FeaturesWhite Glove Onboarding

White Glove Onboarding

Available on the Premier plan, AgencyAnalytics provides a comprehensive white glove onboarding experience. Get personalized support to start scaling your marketing agency with automated client reporting.
Personalized support to start automating your marketing reporting with AgencyAnalytics

Onboarding Training

Get your team & reporting set up for success

Data Migration

White glove support to bring your important data into AgencyAnalytics

Live Support

24/5 industry-leading priority email & chat support with lightning-fast response time

Knowledge Center

Extensive support materials to assist from onboarding to advanced usage


Onboard and Implement With Ease

Need an onboarding plan that aligns with your team’s goals and schedule? You got it. Your onboarding pathway will be customized for your marketing agency’s success and quick time-to-value. You’ll learn how to onboard your client campaigns, integrate metrics, and visualize your data to quickly meet the needs of your clients and your agency.

Get onboarded quickly so you can start meeting the needs of your clients and your agency.

Personalized Training & Account Management

On the Premier plan, your agency is assigned a dedicated customer success manager (CSM) to get you set up and knowledgeable about your AgencyAnalytics digital marketing reporting toolkit, arrange any required data migration, and ensure your agency achieves your specific goals. Your CSM will also work with your team to establish and guide you along the best onboarding timeline to suit your needs.

An AgencyAnalytics CSM will work with your team to establish and guide you along the best onboarding timeline to suit your needs.

Get the Support You Need to Succeed

Want to onboard more teammates? Need training for specific teams within your company? Have questions about agency best practices? Ongoing customized training and assistance is all included in your white glove onboarding experience. Connect through email, schedule a call, or book a live training session—your CSM will make sure your account and your team are set up to achieve your agency’s targets in a way that works best for you.

Best in Class Customer Support

Work Smarter, Not Harder

Your agency’s dedicated CSM is there to keep tabs on your progress and ensure your account setup aligns with your goals. This includes providing tips and best practices to streamline your agency’s reporting process. They’ll even help you set up report templates and dashboard templates customized to your specific needs. Spend less time reporting and more time on the work that creates results for your clients.

Stop Wasting Time with Manual Reporting

We’re saving at least 50+ hours each month with automated reporting, although it’s probably much higher. We’re looking to grow our agency to 250+ clients, and we wouldn’t be able to do that without having a scalable solution like AgencyAnalytics.

Layne Sparks
Layne Sparks
Kiwi Website Design

Discover the Client Reporting Tool Built for Marketing Agencies


Automate Your Marketing Reporting at Scale

Use simple drag and drop functionality to create customized dashboards and reports that showcase essential client data and actionable marketing insights. Schedule them up to send daily, weekly, bi-weekly, monthly, quarterly, or annually. Alternatively, set up personalized permissions for clients and team members to access live dashboards anytime.

How to Schedule Automated Marketing Reports for Marketing Agency Clients

All Your Client Data Under One Roof

Tired of switching between platforms to collect all your clients’ important marketing metrics? Automatically pull data from more than 80 integrations. Easily display all your clients’ key performance indicators in AgencyAnalytics’ powerful reporting platform to show the full picture of their performance.

An example of the available marketing platform integrations AgencyAnalytics offers to connect your clients' marketing data

Reports That Match Your Agency’s Aesthetic

Your agency has a style of its own and you need a reporting platform that can keep up. Apply your logo and exact brand colors. Host each dashboard on a custom domain and your agency’s own branded web app. Does your agency operate under more than one brand or division? Easily create multiple white-label profiles with separate logos and color schemes.

Fully white label your BigCommerce dashboards and reports.

Tools to Manage Your Digital Marketing Agency

Some clients are tech-savvy and want all their data on demand, while others do better with a simpler, more high-level view of their performance metrics. Configure your clients’ access permissions as you see fit. You have full control to choose exactly what you want them to see, and to restrict what you don’t to prevent information overload. You can even integrate with messaging tools like Zendesk and Intercom to streamline your client communication and engagement.

Configure individual client permissions

Organize Your Agency’s Workflows

Optimize your marketing agency's workflows with an efficient task management tool. Create tasks at the account and campaign level. Work together with your team to monitor your advancements and accomplish goals efficiently. Receive notifications along the way to keep everyone in the know and on track.

A screenshot of task assignment and workflows in AgencyAnalytics

I can’t recommend AgencyAnalytics enough. It has provided a robust portal for our major marketing analytics to share with our clients. I love that we can white label the dashboard to create a branded experience for our clients.

Michael Anderson
Michael Anderson

The Wonderist Agency

Ready To Improve Your Client Reporting?

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