SERVICE 05 · FOR MARKETING AGENCIES
Automated client reporting
Monthly client reports that build themselves from ad, call and CRM data.
STACKAPIs · Sheets · Looker
TYPICAL BUILD[X] weeks
HANDOVERDocs, Loom walkthrough, run logs
How it works
Ad, call tracking and CRM data for every client is pulled into one place on a schedule, with one agreed definition for each metric. Reports build themselves in Looker Studio or Sheets and go out on time.
Account managers spend reporting day on the insight and the next step, not on copying numbers between tabs.
Sounds familiar?
- 01Client reports eat a full day every month.
- 02The numbers in the report disagree with what the client sees.
- 03Reports go out late when an account manager is away.
- 04You cannot show which campaigns actually produce revenue.
Other services
Speed-to-lead routingEvery lead from every client campaign captured, tagged and in front of the right person within minutes.n8n · Meta · GHLClient onboarding automationContract signed to fully set-up client: folders, CRM sub-account, tasks and welcome email, with approvals where a human should decide.n8n · ClickUp · GmailCRM migrationsMove to a new CRM without losing contacts, history or pipelines.APIs · Data mapping · n8nAI chat & voice agentsAgents that answer, qualify and book leads for your clients, trained on each client’s own material.LLMs · RAG · GHLAd account monitoringEvery client ad account watched around the clock, with overspend, broken tracking and lead drops flagged before the client notices.Meta · Google Ads · SlackDatabase reactivationYour clients’ old leads and past customers turned into booked appointments with personalised SMS, email and AI follow-up.GHL · LLMs · SMS
Find your biggest bottleneck in 30 minutes.
Not the right fit? You still leave with the problem mapped and a plan you can run yourself.
