Agency Reporting Automation Kit
Stop rebuilding the same report every Friday. Start running a system.
Built for small marketing agencies and in-house ecommerce teams who spend hours each week manually pulling numbers, formatting client decks, and chasing spreadsheet data. This kit gives you the templates, SOPs, SQL, and AI prompts to automate your entire reporting workflow — no data engineering background required.
Who this is for
Marketing agency owners managing 3–15 client accounts who spend too many hours on reporting
In-house ecommerce marketing managers who need clean, repeatable weekly performance reports
Marketing analysts who want standardized templates and KPI definitions before building dashboards
What's included (11 files)
What problem does this solve?
You spend 3–5 hours every Friday pulling campaign data from GA4, Ads, and Shopify — then manually formatting the same deck, answering the same questions, and hoping the numbers agree.
With the Agency Reporting Automation Kit, your weekly report runs in under 15 minutes. A dashboard that updates itself, a SOP your team follows, and AI prompts that write your commentary.
How to implement it
Install the KPI dictionary
Set up the GA4 KPI dictionary and align your agency on metric definitions. Takes 1–2 hours.
Deploy the Looker Studio template
Connect your GA4 property to the dashboard blueprint. 30–60 minutes per client account.
Standardize your UTM taxonomy
Use the UTM governance template to eliminate tagging inconsistencies across campaigns and accounts.
Run your first automated report
Follow the Weekly Client Reporting SOP. Most teams produce their first clean automated report within one business day.
Frequently asked questions
Expected outcomes
Agency Reporting Automation Kit
Instant secure download after payment. Lifetime access — updates are included.