Analytics export to a client-ready report
Pulls each client’s monthly numbers, compares them with last month and last year, and writes the report in your agency’s house style for an account manager to check.
- For
- Agencies
- Takes over
- Client reporting
- Works with
- GA4, Google Ads and Meta Ads
- Typically gives back
- 6 hours a week
What we set up with you.
Built in your own accounts, with test data first and a demo every week. How we work
Pulls the month’s figures for each client on the first working day.
Compares them with last month and the same month last year.
Picks out the three changes that matter and why.
Writes the summary and next steps in your house style.
Drops the draft into the account manager’s folder to review.
Works with
Who approves what.
An account manager reads every report and changes anything before it goes to the client.
Where the data stays. Uses your agency’s own analytics access. Client data isn’t shared outside your accounts.
How we look after your dataThe hours given back.
That’s 6 hours a week, or about 37 working days a year, back for your team.
Each square is a working day. These are typical figures for planning, over 46 working weeks. We measure yours in the audit and agree the target before we build.
More examples.
Brief to first-draft proposal
Turns a client brief or discovery call notes into a first-draft proposal using your past winning proposals, rate card and case studies.
3 hours a week, typically
Email or call notes, Google Docs or Notion, Your past proposals and rate card
Emailed RFQ to a priced draft quote
Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.
9 hours a week, typically
Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP
New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
5 hours a week, typically
Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool
Something like this, for your team?
Tell us how the job works today. We’ll say honestly whether it’s worth automating, and what it would cost.