Irrespective of the results you achieved, the main goal of your reports is to build transparent and honest relationships between your agency and clients. Every digital marketer knows how difficult creating a quality client report is. In order to keep your clients focused, you will need to balance between showing off and critical thinking. Above all, you need to focus on the metrics your clients really care about.
\nIn this article, you will find a few simple tactics that will boost your client reports.
\n\n
Prepare before creating reports
\nTalk to your clients, try to understand their goals and expectations in order to create achievable deliverables, and consider them when creating your reports. Here are a few steps to take:
\nSet realistic and measurable goals
\nTalk to your clients and see what results they want to achieve. Then, set clear, measurable, and realistic goals. This is a crucial step to take, given that your goals impact the choice of metrics.
\nFor example, if a client hired you to increase their reach on social, your goal could be “reaching 1500 members for their Facebook page.” By measuring your goal against your timeline, you will know exactly where you stand.
\n\n
Choose the right metrics
\nThink of yourself as a coach of a soccer team, while your metrics are players. To win the game (or, in this case, measure your results effectively), you need to choose each player carefully. Just like soccer players, every metric you choose has certain strengths, weaknesses, and needs to be applied strategically.
\nFor example, if you’re building a Facebook Ads campaign for a major client,there are many tools to use and metrics to track. However, complicated reports would only confuse a client, not giving them the opportunity to understand whether their campaign is making progress. Therefore, your goal is to include the most important metrics reported by Facebook ad agencies, such as the click-through rate, cost-per-click, cost per action, ad frequency, and so forth.
\nBefore you compile the final list of metrics to track, ask yourself whether they tie back to your campaign goals and bring value to your clients. The purpose of these metrics is to inform a client about their performance during the reporting period and tell them what action it requires.
\n\n
Deliver client reports strategically
\nNow that you’ve collected client insights and set your goals and metrics, you can start building a client report.
\n\n
Automate reporting with a client-friendly tool
\nFor those digital agencies that offer different services, cater to numerous clients, and rely on a wide range of tools, assembling data and creating personalized reports for each client is complicated. That’s where using digital marketing reporting tools like Reportz can help.
\nLet’s see what tasks such tools can automate:
\n- \n
- Combining different widgets to create a detailed report that outlines all the metrics you’ve specified. \n
- Filtering and displaying the data just like you and your clients want, through custom widget builders and customizable dashboards. \n
- Combining different SEO, PPC, social media, and other metrics. \n
- Collecting real-time metrics for each client. \n
- Getting niche-based reporting templates that will save you time. \n
\n
Create simple dashboard-based layouts
\n![\"\"](\"https://proweb.p.blends.be/wp-content/uploads/Knipsel14.png\")
By using SaaS reporting tools, creating on-brand and simple dashboards is easier. However, if you’re creating reports manually, here are a few important steps to take:
- \n
- Content and statistics should be your priority. Design elements like colors, style, fonts, etc. should support them. \n
- Create compelling visuals, like graphs, to make your data easier to understand. \n
- Explain what each graph represents. \n
- Try to find the perfect ratio when combining graph sizes and styles. Make the most important data and KPIs prominent. \n
- Focus on making all metrics and information visible on a single screen. \n
\n
Always review a report before sending it
\nBefore clicking “Send,” always review your report carefully. Check whether clients’ goals and your metrics are aligned properly. Ask yourself whether the report illustrates your expectations and shows how your agency is contributing to a client’s performance in the digital system.
\nYou should also check your writing language. Pay attention to the terms you use. When they open a report and see a bunch of industry jargon they don’t understand, your clients may be confused. Some of them may think that you’re using complicated industry terminology to camouflage your poor results.
![\"\"](\"https://proweb.p.blends.be/wp-content/uploads/Knipsel13-1.png\")
![\"\"](\"https://pointerpro.com/wp-content/uploads/PP-BANNER-GetStartedToday.png\"\n "\\"\\"/")
\n ![\"How](\"https://pointerpro.com/wp-content/uploads/SURVEYxANYPLACExZAVENTEMANTWERP-274.jpg\")
\n ![\"read](\"https://pointerpro.com/wp-content/themes/project-child/assets/img/icons/arrow-right.png\"){kind=icon}
\n ![\"The](\"https://pointerpro.com/wp-content/uploads/pexels-goumbik-590016-1024x678-1.jpg\")
\n ![\"36](\"https://pointerpro.com/wp-content/uploads/34-Ways-to-Increase-Response-Rate-6-1024x576-1.jpg\")
\n