Getting Started
Set up ClientSignal and send your first AI-generated client report in under 10 minutes.
Step 1: Create your account
Sign up at clientsignal.io/trial. No credit card required. Your 14-day free trial includes one free AI-generated report.
Step 2: Connect your ad platforms
Use OAuth to connect the platforms you manage for clients. All connections are read-only — ClientSignal never modifies your ad accounts or campaigns.
- All plans: Google Ads, Meta Ads, Google Analytics 4, Google Search Console
- Growth+: TikTok Ads, Klaviyo, Mailchimp, Slack
- Agency: HubSpot CRM (revenue attribution)
Step 3: Add your first client
For each client, you configure:
- Client name and email address
- Which ad accounts to include in their report
- What counts as a conversion (leads, purchases, signups, etc.)
- Reporting frequency: weekly, biweekly, or monthly
- Writing tone: professional, casual, technical, etc.
Step 4: Review your first report
ClientSignal generates a report based on the last 7 days of data. You can review and edit it before sending, or set it to send automatically on your chosen schedule.
What happens next
Reports generate and send on your configured schedule. You can track which clients open and read reports in the engagement dashboard. The client health score updates automatically based on campaign performance and engagement signals.
Next: Supported Integrations