Retire the Friday report scramble.
Every week your sharpest people stop doing client work and start screenshotting dashboards. Clients skim the result, and one late report can shake a retainer. We make the report build itself, so your team is judged on results, not paperwork.
Free 30 minutes. We demo with your metrics, not a canned deck.
Harbor Dental Group
Paid media performance, week 26Lead volume rose 22% on steady spend. The new implant campaign is pulling cost per lead down for a third week. One watch item: weekend form fills are up, but Monday call-backs lag them. We recommend a Saturday follow-up window.
Sample report with illustrative figures.
Your reporting month, itemized like a bill
A typical month for one retainer client, tallied line by line. None of it is strategy.
Time spent, per client, per month
Typical agency- Pull the data from five platforms 2.1 hrs
- Clean & reconcile errors slip through here 2.6 hrs
- Rebuild the same charts in your template 1.3 hrs
- Write commentary at 5pm on a Friday 1.6 hrs
- Send, then chase the reply thread 0.7 hrs
With the report on autopilot: the first three lines disappear, and the fourth becomes a five-minute edit.
From scramble to standing order
- 3:40pmAn account manager cancels a client call to start pulling numbers.
- 5:15pmTwo platforms disagree. Twenty minutes of detective work, then a shrug.
- 6:05pmCommentary gets one tired paragraph. It reads like one.
- MondayThe client skims it in 40 seconds and asks a question the report should have answered.
- Sun 11pmData pulls run on schedule. Reconciliation checks pass or hold the report.
- Mon 6amCommentary is drafted from the actual movements, then checked by a person.
- Mon 7amEvery client has their report before your team is at their desks.
- Mon 9amYour team spends the standup on what to do, not what happened.
We take it over without a gap
No client ever sees a missed week. The handover runs in parallel until you trust it.
Map the report
We sit with your current template, your metrics, and the sign-off you need. Nothing about the output changes unless you want it to.
Wire the sources
Read-only connections to your ad platforms, analytics, CRM, and books. Your logins stay yours; we never get edit access.
Run in parallel
For the first cycle, the automated report runs alongside your manual one. You compare line by line before anything reaches a client.
Hands off
Reports ship on schedule with a human check on every send. You get a monthly summary of every report that went out.
What manual reporting quietly costs
Slide to your numbers. Most teams have never multiplied this out.
Every month, in senior time spent copying numbers between tabs.
Estimate for illustration. Your quote is based on your actual stack and report count.
Before you hand it over
Which platforms can you pull from?
Will reports match our brand and template?
Is the commentary written by a machine?
What happens if a number looks wrong?
The other five watchers
Each service stands alone and each has its own page. Click any card to see what else could be watching your business.
Give us your ugliest report.
Bring the one that eats the most hours. On a free 30-minute call we map exactly how it would build itself, stage by stage.
- Your template and branding, kept
- First cycle runs in parallel with your process
- A person checks every send
- Pricing sized to your report count
Prefer email? hello@clariqadvisory.com