u/UnemployedCEO__

How are you all handling client reporting without burning half a day every month?

Curious how other small agencies deal with this. It takes forever and clients still ask questions we thought we'd already answered.

How does your agency do it... dashboard, manual deck, something else? And what's the part that eats the most time?

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u/UnemployedCEO__ — 3 days ago

Lost a client last month over a reporting misunderstanding... what's your process for keeping clients in the loop?

Client churned because they felt "in the dark" between monthly reports, even though results were fine. Made me realize our update cadence was the actual problem, not performance.

For agencies here... how often do you check in with clients outside the big monthly report? Anyone found a rhythm that actually reduces the "what's going on with my account" messages?

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u/UnemployedCEO__ — 3 days ago