▲ 4 r/coldemail
How do you actually build the weekly client report for your cold email agency? (5+ clients on Smartlead/Instantly)
Running 8 clients on Smartlead + 4 on Instantly right now, and honestly our reporting workflow is still kind of duct-taped together.
Screenshots → Sheets → manual notes → Loom walkthroughs.
Spent almost 3 hours last week just assembling updates for clients.
Curious how other outbound agencies handle this once you pass ~5 clients.
For agencies managing multiple outbound accounts:
- What does your reporting stack actually look like?
- What’s the most annoying/manual part?
- Do clients genuinely read reports, or mostly skim them?
- Anyone here tried AgencyAnalytics / Whatagraph / Looker Studio for cold email reporting specifically?
- Are you aggregating by workspace/client somehow, or still doing it manually?
Not selling anything — genuinely trying to understand how people solve this at scale before I build more internal tooling.
u/Due-Reality9955 — 14 days ago