Client results dashboard
One page per client showing leads and sales against spend, updated on a schedule.
What changes
Today
Showing a client what their spend returned means pulling numbers from search, ads and the CRM every month and building the report by hand.
With the automation
Search, ad and CRM numbers are pulled in on a schedule and combined into one board per client, showing results against their goals.
How it works
- Search, ad and CRM numbers are pulled in on a schedule.
- They're combined into one board per client.
- The account manager checks the numbers.
- The client opens a single page showing results against their goals.
Keep looking
More like this
- AutomationSee what changed
Client report builder
Pick a client and a date range, press Start, and get the report as a page, a PDF and a share link.
- Google Ads
- Meta Ads
- Google Analytics
- +1
- AI agentSee what changed
Campaign results summary
After each send, the numbers and a short note on what worked and what to change, in one place.
- HubSpot
- Google Sheets
- Gmail
- AI agentSee what changed
Client health watch
Each morning, see which clients are at risk, which follow-ups are overdue and what to raise this week.
- HubSpot
- Slack
- Gmail
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.