Fictional report. Every record below is sample data.
Would you send this conclusion to a client?
Change a source condition. See which facts survive and which decision needs a person.
Inquiry reportMay 1 to 7, 2026 · UTCSample run: May 8, 09:00 UTC
Four submissions can be traced.
All four sample submission IDs appear in the CRM export. Two are qualified, one is not a fit and one awaits review.
Website submissions
4
CRM records available
4
Draft factual summary
Four forms were submitted. Two have been marked qualified; one is not a fit and one is awaiting review.
Draft advice needs a reviewer
Ask the reviewer about the pending inquiry before writing a conclusion about lead quality.
Trace the four sample records
Website submissions matched to the sample CRM export
Submission ID
Received
CRM status
sample-101
May 2
Qualified
sample-102
May 3
Not a fit
sample-103
May 5
Qualified
sample-104
May 7
Awaiting review
Review owner in this example: the agency account lead. No advice has been approved or sent.
Inquiry reportMay 1 to 7, 2026 · UTCSample run: May 8, 09:00 UTC
One submission is unaccounted for.
The website has four submission IDs. The CRM has three. The absent record could change the interpretation.
Website submissions
4
CRM records available
3
Draft factual summary
Four forms were submitted. Three appear in the CRM export. The remaining record needs investigation.
Hold the advice
Trace sample-104 before drawing a conclusion. Do not quietly drop it from the report.
Trace the four sample records
Website submissions matched to the sample CRM export
Submission ID
Received
CRM status
sample-101
May 2
Qualified
sample-102
May 3
Not a fit
sample-103
May 5
Qualified
sample-104
May 7
Record not found
Review owner in this example: the agency account lead. No advice has been approved or sent.
Inquiry reportMay 1 to 7, 2026 · UTCSample run: May 8, 09:00 UTC
The report keeps the gap visible.
The website export is available. The CRM export is unavailable, so qualification and matching cannot be checked.
Website submissions
4
CRM records available
Unavailable
Draft factual summary
Four forms were submitted. The CRM export is unavailable, so their qualification status is unknown.
Hold the advice
Restore the agreed source or have the reviewer document the gap. An unavailable source is not zero leads.
Trace the four sample records
Website submissions matched to the sample CRM export
Submission ID
Received
CRM status
sample-101
May 2
Source unavailable
sample-102
May 3
Source unavailable
sample-103
May 5
Source unavailable
sample-104
May 7
Source unavailable
Review owner in this example: the agency account lead. No advice has been approved or sent.
Client reporting automation
A written reporting standard: sources, metrics, date ranges and when data is ready to judge.
Scheduled, read-only data pulls from the sources named in your scope.
A private client report page with its sources shown, built to read on a phone.
Draft advice routed to a named reviewer, with tests and a written team handover.
Pricing
US$7,500 audit. A separately scoped build.A paid audit. A separately scoped build.
Audit
The two-week reporting audit costs US$7,500 fixed and is credited toward the build if you proceed. It sets the reporting standard and first workflow.The two-week reporting audit is a paid assessment with a fixed fee and is credited toward the build if you proceed. It sets the reporting standard and first workflow.
Pilot build
A pilot costs US$25,000 to US$60,000 fixed over 30 to 90 days. We agree the sources, client group, success measure and stopping rule in writing before the build.A separately scoped, fixed-fee pilot runs over 30 to 90 days. We agree the sources, client group, success measure and stopping rule in writing before the build.
Ongoing support
Ongoing production support is separate, from US$8,000/month, with an initial three months, then month to month.Ongoing production support is separate, with an agreed monthly fee and an initial three months, then month to month.
Report preparation checklist
Report inputsDraft reportTeam review
Illustrative walkthrough
From report inputs to approved advice
Audit: US$7,500. Pilot build: US$25,000 to US$60,000.A paid, fixed-fee audit. A separately scoped, fixed-fee pilot build.
1Report inputs
Pull facts from the sources named in your scope. Keep their dates and any gaps visible.
2Draft report
Apply the written reporting rules. Draft advice stays separate from the facts.
3Named review
A person on your team checks the draft advice before clients can read it.
4Private client page
Show the facts and approved advice on a private page, with its sources listed.
Example workflow. Sources and client groups are agreed in scope.
Preparing your report
01
Write the reporting standard
Use the audit to agree what the report covers, where its facts come from and how your team will review it.
02
Build and test one workflow
Scope the pilot on your real data. Test access, missing facts and the review step against the measure agreed before the build.
03
Hand over a system you own
Your team owns the agents, prompts, setup and docs. Decide whether to add ongoing support under a separate scope.
Relevant work
How the reporting workflow works
See how our reporting workflow collects the facts, keeps their dates and sources visible, and routes draft advice to a person for review.
Use the published steps to discuss what your agency needs in its first reporting workflow.
Discuss your reporting
Use a 30-minute call to explain the report your team builds today. Discuss the first workflow, the paid audit and the build scope it could lead to. No account access is needed to book.
Teegan JohnsonFounder & Chief Growth Officer
Call agenda and calendar details
The report, its sources and the manual work your team does today.
Who reviews the advice and which clients need the report.
What the audit would cover and how a pilot would be judged.
30 minutes with the Strataigize team, online. Times show in your timezone. Your calendar invitation confirms the organizer and time, and includes the meeting link.
Teegan Johnson, Founder & Chief Growth Officer, will follow up by email. Fields marked optional can be left blank.
Reporting questions
Is this a dashboard or a reporting system?+
The system adds report rules, scheduled data pulls and review of advice to a private report page. If charts alone solve the problem, a dashboard may be enough. The audit checks which work is worth building.
Will AI advice go straight to clients?+
No. A named person approves the advice before it reaches the client page. The data connections are read-only. Missing facts stay visible, and a report is held for review if it loses facts from the prior report.
Which sources and clients are included?+
We name the sources and first client group in the scope. The published service supports ad platforms, analytics, CRM and app-store data. Your build depends on the access and tools you use; the pilot does not include unlimited connections.
Does the audit price include the build?+
No. The US$7,500 audit is separate from the US$25,000 to US$60,000 pilot. The audit fee is credited toward the build if you proceed. Ongoing support is also separate, from US$8,000/month with an initial three-month term.No. The paid audit is separate from the separately priced pilot. The audit fee is credited toward the build if you proceed. Ongoing support is also separate, with an agreed monthly fee and an initial three-month term.
