In this presentation, digital marketer Adam Chronister outlines how his agency Enleaf implements and presents client reporting. The discussion covered the agency's multi-faceted reporting process and detailed Enleaf's usage of Google Data Studio. The talk was presented in October 2022 in Nashville, Tennessee, at the Mastermind Mansion conference. https://enleaf.com/ https://mastermindmansion.com/

1. 99 problems
but reporting ain't one.
Adam Chronister | Enleaf

2. WHY INVEST IN REPORTING
● It gives you the competitive edge
● It builds confidence ( internally &
externally )
● It reduces the need for additional
communication
● It prevents analysis paralysis

3. ENLEAF STATS
● Typical agreement term = 6 months
● Average churn is 17 months.
● Only 14% of our clients request
check in calls.
We attribute a lot of this to
great reporting!

4. WHAT IS REPORTING

5. WHO DOES REPORTING SERVE?
● Clients:
● Prospects:
● Your Internal Team:
● Your Sales Team:
“Reporting is the process by which you demonstrate ownership in
terms of mutual benefit.”

6. WHAT REPORTING IS SUPPOSED TO DO
● Show progress towards marketing goals
● Identify trends and insights
● Earn clients trust and build loyalty. *

7. REPORTING SHOULD START DAY ONE

8. HOW DO I KNOW THIS IS WORKING?

9. CONSIDERATIONS WHEN BUILDING YOUR REPORT
Strategy:
● What is the purpose of the report?
● Who is this for? What do they care about?
● What do they want? What do you want:
● How will the data be used?
Scope:
● What features or content does it need?
● What data sources are necessary?
● What can be automated? What can't
Structure:
● How do all the data and features fit toggery?
● How can the data be combined to get the right
metric?
● How can this be automated"
Skeleton:
● What views of the data will we need?
● What timeline’s, trends, graphs, images, etc?
● How do these views satisfy the needs of the
user?
Surface:
● How can we make it look awesome?
● What actions can it drive?
● What visualization would help, and how
● What context do I need to provide?

10. TYPES OF REPORTING WE DO AT ENLEAF
A full analysis of all the factors that affect website's visibility in
search engines.
Audit / Strategy Overview SEO / PPC Projections Overview
Sales forecasting helps businesses estimate their costs
and revenue accurately based on which they are able to
predict their short-term and long-term performance.

11. TYPES OF REPORTING WE DO AT ENLEAF
“Narrative reporting” unpacks the statistics of our technical
report to build a meaningful picture of the company's business,
market position, strategy, performance, and prospects.
Narrative Reports Data Studio Reports
Data Studio reports tell stories with data. These stories
can persuade, provide insights, validate decisions, or
argue for a change of course. Good reports help you find
actionable information quickly and easily.

12. CONNECTING DATA SOURCES

13. ENLEAF - DATA STUDIO TEMPLATE

14. Adam
Chronister
www.enleaf.com - info@enleaf.com