ADD-ON MODULE · REPORT AUTOMATION
Still building reports manually every week? There's a better way.
I audit your current reporting process, identify exactly what can and should be automated, and create a step-by-step implementation brief for your team. Once it's set up, I review the final result to make sure it's accurate and useful.
WHAT YOU GET:
✓ Current reporting process audited
✓ Automation opportunities identified and prioritized
✓ Tool recommendations (Google Sheets, Zapier, Make, etc.)
✓ Implementation brief for your team
✓ Final review and sign-off
Note: This is a consulting and strategy service. Setup is done by your team or developer.