TechnologyWebsite BuildersWordPress Hosting

How to Scale Your Agency with Automated Client Reporting

After you’ve onboarded a brand new consumer to your company and have their campaigns up and operating, it’s frequent that almost all of communication will come within the type of consumer reporting. 

The frequency and format of every report will change for every consumer, though there’s no query that consumer reporting is without doubt one of the finest methods to exhibit the worth of your companies and retain shoppers over the long-run. 

As you begin to develop the company, nonetheless, it’s seemingly you’ve encountered one thing that many different businesses expertise: handbook reporting doesn’t scale.

Between accumulating, aggregating, and visualizing knowledge—the time it takes to manually generate your personal consumer experiences provides up rapidly and generally is a important bottleneck to development.


Because of this, consumer reporting ought to be automated as a lot as doable.

On this article, we’ll focus on precisely how to automate your consumer reporting from begin to end, together with:

  • What to Embrace in Client Experiences
  • Information Storytelling in Your Client Reporting
  • Report Automation: How to Streamline Your Agency

Let’s get began.

What to Embrace in Client Experiences

The content material of every report will in fact change based mostly on the kind of advertising and marketing you’re doing, though there are frequent options that each report ought to embrace. 


To present you an concept of what consumer experiences ought to embrace, beneath are the seven sections that we’ve included in AgencyAnalytics’ digital marketing report template:

  • Report Abstract
  • Google Analytics – All Channels
  • Google Analytics – Objectives (Conversions)
  • search engine marketing Rankings
  • Social Media Overview
  • PPC Overview
  • E mail Overview 

Report Abstract

The truth is that many consumers received’t perceive all of the technical particulars of every advertising and marketing marketing campaign, which makes the report abstract extremely vital. This part offers you the chance to write out your evaluation of the previous month’s efficiency and description the plan going ahead.

agencyanalytics-report-summaryReport Abstract

Google Analytics – All Channels

The Google Analytics – All Channels part shows the general success of the marketing campaign, together with the full variety of guests, customer sources, and KPIs similar to common session length, bounce charges, and conversions. The aim of this part is just not solely to inform your consumer which channels are performing effectively, however can even assist direct your advertising and marketing technique for the next month.


google-analytics-reportGoogle Analytics Report

Google Analytics – Objectives

Subsequent, we now have a bit for the variety of conversions, or Objectives, which in Google Analytics can imply something from e-mail signups to purchases. This part offers shoppers an understanding of their total ROI for every channel and in addition offers a granular have a look at metrics associated to aim completions such because the greenback worth and conversion charge.

google-analytics-goalsGoogle Analytics Objectives

search engine marketing Rankings

search engine marketing rankings permits you to observe and report on search engine rankings on each Google and Bing. It’s also possible to see how rankings are altering over time, permitting you to establish which key phrases may have extra consideration subsequent month.

seo-ranking-reportsearch engine marketing Rankings Report

Social Media Overview

The social media overview reveals your consumer an important metrics and KPIs for every platform they’re on. This consists of viewers engagement metrics similar to whole followers, submit engagement, attain, and so forth.

social-media-overviewSocial Media Overview

PPC Overview

Subsequent, we now have an summary part to observe pay-per-click (PPC) campaigns throughout a number of platforms. This consists of metrics similar to whole advert prices, cost-per-click, conversions, impressions, and extra. 

ppc-overviewPPC Overview

E mail Overview

Lastly, in the event you’re managing e-mail advertising and marketing campaigns on your shoppers, this part permits you to observe key metrics similar to  open charge, click-through-rate (CTR), and the expansion in subscribers all through the month.

email-overviewE mail Overview

Information Storytelling in Your Client Reporting

Now that we’ve mentioned what to embrace in your consumer experiences, let’s focus on how one can take reporting a step additional and inform a compelling story with your knowledge. 

Information storytelling refers to the method of reworking uncooked knowledge right into a narrative that highlights key adjustments, patterns, or traits. That is completed by combining three core options:

  • Information: Information storytelling first requires that you just accumulate and mixture the info right into a unified location. One of many fundamental advantages of reporting software program is that knowledge is mechanically retrieved from varied sources with an API.
  • Visualization: The subsequent step is to take the uncooked knowledge and apply knowledge visualization in order that anyone can perceive it, no matter technical experience. This enables you to remodel uncooked knowledge into actionable insights uncovering traits and patterns within the knowledge.
  • Narrative: Lastly, knowledge storytelling ought to embrace a story to describe the significance of the info and spotlight any vital KPIs.

agencyanalytics-data-story-tellingInformation Storytelling

One instance of information storytelling in consumer reporting is to add annotations and objectives to your line charts and date-based column charts. As you’ll be able to see beneath, this characteristic offers allows you to to spotlight key adjustments instantly inside every chart:


Report Automation: How to Streamline Your Agency

The final important piece of consumer reporting is automation. Though the preliminary setup of your consumer reporting will take a while, report automation permits you to solely deal with essentially the most high-value duties similar to bettering outcomes and including your personal distinctive insights to every report.

It’s vital to be aware that automation received’t occur in a single day and as a substitute includes constantly tweaking and bettering your processes. That being mentioned, a couple of of essentially the most essential steps in direction of constructing an automatic consumer reporting machine consists of:

  • Centralizing your knowledge
  • Leveraging report & dashboard templates
  • Creating finest practices for consumer communication
  • Assign knowledge views & governance
  • Empowering your gross sales staff

Information Centralization

One of the difficult elements of consumer reporting is pulling knowledge from varied advertising and marketing sources right into a single view. For instance, with the 60+ marketing integrations at AgencyAnalytics you’ll be able to keep away from losing time by switching between accounts and streamline your marketing campaign monitoring in a single, intuitive interface.

Leverage Report & Dashboard Templates

After centralizing your knowledge right into a single view, the subsequent step is to leverage report and dashboard templates. It could be the case that you really want to begin from scratch and create a very custom-made report, though sometimes templates generally is a good place to begin that may be modified barely for every consumer. Report templates enable you to focus your efforts on marketing campaign outcomes, in the end enabling you to scale rather more effectively. 

Create Greatest Practices for Client Communication

After you’ve arrange your consumer experiences initially, the perfect practices for consumer communication is one thing that ought to be clearly outlined inside the company. Client communication could differ barely based mostly on the shoppers wants, so it’s typically really helpful to decide this in your onboarding course of. 

Assign Information Views & Governance 

Whether or not you’ve determined to ship periodic experiences or present 24/7 entry to a dwell dashboard, the subsequent step is to present entry to shoppers. When you select to go with periodic experiences this may be completed by scheduling automated emails to your staff every month. When you select to go with a dwell dashboard, you can provide your shoppers their very own login to entry and fully customise every consumer’s permissions, so shoppers see solely what they want.

Workflow Automation

Apart from automating particular person report era, the ultimate step is to automate your company’s workflows. A technique to do that is with our suite of company instruments, which permits you to create workers accounts, assign them duties, and monitor the progress.

Abstract: Automated Client Reporting 

Client reporting is a vital a part of constructing and scaling a profitable company. That mentioned, manually creating experiences can typically be a bottleneck that’s each time-consuming and inefficient. As an alternative of manually accumulating, aggregating, and visualizing knowledge, reporting software program permits you to mechanically pull on this knowledge by an API so to deal with extra high-value duties.

In abstract, automated reporting software program affords a variety of time and price advantages for businesses — a couple of of essentially the most notable embrace the high-quality consistency of your experiences, the scalability they provide, and the benefit of consumer communication they supply. When you’re prepared to get began automating your consumer reporting, start your free trial of AgencyAnalytics today.

Show More

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *