If you’ve just signed up for AgencyAnalytics’ free trial, congratulations! You’ve just joined over 5,900 agencies and 100,000 users who have taken the first step to streamline their data-retrieval and client reporting processes. These two things eat up hours of your agency’s time each month, but most aspects involved in client reporting can and should be automated.
Why? Because with all the marketing channels available nowadays and multiple clients on different platforms, marketing agencies have to stay on top of more platforms, data, and log-in details than ever before. "Time is money, says Mark Jamieson, Managing Partner at WSI Ottawa. "If you’re an agency owner you need to be investing your hours in growing the business and you can’t do that if you’re in front of your computer all day manually taking screenshots for reporting," he adds.
The competition is high–so you need to be able to aggregate the latest key metrics, analyze them, and extract actionable results to adjust your marketing strategy. At the end of the day, it’s about presenting your progress to your clients in a way they’ll understand.
Marketing agencies need to free up their time to scale their agency and focus on the creative strategy that brings in the results.
The simplicity of setup and white labeling of this product is bar none the best thing I have seen since 2007 for client reporting. We use it for three of our companies.
— Dave Conklin, CEO of Conklin Media
This article will show you everything it takes to send out your first AgencyAnalytics client report in no time.
Watch this video to see how it’s done in under 5 minutes.
Read on as we cover:
How Your Free Trial Offer Works
If you haven’t signed up for the free trial yet, now is the time to do so. If you did, simply Log In and follow along as we go. (To sign up for your free trial, all you need is your name, website, and contact info. There’s no risk in signing up, and a mountain of benefits to explore as you will soon see.)
Your AgencyAnalytics trial lasts 14 days–even though it only takes a matter of minutes to get your first client report out the door. So why two weeks? It gives agencies a chance to test out some of the cool features and familiarize themselves–and their team–with our robust, easy-to-use platform:
Connect multiple integrations to bring in all your key metrics - Find Out More
Get all your client reports out the door faster and easier - Find Out More
Set up powerful marketing dashboards to organize key metrics in one place - Find Out More
Configure your white label profile - Find Out More
Get staff set up with their own logins and permissions - Find Out More
Assign a task to a team member - Find Out More
Set up individual client accounts to control what level of data each client can view - Find Out More
Test some of the more advanced features, such as creating an SEO proposal to attract new clients
What’s Included in Your Free Trial Offer?
The quick answer? All the same features as our Agency Plan plus limited access to our Keyword Rank Tracker and SEO Site Auditor add-ons.
Here’s what’s included:
Unlimited Reports
75+ Integrations
Drag & Drop Editor
Unlimited Staff & Client Accounts
10 keywords in the Rank Tracker
Up to 100 page crawls in the SEO Site Auditor
Unlimited Custom Dashboards
350+ Dashboard & Report Templates to choose from
All the other features in the Agency plan, including multiple white label profiles, custom metrics, goal-tracking, and PPC markups.
The only thing your agency can't do during the free trial is bulk import/export campaign data.
It's a great place to get started, but the AgencyAnalytics plans adapt to your needs as your agency grows. 🌱 Check out the flexible pricing options here.
What To Do First: 5 Steps To Getting Started
Once you sign up, you don’t want to procrastinate. After all, it’s your agency that benefits by saving time and getting beautiful client reports done in a matter of minutes.
There are a lot of features available on AgencyAnalytics, but you only need to set up the basics to understand how much time, effort, and trouble the platform can save your agency every month.
We have improved workload efficiency, lowered business costs, and improved client retention rate–everything our business looks to achieve.
— Tom McVey, Director NetSixtySix
To avoid any free-trial offer regrets by waiting until the last minute, give the people on your team who are in charge of client reporting their own login (the free trial includes as many staff accounts as you need to test out the platform thoroughly). They’ll test out the software by scheduling a client report ahead of time. If that person is you, great! Stay tuned as we walk you through each step to get there.
Step 1. Create A Client Campaign
The first step is to create your first Campaign. A Campaign typically represents a single client and their website and marketing platform integrations (i.e. Google Analytics, Facebook, Instagram… you get it). Integrations are the marketing channels your clients use–and you’ll soon be pulling in all their key metrics and analyzing them from your AgencyAnalytics dashboards and reports.
Simply start from your account’s home screen and click on ‘Create Campaign.’
The next steps are done by walking through the campaign wizard, which will prompt you to add your campaign’s basic information, including:
Campaign Title: This can be the name of your client’s website or the name you’d like to use to identify them (for example, if you are handling multiple branches for the same company, add their name + location as the Campaign title to make it easier to identify each branch).
Website Address: Your client’s URL
Report Delivery Timezone: This setting ensures that your clients don’t receive a report at 1 a.m. and is useful if they are in a different location than your agency.
Group: This one is optional, as it allows you to put multiple campaigns together in their own folder, which will appear in your dashboard. This is handy when one of your clients operates multiple brands or websites.
Once that’s done, hit ‘Create,’ and it will direct you to Step 2: Adding Integrations.
Read more about getting started in our help center.
Step 2. Adding Integrations
The main goal of integrations is to automatically gather your client’s marketing metrics from all their platforms in one place: their AgencyAnalytics Campaign.
To connect your client’s integrations, you just need their login information. We’ve got over 75 of them–from Google Analytics, Google Ads, Facebook, Google Search Console, and many more popular platforms.
We are constantly adding new integrations based on popular demand to ensure you have all your clients’ key marketing metrics under one roof.
Setting up your client’s integrations means that you’ll have all their real-time data updated in one place and won’t have to log in and out of multiple platforms come reporting time.
Let’s say you’d like to set up your client’s Google Analytics account:
In your Campaign (let’s call ours Acme Dental’, select ‘Integrations’ from the lefthand side.
Click on Google Analytics in the list of integrations.
Then click ‘Connect New Account.’
Enter your client’s Username and Password–or your account info that has access to your client’s permissions–in the window that pops up, and select ‘Allow’ in the ‘Application Connection’ screen.
Lastly, you’ll be prompted to select the name of your client. Click the round button next to the correct account and click ‘Save.’
Alternatively, if the account you’d like to connect is under a different GA account and need different credentials, click ‘+Connect New Account’ to enter them and go back to the previous step.
The more integrations you add, the more powerful the AgencyAnalytics platform becomes. Add all your clients’ relevant platforms to AgencyAnalytics, and you’re off to the races!
I really love using AgencyAnalytics. I used to spend hours and hours writing marketing reports and taking screenshots of campaigns. But since I found AgencyAnalytics, I feel like it was a lifesaver for me.
— Zara Basiri, Founder and CEO at IZI Marketing
Read more about integrations in our help center.
Step 3. Using Your White Label Settings
Make the platform your own by uploading your logo and brand colors in a jiffy. Your dashboards and reports will reflect your brand-an added professional touch that makes a difference to your clients.
AgencyAnalytics has saved us hours every month in reporting time. Now we can provide far more thorough reporting for our clients, and it's faster and easier to pull together. It also gives our agency a much more professional touch.
— Hayley Peters, Co-Owner at OhMyDigital
Select a different logo for the dashboard interface, automated reports, and the favicon to maintain consistent branding across the entire platform. And enter the exact Hex codes for your brand’s color palette to infuse your agency’s brand colors throughout the interface.
Find out more about the white labeling features here.
Step 4. Set Up A Dashboard
So, where do all your clients’ metrics go? In live marketing dashboards, of course!
Choose from our many dashboard templates or set your own custom dashboard from scratch. Plus, each integration comes complete with a pre-configured dashboard to display relevant data with widgets and data visualization tools.
Easily edit these dashboard templates by adding or removing widgets, using filters to highlight specific data points, or changing the type of graphs that are showcased.
Or, start your own custom dashboard from scratch–it’s just a matter of pulling in your clients’ data from Widgets.
Having all of our resources in one place combined with a swift report-building tool has allowed us to cut the time it takes to build custom dashboards and reports in half!
— Emily Ginn, Find8 Digital
These are found on the right-hand side. Scroll down and select the integration you’d like to add. Let’s go with the Google Analytics example from above:
Select the metrics you’d like to present, then the type of graph you’d like to present it in. Et Voila! It’s in your dashboard.
Use the drag-and-drop function to arrange the dashboard however you like, add titles to organize the sections, and you’ve got yourself a fully customized dashboard with that client's most up-to-date stats.
Repeat the same process for another dashboard, say, to organize your client’s social media analytics, or choose from our dashboard templates and your client’s data will already be in there.
Here’s what our pre-built social media dashboard looks like once you’ve added your integrations. Instead of spending hours copying and pasting, go ahead and grab yourself a coffee while all your clients’ metrics are instantly populated.
Now that the dashboard has been created, give other members of your agency staff access to see their client’s data in real-time whenever and wherever they want.
Step 5. Create Your First Client Report
You’re already delivering the marketing services that help your clients succeed. But how you present their marketing performance will ultimately determine whether they choose to retain your services for years to come.
So next up is the star of the show–your client report. It’s easy and fast to set up your client reports, especially if you already have your dashboards.
Option 1: Use a ready-made Report Template
There are many report templates available, though these are the most popular ones.
Option 2: Create a Custom Report
Read more about creating reports in our help center.
Adding widgets to your report gives you control of how you choose to display your client’s data. Whether in bar charts, tables, line graphs, and more, your dashboards and reports allow you to show your clients’ results intuitively.
Automated reporting is great if you don’t want to think about deadlines. But many agencies choose to review their client reports before they are sent out. This gives them the chance to personalize their executive summary to note specific highlights, give an overview of what happened, and make sure there are no surprises in the data.
Things to Do Next: Added Benefits To Deliver Quick Wins
Once you’ve got your first client campaign set up, your dashboards populated, and your reports all ready, take advantage of some tools that will help you deliver quick results to your clients, including:
Automated Keyword Ranking reports
Automated Site Audit reports
Creating an SEO Proposal to upsell existing clients
Giving your clients access to their dashboards
Automated Keyword Ranking Reports
Add up to 10 priority keywords to get a taste of what our powerful rank tracking and reporting tool can do. Automatically update your client’s latest keyword rankings and SERP positions daily. Once you pick a monthly plan, simply add the Rank Tracker as an add-on option for $50 a month per 500 keywords.
Automate your keyword reporting with the Rank Tracker Tool to stay on top of your client’s SEO strength.
Alternatively, track client keyword rankings in a dashboard that includes your client’s Site Audit Score and other key metrics.
Automated SEO Site Audit Reports
Get a quick win with your clients–or prospective clients–by running a full site audit using our Site Audit Tool, and have a beautiful report all ready to present to them. Your free trial includes a site crawl of 100 pages. This is useful for identifying and prioritizing site issues and spotting opportunities to improve your agency’s services.
Test out the SEO Audit Tool for 14 days using your free trial.
Use Our SEO Proposal Template to Generate More Business
Tired of spending hours crafting the perfect proposal? Instead, use our lead generation template as a starting point. From there, add customizations for every potential client so that it speaks directly to their pain points and business goals.
Our 5-section SEO proposal template has everything you need to deliver an in-depth SEO proposal for prospective clients. Try it with our 14-day free trial.
Agency Tip: All you need to do is onboard one new client using this template and you’ve already generated a positive ROI on the platform.
Read more about how to create a winning SEO proposal here.
Give Clients Access To Their Dashboards
Who said marketing dashboards weren’t for your clients too? Sure, client reports are designed for a clearer understanding of the monthly marketing activities, but your more hands-on clients like to see what’s going on in detail.
Give your clients a login to client-facing dashboards to track their progress on their own time. Alternatively, use them during your 1:1 meetings to impress them with just how well you’re staying on top of everything.
Summary
Once you create custom client dashboards and reports, the data takes care of itself by updating in real-time. This means that your marketing team always has all of its clients’ latest data right at their fingertips. And for your client reports, well, all that’s left to do is write up an executive summary and your clients will enjoy their marketing data presented in a sleek, professional report.
Take advantage of our Rank Tracker and Site Auditor tools to deliver reports that easily show how you’re delivering quick wins for your clients, and take advantage of our SEO proposal template to generate more business for your agency’s SEO services.
This way, your agency's impact on their business is crystal clear, and with open communication comes improved client retention.
So what are you waiting for? Set up your first client campaign and watch as the numbers rush in.
The must-have reporting software for agencies, AgencyAnalytics has revolutionized our client reporting. I couldn't recommend it enough.
— Stuart Dixon, Founder of Provance Media
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For more tips on getting started with AgencyAnalytics, visit the Help Page.
Written by
Melody is a marketing manager, writer, and startup consultant. She builds communication bridges thru multichannel storytelling, strategic partnerships, advertising, and go-to-market strategy.
Read more posts by Melody Sinclair-Brooks ›