Agency Blueprint

Season 3 | Ep 30 | Boost Your Productivity with an Efficient Reporting Process


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Have you ever worked hard on a project… only to find out that you weren’t profitable or that you made very little money? No agency owner wants to work for months on end, only to receive financial reports that show they are not doing well. Unfortunately, it happens a lot.

In this episode of The Agency Blueprint, I talk about the importance of reporting and the different types of reporting you should be doing in your agency. I also give insight into how you can see what’s going on across your agency without being directly involved. So, if you want to sleep well at night knowing your agency is functioning well, jump right into the podcast!

The Key Questions:

  • What is the first thing agency owners need to do before setting up a reporting system? (2:30)
  • Why is it important that information gets into the right people’s hands? (6:43)
  • What are the different types of reporting? (10:29)

What You’ll Discover:

  • The simple method I use for easily figuring out which metrics to focus on (7:45)
  • What agency owners should be looking at from a sales and marketing perspective (10:30)
  • The top metrics to consider when creating a financial report (15:54)

Episode Links and Resources: 

  • 00:14 To Download Your Free Copy of The International Best Selling Book "The Agency Blueprint" just click this link
  • 00:31 Busy doesn’t mean productive. Why is your hard work not profitable?
  • 2:30 How to identify the reports you need before setting up a reporting system.
  • 6:43 Why it’s important that information gets into the hands of the right people. The Power of a Team!
  • 10:30 What you should be looking at in a Sales Marketing Report 
  • 15:54 The Most Important Financial Metrics and Reports You Should Be Looking At
  • 18:34 CreativeAgencySuccess.com

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Agency BlueprintBy Robert Patin

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