How to Automate Client Reports While Keeping Human ReviewHow to Automate Client Reports While Keeping Human Review
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How a client report that drafts itself gets installed, inside the tools you already use:
1. Time one report, start to finish. That's your baseline.
2. List every place a number gets copied from: ads, analytics, the CRM.
3. Let a tool pull those numbers in and draft the summary.
4. Keep one person reading it before it goes out, to add what changed and what happens next.
5. Check whether clients actually open it.
Start with one client. Fix what you find, then expand.
How much of your report time is copying, and how much is thinking?
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