Hooray! You’ve built your client’s site and taken it live. What’s next? We highly recommend setting up an automated Client Report to keep the line of communication open, increase your MRR, and showcase your agency’s value.
What exactly is a Client Report, you may ask? It’s a recurring, customizable, agency-branded document that contains the site information most valuable to your clients – everything from page visits to site optimization details.
Before you get started, check out our demo Client Report here.
Client Reports can be customized with your agency’s logo and colors, and a welcome message. As you enter information, the panel on the right hand side will display a live preview.
Client Reports allow you to provide your clients with information relevant to their needs, including Flywheel hosting stats like site backup info and plugin updates, and Google Analytics data (with the free Google Analytics Add-on enabled).
This section is customizable as well – use the checkboxes to exclude certain data points or reorder them with a simple click and drag. The preview pane helps you visualize what each page of the report will look like as you go.
Flywheel Hosting stats: WordPress updates (including WP core updates, theme updates, and plugin updates), Backups, Security, Site Optimization
Google Analytics (requires Google Analytics Add-on): Users, Sessions, Average time on site, Bounce rate, Conversion rate, Traffic Sources, Devices, Page visits, Top goals
Now you’re ready to select a client and site to populate the report and set the report period. Client Reports are recurring and will automatically be sent to your client at the frequency you’ve chosen.
Use the arrows in the preview pane to cycle through each page of the report.
Now that your report is scheduled, Flywheel collects data throughout the report period. The report is generated when this period concludes.
For example, if you create a new Client Report on June 15th and select the monthly frequency, you’ll be notified that the first report is available on July 15th, which will include data from June 15th-July 14th.
Once you’re notified that the report is ready, Flywheel holds onto it for up to three business days, which we call the “grace period”. This gives you the opportunity to review the data in the report and add custom notes before it goes out to your client.
Once reviewed and approved by you, your client will get the report within 24 hours. If you do nothing, the report will be sent once the grace period concludes. Continuing the example from above, this means the report generated July 15th will send to your client on July 18th.
Now that your report is ready, you can review it and make last minute changes before approving. This step is optional – if you’re confident your report is looking good and choose not to alter it, the report will automatically deliver to your client three days later.
Your clients receive reports via email (originating from [email protected]), which includes a link to the report that expires within 7 days. Accessing a report this way doesn’t require them to login to their Client Portal, and clients can share this link with their team or other parties at their discretion.
Your clients can also login to their Client Portal to view or download all current and previous reports.
You can easily edit or cancel an active client report from the Growth Suite dashboard.
If you have any questions our Happiness Engineers are here to help!
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