Monthly marketing reports for clients

The problem

Each client report means pulling numbers from a few tools and writing the same kind of note. The month closes before the report goes out.

What SI does

SI reads the search, social, and site exports you provide. It drafts a monthly report in the layout the agency already uses. It flags a number it cannot find. A person reviews the report and sends it to the client. SI does not change ad spend, post on a client's account, or send the report on its own.

Examples

The same job looks different in different businesses. These are examples, not client results.

• Small marketing agency

  SI drafts the June report from three exports. The account lead fixes one line and sends it.

• Freelance marketer

  The social export is missing. SI flags that section. The freelancer adds it before the report goes out.

• Agency with five clients

  SI drafts one report per client from that client's files. Each report waits for a person to send.

What it takes to set up

GemmiSI sets this up on your own equipment and accounts; your data stays with you. Save a sample export and the report layout you already send. Permission is to draft, not to send or change ads. We sit with you, plan the steps, and teach you to run it. Setup is often a few days while you check the first report.

Try it yourself

Paste this into your SI tool. Swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

From these search, social, and site exports [files], draft a monthly report in this layout [paste]. Flag any number you cannot find. Do not change ad spend, post, or send the report. Pause and show me before sending, submitting, posting or changing anything.