How digital agencies automate client reports with Slideform

Digital marketing agencies often report on client metrics in PowerPoint and Google Slides. See how two leading agencies use Slideform for marketing report automation and reduce time spent on reporting by 50%.

Agency "Z"

Location: California, USA

Industry: Marketing Agency

Company Size: 50+ employees

Agency "Z" (this isn't their real name) is a full-service digital e-comm agency. They needed to eliminate repetitive reporting tasks to free up employees’ time to focus on the executional work of the agency. By automating their routine reports in Slideform, Agency "Z" now generates dozens of client decks each week without any manual input at all.

Challenge:

Account managers struggled to pull together client metrics reports from dashboards and sheets. Before Slideform, account managers were copying and pasting screenshots of Looker Studio dashboards into Google Slide decks for the clients each week. They also experimented with embedded Google Sheets tables, but found them clunky to use.

Solution:

Slideform provides Agency "Z" an efficient way to produce a standardized, professionally-designed report for each client brand every week. The project manager set up one master template in Slideform that contains all the slides that each client needs. This template is cloned for each brand client and connected to the correct Looker Studio dashboard for that client. Any filters and customizations are set in Slideform. Unused slides, such as for platforms that the brand does not track, are marked hidden. The Google Slides reports are set to auto-generate each week at a specific day and time and are sent to a shared Google Drive.

Key Outcomes:

• Client reports are standardized on a master template
• Customizations for different clients are enabled by dynamic slide visibility toggles
• Reports run on a schedule and are delivered to a shared Google Drive accessible to all account managers

787 Social

Location: Texas, USA

Industry: Marketing Agency

Company Size: 10+ employees

787 Social is a boutique digital marketing agency. Their high-quality work has led to strong growth in their customer base and rapid expansion to new markets. 787 Social needed a solution to generate monthly client reports from data in Airtable. By automating their QBRs with Slideform, 787 Social was able to efficiently scale up the number of clients their small team can serve.

Challenge:

Before Slideform, account managers had to copy metrics from Airtable and other data sources into Google Slides for each client. Monthly client reports did not follow a standard template and each one included different data and layouts. Reporting had become a major challenge for the team.

Solution:

Slideform provided 787 Social with automated client reporting from Airtable to Google Slides at the scale they needed to grow the agency. All client reports used the same, branded template. Text, performance metrics, and even images of the top posts were pulled into the reports automatically. 

Key Outcomes:

• Client reports generated on a schedule or on demand.
• Data are correct and up to date without manual effort.
• Account managers can edit and further refine reports in Google Slides.