What makes it different
- Reporting software shows numbers. This produces the document
- A gate can stop it
- Your customer system is part of it
Client Reporting
Client reporting without the monthly rebuild
Client reporting should take an hour of thinking, not a day of copying. Spend and results are pulled from every platform, reconciled against the customer record, and written into the marketing report template you already send.
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How it works
- Every source is pulled
- The analytical workbook is built first
- Figures are reconciled
- Your template is filled
- Commentary is drafted, then edited
Where it runs today
A marketing agency
One report per client, pulling spend and results from every channel.
What it connects to: Google Slides, PowerPoint, Google Sheets, Excel, HubSpot, Salesforce and Windsor.ai for ad platform data. If you run a financial dashboard as well, the same workbook can feed it.
Is this the right fit for your firm?
Does the report change?
No. Your template is the specification and the output is your file with new numbers in it.
How do you report marketing across channels that measure differently?
One definition per metric, agreed up front, applied everywhere. That question is most of what makes reporting hard.
Which platforms?
The ones you run. Search, social, display, email and the customer system.
Who writes the insight?
Drafted from what the numbers did, then edited and approved by a person.
What if a number is missing?
The section is skipped or flagged. Nothing is invented to fill it.
We already have client reporting tools. Why this?
Those show you numbers. This builds the document you send, in your format, and stops when a figure cannot be proved.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101