{"id":17554,"date":"2023-06-16T15:09:48","date_gmt":"2023-06-16T14:09:48","guid":{"rendered":"https:\/\/woodpecker.co\/blog\/?p=17554"},"modified":"2025-01-21T10:13:41","modified_gmt":"2025-01-21T09:13:41","slug":"client-reporting-process-agencies","status":"publish","type":"post","link":"https:\/\/woodpecker.co\/blog\/client-reporting-process-agencies\/","title":{"rendered":"How to Structure Your Client Reporting Process"},"content":{"rendered":"

Suppose you launched an email campaign, sent out 300 messages, and got 100 positive responses.<\/span>
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Throughout the campaign, you haven\u2019t scheduled any reporting calls with the client but agreed to meet at the end to discuss the results.\u00a0<\/span><\/p>\n

You triumphantly march into the meeting, ready to share the amazing news. But it turns out the client believed the campaign wasn\u2019t successful at all. <\/span>What happened? The client expected that every positive response was a clear sign of the customer\u2019s intention to buy. So, they instantly sent them the offer and – not surprisingly – never heard from them.<\/span><\/p>\n

Reporting could have saved you so much trouble.<\/span><\/p>\n

Why is client reporting so important?<\/span><\/h2>\n

If you had scheduled regular reporting calls with the client, you\u2019d have known what’s been happening early on. You\u2019d be able to convince them that this course of action wouldn\u2019t make the campaign successful. And you\u2019d probably have a better chance of keeping this client on board.<\/span><\/p>\n

The client pays for the <\/span>email campaigns<\/span><\/a> carried out or the leads generated, so they must know what it is that they\u2019re paying for on an ongoing basis.<\/span>
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Note: When billing for leads, make sure to clearly distinguish between a hot and warm lead and adjust the billing accordingly. When billing for campaigns, differentiate between messages sent and delivered.<\/span><\/p>\n

3 challenges of client reporting<\/span><\/h2>\n

Agencies usually encounter these pain points around reporting:<\/span><\/p>\n

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  1. Reporting is time-consuming<\/b>, especially if you need to manually personalize reports for multiple clients and send them out on a regular basis. A good solution here is automating a large part of that reporting effort through a specialized tool.<\/span><\/li>\n
  2. The client may not know how to read the reports <\/b>– response rate, open rate, CTR\u2026 These terms are often unclear to clients.\u00a0<\/span><\/li>\n
  3. The client may not have experience with how cold emailing works <\/b>or what results to expect. Make sure that your reports include context – for example, indicating whether this result is typical for the industry or target audience.\u00a0<\/span><\/li>\n<\/ol>\n

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