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Project Overview: How Cartology Streamlined Their Reporting to Win Bigger Clients
6 Weeks | $1500USD estProject Overview: How Cartology Streamlined Their Reporting to Win Bigger Clients
Cartology, a fast-growing PPC advertising agency, was ready to elevate their client reporting and scale their business.
With manual, error-prone reports slowing them down, they partnered with me to create a dynamic, automated reporting system.
As a result, Cartology cut report prep time by 88%, impressed new clients, and increased their client base by 160%.
The Challenges: Cartology’s Roadblocks to Scalable Growth
The Challenges: Cartology’s Roadblocks to Scalable Growth
Cartology faced several roadblocks that limited their ability to grow efficiently:
Cartology faced several roadblocks that limited their ability to grow efficiently:
🗂️ Manual, Spreadsheet-Based Reports
🗂️ Manual, Spreadsheet-Based Reports
Reports were created manually in Google Sheets, making them error-prone and time-consuming.
The visual presentation lacked the polish needed to impress clients.
⏳ 4 Hours of Report Prep Per Client
⏳ 4 Hours of Report Prep Per Client
Staff spent too much time preparing reports each week.
Inefficiencies impacted client onboarding and retention.
🚧 Retention & Growth Barriers
🚧 Retention & Growth Barriers
Basic reporting limited Cartology's ability to retain clients.
They struggled to present their impact in a way that resonated with larger potential clients.
The Solution: A Reporting System Built for Cartology’s Growth
The Solution: A Reporting System Built for Cartology’s Growth
With me as a guide, Cartology took ownership of their reporting transformation by implementing a more automated, impactful system:
With me as a guide, Cartology took ownership of their reporting transformation by implementing a more automated, impactful system:
They Integrated Google Sheets with Google Slides - This automated data connection improved accuracy and eliminated manual errors.
They Created Branded, Reusable Report Templates - By adopting custom-designed templates, they elevated the professionalism and clarity of their reports.
They Reduced Report Prep Time from 4 Hours to 30 Minutes - Streamlined workflows cut preparation time by 88%, freeing up valuable team resources.
They Enabled Easy Scaling - The new system simplified onboarding and reporting for both current and future clients.
The Results: Quantifiable Wins Cartology Achieved
The Results: Quantifiable Wins Cartology Achieved
⏳ 88% Time Reduction - Cartology decreased report prep time from 4 hours to just 30 minutes per client.
💼 2 New High-Value Clients Secured - They gained two new clients with monthly ad budgets exceeding $10,000 each.
📈 160% Client Growth - Cartology expanded from 5 to 13 clients within 12 months.
🔄 92% Retention Rate- They achieved a 92% client retention rate post-implementation.
How Businesses Made Their Data #ZombieProof
How Businesses Made Their Data #ZombieProof
💡 They went from reporting nightmares to automated insights. See how they did it—download the case study collection now!
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Key Takeaways: What This Means for Agencies
Key Takeaways: What This Means for Agencies
Streamlining internal reporting can fuel agency growth and client satisfaction.
Automating reporting processes reduces operational costs and boosts team efficiency.
Visually impactful reports can directly influence client spending and retention.
Agencies can scale faster by optimizing existing tools without major new software investments.
FAQ's
FAQ's
Can I apply this solution to my agency or business?
Yes! Any business that produces client reports can benefit from automating and optimizing their workflow.
How long does it take to build a reporting system like this?
For most small-to-midsize teams, a similar system can be built in 2-4 weeks, depending on project scope.
Do I need expensive tools to automate reporting?
No! Cartology achieved these results using cost-effective tools like Google Sheets and Google Slides.
How does this help with client retention?
Better reports make it easier for clients to understand and appreciate your value, increasing satisfaction and retention.
Will this system work for larger clients?
Absolutely. Cartology’s new system is scalable and ready to handle larger accounts and higher reporting demands.
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