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Find out if your agency reporting is Manual, Fragile, Scalable, or AI-ready - and what to fix next.
Takes 2 minutes to request · full scorecard is a 10-minute self-assessment
A set of diagnostic questions across 6 dimensions of reporting maturity that you can complete in 10-15 minutes.
A clear score that maps your agency to one of four maturity levels: Manual, Fragile, Scalable, or AI-ready.
A specific list of what to address first based on your lowest-scoring dimensions - not generic advice.
A direct recommendation on which Agency Reporting Automation Kit (if any) matches your current maturity level.
Where most small agencies score and what separates the scalable ones from the ones still rebuilding every Friday.
Specific actions you can take this week - regardless of which kit you choose or whether you buy anything at all.
Most small agencies are somewhere between Manual and Fragile. The scorecard tells you exactly where - and what the gap looks like to reach Scalable or AI-ready.
Every report is built from scratch each week. Data lives in spreadsheets, GA4 manual exports, and ad platform PDFs. One person knows how it all fits together.
Some templates exist but they break under pressure. UTMs are inconsistent across campaigns, metrics disagree between platforms, and onboarding a new account takes days.
Standardized dashboards, agreed KPI definitions, and a SOP your whole team follows. You can onboard a new client in hours. Reports are consistent and repeatable.
Structured data flows automatically from source to model to insight. AI tools can read your data without cleanup. Reporting is largely automated; you spend time on strategy, not assembly.
The scorecard is designed for people who are close enough to the reporting work to answer the questions honestly - owners, managers, and analysts who know where the process breaks down each week.
The scorecard doesn't just diagnose - it tells you what to do next. Depending on where you land, the next step is one of these.
A self-run 60-minute audit of one real client reporting process - KPI gaps, dashboard leaks, QA issues, and AI-readiness - with checklists, a KPI workbook, and a prioritized fix list. The paid, deeper companion to this free scorecard, and it leads straight into Standard or Pro.
View details →A Looker Studio dashboard blueprint, a KPI dictionary, a UTM governance system, a weekly SOP, SQL starters, and AI insight prompts - everything you need to get from manual to scalable in under a week.
View details →Everything in Standard plus BigQuery schema templates, dbt-style models, a data QA checklist, a dashboard audit scorecard, executive summaries, and a 90-day implementation roadmap.
View details →Hands-on pipeline design, BigQuery modeling, dashboard architecture, and full documentation. Scoped and priced by written agreement before work begins.
View details →The scorecard recommendation is a starting point, not a sales pitch. If none of the kits fit, we'll say so.
Enter your name and email to open the scorecard immediately - no credit card, no subscription, just the resource and a short follow-up email.
Already know which kit is right? Go to the digital kits store →