Goodbye Client Churn: Success Reports & Report Scheduling is Live!

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This exciting new release is going to help agencies deliver a knockout punch to client churn! ๐Ÿ˜ตโ€๐Ÿ’ซ ๐ŸฅŠ

One of the main reasons agencies experience churn is unperceived value. It isn’t that they don’t give value to their clients and help them in various ways with their products and services, but clients often don’t know it or can’t see it.

 With “Success Reports,” you can keep your sub-account admins and users “in the know” and updated with their account performance by sending them daily, weekly, or monthly reports via the “Report Scheduler.” 

These reports can also be white-labeled! ๐Ÿ™Œ

Success Reports allow you to send out white-labeled emails portraying insights into what your agency is doing for the client. They’ll see things like:

๐Ÿ“Š New Leads
๐Ÿ“Š Engagements
๐Ÿ“Š Calls/SMS
๐Ÿ“Š Appointments
๐Ÿ“Š Form Submissions
๐Ÿ“Š And more!

The Report Scheduler makes automating these reports a cinch! Agencies and their sub-account admins and users will get many benefits including:

๐Ÿฆพ Automation: The Report Scheduler automates sending reports, eliminating the need for manual intervention and saving time for businesses and their sub-account admins.
๐ŸŽจ Customization: Users can configure the frequency, date, and time for report delivery, ensuring that the recipients receive relevant and up-to-date information at the desired intervals.
๐Ÿ—“๏ธ Consistent Updates: By sending reports on a daily, weekly, or monthly basis, sub-account admins and users stay informed about their account performance, allowing them to make data-driven decisions and track progress.
๐Ÿ’ป Centralized Information: The Report Scheduler consolidates information from various dashboards, providing a comprehensive view of account performance in a single, easy-to-digest report.
๐Ÿ—ฃ๏ธ Improved Communication: By sending scheduled reports to sub-account admins and users, businesses foster better communication and collaboration within their teams, ensuring everyone is on the same page regarding account performance.
๐Ÿค Enhanced Engagement: Regularly receiving reports can help keep sub-account admins and users engaged with their accounts, encouraging them to stay proactive and take necessary actions to improve performance.
๐Ÿ‘€ Easy Monitoring: The Report Scheduler allows businesses to monitor post-report delivery activity, such as open rates and click-through rates, providing insights into how recipients engage with the reports and identifying areas for improvement.

It’s a game-changing release and we can’t wait to see it evolve!
For more technical help please visit our help doc here ๐Ÿ‘‰

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