I’ve got a confession to make.
In Wednesday’s mail, I told you I don’t do fancy reporting, and offered you a script to automate the very limited data that I do report. (Email repeated below for your convenience.)
It’s true; I do not send fancy reports to my clients.
However… I do advise many of my coaching clients to use a fancy reporting tool!
What’s that, Nils? You don’t eat your own consulting dog food?
No. And yes.
Here’s what happens.
Many of my coaching clients are small to medium-sized agencies that want to do more with less hands. I help them automate the work so they can increase revenue without increasing headcount.
They typically serve tens if not hundreds of clients.
One of the main things that takes my clients forever? Sending out monthly, or even weekly, reports to their clients!
Many agencies have clients that simply expect them to send detailed reports. On time, every time. If they don’t, the client starts dialing numbers.
Many agencies use detailed reports as an entry point to start a conversation. That conversation with the client increases client retention.
Many agencies simply promised it in their initial offering.
Many reasons. Many hours of tedious, labor-intensive data gathering, number crunching, dashboarding, writing summaries, sending out emails…
Many hours of wasted time.
Wasted?
Yes. Because you can automate almost all of it, and I’ve got just the solution for you.
IF…
- you are swamped with daily reporting tasks and are losing your mind over it
- or, you’ve cobbled together some data source connectors that should work, but never do
- or, you are fed up with time-consuming setups for each new client
- or, you simply do not have the time to learn new complex tooling
- or, you don’t have the money for overpriced reporting solutions
THEN…
your GO-TO solution is Swydo.
I’ve found Swydo to offer the best price-to-quality ratio when it comes to automated reporting, for these reasons:
- it aggregates data from the major platforms
- it has a very small learning curve (easier to implement than Looker Studio)
- it offers a free trial with a great onboarding service (get your specific report running in 20 minutes!)
- it allows for copy-paste templates you can use for each new client
- it’s the cheapest solution out there unless you want to spend a lot of time on the plumbing and client setups
- it is reliable and robust (reports go out on time, every time)
Don’t get me wrong, it won’t give you the flexibility of a custom reporting setup using Supermetrics, Big Query, and Looker Studio. If that’s what you need, go for it.
Swydo is low effort, low cost, and just good enough. And good enough is what most agencies need.
– Nils
PS: If you want a reliable and affordable solution to automate your performance reporting -> sign up for a free trial.
When you are happy with the tool and ready to upgrade, mention “NilsRooijmans” during the upgrade to get a $100 discount.
I’d still share these tips without the kickback, but a few extra bucks is nice!
Here’s the link again: https://www.swydo.com/?utm_source=nilsrooijmans&utm_medium=newsletter&utm_campaign=jun2024)
Lastly, as promised, here’s the email from Wednesday: https://nilsrooijmans.com/daily/google-ads-script-monthly-reporting-my-very-basic-version