THE CHALLENGE
Weekly client reviews took two full days of prep — pulling numbers from different platforms and reconciling them by hand.
SIGNALS
- Business IntelligenceExecutive briefings, per client + across book
- AnalyticsWeekly deltas per client site
- Search ConsolePosition + demand movement per client
THE INSIGHT
“The problem wasn't the data — every client had plenty. It was the reconciliation cost. Once one view existed, review time collapsed.”
THE WORKFLOW
- 01Analytics
- 02Search Console
- 03Business Intelligence
- 04Executive Assistant
OUTCOME
No verified customer metrics are published yet. What changed for the team, in qualitative terms:
- One dashboard covers every retainer
- Weekly review prep becomes minutes, not days
- Leadership sees the whole book at a glance