Be inspired by our Klipfolio Partners, big and small, who are changing the game for their clients and taking their businesses to the next level. From marketing agencies, to business consultants, to business solutions providers, you’re sure to find insights on how real life companies have made data a priority in their everyday making their reporting processes a breeze.

1. Klipfolio Partner
Spotlight Series

2. Introduction
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Grab a coffee and get comfy.
Be inspired by our Klipfolio Partners, big and small, who are changing the
game for their clients and taking their businesses to the next level.
From marketing agencies, to business consultants, to business solutions
providers, you’re sure to find insights on how real life companies have
made data a priority in their everyday making their reporting processes a
breeze.
The opportunities are endless. Enjoy!

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An analytics powerhouse

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“I have seen Klipfolio improve
consistently over the years. It scores high
on both reliability and versatility.
Klipfolio is above the competition in
terms of capability, coding in Klipfolio is
easy and intuitive even for non-technical
users.”
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5. A winner since day one
Livedata.Mobi works with a very diversified portfolio of clients, most of which
are entrepreneurs/owners of small and medium sized businesses. The firm
has built 250+ custom dashboards for 100+ different clients in Klipfolio, each
unique in terms of their business and dashboard requirements.
Livedata.Mobi’s major clientele are in industries like medical, fitness, finance,
landscaping, lighting, digital media, and e-commerce, education.
Livedata.Mobi use dashboards paired with Klipfolio’s white labelling feature
as their keys to success.
Read on.
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6. Top metrics:
● Number of leads
● Campaign performance
● Revenue per customer
● Sales by product
● Customer satisfaction
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Example: Here’s what we’ve built

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8. The social listening and analytics specialists
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“The window into real-time, unsolicited
customer opinions help PR and
Marketing teams craft messages and
campaigns that strike a chord with their
target audiences.”
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10. Turning millions of discussions into dashboards
Talkwalker empowers over 1000 brands and agencies to optimize the impact
of their communication efforts through combining state-of-the-art
technology with a commitment to helping their clients every step of the way,
to find insights that make an impact.
Talkwalker’s platform is able to turn the millions of discussions on social
networks, articles in the news, opinions in blogs and scenes in images into
concrete insights that companies can use to protect, measure and promote
their brand communications worldwide, using dashboards to stay on track.
Read on.
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Example: Here’s what we’ve built
Top metrics:
● Engagement
● Followers growth
● Traffic conversions
● Social sentiment
● Social interactions

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13. A small team of data storytellers
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14. “
“Klipfolio in many ways can account for a
surge in growth to my business last year.
Klipfolio clearly supported the greatest
number of connectors to various APIs
and sources of data coupled with the
excellent support.”
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15. Powering up with automation
Pena Business Data Reporting specializes in meeting the growing demand to
turn large, complicated business data into simple, understandable stories
that report on the health of a business and lead to actionable insights.
Pena Business Data Reporting develops highly customized dashboards on
behalf of their clients who either already know about the benefits of using
Klipfolio or are looking for a SaaS platform to report on their business
metrics. They set their clients up with a Klipfolio account, connect them to
virtually any supported API, setup databases when needed, offer custom CSS
and HTML styling and build custom dashboards based on each clients needs.
Read on.
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Example: Here’s what we’ve built
Top metrics:
● Sales conversion rate
● Average order value
● Total ad spend
● Total sales
● Return on investment

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18. Part accountants, part consultants
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“Klipfolio is streets ahead of the others
for what we need and ticks a whole host
of boxes for us including the huge data
manipulation power, native connectivity,
white labelling but for us mainly the
endless API connections that are
possible.”
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20. 1 word, insights
flinder uses Klipfolio for their business but the main purpose is to provide
insight to their clients. The team starts off with a strategy and business
objectives workshop to translate the client’s objectives, and distills them
across various functions within the business. From sales activity to financial
information and trends, flinder provides insight to help their clients meet
their objectives.
The flinder team is just starting to scratch the surface with client data and
metrics. Currently, they build dashboards to track an array of metrics across
multiple functions.
Read on.
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Example: Here’s what we’ve built
Top metrics:
● Revenue
● Cash burn
● Profit to cash reconciliation
● Number and value of open
prospects
● Daily sales value and volume

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23. Data matchmakers
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“The secret behind our process is that we
have built a smart data engine that sits
between the online marketing channels
and Klipfolio, making Klipfolio an even
more powerful tool for us”
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25. Helping clients fall in love with data
When Cervino Marketing started working with Klipfolio, they saw the power
of the API which allowed them to scale up the deployment of dashboards for
their clients. Since Cervino Marketing can deploy dashboards faster than
others can build them from scratch, agencies love working with them.
They’ve built their own template library that helps them scale their business.
The Klipfolio API allows Cervino Marketing to quickly copy dashboards from
their template library and paste it into a new client. In just 2 weeks, they
delivered 50 dashboards to 3 agencies for 18 clients.
Read on.
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Example: Here’s what we’ve built
Top metrics:
● Lead funnel
● Impressions
● Click through rate
● Cost per conversion
● Goal completion rate

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28. Restaurant reward program experts
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“With Klipfolio, we’ve identified new
opportunities and addressed critical
problems that were limiting our
business. We wanted to provide metrics
for our merchants to monitor their
programs in new and creative ways.”
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30. Tracking customer loyalty with loyal reports
Spoonity is a loyalty rewards platform that enables businesses to provide
loyalty rewards program, gift cards, and online ordering through a custom
branded smartphone app. Spoonity is now a global company, with
departments and team members located around the world.
With such a big change, the team quickly recognized the need to track key
metrics across departments and roles that were starting to become more
formalized. The Spoonity team, now uses Klipfolio to track metrics for sales,
marketing, accounting, customer success, and onboarding. They also offer
detailed dashboard reports for their customers so they can easily track
reward app performance.
Read on.
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Example: Here’s what we’ve built
Top metrics:
● Most valuable clients
● Most profitable customers
● Customer lifetime value
● Demographics
● Top selling items

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33. Knowledge sharers in a digital age
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“We’re using Klipfolio for all internal and
client reporting. We also have a
dedicated TV dashboard showing real
time information about the status of all
projects. If you're asking me how long
that would take us if we had to do it all
by hand, I'd say about a week.”
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35. Sharing knowledge and growing together
bakerMEN connects clients with their customers through online advertising
and help distil important insights on their behaviour through analysis.
Klipfolio allows them to not just tell teams about the status of projects, but to
show it in clear data visualizations.
Even when they were just 5 people, it would take the bakerMEN team about
3 days to get all of their customer reports out the door. They eventually
moved to Google Drive, which was fine at first. But as they grew, they began
advertising on non-Google networks and reporting became a very time
consuming job for them. They needed a tool that was as automated as
possible, easy to use for customers, automatically updated, and easy to
maintain - Klipfolio.
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Example: Here’s what we’ve built
Top metrics:
● Pageviews
● Website sessions
● Session duration
● Number of users
● Devices by type

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38. Klipfolio Partner Program
Help your clients succeed with data by offering them the
industry’s highest rated agency reporting solution.
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39. Partner Program Overview
Analytics at a glance.
● Understand your
numbers with agency
analytics right at your
fingertips. Real-time
visualizations can be
shared with whoever you
like, whenever you like.
● Help your team stay
in-the-know and make
smarter decisions backed
by data, on the fly.
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All of your data in one place.
● Stop wasting hours building
client reports from scratch by
automating the
time-consuming process.
● Understanding your top
business metrics in real-time
means unbeatable results for
both you and your clients.
The new norm.
● Everybody’s doing it.
Become more
competitive with a new
stream of revenue and an
edge to move you
forward.
● With plenty of resources
and a community of
agencies, you can gain
insights and accelerate
your business through
best practices.

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Join a community of data-driven leaders who are changing the game for their clients.
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5000+
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Partners who are achieving more together.
Clients who are making data-informed decisions.
Countries making data a priority all around the world.

41. Resources
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Learn Hub
No matter how you learn, no
matter what industry, no matter
what data, we’re here for you,
with quick tips, courses, videos,
chat support, and more.
Partner Jumpstart
Guide
Simply your go-to guide for
everything you need to know
about getting started as a
Klipfolio Partner.
Partner Blogs
We’re constantly learning. And
we love sharing our discoveries.
With 100+ blogs curated for
agencies, consultants and
business solutions providers,
you’ll find something that will
stick.

42. Let’s chat.
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If you have any questions or want to chat with
one of our experts on how you can get the most
out of Klipfolio, please reach out to our Partner
Success Manager, Prerna.
Book a call with Prerna
Get started with a free trial

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