Do I get both the Standard and Pro files?

Yes. A Pro purchase includes both the Standard Kit ZIP and the Pro Add-on ZIP - all 21 files across both kits.

Do I need SQL or dbt experience to use the Pro Kit?

The dbt-style examples and BigQuery schemas are most useful with some SQL familiarity. The rest of the Pro Kit - QA checklist, audit scorecard, executive summaries, and 90-day roadmap - requires no SQL.

The Pro Kit is for agencies and ecommerce teams that have already outgrown simple reporting templates and need to build a scalable, production-quality analytics data layer. If you're just starting, the Standard Kit is the right first step.

Can I upgrade from Standard to Pro later?

Yes - simply purchase the Pro Kit separately. You will receive both ZIP files and can use them alongside any Standard Kit work you've already done.

Is this custom work or consulting?

No. This is a digital product with templates, examples, and frameworks you implement yourself. Custom implementation is available separately as Custom Analytics Engineering Implementation.

Yes. This is a digital product with one-time payment - no subscription. The moment your secure Stripe checkout succeeds, your download links for both ZIPs are generated on the confirmation page and you download immediately. A Stripe receipt is emailed to you as well.

What is the refund policy?

14-day money-back guarantee - a full refund within 14 days for any reason, even if you have already downloaded the files. See the Refund Policy for full terms.

Agency Reporting Automation Kit Pro

$249 · one-time

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Digital kit - Pro

Agency Reporting Automation Kit Pro

Name: Agency Reporting Automation Kit Pro
Brand: MB Data Automation LLC
Price: 249 USD
Availability: InStock

Build a production analytics data layer, without an engineering team.

For agencies and ecommerce teams ready to go beyond weekly reports and build a real analytics data layer. The Pro kit adds production-grade schemas, modeled data patterns, structured review frameworks, and the strategic documents you need to pitch, implement, and scale a reporting automation system.

Price

$249

One-time payment · no subscription

A fraction of one month of a full-time data hire - paid once, yours to keep.

Instant secure download after payment. Includes Standard Kit + Pro Add-on. Lifetime access - updates included.

Instant secure download after payment
21 files included
Lifetime access · updates included
Secure Stripe checkout

14-day money-back guarantee

Full refund within 14 days for any reason - even after you've downloaded it. No forms, no hoops.

Hosted checkout. Card data never touches this server.

See a free sample (PDF)

Built by a team of data and analytics specialists - not a generic template shop.

This is a digital product containing templates, schema examples, and framework documents. It is not custom engineering, consulting, or managed implementation. Those are available separately.

On the Agency Reporting Maturity Model

You are likely here · Stage 03

Scalable

Standardized dashboards and a SOP your whole team follows.

This kit takes you to · Stage 04

AI-ready

Structured, clean data flows source-to-insight; AI tools read it without cleanup.

Not sure which stage you're at? Take the free maturity scorecard for a precise read across 6 dimensions.

Who this is for

Agencies with 10+ client accounts that need a scalable data architecture, not just report templates

Teams that want AI-assisted reporting but whose data and KPI definitions are not standardized enough for it yet

Marketing ops leads who want to pass an analytics audit and deliver boardroom-ready data

What's included (21 files)

Everything in the Standard Kit (12 files)

Pro Implementation Guide

Agency Data Maturity Scorecard

BigQuery Schema Templates and dbt Examples

Data QA Checklist and Rules

Dashboard Audit Scorecard

Executive Summary Deck Template

Client Onboarding Data Intake Form

90-Day Implementation Roadmap

Positioning Reporting as a Premium Service

See what's actually inside

Real pages from the kit - not stock mockups. This is the level of structure and polish every file ships with.

Real pages from inside the kit. Download the full 6-page sample (PDF)

What problem does this solve?

Without the kit

You have reporting templates but your underlying data is still messy. GA4 exports are inconsistent, your BigQuery schema was set up ad hoc, and executive stakeholders want structured insights you can't deliver cleanly.

With the kit

The Pro Kit gives you a production-grade schema for your marketing data, dbt-style model patterns, a QA checklist to validate data quality, and executive summary templates your clients actually want to read.

Time savings depend on your stack, data quality, and implementation. The kit is designed to reduce repetitive reporting work by standardizing the system first.

How to implement it

Complete the Standard Kit setup

The Pro Kit includes everything in Standard. Start with the KPI dictionary, Looker Studio dashboard blueprint, and UTM governance if you haven't already.

Implement the BigQuery schema

Use the BigQuery schema templates to structure your GA4, Ads, and Shopify data in a consistent, query-ready format.

Build your dbt-style models

Apply the dbt-style model examples to transform raw marketing data into clean, documented analytics tables your team can trust.

Run the QA checklist and audit

Use the Data QA Checklist and Dashboard Audit Scorecard to validate data quality and fix inconsistencies before client presentations.

Deliver executive summaries

Generate client-ready and boardroom-ready summaries using the Executive Summary Deck Template and the AI Insight Prompt Library.

What happens after purchase

Complete secure Stripe checkout - one-time payment, no subscription.

Land back on the confirmation page and download both ZIPs immediately - the Standard Kit and the Pro Add-on (all 21 files).

Start with the Pro Implementation Guide, then the 90-Day Roadmap to sequence the rollout.

Stand up the BigQuery schema and dbt-style models, then run the QA checklist and audit.

Lifetime access: updates to either kit are included at no extra cost.

What this is not

Not a managed, done-for-you data warehouse build
Not a generic SQL or dbt course
Not a replacement for your dashboard tool
Not a magic AI button

What it is

A production-grade analytics foundation you implement yourself - BigQuery schema templates, dbt-style model examples, QA rules, audit frameworks, and executive reporting, built on everything in the Standard Kit.

Who should not buy this

We would rather you choose the right option than refund the wrong one.

You have not standardized basic reporting yet - start with the Standard Kit first.
No one on the team will touch SQL or BigQuery, even with worked examples.
You want a managed, done-for-you warehouse build - that is the Custom engagement.

Frequently asked questions

Expected outcomes

Implement a production-grade reporting data layer without a full engineering team

Audit and improve existing client dashboards with a structured, repeatable framework

Deliver boardroom-ready executive summaries directly from your analytics data

Includes Standard

Pro is Standard + the Pro add-on

A Pro purchase delivers all 12 Standard Kit files plus the 9-file Pro add-on - 21 files total. You don't need to buy Standard separately.

Compare with Standard →