If you run an agency, you know that client reporting is crucial to managing customer relations.
Detailed reports on campaigns educate your clients and help them better understand your hard work.
Client reports support transparency by putting you and your client on the same page and is also a tool for conveying results clearly. Unfortunately, it's also time-consuming.
A survey shows that 59% of its respondents spend at least an hour per client on reporting every week.
That's why in this guide, we will explore how you can save time without compromising on accurate reporting and how to excel at client reporting for the guaranteed success of your agency. Let's start.
Table Of Contents
- What Is Client Reporting?
- Benefits Of Client Reporting
- 10 Cutting-Edge Techniques To Enhance Your Agency's Client Reporting
- Master The Art Of Client Reporting
- FAQs (Frequently Asked Questions)
You can directly jump to a section of your choice or keep scrolling.
What Is Client Reporting?
As an agency owner, not only do you have to keep track of your clients requirements and their work, but you also need to ensure that they stay in the loop. After all, client reporting is crucial in tracking your business's performance and the services you provide.
Let's say you are a social media marketing agency with clients expecting regular updates on your campaign's progress. That's where client reporting comes in.
Crafting bespoke reports can be a tedious task for busy entrepreneurs. However, thanks to client reporting tools, the reporting process has become more streamlined than ever before.
Generating these reports is the key to unlocking your agency's potential. By using the right reporting tools and implementing a solid reporting process, you can leverage client reporting to propel your agency to new heights.
Benefits Of Client Reporting
Client reporting is an awesome tool that can do wonders for your agency's success. Let's delve into its benefits:
Keeps Both Parties Accountable
By involving clients in the process, you can set expectations and work towards achieving marketing goals that align with their business objectives. This helps to establish trust and a sense of partnership between your agency and your clients.
Raises Your Agency's Value
You can showcase your agency's expertise and justify their investment by providing clients with quantifiable metrics and evidence of your successful work. Moreover, it's an excellent opportunity for upselling and expanding your services.
Helps To Build Better Client Relationships
Transparency about what's working and what's not between your agency and your clients creates trust and loyalty. Regularly staying in touch with your clients and collecting feedback creates an open dialogue and establishes you as a reliable partner in their business.
Educates Your Clients
You can help your clients understand the impact of their digital marketing efforts and the value of your agency's services by providing valuable data and insights. This education can ease the onboarding process and foster long-term relationships.
10 Cutting-Edge Techniques To Enhance Your Agency's Client Reporting
- Accurate Research
- Agree On Metrics & KPIs
- Set Expectations In Advance
- Break Down The Results
- Invite Clients To Your Reporting Dashboard
- Break Out The Channels
- Saving Time With Automation
- Have More Than One Report For Each Channel
- Personalize Your Reports
- Create Reports For Your Use
1. Accurate Research
Access to reliable research can significantly enhance your agency's client reporting capabilities. When deciding to take up the project of a new client, it is essential to identify their short-term and long-term goals and whether they align with your goals or timeline.
Delve deeper into their target audience and aspirations to comprehensively understand their objectives to engage with your agency. With the proper research, your agency can elevate its client reporting to new heights.
2. Agree On Metrics & KPIs
Setting clear metrics and key performance indicators (KPIs) with your client is crucial to ensure success in your projects. These will serve as the guiding light for your efforts and allow you to gauge your performance.
It's essential to establish straightforward and easily measurable metrics from the start itself. For instance, conversion rates and cost-per-click for a PPC campaign or impressions and engagement rates for a social media campaign are important metrics to track and measure performance. By agreeing on these KPIs early on, you will stay aligned with your client throughout the project and have a better chance of achieving your goals.
Interesting read: Top 4 Social Media Marketing Metrics And Their Objectives
3. Set Expectations In Advance
To boost your agency's client reporting, it's essential to establish clear expectations upfront. This includes mapping out the frequency of updates you will provide to your client and determining the level of detail they need in reporting.
By scoping out these details in advance, you can avoid last-minute chaos and create exactly the reports that your clients wish to see. This proactive approach helps you provide better service to your client and sets a foundation for a successful long-term partnership.
4. Break Down The Results
Deliver a clear and concise summary of the results in your client reporting. Don't let your clients get lost in a sea of numbers and data. Your report should include a monthly summary highlighting the most important results and clearly stating whether you are on track to meet their goals.
Remember that not all your clients are marketing experts, so it's essential to provide them with a straightforward overview of your recent accomplishments and progress toward the larger objectives. Take the time to explain any fluctuations in metrics. By doing so, you will provide your clients with a comprehensive understanding of the campaign's performance.
5. Invite Clients To Your Reporting Dashboard
Are you tired of spending countless hours analyzing data and creating client reports manually? Do you want to provide your clients with accurate and in-depth reporting data? Then specialized client reporting tools designed specifically for digital marketing agencies are what you find useful.
Don't get stuck in the rut of using spreadsheets to pull manually and present data week after week. Upgrade to real-time technology that can do the job faster and better, so you can spend more time on deep analysis and strategy.
Using the right client reporting tool, you can easily track and analyze data across multiple platforms. With accurate and detailed campaign data at your fingertips, you can make strategic decisions and adjust your clients' campaigns according to those insights to improve campaigns.
Search for a tool that provides integrations with various data sources so that you can access all the information you need in one place, saving you valuable time and effort.
Statusbrew makes your client reporting process seamless and visually stunning with 11 different visualization options to choose from. Here’s what is in store for you:
- Access to 180+ industry-best metrics for a comprehensive understanding of business performance.
- Customizable reports that can be tailored to meet specific business needs and requirements.
- Cross-network reports that provide insights into multiple social media networks from a single dashboard.
- Export reports and widgets in CSV or PDF format for further analysis and sharing.
- Scheduled reports ensure the timely delivery of important data to relevant stakeholders.
- Live reporting dashboards can be shared with anyone, regardless of whether they have access to Statusbrew, facilitating collaboration and sharing insights.
No more wasted hours logging into each channel and trying to make sense of the data. With a few clicks, you can pull all the relevant information into one dashboard and get a snapshot of how your campaigns are going.
But what if you could take it a step further and invite your clients to view their reporting dashboards directly? Here are some reasons why inviting clients to your reporting dashboard can be a powerful way to boost your agency's client reporting:
- Increased transparency
- Better client engagement
- Clients can also contribute to customizing the reports
Statusbrew offers easy ways to manage users and provides different levels of access to them based on their responsibilities within the organization.
Rev up your client reporting game by using the right tool. Get your hands on the tool with a free trial.
6. Break Out The Channels
Rather than cramming your performance data into one report, create individual dashboards for each channel, such as Facebook, Instagram, and LinkedIn. This not only gives you more space to display supporting KPIs but also allows you to tailor your strategy to each channel's unique needs.
Plus, by presenting the data of each channel separately, you can prevent clients from becoming distracted by poor performance in one channel versus another. If you want to improve your client reporting, consider breaking out your channels and creating one dashboard for each channel.
7. Saving Time With Automation
Time is a precious commodity that can make or break your agency's success in today's fast-paced world. But what if you could save time while also delivering better client reports?
If this question ever strikes your mind, automating your reporting process is the solution you have been searching for. With automated client reporting, you can say goodbye to the tedious task of creating new reports every time your client wants an update. Plus, your reports will always have a consistent look and feel, and you can avoid the risk of human error that might affect your results.
Moreover, by leveraging automated client reporting, you can gather real-time metrics and display them on a live dashboard. Your client can easily view their KPIs whenever they want, and you can focus on providing the in-depth insights and strategic adjustments needed to elevate your clients' campaigns to new heights.
With a smart, automated client reporting tool like Statusbrew, you can schedule reports to be delivered to your email inbox according to your preferred frequency and timeframe. You can also select the recipients who should receive the reports. These scheduled reports will be sent automatically to your and your client’s email at the specified interval.
Make the most of your time, and empower your clients with automated reporting with a 14-DAY FREE TRIAL.
Know more: How To Automate Social Media Reporting
8. Have More Than One Report For Each Channel
Creating multiple reports for each channel is a game-changing way to elevate your agency's client reporting. Rather than overwhelming your clients with a massive report for one channel that covers everything under the sun, give them reports with varying levels of detail and complexity.
Start with a main dashboard highlighting high-level metrics, such as budget pacing, impressions, clicks, and conversions. Then, allow your clients to delve deeper into the details of their campaigns with reports that showcase targeting, keywords, and impression share.
Plus, having multiple reports for each channel means that you can focus on specific performance areas and track progress over time. This approach helps you present your agency's work clearly, concisely, and impactfully.
9. Personalize Your Reports
Don't just settle for basic, one-size-fits-all reports! Personalize your reports to make them stand out and truly valuable to your clients. Start by creating a general reporting template for primary performance data and customize it based on each client's business goals.
By focusing on conversion trends, impression and click-related data, and funnel reporting, you can show your clients the impact of your actions on their bottom line. With in-depth data and advanced reporting tools, you can track performance throughout the marketing funnel and make informed campaign adjustments.
By presenting this information clearly and concisely, you will impress your clients and provide undeniable value and proof of a job well done. Personalizing your reports is a powerful way to boost your agency's client reporting and set yourself apart from the competition.
How good would it be if the reporting tools you use could provide you with ready-made templates that you can customize for your clients? That’s exactly what Statusbrew provides. Just tell us the report you wish to create, and we will create a template in no time. In fact, we already have some ready-to-serve templates that you may find useful.
And with the ability to customize templates, you can streamline your reporting process and free up more time to focus on what really matters – delivering results for your clients.
Creating reports from scratch in Statusbrew is as easy as choosing a visualization, metrics to measure, and dimensions to create a widget. Voila, that's it! This way, you can add as many widgets as you want in a single report.
Check them out now!
Learn more: Tips To Get Benefited By Personalized Reporting
10. Create Reports For Your Use
As an agency, you are constantly juggling multiple clients and campaigns, each with unique metrics to track and goals. With so much on your plate, it's easy to get overwhelmed and lose sight of what's really important. That's why you need to start creating reports about your agency’s performance.
By creating reports at your agency level, you can easily monitor the performance of each client's campaigns and identify areas that need your attention. If need be, you can even present these reports to your clients or use them as a case study to attract new clients.
By having a bird's-eye view of all your client's campaigns, you can quickly identify trends and patterns that may not be immediately apparent when looking at individual reports. This allows you to make more informed decisions and adjust your strategies accordingly.
Master The Art Of Client Reporting
Creating visually appealing and user-friendly client reports and dashboards can set your agency apart from the competition and improve client satisfaction. By providing easy-to-understand and beautifully designed reports, you show your clients that you are dedicated to their success and willing to go the extra mile to ensure they understand the performance of their marketing campaigns.
This can be especially important for clients who may be hesitant or cautious due to past negative experiences with other agencies. You can earn their trust and build a long-lasting and fruitful partnership with your exceptional client reporting.
Lastly, choose a client reporting tool for your agency that allows you to create white-label reports along with automated, personalized, and accurate reporting. If you want to check out one such reporting tool, book a free demo today to discuss your requirements.
Statusbrew is an all-in-one social media management tool that supports Facebook, Instagram, WhatsApp, Twitter, LinkedIn, YouTube, and even Google My Business.
FAQs (Frequently Asked Questions)
Here are some commonly asked questions about client reporting:
What does client reporting include?
A client report should include the following:
- Summary of the project background
- Decided goals
- Metrics & KPIs to measure
- Milestones achieved
- Tasks completed
- Final metrics
- Outstanding issues
Which is the best client reporting software?
The 3 best client reporting software are:
- Metrics Watch