Agency Reporting Automation Kit Pro
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.
Who this is for
Agencies with 10+ client accounts that need a scalable data architecture, not just report templates
Data-forward ecommerce teams ready to move beyond Google Sheets and into BigQuery-backed analytics
Marketing ops leads who want to pass an analytics audit and deliver boardroom-ready data
What's included (10 files)
What problem does this solve?
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.
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.
How to implement it
Complete the Standard Kit setup
The Pro Kit includes everything in Standard. Start with the KPI dictionary, Looker Studio template, 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.
Frequently asked questions
Expected outcomes
Agency Reporting Automation Kit Pro
Instant secure download after payment. Includes Standard Kit + Pro Add-on. Lifetime access — updates included.