Calum Maxwell, Managing Director of Optimise Online

Early on in their growth trajectory, Optimise Online realized they needed to invest in client reporting software. Their reporting process was becoming a hindrance to productivity, and frustrating for employees. 

It took at least 3.5 hours to produce a report, and clients were having a hard time deciphering information in the reports upon receipt. Clients were seeking reassurance that campaigns were yielding the expected results, but goal tracking wasn’t always straightforward. This gap led to additional queries, increased follow-ups, and more billable time expended. 

If things remained the way they were, Optimise Online risked eroding trust and putting a dent in agency growth. All these factors led Maxwell to explore the market for a better solution. 

After testing several reporting tools to no avail, Maxwell heard about AgencyAnalytics through a fellow agency owner. Right away, it was clear that this tool offered everything they needed–integrations with over 80 marketing platforms, agency-centric features, and a great user experience. 

The highly visual dashboards and reports were well-received by clients who quickly grasped their marketing results. It also became easier for Optimise Online to perform a deeper metric analysis and share actionable recommendations. 

Automating data retrieval significantly freed up more time for employees to focus on more important tasks. Overall, it was a win-win investment, both for their agency and clients.

Since using AgencyAnalytics, Optimise Online has seen significant benefits, including an annual cost savings of $50,400. A client report now takes less than 30 minutes to produce, which results in an extra 120 billable hours per month. That means more time to focus on team training, client deliverables, and relationship building.

Whether it’s a downloadable PDF report or a live dashboard, sharing results is more seamless and streamlined. This increased transparency has fostered greater trust, leading to better client retention. 

As a best practice, Optimise Online recommends setting up dashboards and integrations from the get-go. Then, revisit these configurations (at least every six months) to ensure reporting continues to meet expectations.