Monthly client reports in half a day, not two
Monthly client reports are the job every agency puts off. Someone copies numbers out of Meta Business Suite, builds the slides, and writes the same kind of commentary for every client. We set up reports that pull the numbers and draft the commentary on their own. We work with a four-person social media agency that went from two full days a month on 18 reports to half a day. The account lead still writes the strategy notes.
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Reports a small agency can stop building by hand
Monthly social reports
Reach, engagement, and follower numbers pulled from Meta Business Suite and Instagram into your report template.
Plain-word commentary
A draft of what went up, what went down, and which posts did best, written for a client who doesn't read charts.
Campaign wrap-ups
End-of-campaign numbers laid out against the brief, with the account lead's notes left to add.
Internal retainer view
One page for the director each month showing every client's results side by side.
Where the reporting days go
At the start of each month, a social media agency stops making content and starts making reports. Someone logs into Meta Business Suite for each client, copies the numbers, builds the slides, and writes a few paragraphs on how the month went. Multiply that by fifteen or twenty clients and it’s days of work that nobody enjoys and few clients read closely.
How the report gets made
A report that writes itself (the industry calls it automated reporting) pulls your numbers from where they already live and drafts the words around them. For a social media agency, we read each client’s results from Meta Business Suite and Instagram and fill your report template in Google Slides. An AI helper then drafts the commentary in plain words, covering what went up, what went down, and which posts did best. The account lead reads it, adds the strategy notes, and sends it.
What it did for a social media agency
We work with a four-person social media agency that built 18 monthly client reports by hand from Meta and Instagram numbers. It took two full days a month. Now the reports pull the numbers and draft the commentary, and the whole set takes about half a day. The account lead still writes the strategy notes, because that’s the part clients pay the agency to think about.
Where the report stops
The report can say engagement fell in March. It can’t say the client paused posting for a week because their founder was ill. Context like that comes from the account lead. Platforms also change what numbers they share, so we check the reports in our monthly time and fix them when something moves.
If the start of every month goes on reports, get your AI Starter Plan and tell it how many you build.
Related
Read about our Reports that write themselves service, and how we help small teams in marketing and creative agencies.
Small teams we work with
How a four-person social media agency cut 18 monthly client reports from two days to half a day
How a four-person fashion boutique replaced its Sunday stocktake with a report from Square
How a community food relief charity cut its quarterly grant report from a week to about a day
Common questions
Will clients get the same report as everyone else?
Which platforms can it pull from?
Does it work with Google Slides?
What does it cost?
What should stay with a person?
Stop losing two days a month to reports
Tell us how many client reports you build each month and where the numbers come from. Get your AI Starter Plan and you'll see how to hand them over.
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