Haven’t created a quarterly report for your client yet? Learn why it’s important and how to start
The quarterly report is undoubtedly one of the most important deliverables for an agency. This is because it demonstrates the results over a longer period, every three months, and outlines the strategies for the project’s future.
Along with the generation of this report, a meeting called the Quarterly Success Review is held, which helps engage the client with the results, the progress of the set objectives, and the next steps.
This allows the client to more clearly see the value of the deliverables provided by your agency and how they impact the arrival of new business opportunities.
But how to start implementing the quarterly report meeting in your accounts? In this article, we share everything you need to know to ensure greater success for the project.
Why it’s essential to hold a quarterly results report meeting
Surely, your agency is constantly pressured to deliver results to clients, especially those related to sales and company growth, right?
Even though this performance is reported monthly with project reports, a more detailed long-term view of this performance should be considered as a way to review strategies and maintain alignment with the decision-maker.
It’s the moment to assess if the objective is being achieved rethink the goals and reinforce the commitment of both parties since the success of marketing also depends on the client’s involvement, right?
On another side, the quarterly report meeting opens doors for the agency’s services to be even more valued, with the possibility of scope expansion, indeed.
When actions yield good results for the contracted channels, this creates room to complement strategies and make the client’s digital communication even more integrated and efficient.
How to hold a quarterly report meeting
But you might be wondering, in practice, what should be reported in the meeting and in the quarterly results report?
Below, we list the main points you should address with the client, which are the context, presentation of the results, and, of course, the action plans for the project’s success.
It is essential not only to generate the report and perform the necessary analyses but also to document everything discussed during the meeting to promptly execute all optimizations. Let’s get to the tips.
Pay attention to the project’s context and results
What is the current scenario of the project? What were the goals tracked last quarter, and what actions were taken to achieve them?
All this is part of the company’s marketing context and all the results achieved during the period analyzed. It’s important to understand what contributed to the client’s success or what are the improvement points identified.
In the quarterly activity report, you should also highlight the most promising channels and those that stood out during the evaluated months.
Additionally, leave space to discuss the strategies currently in place and the return they are already generating.
Focus on future action plans
When performing the digital performance analysis and of the results generated, you will be able to extract a diagnosis of the account’s health, listing the points of attention or strategies that can be improved.
From this, you will direct the focus of the quarterly report towards the project’s future, defining new goals and action plans to achieve them.
Also, take this opportunity to discuss with the client if there have been changes in their objectives in the market they operate in or priorities for communicating their products/services.
Other evaluations that fit into the quarterly report meeting include
- campaigns planned for the next quarter, especially if they have a business impacted by holidays, as is the case with most e-commerces.
- possibility of increased investment in paid media if these channels are showing good results.
- possibilities to offer other services by the agency if the client has the potential to grow even more digitally.
At the end of the quarterly meeting, it is essential to establish a schedule with the client and the productive team so that actions can be developed as soon as possible and start to generate results for the new quarter.
Rely on Reportei to generate your quarterly reports
Just from everything we’ve listed here, you can tell that the quarterly report requires an extensive and in-depth analysis of the project results, right?
Therefore, so you only have to worry about the intelligence of your data, Reportei helps generate your quarterly reports automatically and completely customized.
Just integrate social media like Facebook, Instagram, Google tools, RD Station, and much more to collect information and compare with past results.
In addition, you can create a template for each client according to what is most relevant to the project, complementing the report with manual metrics and add analyses in text, video, or images to highlight your interpretation of the data.
Don’t waste any more time and start using Reportei’s features to optimize your quarterly reports right now.
