01
Repeat exports
The same source files are opened, cleaned and mapped again every reporting cycle.
FIXED-SCOPE REPORTING AUTOMATION FOR SMALL MARKETING AGENCIES
Stop rebuilding the same client report every month.
We turn a small set of recurring CSV or Google Sheets exports into a checked reporting workflow with explicit reconciliation and an exception log—so your team reviews the numbers instead of rebuilding them.
Fixed scope before buildSynthetic proof availableNo silent guessing on bad dataNo domain/login migration required for pilot
28-second workflow demonstrationSynthetic data only. No fabricated client results.
01 / THE PAIN
The expensive part is often not analysis. It is rebuilding the report.
02
Quiet errors
Duplicates, missing values and source-total disagreements can survive into polished client reports.
03
Wrong use of time
Account and strategy people spend hours on report assembly instead of interpretation.
02 / THE WORKFLOW
Automate the repeatable layer. Keep uncertainty visible.
STEP 01
Ingest
Up to three agreed CSV / Sheet exports.
STEP 02
Normalize
Dates, fields and agreed naming rules.
STEP 03
Validate
Duplicates, blanks and source-total checks.
STEP 04
Report
Six agreed metrics from accepted records.
Design rule: if the system cannot safely infer a value, it should create an exception—not a confident-looking number.
03 / PROOF
The demo is designed to fail visibly instead of succeeding cosmetically.
3synthetic input exports
6agreed metrics
5exceptions logged
0silent guesses
TYPEWHAT HAPPENEDRESULT
DUPLICATE
Repeated row detected and excluded.
CAUGHTMISSING
Missing campaign / lead fields quarantined.
CAUGHTTOTAL
Declared source spend did not match accepted rows.
FLAGGEDFORMAT
Multiple date and naming styles normalized under agreed rules.
HANDLED04 / PROPOSED PILOT
One recurring report. One bounded implementation.
PROPOSED PRICE₹7,500plus applicable taxes
✓ Up to 3 exports
✓ Up to 6 metrics
✓ Source mapping
✓ Reconciliation checks
✓ Exception log
✓ Refresh procedure
✓ Handoff walkthrough
✓ One revision
Not included by default: full BI rebuilds, unlimited client accounts, live API migration, strategic performance consulting, automatic external sending or guaranteed revenue impact.
05 / QUALIFICATION
We should reject the wrong workflow before charging for it.
Good fit
Same sources repeat each cycle.
Mostly the same metrics are calculated every time.
Sanitized exports can be shared for mapping and acceptance tests.
Bad fit
Every client report changes completely each month.
The request is to “automate the whole agency.”
Success is defined as guaranteed revenue uplift rather than reporting operations.
FIT CHECK
Describe the report that keeps repeating.
Tell us the sources, reporting frequency and the part that consumes the most manual time. We can decide whether a fixed-scope pilot makes sense before anything is built.