Client Reporting
Client Reporting
A report goes out to each client on schedule, built from what your team already writes down. You read it once and send it.
Operational milestones already exist in your records. We automate their synthesis and delivery.
Periodic delivery reports build trust and reduce retention churn, but manual compilation creates ongoing friction. Our reporting pipeline extracts milestones directly from operational records, compiles a structured draft, and requires a single managerial sign-off before timestamped dispatch.
The client hears from you on a schedule, not when they chase
Nothing goes out that a person has not read
Six months later, you can show exactly what was sent
What it costs
Diagnostic
$1,980
We find out whether the raw material for a good report already exists.
- Where your team already writes things down
- What a client would actually want to see
- Whether this can run on its own or needs the portal first
- A scoped build with a price and a completion standard
Client Reporting
$7,500four to six weeks · $3,500 and two to three weeks with an existing portal
On its own, four to six weeks. If you already have the portal, $3,500 and two to three weeks.
- Automatic assembly from your existing records
- AI drafting limited to what your team wrote
- Review step before anything sends
- Locked and versioned once published
- PDF archive of every report
$680per month
Keeps the pipeline running, including the AI cost.
- Scheduled generation on your cadence
- Template changes as your service changes
- One business day response
- Read receipts, so you know who is looking
- Not included: writing the content for you
Other services
Get Found — local search
Show up in the Map Pack when someone searches for what you do.
- Google Maps
- Local SEO
- Rank tracking
Client portal & document hub
Your clients log in and see their own progress, files and next step.
- Client login
- Document hub
- Permissions
The $1,980 diagnostic
A written plan before anyone builds anything. Yours to keep either way.
- Rank grid
- Audit
- Scope & price
Not sure which one you need?
Want it in writing before you commit? Get the $1,980 diagnostic.