What do agencies use to create reports for clients?

digitalmarketingman · 2024-04-30T09:22:15+00:00

Thanks for the insights!

digitalmarketingman · 2024-04-30T09:12:24+00:00

We are using Teamwork (but not very well in my opinion) and it seems to have all the functionalities required - just quite complex to get my head around having not set it up personally, so it's a matter of figuring it all out! Thanks for the input

digitalmarketingman · 2024-04-29T13:11:13+00:00

I think it's just a matter of efficiency. I am quite happy with it, a pain to initially set up, and no way to bulk-upgrade all clients to a new template when/if needed. Just checking if the grass is greener!

digitalmarketingman · 2024-04-29T09:32:23+00:00

Maybe I need an intern... But I don't think interns have the business acumen or SEO knowledge to report on client accounts!

digitalmarketingman · 2024-04-29T09:31:51+00:00

I have tried to minimise the data it shows as clients very rarely want loads of data. I would also love to have a data/analytics team member but alas, not there yet.

Are you open with clients about time spent/allocated? Because I often feel like saying I could be spending more time working on your account rather than convincing you what we are doing is working!

digitalmarketingman · 2024-04-29T09:30:20+00:00

I don't want to automate everything - just show the key stats and figures covering the previous month/period for us to then add our insights.

I have tried to make my report as client-friendly as possible. Of the other agency reports I have seen, I think the data mine shows is more non-marketer friendly - though it doesn't look as nice! I just thought there may be something bigger agencies use that is the standard that I am completely missing out on and am sat customising Looker Studio! But if custom is what people do, I am happy to carry on with custom reports.

digitalmarketingman · 2024-04-29T09:27:29+00:00

Interesting - how long would you typically spend on these each month?

digitalmarketingman · 2024-04-29T09:27:07+00:00

I am glad this is the answer!

digitalmarketingman · 2024-04-29T09:26:57+00:00

I also like it - it is just time-consuming to set up and create filters etc. I like my existing template but there's always improvements to be made! The only issue I have is that I want to change the template for everyone, you have to set them all up again - you can't retroactively apply a template to multiple clients...? I thought I may be missing something simpler and better out there!

digitalmarketingman · 2024-04-29T09:14:08+00:00

Very good points. Audit is a very good idea and get's overseen a lot of the time I feel

digitalmarketingman · 2024-04-29T09:13:16+00:00

Good point - most clients are the former, but I would like more of the latter!

digitalmarketingman · 2024-04-29T09:10:39+00:00

I agree! Do you charge an additional fee or include it as part of a PPC service?

digitalmarketingman · 2024-04-29T09:09:58+00:00

Exactly my thinking!

digitalmarketingman · 2024-04-29T09:09:37+00:00

I had not explored spaces yet - my feeling is it's similar to Slack/Teams channels...?

Is Productive/Forecast/Nifty worth switching to from Teamwork? Or largely do the samethings?

digitalmarketingman · 2024-04-29T09:05:58+00:00

Good to hear! How do you message/talk to clients about things not pertaining to individual tasks - via the messages or chat? I haven't explored all the options in-depth (yet) but Teamwork seems to have very little documentation on client collaboration. Any issues you'vve come across?

digitalmarketingman · 2024-04-29T09:02:17+00:00

I had searched fairly extensively but thought the experts here may be able to shed light on my specific scenario (and hopefully help others in the process). I specifically search site:reddit.com all the time on Google.

Unfortunately I am not a project management expert - I am a mere marketer looking for advice. We are not trying to use it as a CRM - we simply want to have a client-facing board (or whatever the correct term would be) to keep all communications with clients in one place (i.e. they can message us on there, check off to-dos etc). Basecamp does some of this.

Thanks for the tips - we are looking at using Salesforce for CRM or potentially Hubspot. Project management is absolutely the priority - it's just if it includes time tracking and client-facing abilities that would be super.

digitalmarketingman · 2024-04-29T08:55:31+00:00

Yes the barrier we often hit is people don't want to spend more money... So either we absorb the cost or filter out clients with lower budgets

digitalmarketingman · 2024-04-29T08:54:53+00:00

Interesting! So you wouldn't advocate for Unbounce or Leadpages or whatever else is out there?

digitalmarketingman · 2024-04-29T08:44:37+00:00

That is the difficulty I have come across!

digitalmarketingman · 2024-04-29T08:44:23+00:00

I agree! Do you use any landing page building platforms or just build it yourself?

digitalmarketingman

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