Client Reports tool for agencies in 2022

In this article, we shall look at the Growth suite client reporting feature. It’s a feature found under the client management dashboard.

The client management suite allows you to: -

• Create, edit, and cancel invoices
• Fill out important details such as “client notes section”.

• Track details of multiple contacts under a single client for examples, roles, email addresses, and their phone numbers
• Save and update client billing information
• View all your managed sites associated with a client

Before we go deeper, let us first look at client reporting.

Content

• What is client reporting?
• Importance of Client Reports
• What makes good client reporting metrics?
• Best client reporting agencies
• Growth suite’s client reporting features
• Conclusion

What is client reporting?

Client reporting is the communication between you and your clients. Client reporting allows your clients to see where and how their money is being spent and what the marketing results are.

The real pain is sharing your marketing results with the client. This process, no matter hard you work, it’s not a garden of roses.

Throwing a spreadsheet full of data in front of the client can’t help support your case, you need to explain your data. You may understand this but a client may not have an idea. This is where reporting comes in. Client reporting helps you interpret your results. 

 

Importance of client reports

1. It enables you to interact regularly with your client
2. Help you educate your client on what to do
3. Client reporting keeps you and your client in check (accountability).
4. It allows for transparency
5. Client reporting allows you to share your efforts/results

 

• It enables you to interact regularly with your client

The relationship between a client and an agency resembles any other relationship. Customer reports empower you to "talk" consistently with your customers; regardless of whether you give them reports on a month-to-month basis or at the end of every campaign, what makes a difference is that you do it consistently. Openness is vital.

By sending reports, it allows you to: -

• Keep the discussion active; 
• Discuss your information; 
• Let your customer realize that you're dependable; 
• Get to know your customer on a more private level (which is consistently something worth being thankful for in imaginative business connections); 
• Help save time

• Client reporting keeps you and your client in check (accountability).

As much as you're responsible to your customers, they're responsible to you also. All things considered, they're the ones who need to give you the particular, quantifiable, and practical objectives that you'll attempt to accomplish.

This data is what you use to decide the measurements and KPIs you'll monitor. With customer reports, you can interface your outcomes to the data you were given by the customers. It allows you to follow along.

• Help you educate your client on what to do

Numerous customers don't know the difference between some KPIs - and in particular, why each KPI should make a difference to them.

• It allows for transparency

Trust, when lost, it is lost forever. This is particularly very true business connections. Consistency or straightforwardness is one of the main parts to create a proper customer connection.

As I mentioned above, normal reports keep the customer responsible concerning his/her assumptions. In any case, client reporting likewise keeps you nail you down. 

• Client reporting allows you to share your efforts/results 

The basis of your actual work is producing results. These results i.e., the final ROI for that campaign you did can only be determined by the numbers you display.

Verbally, sure you can but the bottom line that is required by clients is how you fit into the picture and your contribution to it.

What makes good client reporting metrics?

• Short and sweet
• Frequency
• Simplicity
• Less time-consuming

Examples of client reporting software

• SEOptimer
• Flywheel Growth Suite
• RavenTools
• Wordsmith For Marketing

You need to make your agency indispensable to clients so that you can capitalize on your relationships and make more money now than ever before. That is why need growth suite's client reporting.

Growth suite’s client reporting

Growth Suite is an all-in-one solution by Flywheel built specifically to help agency owners and freelancers master their business growth. This suite comes with client and site management, billing software, and managed WordPress hosting under one roof (growth suite).

 

If you are an agency managing a client list, you can create your own report with Growth Suite easy-to-use client reporting tool.

The features of the client reports tool include:

• Intuitive dashboard
• Automated and customizable reports that can be personalized to your liking
• All WordPress and plugin updates, backups, security updates, and optimization efforts, as well as 
• Google Analytics insights like bounce rate, average time on site, conversion rate, traffic sources, and devices used to access your site.

Conclusion

By joining Growth suite client reports, you’ll put your hand on a ready automated, recurring, branded report system that is simple and less time-consuming.

 

 

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