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PPC Client Reports
Posted by on February 15, 2021 at 8:51 amHi I just like to ask what’s the usual reporting for agencies for clients that start at a different date. For eg I have 3 clients but one started at 1 June another 15 June and another 20 June. Should I standardize the report period and send monthly report on every end of month or not?
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3 Replies
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Monthly is normally best. 99% of clients will run their businesses and figures from monthly data. Maybe only need to report the first 30-90 days off your management to show your results then standard monthly will fall into place. A year or so down the line the only reason the client will remember you started mid month will be the invoice date.
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Do monthly reports with a written analysis, description of what work you did in the account, and what you plan for the next month.
If your reporting system supports it you can either set up weekly automated reports or a dashboard clients can access on their own.
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Yes, Monthly to fit into traditional business monthly, quarterly and annual budget and planning reviews.
If you have not checked them out, explore Raven tools which makes integrating a number of data sources into one and creating custom reports for each client on any schedule you wish. Some of our clients want weekly combined with a monthly summary… others just a monthly. Raven makes this all easy. I don’t rep them, just use them.
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