Your monthly client reports, drafted by AI. Reviewed by your team.
In 10 business days I build one AI workflow inside your agency. It pulls each client's monthly data and drafts the report in your template, so your account managers review it instead of writing it. Built on your own accounts, at a fixed price.
What you get
- Data pull for every client from GA4, Search Console, Google Business Profile and one ad platform of your choice.
- AI-written report drafts in your template and tone: what changed, why it matters, what's next.
- A Google Doc per client, ready for a quick human review. Nothing is sent automatically.
- A written SOP and recorded screen walkthroughs, so your team runs and changes it without me. No meetings needed.
- 30 days of fixes after delivery. Everything stays in your accounts, and you own it.
See the output
56-second walkthrough, no sound: one command drafts every client's report, every number is checked, a human approves.
Below: three drafts produced by the workflow from GA4, Search Console and Business Profile exports. The clients are fictional and the data is synthetic, but every number in each draft is checked against the source data automatically.
HVAC company
Northwind Heating & Air: a new landing page, AC season ending, and where the data doesn't explain a drop.
Dental practice
Maple Street Dental Studio: appointment requests by page, plus Business Profile calls and clicks.
Law firm
Calder & Voss Family Law: consultation requests, new search queries, review replies.
How it works
Send one report
Email me one anonymised report you're proud of. I send back the AI draft of the same report.
10-day build
Scoping, access to your tools, build, test on real clients.
Handover
Written SOP, screen walkthroughs and 30 days of fixes. Your team runs it from month one.
Pricing
Pilot First 3 agencies
In exchange for a short case study. Claim a pilot spot
Standard
1 workflow, up to 4 data sources, up to 25 clients.
Delivery guarantee. If the workflow doesn't produce usable report drafts by day 10, I keep working for free until it does, or you get a full refund. Your own tool costs (automation platform, AI API) are paid on your accounts.
Prefer to build it yourself? The full method, with both worksheets, is in the eBook AI Client Reporting for Agencies ($27).
Built Different