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The agency guide to
reporting success
Dive into a wealth of
tips and insights designed specifically for agency leaders.
Our aim? To transform your client reporting process into an engaging, insightful journey. Explore these transformative strategies and redefine client reporting.
Chapter 1
Why Is Client Reporting Important?
Get the inside scoop on client reporting for marketing agencies that fortifies agency-client relationships. Learn how to choose KPIs, set expectations, and provide actionable insights.
Chapter 2
Creating a Framework for Client Success
Learn how to set a solid foundation for a successful long-term client-agency relationship through effective reporting practices and improved client onboarding processes.
Chapter 3
What Is a KPI?
Learn how to select, implement, and optimize KPIs (key performance indicators) to drive campaign success and foster strong client relationships, ensuring measurable growth and strategic alignment within your marketing agency.
Chapter 4
The Key Differences Between KPIs vs Metrics
In this comprehensive guide, we share how to leverage KPIs vs. metrics to enhance client success, including a breakdown by department and a list of best practices.
Chapter 5
Top Digital Marketing Metrics to Showcase Success
Not all metrics are created equal. This chapter breaks down the most important digital marketing metrics by channel—helping you build smarter reports, guide better conversations, and show real results.
Chapter 6
What To Include in Client Reports
Learn the essential components of in-depth client reporting, and understand the critical role that reporting plays in achieving client success.
Chapter 7
Using Data Storytelling in Client Reports
Learn how to captivate your audience, make data come alive, and drive impactful decision-making using data storytelling techniques.
Chapter 8
How To Use Automated Client Reporting To Reclaim Billable Hours
A step-by-step process for using automated reporting & dashboards to reclaim billable hours, including real-life examples from agencies like yours.
Chapter 9
Advanced Client Reporting Strategies & Best Practices
Improve your client relationships with actionable strategies for exceptional reports. This comprehensive guide offers client reporting best practices, tips, and more.
Chapter 10
Buying vs. Building a Reporting Platform
Explore the pros and cons of buying vs. building a client reporting platform for your agency. Weigh customization and flexibility against time and costs to make an informed decision.
Discover insightful KPl examples to measure agency performance effectively.
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