The question lands at the start of every month at any agency or consultancy serving e-commerce: “so, what did the competition do?”. And in most contracts, the answer becomes a PDF attached to an email. The client downloads it (or does not), the file sinks into the inbox, and the intelligence work that cost the team hours dies without a trace. A competitor report for a client deserves better delivery than an attachment: it deserves a link.
This article is about the mechanics of delivery: how to generate the monthly report, share it through a public link that asks for no login, organize your book of clients so you never mix them up, and use the delivery itself as a renewal argument. The case for why you should sell competitive intelligence as a recurring service (pricing, churn, differentiation) is in competitive intelligence for agencies; here the subject is the tool that turns that promise into a monthly deliverable.
Why an attached PDF buries your work
The problem with an attachment is not aesthetic. It is that, once sent, you go blind: you do not know whether the client opened it, you cannot fix a wrong version that is already circulating, and the file resurfaces six months later in a meeting as if it were current data. Worse: when the contact who received the email leaves the company, the entire history of deliveries disappears with them.
| PDF attached to an email | Shareable link | |
|---|---|---|
| Do you know if the client opened it? | No | Yes: the dashboard shows the views on each link |
| Control after sending | None, the file is theirs | Expires on its own and can be revoked instantly |
| Wrong version circulating | Impossible to recall | Revoke the old link, generate another |
| Presentation | A loose attachment in the thread | A clean page with title, generation date and a download button |
The view count is not a vanity metric: it is the cheapest retention signal there is. A client who opens the report three times in a month values the service. A client who has not opened any of the last three is an announced churn, and you are better off learning it from the counter than from the cancellation email.
The competitor report for a client is a product (treat it like one)
Before delivery comes the content. The client is not paying for 40 Instagram screenshots; they are paying for three paragraphs from you: what changed in their market, why it matters, and what they should do. That leap from raw data to recommendation is the subject of how to turn competitor data into commercial decisions, and it is the part of the service only you can do. The rest you can structure in the panel's report generator:
- Monthly summary (30 days): the backbone of the delivery, the month-end wrap-up with the campaigns detected across all of the client's competitors in the period.
- Coupon intelligence: only the coupons detected, grouped by competitor. Worth it for a client who fights on price.
- Detected launches: new collections and first ads the AI identified. Good for fashion and beauty, where the launch calendar is the whole war.
- Per-competitor deep dive: a detailed analysis of a single rival, for when one specific competitor kept the client up at night that month.
Each type comes out as PDF (ready for the meeting), PowerPoint, Excel, CSV or JSON. In practice: PDF for the decision-maker, Excel when the client's data team asks for the raw numbers. Keep in mind that each plan has a monthly quota of reports, so a large book of clients calls for a bigger plan.
How the public link works in practice
The entire flow happens on the Reports page of the panel:
- Generate a new report: choose the type, the format, the period (there are shortcuts for 7, 15, 30 and 90 days) and that client's competitors. Generation usually takes seconds.
- With the report ready, click Share in the list. It opens the report's public-links panel.
- Generate link: the URL is created and copied instantly, in the format batedor.com.br/r/ plus a 12-character random code, impossible to guess.
- Paste the link into the email (or WhatsApp) along with your read of the month. Done.
On the client's side, zero friction: they open a “Shared report · read only” page with the title, the format, the generation date, how long the link is valid and a button to download the file. No login, no sign-up, no creating an account anywhere. It is exactly what a busy decision-maker needs: one click and the report is on screen.
You keep control after sending: each link is born valid for 7 days (the cap is 30), can be revoked at any time (anyone holding the URL loses access instantly) and shows the view counter in the panel. Expired? Generate another in two clicks.
Honest caveats before you sell this routine: public sharing is a feature of the paid plans (the comparison is at /planos); only reports that are already finished can be shared; the public page carries the Batedor brand, it is not white-label with your agency's logo; and the link delivers a fixed snapshot of the period, not a live dashboard. The refresh cadence is yours: a new report each month, a new link each month. To test the flow end to end before offering it to anyone, the 14-day trial with no card lets you generate a report on your own competitors and share it with yourself.
One group per client: the organization that spares you embarrassment
The biggest operational risk of selling monitoring to several clients is not technical, it is embarrassing: sending client A the report with client B's competitors. The defense is to organize your book into groups, on the “Labels and groups” page of the competitors section: one group per client (“Store X book”, “Fashion Y book”), each competitor tagged into the right group.
With the book grouped, the competitor list filters by group in one click, and when it is time to generate the report the competitor selector (with search) lets you check only that client's rivals. The report comes out with the exact scope of the account, and the title accepts the client's name (“Monthly summary · Store X · August”), which helps when you have a dozen reports in the list.
The monthly routine in 40 minutes per client
Collection runs on its own all month long (automatic sweeps of the competitors' Instagram, Facebook, YouTube and website). Your monthly job is to package and interpret:
Monthly delivery cycle per client
Day 1
Generate the Monthly summary (30 days)
One report per client, only with the competitors in their group. PDF to present, Excel if they ask for the raw data.
Day 1
Write the read
Three paragraphs from you on top of the report: what changed, why it matters, what to do. That is what the client is paying for.
Day 2
Share the link
Generate the public link and paste it into the email along with your read. No attachment.
Days 3 to 5
Check the views
Opened more than once? Bring the topic to a call. Not opened? Call before the silence turns into churn.
During the month
Use alerts as a teaser
When a relevant alert comes in (a new campaign, an aggressive coupon), send the client two lines. It keeps the value visible between one report and the next.
Notice what this routine does for contract renewal. The cancellation conversation arrives and you lay out the ledger: twelve reports delivered, each with a link and a date, opens on record, plus the timely heads-ups along the way. The service stops being a vague memory (“you used to send a PDF, right?”) and becomes an auditable history of value delivered. It is hard to cancel the supplier who is your monthly source of market reading; it is easy to cancel the one who vanishes between one invoice and the next.
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