Client operations · Live demo
Monthly client report, explained by voice
Walks clients through their monthly performance report by phone or chat, explains what changed and why, and passes decisions to the account team.
Talk to Noor at Kitefin Creative
Kitefin Creative is made up. Noor is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Monthly reports land in busy inboxes as a file full of charts. Clients skim them, miss what changed, and their questions wait for the next monthly call.
How it works
- Reads each client's monthly report and the analyst's notes
- Answers questions like "why did cost per lead go up?" in plain words
- Explains the recommendations in the report and what they would change
- Passes approvals, like a budget move, to the performance lead to make
- Emails a short written summary of the conversation
What it connects to
- ClientHi Noor, it's Sameer at Northdune. I'm looking at last month's report. Leads are up, but so is the cost per qualified lead. Why?
- AgentHi Sameer. Total leads rose from 118 to 146, but qualified leads dipped from 40 to 38, so the cost per qualified lead went from AED 1,050 to AED 1,290. Joel's note says most of the extra leads came from the new Arabic ad set, which reached smaller companies outside your target list.
- ClientSo what's the plan?
- AgentThe report recommends limiting that ad set to companies with 200 or more staff, and moving AED 6,000 a month into the warehouse leasing webinar, which had your best cost per qualified lead at AED 740.
- ClientDo it. Move the money this week.
- AgentBudget changes are made by Joel with your sign-off, so I've sent him your approval and a summary of this call. He'll confirm by email today, and I'll send you a short written version of what we discussed.
Illustrative conversation. Names, numbers and details are made up.
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