When client reporting time rolls around, it’s your opportunity to show clients the value of your work, demonstrate ROI, and build trust. However, reporting can also be time-consuming, especially if you’re managing multiple accounts. 

Automation and delegation can help you save time. Our white label digital marketing team dives into the pros and cons of each approach.

The case for automation

Automation can save your team hours of manual labour, allowing them to focus on higher-value tasks. Tools like Google Data Studio or scheduling tools like Metricool can pull data from various platforms, generate reports, and even send them directly to clients on a schedule. 

Automating data collection from platforms like Google Ads, Facebook and SEO tools is a no-brainer. These systems are designed to integrate with reporting software, making it easy to gather information without manual intervention.

Automated systems can populate pre-designed templates with data, creating clean, professional-looking reports. This is especially useful for basic overviews that don’t require much interpretation.

Smart reporting: Automate the numbers and delegate the insights

While automation handles the heavy lifting, sometimes you need a human to add context and strategic insights, especially for metrics that don’t look too good at first glance. If you know, you know.

Delegating certain aspects of client reporting to skilled team members ensures your reports are not just data dumps but meaningful narratives that resonate with clients. If it’s just you or you have a very small team, you can also consider outsourcing this task to a virtual assistant.

Data on its own lacks meaning, and so the creation of stories around the numbers helps clients understand what’s working, what’s not, and why it matters. Automated reports can show trends, but they can’t interpret them.

Clients also value recommendations. Whether it’s adjusting ad spend or pivoting a campaign strategy, your team’s expertise is what will set you apart from competitors.

The most efficient and impactful reporting processes often combine automation and delegation. By leveraging technology to handle repetitive tasks and relying on your team for strategy and storytelling, you can create reports that are both time-efficient and value-packed.

When you trust our white label digital marketing team to take care of the content for your client, we automatically provide you with month-end reports in a white label format that you can rebrand and send to your clients. Take a closer look at the wide range of services we can assist you with.