Management / Illustrative role

Client reporting

Prepares reports for your clients from their connected accounts, with findings and supporting data.

Example activity Illustrative
  • 04:00 · 9 client reports drafted overnight
  • 04:14 · client D flagged · spend up, results down
  • 04:20 · commentary written · numbers linked to source
A review point in this example

Send January reports to clients

review pass first · then they go

Explore the workflow

01 / How the role works

Inside the workflow.

An illustrative configuration. We agree the sources, outputs and control settings for your build.

Reads

Your clients’ ad and analytics accounts

More inputs
  • Your previous report for each client
  • Your report format and notes

Produces

Per-client reports in your format, drafted

More outputs
  • A plain-language read of what moved and why
  • Flags where a client conversation is needed

Control in this example

Every report before it reaches a client

Connected toolsYour clients' ad and analytics accounts, your report format

02 / Fitted to your business

One role.
Your complete project.

We scope the work with you and provide a custom quote. Your agent is built in your accounts, with an agreed handover.