INDIVIDUALIZED REPORTING MADE TO GRAB BIG CLIENTS

ABOUT THIS PROJECT:

A personalized, automated reporting system to save the client time (and money), leading Cartology to achieve their goal of attracting bigger, better clients and improve their satisfaction and retention rates.

RESULTS

Within a year of implementing their new reporting system, Cartology went from 5 clients to 13 clients, and 2 BIG clients with an ad spend of $10,000+ per month.

75% Labor Costs Reduced

12% Client Ad Spend Increase

120% Total Client Gain

CHALLENGES

CARTOLOGY NEEDED A MAJOR OVERHAUL ON THIER BASIC, SPREADSHEET-BASED REPORTING SYSTEM.

While Cartology was a rapidly growing PPC Advertising Agency, they didn’t have the skills to develop a dynamic, engaging way to share their results with clients.

Their current system was a report in Google Sheets, which often contained errors. The lack of a clear presentation (and occasional input errors) greatly affected their client retention.

Cartology turned to OWLLytics to build a more dynamic and appealing way to present their results to current clients, that could also be used to attract new and bigger clientele.

CARTOLOGY’S CLIENT REPORT (THE ORIGINAL VERSION BEFORE OWLLYTICS)

SOLUTION

OWLLYTICS BUILT A COST-EFFECTIVE REPORTING SYSTEM THAT REDUCED INPUT ERRORS, SAVED TIME, AND IMPRESSED CLIENTS.

We created a dynamic reporting system combining their Googles Sheets collaboratively with Google Slides, adding strategic design elements for clarity and effect.

➡ This allowed Cartology to create re-usable templates for their reports, providing more appealing reports, with an easier onboarding process for new clients.

➡ The two services (Slides and Sheets) were set up to link data automatically, providing increased accuracy and cutting prep time from 4 hours down to 30 minutes per client.

➡ This cost-effective system allowed Cartology to drastically improve their reporting system without creating any additional overhead costs.

RESULTS

CARTOLOGY SAW SEVERAL MAJOR IMPROVEMENTS AFTER IMPLEMENTING THEIR NEW REPORTING SYSTEM.

➡ The weekly preparation time for their presentation reports was reduced from 4 hours per client down to only 30 minutes per client.

➡ The engaging, more accurate reports clearly showed how their services were improving the clients’ objectives, leading to a 12% increase in average client budget spend.

➡ The agency also used these reports to create successful case studies, which they pitched to new clients.

➡ The agency gained 2 larger brands, each with a monthly ad budget of $10,000+ per month.

➡ After the first year, the agency was able to increase their client count from 5 to 13, with a 92% retention rate.