How I automated reporting at my Agency

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  • เผยแพร่เมื่อ 3 ก.ค. 2024
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    In this video, I show you how I automated my reporting for my lead generation agency that services over 30 clients. Every Friday, I generate detailed PDF reports with an API that automatically pulls numbers, providing clear insights and transparent data. This process can be replicated for Meta Ads, google ads or any other platform.
    Using Airtable, I streamlined my reporting system, ensuring better client retention, more clarity, and enhanced transparency. These benefits translate to longer retention and happier clients. Discover how you can streamline your agency's reporting and client management with this automated approach.
    Keywords: automated reporting, lead generation agency, seven-figure agency, 30 clients, weekly reports, PDF generation, API integration, Airtable, Meta Ads reporting, client retention, clarity, transparency, long-term client retention, agency management, reporting automation.
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