As WSI Comandix’s client base grew, they realized that manually creating marketing reports every month was burning out their team members. Instead of driving results for clients, nearly half of a full-time team member’s time was spent gathering data and generating reports.
Even with that dedicated effort, clients were constantly following up about the status of their monthly reports, or to ask questions when the data was unclear. This is something no agency wants to deal with.
There was also the element of human error in their outdated reporting process. WSI Comandix tried using Google Data Studio as an alternative, but they found it to be too complex and it required an advanced team member to set it up and QA the reports – which took too long with 30+ clients.
They needed a solution that reduced the pain of client reporting and internal friction in their team so that they could grow their agency and onboard clients faster.