests that reference a Specialist, Firm, or Specialty context.
Get Matched appearances
Times a Specialist or Firm appears in a relevant Get Matched context.
Website clicks
Outbound clicks from Tax Advisor Index to the advisor or firm website.
Discovery signals
Search observations, where available
Observable external search data when supported by available tooling.
Query themes
Themes that help clarify Specialty or profile language.
Source evidence updates
Public-safe material added or requested during active membership.
Reporting notes
Start with profile review
Visibility reporting is relevant only after a profile is accepted, approved, and live.