KPIs (Key Performance Indicators) are essential metrics when compiling marketing reports for your clients. Check out this article from HubSpot detailing how you can effectively streamline the process of reporting your KPIs to your clients!

How to Automate Your Client KPI Reporting Process: The 11 Step Guide

For your convenience, here’s all 11 steps in HubSpot’s process below.

Step 1) Identify your clients’ most important marketing tools.

Step 2) Choose a client reporting tool that integrates deeply with your key services.

Step 3) Make sure you and your client agree upon the most important KPIs.

Step 4) Make sure your reporting tool pulls the metrics you need.

Step 5) Create standardized reports you can use for multiple clients.

Step 6) Design metric-specific visualizations for each dashboard.

Step 7) Roll out your reports internally.

Step 8) Position automated reporting as a benefit for your clients,

Step 9) Determine a plan to regularly share results.

Step 10) Figure out which devices each client uses to view their reports.

Step 11) Set concrete goals with your clients.


The CoGoBox Factor

CoGoBox is the perfect tool for both you and your clients, offering you fully trackable metrics about your clients’ customers instantly.

With it, in-store customers login through your client’s WiFi HotSpot via Facebook, Email Address or Phone Number. From there, a full customer profile is developed. You can see who’s coming to the business, and how often. Once logged in, their profile information is stored and automatically sent to your favorite Marketing List, such as HubSpot, MailChimp, and Constant Contact. We’re here to make your job easy.