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Client reports every month, not every quarter

AI automation for digital marketing agencies. Each client report is built from your ad platforms and client database into your own template, with budget recommendations, and your team checks it before it goes out. You pay for the setup once it fits.

Book a free Claude 101

Free one-hour training for your team on Claude, the AI assistant made by Anthropic. A real training, not a pitch. ChatGPT and Copilot users are welcome.

Set up for Method Revenue. Its founder, Garrett Ira, describes the change in the video below.

Step one
A free Claude 101
One hour of training for your team, on their own work.
Step two
A workflow review
$300 to $500. A written list of the routines worth changing. The fee comes off the setup.
Step three
One recurring task set up
From $5,000. Fitted to your templates, your tools and your own documents.
Step four
Used on real work
Your team uses it on live work, and one round of changes follows.
Step five
Paid once it fits
Your firm keeps everything, and your team is trained to change it.

Set up for Method Revenue

Deals come from HubSpot and ad spend from every channel. Both land in one workbook in the agency's own Drive folder, and the agency's report template is filled from it: business insights, paid performance and competitor intelligence.

Every figure in the report is checked against that workbook. If one figure doesn’t tie out, the report stops and nothing goes to the client.

My time is cut in half for a higher quality deliverable. Garrett Ira, founder, Method Revenue, a marketing agency

If AI does the reporting, what are clients paying for?

Your judgment, and more of it. The hours that went into building reports go back into the account: what changed, what to try next, and what to tell the client.

The same setup, for your agency

Client reporting

Your marketing report template, filled from your platforms, every cycle.

Keyword performance analysis

Every keyword scored on what it returned, with the changes written as sentences an account manager can hand to a client.

Bid changes inside your limits

Pay-per-click bids adjusted on low-volume keywords, only where you allow it, with every change logged.

Ad budget recommendations

What each channel returned and what moving the money would do.

Proposal and pitch decks, built the same way as the reports.

Works with the tools you already use

Google Ads, Microsoft Ads, Meta, Windsor.ai, HubSpot, Google Sheets, Google Slides and PowerPoint. Your client database and ad data feed one workbook rather than two.

Questions

  1. Does the report change?

    No. Your template is the specification.

  2. Whose numbers win when platforms disagree?

    One definition per metric, agreed before anything is compared.

  3. Does it change bids on its own?

    Only where you allow it. Negative keywords are the single automatic action.

  4. Can it white label?

    The output is your file, so it already is.

Book a free Claude 101