A client portal that replaced the monthly hand-built report run
Marketing / Agency · Founder
What we built
Problem
The team rebuilt the same performance report for every client each month by pulling numbers from several ad and analytics platforms. It scaled with headcount, not with revenue.
Build
A web app that connects each client's ad, analytics, and CRM accounts, refreshes on a schedule, and gives every client a branded login with their own live dashboard. Commentary is written once by the account manager instead of rebuilt alongside the charts.
Result
Monthly reporting stopped being a production line. Clients check results whenever they want rather than waiting for a slide deck.
Outcome
Monthly report builds
Manual to automatic
Client access
Live, self-serve
Commentary
Written once, not rebuilt
Stack
- Years building automation
- 6+
- Client reviews (4.9 avg)
- 500+
- Projects delivered
- 650+
Outcomes describe the systems we built and how they changed the work, de-identified for privacy. Named references for your industry are available on request under a mutual NDA.
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