The Most Effective Agency Reporting TipsIf you have offered your paid marketing services to your clients for a while now, you understand that each person you work with has a unique amount of online marketing experience and know-how. There are some who may be experienced account managers, while others know the basics, and even a few who know nothing at all.

You may find it’s pretty easy to confuse or overwhelm your points of contact if you provide too much data or use too much jargon that is beyond their realm of experience. This is why offering a streamlined, concise, and personalized method for reporting on the successes (or the failures) of all your hard work is absolutely essential to establish a long-lasting client relationship.

By creating personalized reports, you can also reduce the issues related to client communication and check-in calls will be easier. No matter the size of your client or how long you have been working with them, offering improved reporting will help to strengthen that relationship. Keep reading to learn about some of the best reporting options so you can clearly show your clients the value your services offer.

Use the Right Tools

If you want to create compelling reports for your clients, you must use the right tools to pull and translate the data. If you typically use spreadsheets for this information, you may not want to change to another method that requires you to make another investment. However, you may be spending excessive time gathering and presenting the data, when real-time technology could take care of all this for you.

There are several tools available to make pulling and translating performance aesthetically pleasing and seamless. Some to consider include Databox, NinjaCat, and ReportGarden.

Personalize Your Reports

You can’t rely on a one-size-fits-all report for each of your unique clients. Every one of your clients will have very specific reporting needs, regardless of the niche that your agency works in. This is why it is essential to make a few general reporting templates for your basic performance data and then customize the templates you create so they are specific for the client they are going to. The best way for you to do this is by determining what the client’s goals are.

Create Reports for You to Use Too

These are the perfect tools to help you get a real-time look at how things are going. However, there’s additional value too. With the high-tech platforms available today, you can create separate reports for you and for your team to remain aware of the most important parts of running your agency.

When it comes to improving communication with your clients, there are more than a few things you can do. While this is true, providing reports is one of the most effective ways to show how valuable you, your team, and your services are and why they are an investment that is worth making for any client or business.