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Client in Tampa asked me why I keep sending her the same report, and it made me rethink our whole onboarding
About 6 months ago I was on a call with Dana, a client in Tampa who runs a 4 person landscaping company, and she asked why every agency report she gets looks the same even though her business is nothing like the last agency's client. I had no answer. We were sending the same 12 page template to everyone because that is what our old account manager built years ago, and she was the first person to actually point it out. Has anyone rebuilt their reporting from scratch and what did the first version look like before you got it right?
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amy_reed797d ago
Dana basically did the same thing my mechanic does when I bring in a Honda and he hands me the same sheet he uses for a Ford F-150. It's not that the sheet is wrong, it's that nobody asked what was under the hood. We ripped ours down to a one page scoreboard first, just the 4 numbers each client actually cares about, and then let them tell us what to add. Turned out every single client wanted something different on page 2, which is kind of the whole point.
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