Marketing agencies · client reporting
Client reporting your agency can stand behind
The system gathers each account’s data and prepares a report with the figures and an explanation of the results, in the format each client expects. Your team reviews it before it goes out.
- Scheduled data pull
- First draft in your voice
- Version log
Reviewed by your team
Client report
The short answer
How does an AI client reporting system work in a marketing agency?
The system gathers the data agreed for each client and prepares a draft report with their results, an explanation, and the actions your team proposes.
It fits the format and the frequency of the reports your agency already sends.
Is this how you work today?
For agencies with a client portfolio and a fixed reporting cycle
The data comes from several tools and the explanation of the results is written by someone on your team.
Every cycle you reorder it and rewrite it again, client by client.
What do we settle before the first report?
- We set each account’s sending schedule with you
- You can give access to those accounts’ data, through a connector or by export
- We write down with you what each client looks at and decides from the report
The problem
Where the time goes today, and what changes
The hours a report eats come out of the team running the account.
- BeforePreparing the report eats the hours the account was meant to get.AfterThe system does the preparation, so your team starts by reviewing, not by assembling.
- BeforeYour team writes the explanation of the results from scratch every cycle.AfterThe system drafts the first version of that explanation inside the report, from this cycle’s data and the agreed objectives.
- BeforeA connector fails quietly and nobody notices until the client asks.AfterThe review works from the list of sources and fields each client expects, and your team looks into anything missing before it goes out.
- BeforeThe client report gets rewritten every time, and every account manager does it differently.AfterThe draft comes from the same place and in the style the agency defines.
How we would work with you
Beatriz Tomé Ayala would start by going through one of your existing reports with you: what that client needs to understand, which data you use and what explanation your team adds. Your team would review each report before it goes to the client.
- Your data and your report format
- The configuration delivered
- Connected data sources
- The agreed schedule and format
- Account context and agency voice
- Draft in your voiceYour team’s review
What we hand over
What your agency gets
Where we start fromWe start from a report of yours, not a template
- Configured data connectionCollects data from the sources we go through during setup, at the interval you set, by connector or by export.
- First-draft writing workflowWrites the first draft of the report in the agency’s voice, using this cycle’s data and the objectives agreed for that account.
- Review workflow and guideSets a review step for your team before each send, and documents how to run the system in each reporting cycle.
What stays yoursThe account team receives the runbook, so the system is operable by the agency rather than dependent on whoever set it up.
This is how the report arrives, before you review it
The drawing shows how the report is laid out, not a real report. For example, a hypothetical summary might say this: the figures for this cycle show fewer conversions than in the previous cycle, with the same spend. The explanation points to a single channel. And what your team proposes is moving that budget to the channel that is converting.
Prepared by the system we set upYour team reviews it before it goes out
Client report
- Summary of the cycle
- This client’s figures
- What your team proposes
How it runs
What the system does
Scheduled data pull
Account data is gathered on the agency’s reporting cadence rather than the day before the meeting.
First draft in your voice
The system writes the first draft of the report in the agency’s voice. The explanation rests on the objectives agreed for that account.
Reviewed by your team
Your team checks the figures, adds the account context and decides what gets sent.
Version log
Earlier versions are kept, along with which part changed from one to the next.
Retained versions
Client report
The report goes out in the format that client already expects, without asking them to learn a new tool.
Marketing agencies
What differs from one account to the next
Which numbers matter for this client
Two clients on the same channels do not read the same report. The setup fixes what each one looks at first, and the draft leads with that instead of one template for everyone.
What each new account costs, and what belongs to whom
If your reporting tool prices per client or per dashboard, your cost grows with every new account. That is why some agencies end up writing their own scripts. Here the configuration and the runbook belong to the agency; whatever tools sit underneath stay yours, with their own licences and upkeep.
Frequently asked questions
Who on the agency team reviews the AI draft before the client sees it?
Someone on your team reviews the first draft of the report, checks the figures, corrects the explanation of the results and decides what is sent to the client. The review step is configured into the system, so it does not depend on anyone remembering.
What happens when a data connector fails?
If a connector fails, the review is designed to surface it, and the version log shows what changed. In practice: setup writes down which sources and fields each account expects, and your team looks into anything that does not turn up before sending the report. A gap can be a broken connector, a quiet period or a source you changed; a person decides which.
Do you need access to our clients’ ad accounts?
Not always. The system can work from the exports you already produce, or from a connection agreed account by account. Any connection to a client ad account is agreed with the client before it is made. Access is a decision the agency and its client make together, not a setup step.
What if we do not have the calendar yet, or what each client looks at is not written down?
You do not need to arrive with that already decided. We settle it before the first report. It is not always included in configuration: when that work is needed, its scope and its cost are agreed in the proposal before we start.
Is this another reporting tool?
No. It works with the reporting process you already have, whether the data comes through connectors or a manual export. It adds the draft, the review step and the version history used to turn that material into a client-ready report.
A free 30-minute first call
Tell me how your team prepares client reports and what takes the most time. We’ll discuss the problem and whether I can help.
Beatriz Tomé AyalaFounder and Principal Consultant, Global AI ConsultingLinkedIn- We start from a report of yours, not a template
- Free, with no obligation to hire.
How we choose what goes into the report
I work out with you which figures each client needs to see, from their objectives and the decisions they have to make. You bring the account context; I turn it into the criteria the system follows. If a metric does not help understand the results or decide the next step, we leave it out.