Reports on Autopilot
Your client reports, written before you open the spreadsheet.
Client updates drafted from the numbers and the activity log, ready for you to check and send.
30 minutes, no cost. You’ll leave knowing whether Reports on Autopilot is the right first step.
Sound familiar?
- “Reporting week eats a day or more.”
- “Reports go out late, and every one looks different.”
- “Writing the commentary is the worst part.”
If that’s your week, Reports on Autopilot was built for it.
What changes
Agencies and consultancies lose a day or more every reporting cycle assembling updates by hand. Reports on Autopilot pulls the data and writes the story (what happened, what it means, what’s next), and you edit it instead of writing it.
Before
- Hours per client, per cycle, copying numbers and writing commentary.
- Reports go out late.
- Every report looks a little different.
After
- Draft reports are ready on the reporting date.
- You review and adjust.
- They go out on time, in the same format, every cycle.
Why it’s worth doing
Four things decide whether anything is worth your time: how big the result is, how sure you can be that it works, how long it takes, and how much it asks of you. Here’s how Reports on Autopilot measures up.
The result (bigger is better)
On-time reports with a clear story, without the reporting-week slog.
Why it works (more certainty is better)
Tested side by side against last month’s hand-written report before it goes live.
How fast (less waiting is better)
Live in 1–2 weeks.
Your effort (less is better)
Review and adjust each draft.
Everything you get
Reports on Autopilot, piece by piece. Built on tools you already use or can buy off the shelf.
Your Report Template
Your current format, turned into a template.
Data connections
Analytics, project tools and the CRM, pulled automatically.
The Narrative Engine
What happened, what it means and what’s next, written for each client.
Side-by-side test
Last month regenerated and compared with the report you wrote by hand.
Ongoing care
Monitoring, tuning as your business changes, fixes when a connected tool changes, and a 30-minute review with me every month. Cancel with 30 days’ notice.
Plus two bonuses
- Bonus 1
Report trim review
Cutting the sections nobody reads.
- Bonus 2
Executive one-pager
A one-page summary format for busy clients.
Want to see it on your own work? Bring a real example to the call.
Book a free consultationHow it works
Regenerate last month
From the raw data.
Compare
With the report you wrote by hand.
Fix the sources
Wherever the draft fell short.
The math
160 hrs
a year back across 10 clients
Illustration: 2 hours per monthly report for 10 clients, cut by two-thirds. More clients, bigger number.
Every figure here is an illustration. On the call, I run it with your hours, your rates and your deal sizes.
Run the numbers with meIs it right for you?
It’s for you if
- You send regular reports to clients: agencies, consultancies, managed services.
- Reporting takes hours per client, per cycle.
- Your data lives in tools that can be connected.
Skip it if
- You send one or two reports a year.
- Your reports are mostly judgment with few numbers.
Questions about automated client reporting
Can AI write client reports from my data?
Yes. It pulls the numbers from your tools and drafts the commentary: what happened, what it means and what’s next. You review it and send it.
How do agencies automate monthly client reports?
Turn the report format into a template, connect the data sources, and generate a draft on each reporting date for review.
What should a monthly client report include?
Key numbers against goals, what changed and why, and what you’ll do next. Cut the sections nobody reads.
How much time does automated reporting save?
It depends on how many clients you report to and how often. In the illustration on this page, 2 hours per monthly report across 10 clients, cut by two-thirds, gives back about 160 hours a year.
Which tools can AI reporting pull data from?
Most analytics tools, ad platforms, project tools and CRMs. If a tool can export data, it can usually be connected.
Will clients notice it’s AI-written?
They’ll notice it’s on time and consistent. You review every report and add your own read where it matters.
What if our data is messy?
The side-by-side test shows exactly where. We fix those sources first, which improves the report whether or not AI writes it.
What does it cost?
It depends on the tools you use and how much setup is involved. Every solution is a one-time setup plus optional ongoing care, and you get a fixed quote before anything starts. On the free call, I’ll tell you honestly whether it’s worth it for your numbers.
Send me last month’s report for one client. I’ll show you the draft it would have written.
30 minutes, no cost, no pressure.