How to Scale Your Agency with Automated Client Reporting

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After you’ve onboarded a brand-new customer to your firm and have their projects up and running, it’s common that most of interaction will can be found in the type of customer reporting. 

The frequency and format of each report will alter for each customer, although there’s no concern that customer reporting is among the very best methods to show the worth of your services and keep customers over the long-run. 

As you begin to grow the firm, nevertheless, it’s most likely you’ve come across something that lots of other companies experience: manual reporting doesn’t scale.

Between gathering, aggregating, and envisioning information—the time it requires to by hand produce your own customer reports builds up rapidly and can be a considerable traffic jam to development.

For this factor, customer reporting ought to be automated as much as possible.

In this short article, we’ll go over precisely how to automate your customer reporting from start to end up, consisting of:

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

Let’s get going.

What to Include in Client Reports

The material of each report will obviously modification based upon the kind of marketing you’re doing, although there prevail functions that every report ought to consist of. 

To offer you a concept of what customer reports ought to consist of, listed below are the 7 areas that we’ve consisted of in AgencyAnalytics’ digital marketing report template:

  • Report Summary
  • Google Analytics – All Channels
  • Google Analytics – Goals (Conversions)
  • SEO Rankings
  • Social Media Overview
  • Pay Per Click Overview
  • Email Overview 

Report Summary

The truth is that lots of customers won’t comprehend all the technical information of each marketing project, that makes the report summary extremely essential. This area offers you the chance to draw up your analysis of the previous month’s efficiency and detail the strategy moving forward.

Report Summary

Google Analytics – All Channels

The Google Analytics – All Channels area shows the total success of the project, consisting of the overall variety of visitors, visitor sources, and KPIs such as typical session period, bounce rates, and conversions. The objective of this area is not just to notify your customer which channels are carrying out well, however can likewise assist direct your marketing method for the following month.

Google Analytics Report

Google Analytics – Goals

Next, we have an area for the variety of conversions, or Goals, which in Google Analytics can suggest anything from e-mail signups to purchases. This area supplies customers an understanding of their total ROI for each channel and likewise offers a granular take a look at metrics connected to objective conclusions such as the dollar worth and conversion rate.

Google Analytics Goals

SEO Rankings

SEO rankings permits you to report and track on online search engine rankings on both Google and Bing. You can likewise see how rankings are altering with time, enabling you to determine which keywords might require more attention next month.

SEO Rankings Report

Social Media Overview

The social networks introduction reveals your customer the most essential metrics and KPIs for each platform they’re on. This consists of audience engagement metrics such as overall fans, post engagement, reach, and so on.

Social Media Overview

Pay Per Click Overview

Next, we have a summary area to track pay-per-click (Pay Per Click) projects throughout numerous platforms. This consists of metrics such as overall advertisement expenses, cost-per-click, conversions, impressions, and more. 

Pay Per Click Overview

Email Overview

Finally, if you’re handling e-mail marketing projects for your customers, this area permits you to track essential metrics such as  open rate, click-through-rate (CTR), and the development in customers throughout the month.

Email Overview

Data Storytelling in Your Client Reporting

Now that we’ve discussed what to consist of in your customer reports, let’s go over how you can take reporting an action even more and inform an engaging story with your information. 

Data storytelling describes the procedure of changing raw information into a story that highlights essential modifications, patterns, or patterns. This is achieved by integrating 3 core functions:

  • Data: Data storytelling initially needs that you gather and aggregate the information into a unified area. One of the primary advantages of reporting software application is that information is immediately obtained from different sources with an API.
  • Visualization: The next action is to take the raw information and use information visualization so that any person can comprehend it, despite technical know-how. This permits you to change raw information into actionable insights revealing patterns and patterns in the information.
  • Narrative: Finally, information storytelling ought to consist of a story to explain the significance of the information and highlight any essential KPIs.
Data Storytelling

One example of information storytelling in customer reporting is to include annotations and objectives to your line charts and date-based column charts. As you can see below, this function offers allows you to to highlight essential modifications straight within each chart:


Report Automation: How to Streamline Your Agency

The last crucial piece of customer reporting is automation. Although the preliminary setup of your customer reporting will spend some time, report automation permits you to just concentrate on the most high-value jobs such as enhancing outcomes and including your own special insights to each report.

It’s essential to keep in mind that automation won’t take place over night and rather includes constantly tweaking and enhancing your procedures. That being stated, a few of the most essential actions towards developing an automated customer reporting maker consists of:

  • Centralizing your information
  • Leveraging report & control panel design templates
  • Creating finest practices for customer interaction
  • Assign information views & governance
  • Empowering your sales group

Data Centralization

One of the most difficult parts of customer reporting is pulling information from different marketing sources into a single view. For example, with the 60+ marketing integrations at AgencyAnalytics you can prevent losing time by changing in between accounts and enhance your project tracking in a single, instinctive user interface.

Leverage Report & Dashboard Templates

After centralizing your information into a single view, the next action is to take advantage of report and control panel design templates. It might hold true that you wish to go back to square one and develop an entirely tailored report, although normally design templates can be an excellent beginning point that can be customized somewhat for each customer. Report design templates enable you to focus your efforts on project outcomes, eventually allowing you to scale a lot more effectively. 

Create Best Practices for Client Communication

After you’ve established your customer reports at first, the very best practices for customer interaction is something that ought to be plainly specified within the firm. Client interaction might vary somewhat based upon the customers requires, so it’s usually advised to identify this in your onboarding procedure. 

Assign Data Views & Governance 

Whether you’ve chosen to send out regular reports or offer 24/7 access to a live dashboard, the next step is to offer access to clients. If you choose to go with regular reports this can be done by scheduling automatic emails to your team each month. If you choose to go with a live control panel, you can give your clients their own login to access and completely customize each user’s permissions, so clients see only what they need.

Workflow Automation

Aside from automating individual report generation, the final action is to automate your agency’s workflows. One way to do this is with our suite of agency tools, which allows you to create staff accounts, assign them tasks, and monitor the progress.

Summary: Automated Client Reporting 

Client reporting is an essential part of building and scaling a successful agency. That said, manually creating reports can often be a bottleneck that is both time-consuming and inefficient. Instead of manually collecting, aggregating, and visualizing data, reporting software allows you to automatically pull in this data through an API so that you can focus on more high-value tasks.

In summary, automated reporting software offers a number of time and cost benefits for agencies — a few of the most notable include the high-quality consistency of your reports, the scalability they offer, and the ease of client communication they offer. If you’re ready to get started automating your customer reporting, start your free trial of AgencyAnalytics today.

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