Here is an example video of a quarterly report:
- The process of generating a quarterly report is the exact same. The only thing that changes is that you’re going to spend more in-depth time going through the report and explaining where things are at.
- Reports are generated in Agency Analytics for each client
- The client is to receive a PDF report along with an on screen video of you walking them through the report. See example below.
- We send 25-30 minute in-depth videos for quarterly reports.
- For monthly, all reports need to go out before the 15th of each month
- Always be selling! Our clients need to be reminded what they are investing in and why – every. single. month.
- This is your one opportunity to re-sell our client on our services each month. For some of our clients, this is the only interaction you’re going to have in a month.