Our new and improved reporting process is a slam-dunk, out-of-the-park home run, hat trick after hat trick—the very best thing we’ve done for our agency.
Vertical Insight Marketing, founded in 2007, specializes in custom, holistic marketing strategies designed to help small businesses avoid common pitfalls that lead to wasted budgets and lost opportunities.Â
After witnessing numerous businesses struggle due to a lack of cohesive marketing plans, Lisa built her agency around integrated omnichannel strategies grounded in clear, data-driven insights. Her goal has always been to empower business owners to stay focused on the work they do best while trusting experts to handle the increasingly complex world of digital marketing.
This mission came from Lisa’s early experiences watching promising small businesses close their doors—not because of poor products or weak demand, but because owners were ill-equipped to manage their marketing. By combining strategic planning with digestible analytics, Vertical Insight Marketing helps clients avoid analysis paralysis and instead take confident, informed actions.
Too often, I saw small businesses I’d fallen in love with disappear in three months, six months, or a year.
Before adopting AgencyAnalytics, Lisa struggled to find time to grow her business while working full-time roles within other agencies and managing family responsibilities. This left little room for her agency’s expansion, and even as new leads began to flow in, she was still bogged down by a reporting process that required significant manual effort.Â
Depending on the number of marketing channels, reporting time varied from 1 to 3.5 hours per client—an unsustainable workload for a growing agency. Without streamlining, this time drain limited her ability to dedicate energy toward business development and client acquisition.
Prior to AgencyAnalytics, monthly reporting was pulled from a variety of marketing channel platforms. It was then consolidated into the KPIs and entered into my handy-dandy Google Doc reporting template I created way back in 2012—the year I began incorporating data and analytics into my regular monthly responsibilities.
Introducing AgencyAnalytics immediately transformed Lisa’s reporting workflow. With the platform, she pulls comprehensive data into one place, which drastically reduces report setup and preparation time. Reports that once required hours of compilation now take just 15–30 minutes, while larger clients with more channels typically require around 45 minutes—a significant improvement.
In addition to efficiency, AgencyAnalytics provides clients with real-time access to their dashboards, offering transparency and continuous visibility into performance. This eliminates the need for separate documents, screenshots, and duplicated effort. Including strategic recommendations directly within the report became another major time-saver, allowing the agency to enhance quality while reducing manual work. The platform quickly became a distinctive part of their service offering and a strong competitive advantage.
I originally discovered AgencyAnalytics through an agency I’m partnered with. They use it, so I had to for the clients assigned to me, and simply put, I fell in love.
By streamlining reporting, Lisa now reinvests savers time into revenue-generating activities, continuing education, and strategic planning. The agency can onboard and support more clients without overwhelming operational capacity, effectively increasing its bandwidth without increasing workload.
Clients benefit from more transparent, more actionable reports that cut through data overload and highlight the metrics that truly matter. With professionally structured dashboards and expert interpretation, they gain confidence in their marketing efforts and a deeper trust in the agency’s expertise. The result is improved client satisfaction, stronger retention, and more impactful conversations about continuous marketing improvement and business growth.
The more time I can reallocate as the president of the agency, the more time I have for business development to grow and scale the agency.
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