Services / We're still doing this by hand
The numbers you ask for, every week, on their own.
A short report by email or text, in plain English, on the schedule you pick. Nobody has to build it on Monday morning.
See pricingPulled straight from your CRM
From the filesBuilt
- Event registration reports for a local business network that text and email the organizers each morning with new sign-ups since the last report. For the podcast network, an evening digest of everything that went live that day.
The problem
Somebody rebuilds the same report every week.
You ask how registrations are going. Someone exports a list, counts, pastes it into a message.
By the time it reaches you it's a day old, and the week they're busy it doesn't come at all.
A report that builds itself is small work that frees up a person every week.
How it works
Automatic reports, start to finish
- 01Pick the questionsThe 3 to 6 numbers you actually check.
- 02Connect the sourceStraight from your CRM, not a copy.
- 03Write it in plain EnglishWhat changed since last time, and what needs a look.
- 04Schedule itEmail, text or both, to whoever needs it.
What you get
Report spec
Automated report
Delivery by email and text
Handover notes
The buildFrom $[0,000]Fixed scope, fixed price.
Guarantee[Your guarantee here.]
Find out which reports should build themselves.
The audit asks who builds what by hand, and how often. $250, credited to the build.