SEO agency reporting software, without the dashboard.
Patricia watches your client Google Ads and Meta accounts and, before your weekly client or leadership sync, posts what changed and what's worth discussing: the rising CPC, the fatiguing creative, the keyword to add as a negative. At month end she drafts the client marketing report in your agency's format.
📌 Heads up for Monday's leadership sync (10am). Here's what moved in the last 7 days and what's worth raising:
- Google Ads: 'rota planning' CPC up 64%, spending for almost no leads. I'd add it as a negative.
- Meta: prospecting creative is fatiguing, frequency 4.3 and CPA up 22%. Time for a refresh.
- Google Ads: brand search lost 19% of its impressions to budget. Worth moving spend over from generic.
@Pati good catch. Add the negative and draft a Meta creative brief for the refresh?
Done. The negative-keyword list for the UK search campaigns is drafted for your media buyer, and the creative brief for the Meta refresh is in the marketing project. Anything else before the sync?
The old way
How teams do this today.
Steering client campaigns is a weekly job. The work of noticing what changed, and turning it into a client-ready report, is done by hand across every account.
The pre-sync scramble
Before every leadership sync, someone logs into Google Ads, Meta and Google Analytics to find what moved, and still walks in unsure what is actually worth flagging.
The thing you catch too late
A keyword's CPC doubled, a creative fatigued, tracking drifted between the platform and the CRM, and nobody noticed until the board asked or the month closed.
The client report marathon
Month end means days rebuilding the same deck for every client, pulling numbers and writing commentary, time that should have gone into the campaigns themselves.
Inside Patricia
What it looks like when she owns it.
Setup
Set up with you in 20 minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect the ad accounts
Google Ads, Meta and Google Analytics in a click each, so she reads what changed straight from source instead of a copied export.
Step 3
Install the skill and set the cadence
Weekly before the leadership sync, monthly for the report. Tell her the channel and the format once.
Step 4
She flags what matters
The briefing before every sync, the draft report at month end. You decide and steer the budget; she does the digging.
Marketing reporting
What she takes off your plate.
Real behavior of the skill, not a feature list.
Watches the accounts for you
Google Ads and Meta every week, with Google Analytics for the funnel, so a doubled CPC or a fatiguing creative gets caught before the sync, not after the month closes.
Briefs you before the sync
What changed in the last 7 days and what is worth raising, posted in Slack, so nobody logs into five accounts to prep for the meeting.
Spots the things you steer on
Rising CPCs, lost impression share, ad fatigue and frequency, wasted spend on irrelevant search terms, and tracking drift between the platforms and your CRM.
Suggests the move, with the work already done
Add the negative, refresh the creative, shift the budget. She proposes it with the list drafted and the brief written, and files the task with an owner, so your media buyer makes the change in minutes rather than hours.
Drafts the client report in your format
Executive summary, month-over-month by market and campaign, what was done and what is next, in your agency's format and layout, not a dashboard she owns.
One price for the whole agency
Watching accounts is one thing Patricia does, not another reporting seat or dashboard subscription. One price for the whole team, on your workspace plan like everything else she does.
Say it like you'd say it
Things to ask her on day one.
What changed on the ad accounts this week that I should raise?
Which keywords are getting expensive?
Add 'rota planning' as a negative in the UK search campaigns
Draft the monthly marketing report in our template
Is any Meta creative fatiguing right now?
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Slack
Where the briefing lands before every sync, and where the monthly report gets reviewed before it goes to the team or the board.
FAQ
Marketing reporting, answered.
Is Patricia a reporting dashboard?
No, and that is the point. She does not replace your dashboards or your report format. She watches the accounts and tells you what changed and what to raise, in Slack, then drafts the monthly report in your own layout. You are not learning another tool or paying for another reporting seat.
What does she actually check each week?
The things you steer campaigns on: CPC and CPA moves, lost impression share, ad fatigue and frequency, wasted spend on irrelevant search terms, budget pacing, and tracking drift between the ad platforms and your CRM. She surfaces what changed and what is worth a decision.
When does the briefing arrive?
On the cadence you set, before the weekly leadership sync or whenever you review the numbers. She posts it in your channel so the team walks into the meeting already knowing what to discuss.
Can she act on what she finds?
She proposes the move and does the preparation: the negative-keyword list drafted, the creative brief written, the budget shift argued with the numbers. The change itself is made in the ad account by your media buyer, and the task is filed with an owner, so nothing is left at just pointing out the problem.
What about the monthly report?
At month end she drafts it in your agency's format: an executive summary, month-over-month by market and campaign, what was done, and what is next. Ready for the client or leadership sync. She prepares it; you review and share it.
Which channels does she cover?
Google Ads and Meta for performance, with Google Analytics for the funnel. Connect the accounts once and she reads them straight from source, so nothing is a stale export.
Is this all Patricia does?
No. Watching accounts is one job. The same teammate handles meeting recaps, creative production, weekly updates, and the rest of the work your team hands her, all in the same Slack.
One of the jobs teams hand her. See more client work use cases or browse them all.
Everybody deserves a Patricia.
She handles the work your team never gets to. You build the company. See what changes in your first week.