White-label Client Reporting Software

Curated proof-of-performance

The Executive Report lets prospective clients see where they’re missing major opportunities in the digital landscape. Once you’ve secured them as clients, the Executive Report lets you continue to show your value over time. You’ll be improving retention and establishing yourself as the trusted local marketing expert with an intuitive solution.

Automated notifications
(including email reminders)

Engage your clients without lifting a finger. Automatically notify your clients through email when their Executive Report is ready to view, complete with highlights and areas for improvement. The findings of the Executive Report are your clients’ call-to-action, taking them directly into their personalized Business App.

Customize how often you’d like to notify your clients weekly or monthly and what types of activities you’d like to notify them about.

Engage clients and upsell in-app through Recommendations

As your clients navigate their Executive Report, recommendations are provided throughout, prompting clients to engage in features that are available to them now, learn about something in the guides section, and consider purchasing a product or service that will help solve their problem.

Customize and connect 3rd-party data

Connecting 3rd-party apps gives you and your clients a consolidated reporting experience. Connect Google Search Console, Google Analytics, Facebook & Google Ads, and many more to give your clients a complete report on their digital performance over time, all under one roof.