To build a strong client relationship successfully, it is crucial to define, measure, and communicate the results effectively.
As an analyst, you need to have an upfront and impartial approach to sharing the ads’ performance, whether it is going well or not.Sharing the same information and stats in each report gives you the opportunity to build trust with your client and have an open conversation about what’s working and what’s not and how the strategy is progressing.Moreover, having a consistent reporting format makes it familiar and easier to follow for the client.
It also sets the expectations as to what and when your client should expect the performance report, whether weekly, quarterly, or monthly.Organizing the reportKeep the important content in advance and slip into the small details.
Placing summary info and remarkable stats before keywords, ads, and ad groups will keep the client occupied.You will probably have a few clients who won’t go past the first or second pages of the report, while others want to go through each and every detail.
but the clients usually prioritize ROI (return on investment) and ROAS (return on ad spend).Realize what your clients are concerned about the most and how they report to their company’s stakeholders and make it the first detail you report on.Have an executive summary or dashboardAlways presume that your PPC report will be passed along to people who don’t usually meet you.In case you’ve never met the C-suite of the company, test your report to see whether someone you’ve never met or who is not very familiar with the PPC metrics is able to comprehend what you’re doing and if it’s working or not.
This is best done at the starting of the report itself in a dashboard or executive summary.If you’ve your report customized to begin with client goal reporting (vs. PPC metrics) and start with important content upfront, then naturally, this will fit within the first two pages.Utilize all the information within your reach to find answers to these questions:What is the strategyAre we hitting the client’s goalsHighlights from the last reporting period, if anyWhat are we going to do during the next reporting periodIf you prepare your report in such a way that somebody who knows nothing about PPC or has never met you is able to understand it in simple terms, then you have made it.Include definitionsKeep in mind that your client might not remember every abbreviation necessarily or memorize how to calculate every stat.So under each table, add a small section for helpful descriptions for the client’s reference.