Building a better client reporting process

Client reporting is one of the most time-consuming--and undervalued--tasks in agency life. Here's how to build a reporting process that saves time and impresses clients.

The Problem with Traditional Reporting

Most agencies spend 5-10 hours per client per month on reporting:

• Pulling data from multiple platforms
• Copy-pasting into PowerPoint or Google Slides
• Writing commentary manually
• Formatting and fixing broken charts
• Sending via email (which clients often lose)

A Better Way

1. Automate Data Collection

Stop manually pulling data. Connect your ad platforms to a central reporting system that syncs data automatically.

2. Build Templates Once

Create branded report templates with your logo, colors, and standard sections. Reuse them for every client.

3. Let AI Write Commentary

AI can analyze performance data and generate natural language insights:

• "Facebook CPA decreased 23% due to improved creative performance"
• "Budget pacing is on track for month-end target"
• "Recommend increasing budget to Search by 15% based on strong ROAS"

4. Give Clients Self-Service Access

Instead of sending static reports, give clients access to live dashboards. They can check performance anytime without waiting for your monthly update.

5. Schedule Automated Delivery

Set up weekly or monthly reports to be generated and emailed automatically. You review and approve, but the system does the heavy lifting.

What Clients Really Want

Clients don't want 40-slide PowerPoint decks. They want:

• Clarity: Are we hitting goals or not?
• Context: Why did performance change?
• Recommendations: What should we do next?
• Timeliness: Show me what's happening now, not last month

Avergo Reporting

Avergo automates the entire reporting process:

• Live client dashboards (white-label)
• One-click PowerPoint export
• AI-generated insights and recommendations
• Scheduled automated delivery
• Mobile-responsive for clients on the go

Save 80% of your reporting time. Try Avergo free for 14 days.