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 working, 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 likely one of the finest methods to show the worth of your providers and retain purchasers over the long-run. 

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

Between accumulating, aggregating, and visualizing information—the time it takes to manually generate your personal consumer reviews provides up shortly and is usually a important bottleneck to development.

For this motive, consumer reporting ought to be automated as a lot as doable.

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

  • What to Include in Client Reports
  • Data Storytelling in Your Client Reporting
  • Report Automation: How to Streamline Your Agency

Let’s get began.

What to Include in Client Reports

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

To provide you with an thought of what consumer reviews ought to embody, under are the seven sections that we’ve included in AgencyAnalytics’ digital marketing report template:

  • Report Summary
  • Google Analytics – All Channels
  • Google Analytics – Goals (Conversions)
  • search engine optimisation Rankings
  • Social Media Overview
  • PPC Overview
  • Email Overview 

Report Summary

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

Report Summary

Google Analytics – All Channels

The Google Analytics – All Channels part shows the general success of the marketing campaign, together with the overall variety of guests, customer sources, and KPIs resembling common session period, bounce charges, and conversions. The purpose of this part will not be solely to inform your consumer which channels are performing properly, however may assist direct your advertising technique for the next month.

Google Analytics Report

Google Analytics – Goals

Next, we have now a bit for the variety of conversions, or Goals, which in Google Analytics can imply something from electronic mail signups to purchases. This part gives purchasers an understanding of their total ROI for every channel and in addition provides a granular take a look at metrics associated to purpose completions such because the greenback worth and conversion price.

Google Analytics Goals

search engine optimisation Rankings

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

search engine optimisation Rankings Report

Social Media Overview

The social media overview exhibits your consumer a very powerful metrics and KPIs for every platform they’re on. This contains viewers engagement metrics resembling whole followers, put up engagement, attain, and so forth.

Social Media Overview

PPC Overview

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

PPC Overview

Email Overview

Finally, in case you’re managing electronic mail advertising campaigns on your purchasers, this part permits you to observe key metrics resembling  open price, click-through-rate (CTR), and the expansion in subscribers all through the month.

Email Overview

Data Storytelling in Your Client Reporting

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

Data storytelling refers to the method of remodeling uncooked information right into a narrative that highlights key adjustments, patterns, or traits. This is achieved by combining three core options:

  • Data: Data storytelling first requires that you simply gather and combination the information right into a unified location. One of the primary advantages of reporting software program is that information is routinely retrieved from varied sources with an API.
  • Visualization: The subsequent step is to take the uncooked information and apply information visualization in order that anyone can perceive it, no matter technical experience. This permits you to rework uncooked information into actionable insights uncovering traits and patterns within the information.
  • Narrative: Finally, information storytelling ought to embody a story to describe the significance of the information and spotlight any essential KPIs.
Data 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 possibly can see under, this characteristic provides permits 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. Although 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 resembling enhancing outcomes and including your personal distinctive insights to every report.

It’s essential to word that automation gained’t occur in a single day and as a substitute entails constantly tweaking and enhancing your processes. That being stated, a couple of of essentially the most essential steps in the direction of constructing an automatic consumer reporting machine contains:

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

Data Centralization

One of essentially the most difficult components of consumer reporting is pulling information from varied advertising sources right into a single view. For instance, with the 60+ marketing integrations at AgencyAnalytics you possibly can 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 information right into a single view, the following step is to leverage report and dashboard templates. It will be the case that you really want to begin from scratch and create a very personalized report, though sometimes templates is usually a good place to begin that may be modified barely for every consumer. Report templates permit you to focus your efforts on marketing campaign outcomes, finally enabling you to scale far more effectively. 

Create Best Practices for Client Communication

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

Assign Data Views & Governance 

Whether you’ve determined to ship periodic reviews or present 24/7 entry to a reside dashboard, the following step is to present entry to purchasers. If you select to go with periodic reviews this may be executed by scheduling computerized emails to your staff every month. If you select to go with a reside dashboard, you can provide your purchasers their very own login to entry and fully customise every person’s permissions, so purchasers see solely what they want.

Workflow Automation

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

Summary: Automated Client Reporting 

Client reporting is a necessary a part of constructing and scaling a profitable company. That stated, manually creating reviews can typically be a bottleneck that’s each time-consuming and inefficient. Instead of manually accumulating, aggregating, and visualizing information, reporting software program permits you to routinely pull on this information via an API to be able to deal with extra high-value duties.

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


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