OAKMONTDevelopment bench

Monthly client reports that build themselves

Each client gets a one-page monthly report from their analytics and ad accounts, in plain words, without a day of copying charts.

For marketing agencies and freelancers with retainer clients

From $490 per project

Typical timelineUsually within days of the confirmed scope

Start a sheet from itThe part this sheet is for: Automation workflow

What this template does

Clients want to know what their money did last month. The figures are pulled from Google Analytics and the ad accounts into a one-page report per client, in plain words, ready for you to add a sentence and send.

Prefilled for you

The brief it fills in

Every month, pull each client's figures from Google Analytics and their ad accounts into a one-page report in plain words, ready for us to review and send.

Systems it connects
  • Google Analytics 4
  • Google Ads or Meta Ads
  • Looker Studio or Google Docs
Kind of job
Automations - Agencies and freelancers

What you get

  1. One integration built, tested and running on your own accounts
  2. The steps written down, so both sides know exactly what runs
  3. Checked by a person before it is handed over
  4. Changes until you approve it

What you provide

  • Access to each client's analytics and ad accounts
  • The figures each client cares about
  • A report you send today, as a model

Questions about this template

  1. What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
  2. How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
  3. My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.