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
  • 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.