Need to set up your client reporting? Here’s the answer

A client report is an essential part of agency work. A web agency owner, or even a freelance developer, needs to be able to communicate their success to clients to highlight how valuable they are. 

It could take hours of phone calls, meetings, emails, and touch-bases to complete this task, but a client report provides all the necessary information in a single package so clients can review it at their own pace. 

The Growth Suite‘s client reporting feature is an excellent place to start if you do not currently have a reporting process in place.

Building client relationships

Whatever the case may be, your clients want one thing: transparency. Your ability to communicate with clients along the way is what builds trust and strengthens relationships, not what you do for your clients. Informative client reports are essential to building the long-term relationships you need with your customers.

Don’t be fooled: reports won’t replace all your client communications. Having regular updates sent to clients can ease their mind-even if they haven’t heard from you in a while. 

Showcasing work completed

You can’t keep track of every little change you make to your clients’ sites, especially if you’re a small business owner or an independent developer. Nevertheless, showing your clients that you’re taking care of these small details is one of the most effective ways to demonstrate your value.

Growth Suite acts as your virtual assistant in that way. It notes when you update a plugin or backup a site, among other important tasks, and automatically includes this information in your scheduled report. You can also integrate Google Analytics data, security updates, and more into your regular reports!

Saving time

Reporting to your clients is crucial – but it isn’t easy. Most agencies consider using less than 25% of their billable time compiling reports to be the magic number for success. This equates to a single freelancer working 40 hours a week using 10 of those hours to compile reports – an inordinate amount of time.

With Growth Suite, reporting takes mere minutes. And once you’ve automated your reports with the layout and information you want to include, you can set it and forget it!

Comparing metrics

Creating robust and lasting success for your clients requires tracking your progress over time. The only way to figure out what’s working and adjust your strategy is to measure the success or failure of your efforts.

Regular reports act as an archive of your progress, so you can easily reference your previous data and track your improvements over time. By showing clearly how you have improved your clients’ sites’ visibility, security, and functionality over time, it becomes very difficult to justify letting you go.

Aligning KPIs

Getting on the same page regarding what success looks like is another important aspect of client communications. Depending on the time of year and client priorities, high site performance means different things to different clients, even with the same client.

Reports help you show where improvements are being made, and tracking them over time will let you know whether your strategy is working the way your client needs it to. For example, a client who’s running a brand awareness campaign may simply want to see more new users, but a client who is trying to drive more conversions may care more about returning users spending more time on site. This kind of information provided through the Google Analytics integration for Growth Suite is invaluable to your clients.

Show up with Growth Suite

Make more frequent, more meaningful touchpoints with your clients without losing precious billable hours when you schedule automated reports with Growth Suite. Watch an overview of the client reporting feature in the video above, and check out this example of a Growth Suite report before downloading our ebook—it dives into each of the features that make up this magical tool! 

All of their plans are built to grow with your business – whether you have 10 sites or 500, they’ll find the plan that works best for you! All Growth Suite Plans allow you to manage an unlimited number of clients even if their sites aren’t hosted on Flywheel!

Get started here today, and give yourself the management your agency deserves: https://share.getf.ly/q28w1w?page=/layout/growth-suite/

Written by

Share this post

Share on facebook
Share on twitter
Share on linkedin

We're currently updating our website

Whilst we work on our new website look, feel free to use our previous website.