u/No-Comparison-809

I'm a developer researching how small agencies and freelancers (roughly 5–50 clients) handle monthly reporting and client retention. No product link, nothing to sell — I'm deciding what to build based on real workflows, and I'll share a summary of what I learn in this thread.

If you have 5 minutes, I'd love written answers to any of these:

1. Walk me through last month's reporting — from pulling data to the client receiving it. What tools, and how many hours across the team?

2. What do you pay today for reporting/analytics tooling, and what almost made you switch away from it?

3. Think of the last client you lost: when did you first sense it coming, and did anything in the data hint at it earlier?

4. How do you prepare for a client review meeting today?

5. What would have to be true for you to move 30 clients off your current reporting tool?

 Partial answers welcome. Brutal honesty even more welcome.