How to - Client Reporting for Digital Marketing Agencies

JANUARY 3

How to - Client Reporting for Digital Marketing Agencies

Reporting is the backbone of our customer relations. It gives us a chance to show our customers where their resources are being put to work, what we’ve done for them and what we expect to see in the future. By clearly identifying the goals during the strategy phase of the campaign, it becomes important to see if a campaign is successful and which part of an under performing campaign needs to be optimized

Why you need to know?

If our client’s campaigns are profitable they will stay with us. If they are losing money, they will not. Proper reporting is the most important factor to a campaigns success once it has been launched.

Step By Step How To

We track reporting numbers daily on our customized reporting sheets.

Lead Sheet Reporting Template:

Ecomm Reporting Sheet Template:

Our reporting sheets are visible to our clients at all times. That means they have to be kept immaculate. By making sure that our sheets look good and are accurate everyday we save a lot of time generating monthly reports.

When a new client is onboarded the manager duplicates the correct Reporting template for the client, changes the name of the newly duplicated sheet and then adds the client to the Daily Reporting Template Card on the WorkFlow Board in Trello.

On each Sheets Stats Reporting Pages, White columns are where the daily stats are recorded,

the Blue Columns indicate a formula is in use and that the column should not be touched and the Green Columns are where the Manager enters each campaign's goals.

The Red Zone is used to signify that the campaign is out of the range of profitability.

We track the RED ZONE on our Stats Sheets. If a number ex (Cost Per Click) is out of the acceptable range, the reporting specialist changes the fill colour of the cell they are reporting.

If the number is in the RED ZONE for 3 days in a row, the reporting specialist must turn the campaign off, then They navigate to Trello and move the campaign card from “Published & Active” to the “Optimize” column. At that point, the reporting specialist will tag their manager on the card and let them know that they have to optimize the campaign.

Conclusion

By properly monitoring our campaigns and making sure that their numbers align with our campaigns goals, we can ensure that our clients run profitable campaigns which will keep them on our team for years to come.

If you have any questions about this campaign set up, feel free to email directly at Kevin@ad-ronin.com or set up a video call with me.

I geek out to this stuff and I’m more than happy to talk digital marketing - Let’s Talk Digital Marketing

Why you need to know?

Step By Step How To

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