Killing the Friday-night
reporting crunch.
A 12-person performance marketing agency, 40+ active client accounts, weekly and monthly reporting cadence. Anonymized at the customer's request.
Reporting consumed a full business day per account, every week.
Account managers pulled metrics from four ad platforms, stitched together a deck, wrote a narrative, and shipped it on Friday. Quality drifted as the night wore on. Senior people stopped reviewing the late ones.
Off-the-shelf reporting tools produced charts, but not the interpretation clients actually paid for.
Auto-draft the report, human writes the takeaway.
We built a reporting workflow that pulled platform metrics on a weekly cadence, applied the agency's brand-styled template, and drafted a narrative section anchored to the week's three most material movements per account. Account managers reviewed and added strategic commentary instead of writing the report from scratch.
A monthly variant rolled the four weekly reports into a performance summary that fed directly into the QBR deck.
A full ops day reclaimed, every week.
Reporting time dropped from a full Friday to roughly one hour per account, freeing up about 30 hours of senior team time per week. Client satisfaction with reports increased; renewal conversations leaned on the deeper monthly summary.
The agency took on six additional accounts in the following quarter without expanding the account-management team.