Ruben Roel,
President & Founder of Investigator Marketing

The Client

Investigator Marketing helps private investigators grow their businesses. Their digital marketing agency was founded by Ruben Roel in 2013 and has since worked with 367 clients over the years. 

With their in-depth knowledge of the private security sector, they do everything from helping launch investigation businesses to marketing strategy consultations. They pride themselves on their unique differentiator in the market–specialists in the private investigation marketing niche. 

Roel says their clear understanding of their industry is one of their greatest strengths. It allows them to consistently outperform their competitors and achieve success for their clients. 

The Challenge

Because the team at Investigator Marketing is well-versed in the industry they serve, they spend less time researching their niche and more on finding better tools, resources, and platforms that assist their clients. 

It was important for Roel to maintain consistent communication with their clients, but it started becoming difficult as they took on more clients. They initially offered daily and weekly client meetings, and when that became too large of a commitment, they switched to monthly and eventually quarterly meetings. 

Their clients had gotten used to receiving in-depth reports. However, it was a very detailed process that took an average of five hours per client to create. 

In total, the Investigator Marketing team was spending roughly 350 hours a month preparing their client reports. It was a process that was not scalable at all.

The Solution

Roel chose AgencyAnalytics because of the customizable reporting options and easy-to-read format. He loves that his team can add notes to let clients know what a particular metric is, how it works, and what it means for their business. 

The time they save on client reporting helps them build better relationships, leading to improved client retention. They dedicate their time savings to looking at the effectiveness of their work and areas where they can improve their client’s ROI.

The Result

Roel transformed his entire agency by switching to AgencyAnalytics as their agency growth platform. They turned their reporting team into account executives and managers and structured the team to build and nurture client relationships. 

Aside from structural changes at their agency, their team also loves building marketing dashboards that their clients can access anytime. 

By connecting all of their client’s different marketing platforms into one centralized dashboard, the Investigator Marketing team gains new insights from an overview perspective. This means getting faster insights with every new client they take on. 

Now, their clients quickly find the information they’re looking for as well as understand what they’re looking at, how it works, and what it means for their bottom line.