Marketing agency
Agency client reports without manual work
Situation
The agency serves fifteen clients. Every month managers spend two days building reports from screenshots of ad accounts, social networks and a rank tracker, and clients still ask what they are paying for.
How it works
- Each client is set up as a separate company in one business, and employees see only their own clients
- The client ad accounts and social media accounts are connected once
- The content plan publishes posts on schedule, and AI prepares drafts
- The SEO audit and rankings are checked by autoparse
- The report is built from blocks with the client logo and color and sent by email once a month
Result
Reports go out on their own on the first day of the month, and managers spend the freed days on client work. The sending log shows who received the report and when.
Features involved
- Companies, employees and accessSeveral companies, departments, roles and data visibility.
- Content plan and autopostingSeven platforms, posts and block-based articles, scheduled publishing.
- Ad campaignsFive ad systems in one window: launch, management and analytics.
- Site and sitemap SEO audit84 site error types and 34 sitemap errors with priorities.
- Client reportsA block-based report with the client logo, as a PDF by email every week or month.
Other use cases
Shall we look at your situation?
Tell us which channels and services you use now. We will show how the same process looks in A3.Marketing and help you move contacts and templates.