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Marketing agency operations · 13 retained clients

Reporting day is gone

Hector Home Services

Key results

  • ~26 hof manual reporting a month, before
  • 0 hof manual reporting a month, after
  • 13retained clients, with room to grow
  • +0 hof reporting to take on client fourteen

Hector Home Services, a marketing agency with 13 retained clients, removed about 26 hours of manual reporting a month, without changing the dashboard its clients already trust.

The problem

Three tools held the truth, and none of them talked to each other. Once a month, the owner carried it all across by hand.

Completed tasks came out of Monday.com and keyword tables were screenshotted out of SEMrush, then pasted into Agency Analytics: roughly two hours per client, thirteen clients, every month. The hours were not the real cost. Reporting week is the week you do not prospect, pitch or build.

How the system works

  • Automation

Every month, on schedule

  1. Monday.comtasks and subtasks per client
  2. SEMrushpositions, volume, difficulty, CPC
  3. n8n pullsfiltered to each client and month
  4. A sheet per clientwork done and keyword tables

Where it ends up

  • Agency Analyticslive widgets that update themselves
  • The client dashboardexactly as it was
  • Removedthe owner, copying and pasting

What the system does

  • Tasks flow on their own. Completed and in progress work is pulled from Monday.com, filtered to the right client board and month, and written per client automatically.
  • Screenshots became live tables. Keyword positions, movement, volume, difficulty, CPC, traffic value and the full ranking distribution update themselves. Clients move the date range; nobody recuts an image.
  • The dashboard stayed. Clients see exactly what they always saw, in the platform they watch during the monthly walkthrough. No retraining, no migration risk.
  • Built through the documented seam. Agency Analytics reads outside data through Google Sheets, so the bridge is the platform’s own supported path, not a workaround that breaks on the next update.

Before and after

MomentBeforeWith the system
Monthly reportingAbout 26 hours of copy and pasteNone, it runs on schedule
Client fourteenTwo more hours a month, foreverNo extra hours at all
Data freshnessA monthly snapshotLive widgets that update themselves
Reporting weekLost to assemblyBack to selling and building

The value did not come from adding intelligence. It came from connecting tools that were already paid for and already held the answer.

Time figures are the client’s own operational estimates.

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