01
Report Specification
We start by defining what metrics matter for your business and how they map to outcomes. This means agreeing on attribution windows, conversion definitions, how offline conversions (calls, in-store visits, signed contracts) are counted, and what pipeline stages matter for reporting purposes. The report specification is the document everything else is built from — and it is written in business terms, not ad platform terms.
02
Data Source Connections
We connect Google Ads, Meta Ads, and GA4 to the reporting layer. For CRM, we work with HubSpot, Salesforce, or your custom setup — connecting pipeline stage data, deal values, and close rates to the ad source data. For call tracking, we connect your call tracking platform where one is in place. All sources feed a single data layer that the dashboard reads from.
03
Dashboard Build
We build your reporting dashboard in Looker Studio, Databox, or Agency Analytics depending on your existing stack and team preferences. Looker Studio handles the majority of use cases cleanly, connecting directly to Google Ads, GA4, and Sheets. For clients with more complex data volumes or existing Databox or Agency Analytics setups, we build within those tools. The output is a dashboard that shows spend, leads, pipeline, cost per acquisition, and revenue by channel in one view.
04
Automated Email Delivery
Reports are delivered automatically to the people who need them — weekly for performance monitoring, monthly for strategic review. No one needs to log in to the dashboard to get the numbers. Reports are formatted and sent on schedule.
05
Weekly and Monthly Report Templates
Two report templates are included: a weekly performance report covering spend, leads, cost per lead, and channel breakdown, and a monthly summary covering pipeline movement, conversion rates by channel, and revenue attribution. Both templates are formatted to be shared directly with a board, leadership team, or client without further editing.