Performance Reports

Project Details

Typical Costs

4 – 6 Hours

Typical Timeline

3 – 5 Days

*Our team will identify the best reporting solution based on your needs, which may carry a cost.

Project Overview

If you’re looking to monitor the ROI of your marketing campaigns with detailed performance reports, this is the project for you.

In this project, we’ll identify the best reporting solution for your needs and set it up so you can get the most from your data.

what to expect

What to Expect

Our team identifies the best reporting solution based on your goals. Depending on your needs and active programs, we may recommend a free tool or a paid tool.

We then set up the tool and configure the report for you. Based on the tool used, it may automatically generate reports for you on a recurring schedule, such as each month.

Our approach to performance reports is to focus on the necessary data based on your goals, rather than viewing all of the data you have access to. This helps you make informed decisions based on your marketing and business goals rather than changing trends.

You have the option to turn this project into a recurring project where our team provides you with monthly performance reports, which are included in our Corporate membership package.


Having custom performance reports based on your goals benefits all marketing programs, including active projects with our team, internal efforts, and future efforts.

Consistently checking the performance of your various marketing programs gives you insight into what is working and what should be updated – helping you maximize your ROI.

project considerations

Additional Considerations

Consider the following as you begin this project. Our team is happy to collaborate with you on the best approach.

  • What marketing programs are you currently running?
  • What marketing programs are you interested in adding to your efforts?
  • What are your overall marketing goals?
  • Are you interested in any reporting solution already but unsure if it will meet your needs?

Tailored To Your Business and Industry

Every brand is different. We believe that marketing should be highly-tailored for each brand. Since our team works with a wide range of industries that targets a variety of audiences across many markets, samples of our team’s work will convey an approach that is dramatically different from the approach that we would take for your brand.

We work closely with every new member to document their business’ unique visual branding and messaging approach prior to conducting any work.

Click here to learn about our team’s industry-specific strategic approach.

Project Phases

Our team will execute this project in defined phases and we will keep you updated on progress within each phase of development, giving you the ability to provide feedback, direction or collaborate with our team throughout every step of the process.

1) Access Coordination and Strategy

During this initial phase, we review your Member Profile, confirm project details, and ask clarifying questions, if any.

We review your active projects and ask you if you have any internal marketing efforts, too. We also confirm your goals for this project.

2) Initial Project Approach

Once your goals and current marketing efforts are confirmed, we determine the top reporting solutions that will meet your needs. We aim to recommend only 1 tool, but if you need to cover a lot of metrics in one platform, we aim to recommend 3 tools of varying price points.

We present the recommended tool(s) to you for your review and consideration, including the cost and features.

3) Project Presentation

After you have confirmed what reporting solution you want to use, our team creates your new account within the reporting platform and sets it up. This includes connecting all relevant marketing accounts (such as website, social media, email, etc.) to the reporting tool.

From there, we configure your first report. If the reporting tool allows, we create a report template and automate the creation of performance reports to be updated every month.

To wrap up this phase, our team presents your first report to you. We also walk you through the platform, including how to generate reports, so you are able to review the performance reports at any time.


4) Project Closure Plan

Once you have had time to review the performance report and reporting platform, we make any requested adjustments.

At this time, some members opt to turn this one-time project into a recurring project where we present performance reports each month. This way, you have full access to your reports, but we present them to you with actionable insights. From there, we make small adjustments to active projects accordingly and make recommendations for larger project changes.

Our team works as a fluid extension of each of our member’s businesses by developing strategies and executing projects in whatever capacity is best for their unique needs.