Canonical: https://www.strataigize.com/lp/opportunities/client-reporting-automation/a/ Description: Automate one client-reporting workflow with scheduled data pulls and human-approved advice. Paid audit; pilot builds are separately scoped and priced. For agencies that prepare client reports by hand # Spend less time assembling client reports. We automate scheduled data collection and prepare client reports. Your team reviews the advice before clients see it. **Teegan Johnson**, Founder & Chief Growth Officer.30-minute call. No charge. [Book a 30-minute call](https://www.strataigize.com/lp/opportunities/client-reporting-automation/a/#book) [ Working example · Sample records**Four submissions. One awaiting review.**Trace the report to its sources Reporting period**May 1 to 7**2026 · UTCAdvice awaits review ](https://www.strataigize.com/lp/opportunities/client-reporting-automation/a/#report-source-demo) [What is included](https://www.strataigize.com/lp/opportunities/client-reporting-automation/a/#scope)[Ask a question first](https://www.strataigize.com/lp/opportunities/client-reporting-automation/a/#ask) Working with teams in Canada and the US 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. Inspect a sample reporting run Both sources availableOne record missingCRM source unavailable **Inquiry report**May 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. #### Where the facts came from Website form export 4 sample records Received May 8, 08:55 UTC CRM export 4 sample records Received May 8, 08:58 UTC Matching rule Same submission ID in both exports. Count the reporting period in UTC. Trace the four sample records | 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 report**May 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. #### Where the facts came from Website form export 4 sample records Received May 8, 08:55 UTC CRM export 3 sample records Received May 8, 08:58 UTC Matching rule Same submission ID in both exports. Count the reporting period in UTC. Trace the four sample records | 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 report**May 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. #### Where the facts came from Website form export 4 sample records Received May 8, 08:55 UTC CRM export Not received Source status: unavailable Matching rule Same submission ID in both exports. Count the reporting period in UTC. Trace the four sample records | 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 ## A paid audit. A separately scoped build. Audit 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 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, with an agreed monthly fee and an initial three months, then month to month. ### Reports and records to start with - Your team prepares client reports on a recurring schedule. - You can name the first report and the systems its facts come from. - Someone on your team can review the advice before clients see it. ### Work outside the first report - Changes to ad campaigns or client advice published without human approval. - Unlimited sources, client groups or ongoing support within the pilot fee. Report preparation checklist Illustrative walkthrough ## From report inputs to approved advice A paid, fixed-fee audit. A separately scoped, fixed-fee pilot build. 1. Report inputs Pull facts from the sources named in your scope. Keep their dates and any gaps visible. 2. Draft report Apply the written reporting rules. Draft advice stays separate from the facts. 3. Named review A person on your team checks the draft advice before clients can read it. 4. Private 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 1. ### 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. 2. ### 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. 3. ### 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. [See the reporting workflow](https://www.strataigize.com/services/ai-systems/client-reporting-automation/) 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 Johnson](https://www.strataigize.com/team/opt/team-teegan-head-384.webp) **Teegan Johnson**Founder & 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. [Ask a question first](https://www.strataigize.com/lp/opportunities/client-reporting-automation/a/#ask) Prefer email? [teegan@strataigize.com](mailto:teegan@strataigize.com) ### Book a 30-minute call Choose a time on our booking page. It opens in a new tab and shows the times in your timezone. [See available times](https://meetings.hubspot.com/strataigize/consultation?utm_source=chatgpt&utm_medium=paid&utm_campaign=chatgpt_opportunity_client_reporting_automation&utm_content=ai01-a-v1) Ask about your report 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 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.