By using AgencyAnayltics for their client reporting, the team is now able to prepare all of their client’s important metrics within the first week of the month and send off professional-looking reports that reflect their agency’s brand identity. This improvement in efficiency has helped them onboard more clients and continue to scale their agency.
Some advice that Ingram would offer other agencies is to build out templates that focus on metrics that each client needs to see. After creating those templates, make sure your reports are meaningful, to the point, and understandable because a lot of clients don’t have the time to decipher complicated data.
Simply put, if the data in your report doesn’t answer the “so what?” question, then don’t bother sending the report.