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.

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.

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.

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.

➡ 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.