The Art of Client Reporting: A Guide for Agencies

Working astatine an online selling agency, you astir apt walk a batch of clip preparing lawsuit reports. 

Let’s look it. Creating reports for your lawsuit is simply a tedious task. The intent tin often look unclear, and, earlier you cognize it, the adjacent 1 is due. 

You mightiness wonderment sometimes: What’s the point? And is determination a mode to bash it better? 

In this article, you’ll find a speedy recap of what lawsuit reporting is truly about, and wherefore it matters. Read our insights connected however to make a standout study for your lawsuit and show the worth your bureau provides. Get tips connected however you tin leverage our My Reports instrumentality to make much almighty lawsuit reports, faster, and more. 

What Is Client Reporting?

As immoderate different concern serving clients, your digital selling agency has a work to relationship for the enactment you’ve been commissioned to do. Clients expect to beryllium informed astir the allocation of resources and the show of campaigns connected a regular basis.

To this end, you person to show applicable metrics, specified arsenic website traffic, societal media engagement, advertisement spend, and CTR. And past you indispensable stock the show stats with your clients. The resulting documents are called lawsuit reports. 

Depending connected the quality of the collaboration, you tin nonstop these reports astatine daily, weekly, oregon monthly intervals. Alternatively, you tin take to springiness clients entree to an “always-on” dashboard displaying the latest data.

Why Client Reporting Is Crucial

Though it mightiness look similar the astir boring task connected your to-do list, lawsuit reporting whitethorn good beryllium 1 of your highest contributions to the agency. Here’s why.

Client Reports Can Set Your Agency Apart 

Clients request to consciousness justified successful their prime of moving with you. Client reporting is 1 imaginable means of differentiating your bureau from your competitors. If your reports are consistently precocious quality, if they bespeak your institution values, and of course, if they beryllium that your efforts are successful, they tin assistance to reenforce your agency’s competitory edge.

Reports Can Educate Your Clients

Remember, your clients, though experts successful their ain field, mightiness not afloat recognize what you do. Use your reports arsenic a recurring accidental to amended them astir your work: and however you leverage online selling tools and practices to thrust much gross for them. 

Client Reporting Helps to Build Trust 

From the clients’ constituent of view, bureau enactment goes connected down the scenes. They can’t spot what’s happening with their projects. Most of the time, they person to trust connected faith—an optimistic presumption that you’re doing a bully job. By opening a model into your work, lawsuit reports supply transparency, which is indispensable for earning their spot for the agelong haul. 

Client Reports Enable You to Track Your Progress 

Your clients won’t cognize however bully you are unless you archer them. Ultimately, this is what lawsuit reporting is for: to way the advancement of your campaigns and to showcase the results of your work. 

If your expertise is helping to determination the needle, lawsuit reports enactment arsenic proof. If there’s country for improvement, they tin service arsenic a reference, truthful you tin travel however your occurrence complaint evolves implicit time. 

How to Create a Client Report

If you’re caller to lawsuit reporting, here’s a applicable usher for getting started with your archetypal report. 
Choose Your Metrics
The archetypal signifier of lawsuit reporting should instrumentality spot good earlier there’s thing to study on. Right disconnected the bat, erstwhile onboarding a caller client, find retired which metrics champion picture the advancement toward gathering their objectives. These metrics should signifier the ground of your campaigns for this client, and they should beryllium the focal constituent of your lawsuit reports. 

1. Gather the Data 

Once you’ve got the metrics pinned down, usage the information analytics tools of your prime to show them implicit pre-defined periods of time, and to show the resulting statistic utilizing assorted forms of information visualization. 

2. Build the Report

Because lawsuit reports are dense connected data, and due to the fact that your clients are strapped for time, it’s important to operation your study successful a user-friendly way.

Start disconnected with an agenda. Be definite to see an enforcement summary astatine the beginning. Present your information successful a wide and concise way. Wrap up with a recap of results implicit the play the lawsuit study covers, and by listing what you purpose to execute by the clip the adjacent study is due. 

Agree with your lawsuit connected however often and successful what format you’ll stock the reports. 

A fig of factors tin signifier your reporting frequency, including manufacture standards; run objectives and lifespans; run phase; the benignant of work you’re providing; disposable fund and resources; arsenic good arsenic the client’s level of engagement with your work. 

Some clients similar PDF reports they tin stock oregon prevention for aboriginal reference, portion others admit the interactivity and real-time entree to information provided by lawsuit dashboards. The prime betwixt these 2 options besides depends connected the complexity oregon the sensitivity of the information presented; the request for further explanations, which is amended served by a PDF report; and if there’s treatment oregon collaboration astir the results, which calls for a lawsuit dashboard. 

Expert Tips for Making Killer Client Reports

If you’re acquainted with the basal steps of creating lawsuit reports, see these nuggets of contented to instrumentality your reporting to the adjacent level.

Streamline the Process

Important arsenic lawsuit reporting whitethorn be, you don’t privation it to instrumentality each day. To escaped up clip to absorption connected your strategical selling activities, automate the information gathering and reporting process arsenic overmuch arsenic possible. Re-use existing reports arsenic templates alternatively of starting from scratch each time. 

Make Your Reports About You and Your Client

It’s each good to usage study templates and automation, but marque definite it doesn’t effect successful “mass-manufactured” lawsuit reports. These shortcuts escaped you from a batch of mindless admin, but going the other mile to marque your report, sync it with your agency’s ocular identity, and customize it for your lawsuit tin spell a agelong way. 

Also, tailor the format and the information visualization to your client’s preferences. Add personalized enforcement summaries; incorporated lawsuit feedback and show however it’s been addressed; connect lawsuit studies, exclusive research, oregon insights applicable to the client’s industry.

Turn Your Client Report Into a Compelling Story

Whomever you’re penning your study for, don’t origin their eyes to glaze over. Instead of simply presenting assorted sets of data, archer a communicative that makes consciousness of them: 

• Provide context; explicate the highs, the lows, and the fluctuations successful your charts
• Make the astir of ocular storytelling techniques to stress cardinal takeaways
• Show the large picture: springiness a broad overview of your selling activities crossed aggregate channels
• Keep your lawsuit study abbreviated and sweet, focusing lone connected stats that are applicable to your narrative

Include Bad News successful Your Client Report

However, don’t fell unsatisfactory results. This mightiness dependable similar a counterintuitive portion of advice, but being outright astir failures really makes your lawsuit reporting better. 

Remember, a steadfast agency-client narration hinges connected honesty. 

Never gloss implicit run elements that person performed beneath expectations, particularly if this inclination has been persistent implicit respective reporting periods. Be definite to see KPIs that awesome a problem, due to the fact that connection with your lawsuit is important for fixing the issue.

In fact, ever effort to place caller areas for improvement, adjacent erstwhile you person successes to report. 

Discuss the Report With Your Client

Never spot your lawsuit reports to bash each the talking, due to the fact that issues and trends tin get overlooked oregon mislaid successful translation. Even the astir finely crafted reports oregon interactive dashboards cannot regenerate existent dialog betwixt bureau and client. 

So instrumentality lawsuit reporting arsenic an accidental to initiate a conversation. Every clip you stock a report, oregon astatine regular intervals of your choice, publication a gathering oregon call, and sermon the advancement of your campaigns with your client, inquire for their feedback, and brainstorm adjacent steps together. 

Client Reporting with Semrush

Shopping astir for the close information analytics tools? Consider My Reports 2.0 by Semrush, implicit with each the features you request to marque outstanding lawsuit reports.

Keep Clients up to Date With Regular Reports

If PDF reports are your client’s preferred mode of getting updates, usage My Reports to:

• Generate cross-channel reports, combining information from assorted integer selling tools
• Select precisely what information to include
• Showcase your results successful the format of your choice: numbers, enactment graphs, tables, oregon pastry charts
• Auto-update existing reports with the latest information
• Use customized plan themes and adhd your branding to ain your reports 

Report and Collaborate via Client Portals

If you person accounts that necessitate changeless monitoring of results and adjacent collaboration with the client, see our Client Portals*. These alteration you to:

• Provide entree to real-time show stats successful the signifier of auto-updated online dashboards
• Ensure the information of your information with password protection
• Track advancement by defining tasks and updating their status
• Collaborate with the lawsuit and petition their support for each task

You tin adjacent embed Client Portals successful your agency’s website for a seamless lawsuit experience.

*Client Portals are disposable arsenic a portion of the Agency Growth Kit.

Create Better Client Reports Today

Remember, regular updates astir your campaigns’ advancement are an indispensable portion of lawsuit management.

Use lawsuit reports to observe your successes, to representation retired areas for improvement, to amended your lawsuit astir the added worth of your work, and to prosecute them successful conversation.

But don’t get bogged down successful the admin of churning retired lawsuit reports. Let astute tools similar My Reports by Semrush bash the dense lifting for you.