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Client Reporting: 8 Key Principles to Remember

Clients hire marketing israel telegram data
agencies to oversee ad campaigns, social media strategy, customer acquisition, and many other facets of promoting and building their businesses.

Client reporting is one important way marketing agencies grow their business relationships with clients, communicate successes, and interpret their results in understandable ways.

We’ll cover the 8 key principles of client reporting and how you can use them to build your marketing agency.

Client reporting is the process of communicating results of a particular campaign, project, or initiative to customers.

These can be simple narrative reports, spreadsheets, shared dashboards, lengthy reports, or some combination.

Client reporting gives you a chance to explain your results to your clients by interpreting your most important KPIs. (more on that later)

Even if your report is as simple as numbers on a spreadsheet, some kind of narrative or summary goes a long way toward distilling your results for a client.

Relationship Building

All business relationships 7 reasons why social media is an important part of inbound marketing
benefit from periodic check-ins, and this can help you keep clients in an increasingly competitive digital marketing world, where 2/3 of clients work with more than one agency.

Client reporting establishes a regular time for you and your clients to touch base, air questions and concerns, and examine what is and isn’t working. This builds trust and ultimately aids client retention.

Client reporting will differ from client to client, depending on the services that they have signed up for. Likewise, the elements included in all client reports will be unique to each client.

However, there are a few basics that should be included in all client reports. These include the following:

Your client will want to know whether or not your services are actually leading to results, in the case of conversions. Digital agencies can also add conversion metrics and ROI figures to their client reporting.

 

Summary of Work Completed

Another vital element of mobile list client reporting that can’t be left out is giving a summary of work completed.

By adding a summary of work completed, you will give your client the assurance that you are actually delivering value and that their money is not being waste.

This doesn’t have to be a comprehensive summary consisting of paragraphs of text. Instead, you can simply jot down some bullet points giving feedback on the tasks you’ve complete in the current reporting period.

If client reporting is so important, how can you make your process successful? We’ve outlined the 8 key principles of good client reporting to set you off on the right foot.

Whenever you sign a new client (or ideally, during the interview phase). zou should determine what their reporting expectations are. This should be part of the conversation where you decide what goals and outcomes your client has in signing with your agency.

 

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