- Complexity: Standard
- Deployment: Platform-native
The problem
Small SEO and marketing agencies spend enormous operational time each month pulling data from multiple analytics platforms, formatting branded decks, and writing commentary for every client. This work scales directly with client count, so the busier an agency gets, the less capacity it has left to pitch new business.
- Data must be manually pulled from several separate analytics and SEO platforms each month
- Branded report formatting takes hours per client even after data is gathered
- Account managers spend hours writing commentary instead of doing strategic work
- Client onboarding runs through email chains with no structured tracking of missing credentials
- Operational overhead scales with client count, capping how many clients an agency can serve
The solution
A reporting workflow connects to each client's analytics accounts on a monthly schedule, pulls the relevant metrics, and assembles a branded report, leaving the account manager to add commentary before it goes out.
- Connects on a monthly schedule to Google Analytics, Search Console and Ahrefs for each client account
- Pulls the relevant performance metrics and organizes them by report section
- Fills the branded report template with the pulled data and formatted charts
- Delivers the assembled report to the account manager for review
- Account manager adds strategic commentary before the report is sent to the client
Where people stay in control
- An account manager reviews and adds commentary to every report before it is sent
- No report reaches a client without a person reviewing the assembled draft
- Missing data or access issues are flagged rather than silently skipped
Systems and data
The workflow reads performance and ranking data from Google Analytics, Search Console and Ahrefs, and writes the pulled metrics into a branded report template for each client.
- Google Analytics
- Search Console
- Ahrefs
Results
- Report delivery was 85 percent faster in the documented deployment
- More than 40 hours per month were reclaimed in the documented deployment
- Commentary time per client dropped from 3 to 4 hours down to 20 minutes in the documented deployment
Why platform-native
The workflow reads from a small set of connected platforms and produces a single reviewed document each month, so it runs well platform-native, directly on the model platform with Altivus providing monitoring and governance.
Frequently asked questions
Does AI write the client commentary in the report?
No. It assembles the data and formatting, and the account manager adds the strategic commentary before the report is sent.
How often does the report run?
The workflow runs on a monthly schedule, pulling fresh data from each connected analytics platform.
Does this replace the account manager?
No. It removes the hours spent pulling and formatting data, leaving the account manager to review and add commentary.