Marketing Agency Client Reporting Automation
The Challenge
Agency was manually creating 20+ client reports monthly, each taking 2-3 hours to compile data from multiple platforms, format charts, and generate PDFs. Reports were often delayed and inconsistent in format.
Our Solution
Built automated reporting system that pulls data from Google Analytics, social media platforms, and ad accounts. Creates formatted Excel reports with charts and generates professional PDF summaries with branded templates.
Before vs After
Before Automation
Manual report creation taking 40+ hours monthly, inconsistent formats, frequent delays, client complaints
After Automation
Automated report generation, consistent professional format, on-time delivery, improved client satisfaction
Key Performance Metrics
What You Receive
Every automation project includes comprehensive deliverables to ensure you can maintain and understand your new automated processes.
Sample Deliverable Structure
Business Impact
Increased client retention by 25% due to consistent, timely reporting
“Our client reporting went from being our biggest time sink to a competitive advantage. Reports are now delivered consistently on time, and clients love the professional format and detailed insights.”